Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at MSH Capital Advisors LLC since 2020 and previously spent five years at UMB Financial. Lukasik is also a founder and partner of Candor Wealth Advisors LLC, a wealth management firm based in Scottsdale, AZ. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives who tailor strategies to client goals and utilize third-party platforms for portfolio implementation and reporting.

Paul Escarcega is a financial advisor with Sensible Money, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Sensible Money, he worked in various roles including positions at Grand Canyon University and Morgan Stanley. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals transitioning into or already in retirement. The firm uses a comprehensive planning-and-implementation model called the Juicing® Experience and employs diversified portfolios alongside liability-driven investing techniques.

Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Fortitude, he spent time with Charles Schwab and completed his studies at the University of Arizona. Fortitude Family Office 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 a range of investments including illiquid private credit and real estate-credit opportunities.

Dewayne Nelson III is a financial advisor at Collective Wealth Advisors LLC in Phoenix, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Buckingham Strategic Partners, LLC, and Lwi Financial Inc. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm combines independent third-party account administration with access to multiple sub-advisors and offers educational seminars alongside discretionary and non-discretionary portfolio management services.

John Reyna is a financial advisor with Regal Advisory Services, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Regal Securities since 2010 and also serves as president of Natural Resources Management, a consulting and community relations firm. Reyna acts as a successor trustee for family and close friends’ estates and trusts, providing personal representative services. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Matthew Kruelle is an associate portfolio manager at Blackhawk Capital Partners, LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Prior to joining Blackhawk in 2021, he worked at The Vanguard Group and has also self-published books and short stories since 2020. 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 plans, using quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party managers.

Jack Barker is a financial advisor at Juncture Wealth Strategies, LLC in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Heritage Wealth Management, Wells Fargo Investments, and Banc One Securities Corporation. Barker has been with Juncture Wealth Strategies since 2013. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, providing investment advisory services, portfolio management, and financial planning. The firm employs a range of strategies including behavioral, fundamental, quantitative, and technical analysis, and incorporates derivatives and hedging techniques within separately managed accounts.

Travis Jack is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with MSH Capital Advisors and its affiliated firm M.S. Howells & Co. for two years and previously worked at Iliad Wealth Solutions and CWM, LLC. He is also the managing member of Metz CPA PLLC, an accounting and tax firm based in Phoenix, AZ. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent advisers using third-party platforms and a variety of specialized investment strategies.

Dana Anspach is a CFP®-certified financial advisor with 24 years of industry experience, currently with Sensible Money, LLC, where she has worked for 15 years. Her prior experience includes roles at Wealth Management Solutions, Hopkins Parker Financial Services LLC, and 1st Global Advisors Inc. Outside of her advisory work, Dana is involved in authoring educational content through Anaday LLC and is a partner in a health and wellness business, BodyByIntent LLC. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients entering or in retirement. The firm employs a model called the Juicing® Experience, integrating plan design, implementation, and ongoing management, and utilizes diversified portfolios and liability-driven investing techniques.

Mckenzie Kruse Pillsbury is a Series 65 licensed financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, bringing three years of industry experience. In addition to her advisory role, she serves as COO and CFO of Bio-Elite Training Systems, a health and wellness business. She also has a background in healthcare, having worked at HonorHealth Hospital and other healthcare organizations. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services and limited-scope ERISA 3(21) fiduciary support. The firm focuses on recommending model portfolios and participant education through no-fee public seminars and workshops.

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Zachary Tobey is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Kingdom Financial Group LLC and Fullerton Financial Planning. Before entering financial services, he worked in various positions including at golf courses and Dutch Bros. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm employs discretionary management using model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, and offers consulting, written plans, educational seminars, and newsletters.

Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial and Fairfield National Bank. Spangler is also the owner of Vantage Point Investment Services, a holding and support company. Juncture Wealth Strategies advises individuals, trusts, estates, and pension or profit-sharing plans, providing investment advisory services and portfolio management that incorporate proprietary strategies, model portfolios, and the use of derivatives and hedging techniques.

Calvin Goetz is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation and 15 years of industry experience. He has been with Strategy Financial Services, LLC since 2013 and is the sole owner of Strategy Financial Insurance, LLC. Goetz is also a licensed insurance agent and an equity owner in Strategy Financial. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset portfolios managed on a discretionary basis.

Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Andrew Abysalh is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Strategy Financial Group in 2023, he worked at Fidelity Brokerage Services LLC, Park Avenue Securities, and Guardian Life Insurance Co. of America. Strategy Financial Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset model portfolios managed on a discretionary basis.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining MSH Capital Advisors, he worked for The Vanguard Group, Inc. for seven years. Outside of advising, he owns a pool cleaning and maintenance business in Scottsdale. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives and utilizing third-party platforms and unaffiliated sub-advisers.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.