Thomas Randt is a financial advisor at Focused Alpha, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Sparta Wealth Partners, Charles Schwab Bank, and Merrill. Randt is based in Mesa, Arizona. Focused Alpha, LLC is a SEC-registered advisory firm managing approximately $664 million for a multi-advisor team, serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process focused on tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and a range of investment vehicles.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Retirement Consultants, Inc., Cetera Advisors, LLC, and LPL Financial. In addition to advisory work, he is a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a team-based approach to provide comprehensive portfolio management, financial planning, and retirement plan consulting, employing diversified strategies with low-cost mutual funds, ETFs, and other investment vehicles.

Michael Ball is a financial advisor with Cross State Financial Group LLC in Tempe, AZ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has held roles at several firms, including United Planners Financial Services and his own Ball Financial Group, LLC. Outside of advising, he is involved in the sale of stamps through A To Z Stamps, LLC. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $166.8 million in discretionary assets through a team of nine advisors. The firm employs fundamental analysis with tactical asset allocation and offers both model and customized portfolios with discretionary management and client-imposed restrictions.

Randy Schatz is a financial advisor at The Retirement Solution LLC in Gilbert, AZ, with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Manulife John Hancock Investments, John Hancock Funds, and JPMorgan Securities. Outside of his advisory role, he owns residential properties in Gilbert managed through property managers. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, and various organizations, using model portfolios tailored to client objectives and incorporating tax-aware strategies and estate-planning coordination.

Whitney Hendricks is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining Seros Financial in 2026, Whitney worked at Sevensuede Investments for two years and was a homemaker for eight years. Seros Wealth Partners offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing discretionary portfolios for approximately 441 clients with about $359 million in assets. The firm employs a blend of fundamental, quantitative, optimization, and technical analysis to tailor portfolios and utilizes proprietary core models alongside tactical overlay strategies.

John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.

Matthew Griffith is a CFP® with 25 years of industry experience. He has been with Coyle Capital, LLC since 2018 and previously worked at Kestra Private Wealth Services, LLC and Kestra Financial, Inc from 2014 to 2018. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Klaine Doucette is an advisor at OASIS Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Primerica Advisors for 30 years, as well as at Desert Peaks Financial Group. He is also an investment adviser representative with Terra Wealth Management and a registered representative with CAPE Securities. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million across nearly 5,000 clients, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and the use of diverse instruments such as private placements and cryptocurrency.

Robert Bruce is a financial advisor with Diversified, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He previously worked at Geneos Wealth Management Inc, Integrity Wealth Consulting, LLC, and Commonwealth Financial Network. Outside of advising, he is a licensed insurance agent. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process combined with ongoing portfolio management and utilizes third-party managers and platforms to tailor investment strategies.

Dominic Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group and Founderpath, where he provided capital analysis for software companies. Dominic is also the founder of Relaxation Haven LLC, a health and wellness business focused on massage chair services. Chicago Investment Advisory Group offers discretionary portfolio management and financial consulting to a diverse client base, utilizing an asset-allocation approach that incorporates fundamental, technical, charting, and cyclical analyses. The firm employs both long-term and shorter-term trading strategies tailored to client objectives and provides specialized services including pension consulting and coordination with tax and legal advisors.

Marc Giannone is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Eaton-Cambridge Inc. since 2012 and previously worked at Johnson Wealth Management, LLC, and Eaton-CambridgeCPA PC. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by integrated tax and accounting expertise through affiliated entities. The firm manages approximately $480 million in assets and combines multi-disciplinary credentials and non-advisory activities as part of its client service model.

John Robison is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Sun Valley Solar Solutions for two years. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1.07 billion in assets and employs a team-based approach that incorporates both discretionary and non-discretionary mandates, using a diversified investment strategy that includes low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northern Lights Distributors, Ocean Park Asset Management, and Sierra Investment Management, among others. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

John Oxenhandler is a financial advisor with Blackhawk Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and United Planners Financial Services. He is also associated with Family Wealth Advisors, LLC. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, using quantitative methods to manage investments and offering proprietary strategies as a model portfolio provider and sub-adviser.

Brandon Guy is a financial advisor at Fortem Financial Group, LLC with Series 65 credentials and one year of industry experience. Prior to joining Fortem Financial Group in 2025, he worked at several golf courses, including Banbury Golf Course, Crane Creek Country Club, and Grand Canyon University Golf Course. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs diversified portfolios based on modern portfolio theory and provides fiduciary services for retirement plans while leveraging a network of affiliated businesses for broader financial solutions.

Nathan Bergstrom is a CFP® with six years of industry experience, currently serving as an advisor at Eaton-Cambridge Inc. since 2021. His prior roles include positions at Johnson Wealth Management, Financial Engines Advisors L.L.C., Charles Schwab and Co., Inc., and Quicken Loans. Outside of financial services, he has experience operating a pool service business. Eaton-Cambridge serves individual and high-net-worth clients, providing wealth management, portfolio management, and financial planning services supported by integrated tax and accounting expertise. The firm manages approximately $480 million in assets and combines multidisciplinary credentials with related business activities as part of its client service approach.

Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.