Claire Thornton is a CFP® with nine years of industry experience and currently works at Avise Financial in Scottsdale, AZ. Her prior experience includes roles at Apella Capital, Inspired Financial, The Strategic Financial Alliance, Carnegie Wealth Management, and Merrill Lynch. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and businesses. The firm offers discretionary investment management combined with comprehensive financial planning, pension consulting, tax preparation, and educational seminars, using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios.

Stephanie Schultz is a CFP® professional with over four years of industry experience, currently serving at Sensible Money, LLC. Her prior roles include positions at LPL Financial and Plan Member Services, with additional experience running her own financial entities. Sensible Money is an independent SEC-registered adviser that primarily serves individuals nearing or in retirement, as well as their trusts, estates, and charitable organizations. The firm integrates comprehensive financial planning with discretionary investment management, utilizing diversified portfolios and a liability-driven investment approach tailored to clients’ tax and cash-flow needs.

Matthew Kelly is a CFP® and CFA® with 13 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2009. Based in Scottsdale, AZ, he is part of a 14-advisor team at the firm. 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 uses fundamental analysis and a diversified approach across equities, fixed income, mutual funds, ETFs, and other strategies, and also provides sub-advisory and model services to other advisers.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000, with a brief tenure at Arcwood Financial, LLC. Strategy Financial Group provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The five-advisor team manages approximately $280 million for nearly 1,000 clients, employing a conservative investment approach focused on income and risk management through diversified, multi-asset strategies and tactical allocations.

Brian Jackson is a financial advisor at Ironwood Investment Counsel, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ironwood in 2016, he worked at Arizona Bank & Trust for nine years. 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 a fundamental analysis-based investment process across various asset classes and provides discretionary and non-discretionary portfolio management, as well as financial, estate, and retirement plan consulting services.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Allen Atkins is a financial advisor with WT Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at WT Wealth Management and Four Peaks Wealth Management in various capacities since 2012. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, low volatility, and quarterly rebalancing, and offers affiliated tax and legal services alongside insurance products.

Jeremy Kraut Ordover is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked with the Muscular Dystrophy Association and Habitat for Humanity International. He is also an Arizona-licensed realtor affiliated with HomeSmart, Inc., providing residential real estate referrals. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm offers discretionary investment management and financial consulting to individuals, plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management–focused approach with diversified, multi-asset strategies.

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he operated as a sole proprietor and has experience working in various roles outside finance, including at T-Mobile and CVS Pharmacy. Jacobs also works as a licensed insurance agent, earning commissions from life insurance sales. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction based on Modern Portfolio Theory and uses third-party managers while conducting ongoing monitoring and annual reviews.

Lawrence Van Quathem is a CFP® professional with 30 years of experience in the financial industry. He is currently with ABLE Financial Group, LLC and has previously worked at Wells Fargo Advisors Financial Network, LLC. ABLE Financial Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, including high-net-worth clients. The firm employs a fiduciary, client-focused approach using a variety of investment strategies and offers both discretionary and project-based services.

Judith Macias is a Series 65-licensed financial advisor with nine years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1992, working within a team of ten advisors based in Phoenix, AZ. 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 employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked with Stronghold Wealth Partners LLC since 2022 and previously spent two years at CalChoice Wealth Management LLC. Outside of advisory work, she was involved with Allergy Free Naturally from 2017 to 2020. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, primarily through recommending and monitoring third-party investment managers. The firm operates a solicitor-centric business model with a multi-office team structure to support its referral relationships.

Carter Bennett is a CFP® with six years of industry experience, currently serving as a financial advisor at Dew Wealth Management in Scottsdale, AZ. Prior to joining Dew, he worked at The Vanguard Group for four years. Outside of his advisory role, Bennett is involved as the head film critic for the podcast Film Junkie Reviews and participates in buying and selling used watches through No Friends at Dusk, LLC. 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 a range of services including standalone planning and multi-month programs, and it often coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Guruatma Khalsa is a Series 65 licensed financial advisor with one year of industry experience, currently with Acrylic Financial, Inc. He has previously worked at Prosperity Bridges and operated Khalsa Consulting for over a decade. Outside of finance, Khalsa is involved in education for responsible dog breeders and owns dog breeding enterprises. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles, utilizing a combination of passive and active investment strategies along with selection and monitoring of third-party managers.

Stanley Reeg is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes positions at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in managing rental properties as a landlord. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm composed of a team of approximately 18 advisors managing over $650 million for individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory to implement client investment strategies and offers services including discretionary portfolio management, financial planning, and retirement-plan consulting.

Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.

Evan Sweeney is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Ironwood Investment Counsel, LLC, having previously worked at Domain Money, Fisher Investments, and Blackrock. 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 a fundamental analysis investment process across various asset classes and also serves as a sub-adviser and model provider to other registered investment advisers.

Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.