Stephen Brown is a financial advisor at Stronghold Capital Partners LLC with ten years of industry experience. He holds a Series 65 designation and has worked with multiple firms, including Ashthorn Group LLC and Sterling Revenue Group. Outside of advisory roles, he owns Three Past Nine, LLC, a business holding company, and Retirement Level Up, a financial education platform. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily acts as a solicitor for third-party managers, monitoring their performance and disclosures while employing fundamental, technical, and charting analysis.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Trevor Moore is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Captrust, MRA Associates, and Keats Connelly. Fortitude Family Office primarily serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing both liquid and illiquid investments across multiple asset classes.

Lukas Odden is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by in-house tax and accounting expertise. The firm’s advisory approach integrates multi-disciplinary credentials and affiliated accounting practices to tailor ongoing portfolio management and related services.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Ryan Cox is a CFP® with 10 years of experience in the financial advisory industry. He has worked at Dew Wealth Management since 2021 and previously at Husami & Associates for six years. He holds the Series 66 license and is based in Scottsdale, AZ. 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 management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Philip Bervig is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. He has been with TCP Asset Management since 2017 and is currently a partner and Chief Investment Officer at the firm. Bervig also co-owns a real estate business with Tara Bervig. TCP Asset Management provides portfolio management, financial planning, pension consulting, and limited annuity management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis with a long-term trading approach, employing model portfolios and third-party sub-advised strategies.

Charles Truhlar is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of advisory roles, he is the Chief Distribution Officer at Brokers Alliance, Inc., where he oversees the distribution of insurance products to independent agents. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a blend of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning solutions.

Thomas Fischer is a financial advisor at Nova Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nova Financial LLC since 2010. Outside of his advisory role, Fischer operates as a licensed insurance agent specializing in life, fixed, and health insurance. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management, financial planning, and pension consulting using a combination of fundamental, technical, and quantitative analysis.

Mark Peterson is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Robert W. Baird for 18 years and served as Co-CEO and Investment Advisor Representative at Excelsior Advisor Network. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing around $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, using a combination of fundamental analysis and modern portfolio theory along with access to third-party money managers and alternative investments.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Stronghold Wealth Partners LLC and CalChoice Wealth Management LLC. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends third-party managers and monitors their performance, employing fundamental, technical, and charting analysis within a solicitor-centric business model.

Charles Pettit Jr. is a ChFC® designated financial advisor with 15 years of industry experience currently serving at CSP Financial Group LLC in Scottsdale, AZ. He has previously worked at LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and is a partner at Ed 4 Feds, a company that provides pension and retirement education seminars for federal employees. Pettit also operates an independent insurance practice. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process focuses on portfolio construction aligned with Modern Portfolio Theory, asset allocation, rebalancing, and utilizes third-party managers such as Matson Money.

Tyler Osterloo is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience. Prior to joining Xcelsior Advisor Partners, Tyler worked at Simplicity Investments, Reeg Private Wealth, Robert W Baird, and CorTrust Bank. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a range of investment strategies including discretionary portfolio management and financial planning, utilizing both fundamental analysis and modern portfolio theory.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Retirement Consultants, Inc., Clout Inc. Advisors, and Cetera Advisors, LLC. He is also a licensed insurance agent and devotes part of his time to insurance sales and implementation. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, managing portfolios with a combination of discretionary and non-discretionary mandates using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, First Republic Securities, and Deloitte US. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm’s investment approach combines asset allocation, fundamental and technical analysis, and the use of derivatives and alternative funds, maintaining a formal fiduciary standard.

Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has held roles at several firms, including Matson Money and The Shred Method, where he was involved in sales, operations, and project management for a software program focused on debt payoff planning. 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 and monitoring based on Modern Portfolio Theory and uses third-party managers to implement model allocations.

Vincent Delfranco is a ChFC® with over 30 years of experience in the financial services industry. He is affiliated with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, where he has worked since 2011. Delfranco is also involved in insurance product sales and marketing through two related firms, Allstar Financial Group, LLC and LifeTyme Financial Group, LLC. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes suitability assessments, ongoing monitoring, and educational seminars aimed at individuals and business owners.

James Robinson is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advisory work, Robinson is an independent insurance agent and holds a minority ownership stake in a restaurant investment partnership. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multifaceted investment approach that includes derivative strategies and alternative asset exposures while offering fiduciary retirement plan services.

Barry Rhonemus is a financial advisor with Juncture Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Juncture Wealth Strategies since 2010 and previously at Purshe Kaplan Sterling Investments and Heritage Wealth Management. Outside of advising, he manages Geronimo Golf Club and Geronimo Swim Club, a family-owned public golf course and restaurant in Lancaster, Ohio. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a variety of analytical approaches to construct diversified portfolios that include ETFs, mutual funds, equities, and fixed income, and incorporates options and derivatives in managed accounts.