Charles Manberg is a CFP® professional with 17 years of experience, currently serving at Strategic Income Group LLC since 2013. He holds the Series 66 designation and is based in Peoria, AZ. Outside of his advisory work, Manberg is involved in several investment-related business ventures, including holding companies focused on real estate and income pass-through entities. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies across various asset classes and manages private funds alongside third-party money managers.

Bryan Snapp is a Series 65-licensed advisor with SLP Wealth in Phoenix, AZ. He joined the firm in 2025 and previously worked at PetSmart Inc. for 17 years. Bryan has no prior advisory industry experience. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs, and it maintains a large office network relative to its size.

Martha Cortez is a financial advisor at Strategic Income Group LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Strategic Income Group since 2013. Strategic Income Group LLC serves individuals, high-net-worth households, business owners, executives, and fiduciaries by providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm manages private funds and employs integrated, tax-aware, income-oriented investment strategies utilizing multi-asset allocations, including public securities, structured products, and private market exposures.

Nadyne Abubo is a financial advisor at Fortem Financial Group, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortem Financial Group, she has worked at several organizations including Transact Campus Inc., YUMBAR Restaurant & Bar, and Socially Acceptable. She is also employed by CalvaryPHX Non-denominational Christian Church in a non-investment related role. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with financial planning, investment management, retirement plan consulting, and wealth management services. The firm emphasizes starting client relationships with a financial plan and investment policy statement, offering diversified portfolio solutions and ongoing account monitoring.

Sloan Walters is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He co-founded Blakely Walters Wealth Management in 2009 and has held roles at related firms including Blakely Walters Insurance and Planning Grounds Lab. Outside of finance, he is also an artist and musician involved with Silver Lake Rodeo. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with fee-based asset management, financial planning, and third-party money manager referrals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering unique employer-sponsored investment advisory plans with payroll-deducted subscriptions.

Gregory Smith is a CFA® charterholder at L. Roy Papp & Associates, LLP with four years of industry experience. He has been with the firm since 2005, which operates as a multi-advisor team. L. Roy Papp & Associates provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and investment companies. The firm employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and it manages roughly $1.5 billion in client assets.

Lesa Skarlot is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including First Financial Equity Corporation and Foundations Investment Advisors. 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 employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, along with individual stocks, bonds, and options, and manages over $1 billion in client assets.

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

Jeffrey Wilcock is a financial advisor at Seros Financial, LLC in Tempe, Arizona, holding Series 63, 65, and 66 licenses with 36 years of industry experience. He has worked with United Planners' Financial Services and operates Wilcock Financial LLC. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused services.

Thomas Udall is a financial advisor with West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential and nine years of industry experience. He also founded Udall CPA Group, PLLC, an accounting firm where he remains active. Outside of financial advising, Udall is involved in several business ventures, including payroll services and tax practice management. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management based on Modern Portfolio Theory. The firm emphasizes global diversification, tax efficiency, and low-cost investment vehicles while offering personalized indexing through a partnership with Vanguard and maintaining oversight of third-party managers.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 27 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, LLC, Johnson Wealth Management, LLC, and Eaton-Cambridge CPA PC. Outside of financial advising, he serves on the boards of Solid Rock, which provides vocational training to teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately-held company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and comprehensive financial planning services, supported by affiliated tax and accounting practices. The firm combines in-house tax expertise with tailored portfolio management and integrates insurance solutions through licensed professionals.

Benjamin Cooper is a financial advisor with Watts Gwilliam & Company, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Norris Design from 2019 to 2021 and has been involved with Cooper Development Strategies, LLC since 2016. Outside of his advisory role, he manages real estate investments both personally and on behalf of others through several entities. Watts Gwilliam & Company, LLC manages approximately $1.03 billion across about 500 client relationships, providing discretionary investment supervisory services to individuals, plans, trusts, charitable organizations, and corporate entities. The firm utilizes strategic asset allocation through model portfolios with ongoing monitoring and employs various structured and tax-aware strategies, including option overlays and tax-loss harvesting programs.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. 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 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Matthew Staffieri is a financial advisor at Rovin Capital with 13 years of industry experience. He holds the Series 66 designation and has served as president of Artegius Capital, Inc., an investment firm focused on fund management. Rovin Capital LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized, fundamental-analysis approach and manages approximately $917 million in assets, offering a range of strategies such as options, private placements, and third-party managers.

Richard Antonio is a CFA® charterholder and Series 63 licensee with six years of experience at Ironwood Investment Counsel, LLC. Prior to joining Ironwood, he held positions at the University of Arizona and Camp Pocono Trails. Ironwood Investment Counsel is a multi-advisor registered investment adviser managing approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis across various asset classes and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Charles Picerni is a CFP® professional with five years of experience in the financial services industry, currently serving as an advisor at Sensible Money, LLC. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as experience with organizations such as the San Francisco Giants and the Professional Baseball Scouts Foundation. Sensible Money provides financial planning and discretionary investment management services primarily to individuals in or nearing retirement, their trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm’s approach integrates plan design, investment implementation, and ongoing adjustments through its Juicing® Experience model, emphasizing diversified portfolios and liability-driven investing techniques.

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.