Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial and Fairfield National Bank. Spangler is also the owner of Vantage Point Investment Services, a holding and support company. Juncture Wealth Strategies advises individuals, trusts, estates, and pension or profit-sharing plans, providing investment advisory services and portfolio management that incorporate proprietary strategies, model portfolios, and the use of derivatives and hedging techniques.

Calvin Goetz is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation and 15 years of industry experience. He has been with Strategy Financial Services, LLC since 2013 and is the sole owner of Strategy Financial Insurance, LLC. Goetz is also a licensed insurance agent and an equity owner in Strategy Financial. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset portfolios managed on a discretionary basis.

Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Andrew Abysalh is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Strategy Financial Group in 2023, he worked at Fidelity Brokerage Services LLC, Park Avenue Securities, and Guardian Life Insurance Co. of America. Strategy Financial Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset model portfolios managed on a discretionary basis.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining MSH Capital Advisors, he worked for The Vanguard Group, Inc. for seven years. Outside of advising, he owns a pool cleaning and maintenance business in Scottsdale. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives and utilizing third-party platforms and unaffiliated sub-advisers.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.

Greg Hartenbower is a financial advisor with John Moore & Associates Inc in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Raymond James Financial Services Advisors Inc. and USAA Financial Planning Services. Outside of his advisory work, he directs men's religious retreats for churches throughout Arizona. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs proprietary quantitative equity models, multi-blend asset allocation, and specialized strategy portfolios, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Robert W. Baird & Co. and UBS Financial Services. He is a partner and wealth advisor at Eagle Rock Wealth Management, where he is involved in developing financial plans and executing strategies. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis combined with modern portfolio theory to construct portfolios, employing both bespoke allocations and licensed model portfolios while incorporating third-party technology and risk-assessment tools.

Lucas Graybill is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 66 license with one year of industry experience. His prior work includes roles at Kingdom Financial Group LLC, Swissport, FiveIron Golf, Fidelity Investments, and Raymond James. Fullerton Financial, LLC provides investment management and financial planning to individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, managing accounts primarily on a discretionary basis through model portfolios and third-party managers.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ashton Thomas Private Wealth and AssetMark Financial. Outside of his advisory role, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners, LLC is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, as well as accounting and business consulting services, using a combination of modern portfolio theory, fundamental analysis, and a Manager Marketplace of model strategies.

Matthew Tarini is a CFP® with 31 years of experience in the financial services industry. He is currently with Focused Alpha, LLC and has previously worked at Nations Financial Group, Wells Fargo Advisors Financial Network, LPL Financial, and Citigroup Global Markets. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million and serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach emphasizing tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and computer-based tools to construct diversified portfolios.

Scott Jewett is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor and owner at Mars Jewett Financial Group. His prior experience includes roles at Mutual Securities, Inc. and Cetera Advisor Networks LLC. Jewett is a board member of the Bellevue Christian School Trust and Investment Committee and serves as a Republican Precinct Committee Officer. Mars Jewett Financial Group manages approximately $734.7 million for a range of clients including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios based on risk tolerance and uses a committee approach to select mutual funds and ETFs, also incorporating independent investment managers.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.

Frederick Petrino is a financial advisor at Windsor Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windsor Capital Management since 2009. Prior to joining Windsor, he worked at Payden & Rygel and Charles Schwab. Windsor Capital Management manages approximately $703 million in discretionary assets for around 458 clients through a team of five advisors. The firm provides customized portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, utilizing a range of investment strategies from conservative to aggressive risk profiles.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo, among others. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Balboa Wealth Partners is a team-based SEC-registered investment adviser managing over $1.07 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, employing a long-term, diversified investment approach using both discretionary and non-discretionary mandates along with unaffiliated independent managers.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robert Chick Fritz. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and selection of third-party managers. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes quantitative and qualitative due diligence across a broad investable universe, including public and private market investments.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.