Bryan Lee is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at Total Investment Management since 2005. Lee also serves as a portfolio manager at Resq Investment Partners, LLC, and is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets chiefly on a discretionary basis using strategic and tactical asset allocation supported by fundamental and technical analysis, offering multiple service tiers to address varied client needs.

Denis Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with InterWealth Management since 2010 and previously worked at Mutual Securities Inc from 2009 to 2021. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold strategy and selective tactical adjustments.

Justin Smiley is a CFP® at Versant Capital Management, Inc. in Phoenix, AZ, with one year of experience in financial advising. Prior to joining Versant, he worked in various roles at PNC Corporate & Institutional Bank, MidFirst Bank, and Great American Insurance Company. Versant Capital Management serves high-net-worth individuals, families, institutions, and charitable clients with portfolio management, wealth planning, family office services, and consulting. The firm focuses on client-specific investment policies and builds diversified portfolios across multiple asset classes, including equity, fixed income, mutual funds, ETFs, and alternative investments.

Andrue Jorgensen is a financial advisor at Bayntree Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securian Financial Services Inc and Renaissance Financial. Outside of his advisory role, he volunteers as the Sponsorship Chair for the Arizona Region of the Porsche Club of America. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with attention to limiting downside risk and uses a tailored planning process known as the Bayntree Blueprint.

Luke Barnes is a financial advisor at Bledsoe Asset Management, LLC with Series 65 registration and one year of industry experience. Prior to joining Bledsoe, he worked in various roles including with the Phoenix and Tusayan Fire Departments and with Baker Tilly. He is currently active with the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader clientele including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management and financial planning services using customized portfolios that incorporate both long-term holdings and derivatives strategies.

Phillip Adams is a financial advisor at Mathis Wealth Management with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, Adams worked at Transcend Security and served nearly three decades with the City of Phoenix Fire Department. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional retirement plans. The firm employs a strategic asset allocation approach using no-load and institutional mutual funds, ETFs, stocks, and bonds, and offers retirement plan services including participant education and enrollment.

Tina Decker is a financial advisor at Bridgeport Financial Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, INC and OSAIC. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management with access to third-party strategists and affiliated models under the Founders Gate Capital brand.

Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. 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, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.

John Greer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is a portfolio manager at Resq Investment Partners and an investment adviser representative at Total Investment Management, Inc., where he has worked since 2007. Greer is also the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using strategic and tactical asset allocation supported by fundamental and technical analysis and offers multiple service tiers ranging from subscription-based commentary to integrated wealth management.

Lauren West is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, with one year of industry experience. Her prior roles include positions at CIVANA Wellness Resort & Spa and Delta Air Lines, and she spent eight years at Berman Capital Advisors. Laffer Tengler Investments provides portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage strategies across various asset classes, including an actively managed equity income ETF.

Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes twelve years at Automatic Data Processing. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and utilizes both in-house and third-party portfolio management.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Rafael De Oliveira is a financial advisor at Strategy Financial Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Fisher Investments, Merrill, and Bank of America. Outside of his advisory role, he is a business owner of Lua Empire LLC. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $367 million in assets. The firm employs a conservative, income- and risk-focused investment approach primarily through third-party sub-advisors and offers a range of portfolio management and financial consulting services.

Michael Peart is a financial advisor at Embree Financial Group in Phoenix, Arizona, holding Series 65 and Series 63 licenses with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and McAdam LLC. Peart has been with Embree Financial Group since 2018. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW clients and manages portfolios using fundamental, technical, and cyclical analysis with a range of investment vehicles.

Ryne Macpherson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at The Vanguard Group, Inc. for eight years and has been with DecisionPoint Financial, LLC for eleven years. He also has experience associated with Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mixed approach of fundamental, technical, and cyclical analysis, allocating client assets among mutual funds, ETFs, equities, and fixed income, while conducting periodic reviews and exercising discretionary portfolio management.

Giancarlo Mateus is a CFP® professional with 18 years of industry experience. He is currently an advisor at Ironwood Investment Counsel, LLC, where he has worked since 2024. Prior to joining Ironwood, he spent 13 years at Charles Schwab & Co., Inc. 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 to construct diversified portfolios and also provides financial planning, estate and insurance planning, and retirement plan consulting services.

Catherine Smith is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at McCauley Nicholson and Preder, CPAs. Smith spends a significant portion of her time as an insurance agent in addition to her advisory role. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor for client accounts on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers ERISA 3(21) plan services and conducts educational seminars and workshops for individuals and business owners.

Bruce Williams is a CFA® charterholder and financial advisor with 25 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2003. Based in Scottsdale, AZ, he is part of a multi-advisor team at Ironwood. Ironwood Investment Counsel manages approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis and a diverse investment approach, offering discretionary and non-discretionary portfolio management along with financial, estate, and retirement plan consulting. Ironwood also serves as a sub-adviser and model provider to other registered investment advisers.

Eric Jhonsa is a financial advisor with Dutch Asset Corporation in Phoenix, AZ. He holds a Series 65 designation and has one year of experience at Dutch Asset Corporation, following five years as a self-employed professional and four years at TheStreet. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, and utilizes strategies including derivatives and third-party managed accounts.

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.