John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.

Matthew Griffith is a CFP® with 25 years of industry experience. He has been with Coyle Capital, LLC since 2018 and previously worked at Kestra Private Wealth Services, LLC and Kestra Financial, Inc from 2014 to 2018. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Robert Bruce is a financial advisor with Diversified, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He previously worked at Geneos Wealth Management Inc, Integrity Wealth Consulting, LLC, and Commonwealth Financial Network. Outside of advising, he is a licensed insurance agent. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process combined with ongoing portfolio management and utilizes third-party managers and platforms to tailor investment strategies.

Jessica Kmetty is a financial advisor at Searcy Financial Services, Inc. in Phoenix, AZ, holding a Series 65 designation with 16 years of industry experience. Her career includes multiple tenures at both Searcy Financial Services and Allos Investment Advisors. Searcy Financial Services, Inc. offers integrated wealth management services to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial firms. The firm employs a risk-based investment approach with diversified portfolios and provides tiered service levels combining planning, portfolio implementation, and ongoing consultation.

Katelyn Kalomiris is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at JGP Wealth Management, LLC and has prior experience at Baird and Artisan Partners. Before entering the financial industry, she was involved with HiFi Kitchen & Cocktails. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, consulting, and third-party manager referrals. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented process that integrates fundamental and technical analysis across multiple investment strategies and asset allocations.

Dominic Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group and Founderpath, where he provided capital analysis for software companies. Dominic is also the founder of Relaxation Haven LLC, a health and wellness business focused on massage chair services. Chicago Investment Advisory Group offers discretionary portfolio management and financial consulting to a diverse client base, utilizing an asset-allocation approach that incorporates fundamental, technical, charting, and cyclical analyses. The firm employs both long-term and shorter-term trading strategies tailored to client objectives and provides specialized services including pension consulting and coordination with tax and legal advisors.

Marc Giannone is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Eaton-Cambridge Inc. since 2012 and previously worked at Johnson Wealth Management, LLC, and Eaton-CambridgeCPA PC. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by integrated tax and accounting expertise through affiliated entities. The firm manages approximately $480 million in assets and combines multi-disciplinary credentials and non-advisory activities as part of its client service model.

John Robison is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Sun Valley Solar Solutions for two years. 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 $1.07 billion in assets and employs a team-based approach that incorporates both discretionary and non-discretionary mandates, using a diversified investment strategy that includes low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with Northern Lights Distributors, LLC, Ocean Park Asset Management, LLC, and Sierra Investment Management, LLC. Giardino is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing registered exchange-traded funds and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with committee judgment and stress testing, typically implementing strategies through ETFs and other tactical exposures.

John Oxenhandler is a financial advisor with Blackhawk Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and United Planners Financial Services. He is also associated with Family Wealth Advisors, LLC. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, using quantitative methods to manage investments and offering proprietary strategies as a model portfolio provider and sub-adviser.

Glenn Rossman is a financial advisor at TrueWealth Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at TrueWealth since 2021, following an eight-year tenure at LPL Financial. He also operates Glenn M Rossman LLC, a business entity for tax and investment purposes. TrueWealth Financial Partners is a team-based firm that provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with an emphasis on retirement planning and risk management. The firm offers tailored asset allocation strategies and manages accounts on both discretionary and non-discretionary bases.

Connor Smith is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Juncture Wealth Strategies, LLC since 2017 and previously held roles at Heritage Wealth Management, LLC and Ameriprise Financial Services, Inc. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and subadvisory services. The firm employs a range of analytical approaches to construct diversified portfolios that include ETFs, mutual funds, individual equities, fixed income, and hedging strategies, with an emphasis on periodic rebalancing and annual reviews.

Brandon Perlow is a CFP® with eight years of industry experience, currently serving as a financial advisor at ABLE Financial Group, LLC. His prior experience includes roles at Wells Fargo Advisors, Pruco Securities LLC, Bank of America, and Merrill. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm focuses on individualized portfolio management with ongoing monitoring and uses a broad range of analysis techniques, including fundamental, technical, quantitative, and qualitative methods, to manage diversified portfolios that may include both public and private securities.

Brandon Guy is an advisor with Fortem Financial Group, LLC in Mesa, AZ, holding a Series 65 credential. He has one year of industry experience and previously worked in various golf course roles over several years. Fortem Financial Group provides financial planning, investment management, and retirement plan consulting for high-net-worth individuals, families, corporations, trusts, and charitable organizations. The firm constructs portfolios based on financial plans and investment policy statements, emphasizing diversification and alignment with client objectives.

Steven Mitchell is a financial advisor with ELE Advisory Services, Inc. in Phoenix, AZ, holding Series 65 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Innovation Partners Inc., Securities America Advisors, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in marketing and insurance sales through Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process centers on fundamental analysis and customized Investment Policy Statements, offering primarily non-discretionary account management and a range of investment options across multiple asset classes.

Corey Bird is a CFP® professional with 17 years of industry experience, currently serving at Fortitude Family Office. His prior roles include positions at Nemo Arms, Mercer Global Advisors Inc., and Rowland Carmichael Advisors, Inc. He is also a Major in the United States Army Reserve, where he commands financial support for economic warfare. Additionally, Bird serves as Treasurer for the 1888 Gold Buckle Club Prescott Rodeo Committee. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm builds customized portfolios, manages separate accounts and private funds, and offers operational services integrated with private fund sponsorship and advisory roles.

William Kosic is a ChFC® with 49 years of industry experience, currently serving as an advisor at Empirikal Partners LLC. He has held positions at various financial firms, including Bankers Life and SmartLife Financial Group, and operates a sole proprietorship. Kosic is also president of Belvedere Island POA, Inc., a nonprofit property owners association in Townsend, GA. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $87.5 million across 199 client relationships and offers personalized investment programs guided by fundamental analysis and documented policy statements.

Zachary Miller is a financial advisor with AWM Capital, LLC in Phoenix, AZ, holding a Series 65 license and five years of industry experience. Prior to joining AWM Capital, he worked at Arizona State University. He serves as Treasurer for the NFLPA Phoenix Former Players Chapter, a nonprofit organization for former NFL players, a role he performs without compensation. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach and focuses on liability-driven investing and asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and private placements.

William Puplava is a financial advisor with Financial Sense Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 36 years of industry experience. His prior roles include positions at LPL Financial, Puplava Financial Services, Puplava Securities, and Linsco/Private Ledger. He is also the appointed trustee for the William T. Puplava Family Trust. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs both fundamental and technical analysis to implement strategies across a range of risk profiles, including the use of derivatives and option-writing in managed accounts.

Nathan Bergstrom is a CFP® with six years of industry experience, currently serving as an advisor at Eaton-Cambridge Inc. since 2021. His prior roles include positions at Johnson Wealth Management, Financial Engines Advisors L.L.C., Charles Schwab and Co., Inc., and Quicken Loans. Outside of financial services, he has experience operating a pool service business. Eaton-Cambridge serves individual and high-net-worth clients, providing wealth management, portfolio management, and financial planning services supported by integrated tax and accounting expertise. The firm manages approximately $480 million in assets and combines multidisciplinary credentials with related business activities as part of its client service approach.