Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Planning Grounds L.L.C., as well as involvement with Blakely Walters Insurance, LLC. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing fee-based asset management, financial planning, and referrals to third-party money managers. The firm employs a tactical allocation investment approach that incorporates fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering an employer-facing subscription plan with payroll-deducted fees.

Paul Phillips Jr. is a financial advisor at Synergy Asset Management, LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Synergy since 2023. Phillips also serves as a FINRA arbitrator, hearing industry-related cases. He owns intellectual property that he leases to nonprofits. Synergy Asset Management provides wealth management and financial planning to individual and high-net-worth investors, business owners, trusts, retirement plans, and other advisors. The firm uses tactical asset allocation combined with fundamental and technical analysis across proprietary strategies and offers discretionary and non-discretionary portfolio management and family office services.

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, with 15 years at the firm and 10 years of industry experience. He holds a Series 65 credential. Outside of his advisory role, Mr. Carpenter owns and operates CLC Tax, LLC, through which he prepares individual tax returns. He also occasionally provides AML audits for unaffiliated firms. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a top-down, macro-driven approach that emphasizes asset allocation, primarily using ETFs, mutual funds, and select individual securities.

Joshua Becker is a financial advisor at Kingdom Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked with Fullerton Financial Planning and Kingdom Financial Group since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on private enterprises in Southern and Eastern Africa. Kingdom Financial Group provides investment advisory and financial planning services to individual clients through discretionary portfolio management, comprehensive financial plans, and educational seminars. The firm manages approximately $520.9 million in discretionary assets and serves around 1,785 clients with a team of 18 advisors.

Ethan Bell is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Martinsen Wealth Management, he worked at Adams Wealth Advisors for two years. Outside of his advisory role, he is involved in local youth soccer training. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct and strategic indexing, options overlays, and tactical allocations.

Mitchell Monson is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LifePro Asset Management and Benchmark Electronics. Outside of his advisory role, he is involved in insurance-related activities as an Independent Agent with Secure Income Management, focusing on life and accident insurance products. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and portfolio management services. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and maintains affiliations with an accounting firm and a licensed insurance agency.

Emily Gall is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Fortitude in 2024, she worked at Schmooze and Morning Squeeze. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and manages illiquid private credit and real estate-credit investments.

Jordan Galvin is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Galvin, Gaustad & Stein since 2015, including time overlapping with Foothill Securities Inc in 2015-2016. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $1.35 billion in assets and employs a fundamentally driven security-selection process combined with quantitative screening and qualitative company analysis to construct diversified portfolios and offer both discretionary and non-discretionary financial planning services.

Steven Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, Arizona, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has operated Fullerton Financial Planning since 2011, providing financial planning strategies and insurance services. Outside of finance, he is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group primarily serves individual clients with personalized financial planning and consulting, offering a range of services from comprehensive plans to ongoing consultations. The firm outsources investment analysis and portfolio management to third parties while maintaining client communication and suitability oversight.

Michael Christensen is a financial advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Sage Financial Advisors, he held various roles including positions at Instacart and GrubHub. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and pension and profit-sharing plans, managing approximately $219 million across about 105 client relationships with a five-advisor team. The firm combines discretionary portfolio management with financial planning, tax services, and educational programming, using fundamental analysis and a range of investment strategies.

Jonathan Moore is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Ironwood Wealth Management, LLC since 2016 and previously worked at Cmoore Enterprises LLC for eleven years. He holds a Series 65 license and is based in Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm provides discretionary and non-discretionary portfolio management along with written financial planning, using a client-specific investment approach that includes asset allocation, rebalancing, and cost-conscious share-class selection.

Kurtis Knobbe is a financial advisor at Bledsoe Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles with the City of Phoenix since 2011, including serving as a Fire Captain in the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients, offering asset management, financial planning, and consulting services. The firm uses strategic model portfolios tailored to client needs and employs both long-term and active trading strategies, including options and derivatives, with a focus on optimizing retirement benefits for public safety employees.

Thomas Dupree is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Dupree Financial Group, LLC and has prior experience at Strategy Financial Group as well as brief roles outside the financial sector. Dupree Financial Group is a team-based firm managing approximately $404 million in client assets, focusing on discretionary portfolio and asset management for individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes a modified value-focused, bottom-up investment approach tailored to retirees and those planning for retirement.

Daniel Owens is a financial advisor at Juncture Wealth Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Elk River Wealth Management LLC, BOK Financial, and CoBiz Wealth. Owens serves as a board member for Team Bradley Bear, a charitable organization, where he provides guidance and advocacy. Juncture Wealth Strategies advises individuals, trusts, estates, and retirement plans, managing over $470 million in assets as of the end of 2025. The firm uses a combination of proprietary strategies, model portfolios, and trading services, incorporating behavioral, fundamental, quantitative, and technical analysis, along with derivatives and hedging techniques in separately managed accounts.

Blake Essary is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked with several firms including Landing Rock Cash Management and National Gold Consultants. Outside of advising, he operates his own insurance agency and real estate business and serves as a solicitor for third-party managers and service providers. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in non-discretionary management and ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers, referring clients to external providers while offering direct advisory services in select cases.

Richard Siegel is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at ARQ Wealth Advisors, LLC since 2008 and previously spent eight years with Vanguard Advisers. Outside of advising, Richard holds a minority ownership stake in Restaurant Investment Partners, LLC. ARQ Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm integrates derivatives and alternative investments into client portfolios and provides fiduciary support for employer plans alongside traditional wealth management services.

Jessica Coleman is a financial advisor at Ironwood Investment Counsel, LLC in Scottsdale, AZ. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Ironwood, she worked at Fisher Investments for three years and has experience in academic settings including Whitman College and the Vancouver School of Arts & Academics. 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 focuses on fundamental analysis and ongoing portfolio monitoring, utilizing a range of strategies and asset classes, and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Alexander Kalemba is a financial advisor at Dew Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Outside of finance, he has experience in the hospitality and retail sectors, including at Fox Cigar Bar and BevMo!. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary services and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Leong Ngu is a financial advisor with LifeTyme Financial Advisors, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with LifeTyme Financial Advisors since 2012 and LifeTyme Financial Group since 2014, in addition to Allstar Financial Group since 2011. Ngu is also an independent insurance agent specializing in Medicare supplement sales and insurance products. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including limited-scope ERISA 3(21) fiduciary support and participant education. The firm follows a modern-portfolio approach through model portfolios implemented by a third-party platform and offers public seminars and workshops on investment basics.