Jennifer Smiljanich is a CFP®-certified financial advisor with 18 years of industry experience. She has been with SJS Investment Services since 2017 and previously worked at SJS Investment Consulting, Inc. from 2010 to 2017. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process features diversified model portfolios monitored by an internal Investment Committee and includes a specialized public-funds practice with tailored cash-flow analysis and detailed reporting.

Michael Gauthier is a CFP® with 21 years of industry experience and is affiliated with Strategic Income Group LLC in Chandler, AZ. He has been with Strategic Income Group since 2013 and is involved in several other business ventures, including authoring financial education materials through Strategic Media Group LLC and serving as CEO of Strategic Family Management, a family office service. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and business clients, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies, including the management of two private funds focused on income and capital appreciation, and provides client education through newsletters and seminars.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

Mark Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with First Advisors National, LLC. Outside of his advisory role, he is affiliated with the Church of Jesus Christ of Latter-Day Saints, where he has been involved since 2012. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct indexing, options overlays, and tactical allocations.

Matthew Baum is a CFA® charterholder and holds a Series 63 license with 12 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2016. The firm provides investment management services to individual clients, trusts, estates, pension and profit sharing plans, and other entities, managing both discretionary and nondiscretionary accounts with approximately $1.62 billion in assets. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented investment approach supported by an in-house research team and serves both high-net-worth individuals and investment company clients, including acting as adviser to a registered mutual fund.

Justin Smiley is a CFP® at Versant Capital Management, Inc. in Phoenix, AZ, with one year of experience in financial advising. Prior to joining Versant, he worked in various roles at PNC Corporate & Institutional Bank, MidFirst Bank, and Great American Insurance Company. Versant Capital Management serves high-net-worth individuals, families, institutions, and charitable clients with portfolio management, wealth planning, family office services, and consulting. The firm focuses on client-specific investment policies and builds diversified portfolios across multiple asset classes, including equity, fixed income, mutual funds, ETFs, and alternative investments.

Tina Decker is a financial advisor at Bridgeport Financial Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, INC and OSAIC. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management with access to third-party strategists and affiliated models under the Founders Gate Capital brand.

Randall Davey is a financial advisor at Guide Advisors, Inc. in Mesa, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including insurance and securities since 2003. He operates a sole proprietorship offering insurance products and services alongside his advisory work. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm conducts public seminars and educational workshops and generally acts as a co-advisor rather than directly managing discretionary client portfolios.

Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes twelve years at Automatic Data Processing. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and utilizes both in-house and third-party portfolio management.

Michael Peart is a financial advisor at Embree Financial Group in Phoenix, Arizona, holding Series 65 and Series 63 licenses with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and McAdam LLC. Peart has been with Embree Financial Group since 2018. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW clients and manages portfolios using fundamental, technical, and cyclical analysis with a range of investment vehicles.

Ryne Macpherson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at The Vanguard Group, Inc. for eight years and has been with DecisionPoint Financial, LLC for eleven years. He also has experience associated with Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mixed approach of fundamental, technical, and cyclical analysis, allocating client assets among mutual funds, ETFs, equities, and fixed income, while conducting periodic reviews and exercising discretionary portfolio management.

Eric Jhonsa is a financial advisor with Dutch Asset Corporation in Phoenix, AZ. He holds a Series 65 designation and has one year of experience at Dutch Asset Corporation, following five years as a self-employed professional and four years at TheStreet. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, and utilizes strategies including derivatives and third-party managed accounts.

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.

Ryan Freberg is a financial advisor at Focused Alpha, LLC with 13 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Focused Alpha in 2024. Freberg holds a Series 66 designation. Focused Alpha, LLC is a registered investment adviser managing approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops.

Tabitha Daly is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Sensible Money, LLC, where she has worked in various roles since 2023. Prior to this, she held positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. Sensible Money is an independent SEC-registered investment adviser that serves individual clients, trusts and estates, pension and profit-sharing plans, and charitable organizations, primarily focusing on those nearing or in retirement. The firm integrates ongoing financial planning with discretionary investment management, utilizing diversified portfolios and liability-driven investing strategies to align with clients’ financial needs.

Peter Earp is a financial advisor at Gambit Capital Management, LLC in Phoenix, AZ, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at American Family Insurance and Charles Schwab. In addition to his advisory role, he has been involved in rental property management for ten years. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management along with financial planning, coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm employs a long-term investment approach utilizing fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client.

Joan Zimniewicz is a financial advisor with E. A. Horwitz LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and employs tools such as options and fixed-income trading to manage risk and generate income.

Teresa Armel is a financial advisor at Next Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at firms including Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, including private investment funds and structured notes.

Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Paul Escarcega is an advisor at Sensible Money, LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses. He joined Sensible Money in 2026 and previously held roles at Grand Canyon University, Morgan Stanley, and other organizations. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts, pension plans, and charitable organizations, with a focus on those nearing or in retirement. The firm offers integrated financial planning and discretionary investment management, using diversified portfolios and approaches such as liability-driven investing and Modern Portfolio Theory.