Jacob Fallon is a financial advisor with SageGuard Financial Group, LLC in Phoenix, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Dobbins Wealth Management, PLLC and Sawston Wealth Management, LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers ongoing portfolio management and comprehensive financial planning using a variety of model portfolios and investment sleeves designed to match client risk profiles.

Roger Gokool is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Northern Trust Company, Assetmark, Inc., The Rockridge Group, Aces, and Walgreens. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment approach involves fundamental analysis and ongoing portfolio monitoring with diversified allocations, and it also acts as a sub-advisor and model provider to other registered investment advisers.

John Ellison is a CFA® charterholder and holds a Series 65 license, working with Ironwood Investment Counsel, LLC since 2019. He has approximately five years of industry experience, including roles at McCarthy Grittinger Financial Group LLC and Delafield Rivers Gateway. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach with diversified allocations and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Jackson Peppler is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding a Series 65 designation. He has been with Windsor Capital Management since 2022, with a brief period working at Koibito Poke from 2024 to 2026. Peppler has no prior industry experience before joining the firm. Windsor Capital Management manages approximately $703 million in discretionary client assets for around 458 clients through a five-advisor team. The firm offers customized portfolio management and consulting services to a diverse client base, employing a mix of fundamental, technical, and cyclical analysis across various investment vehicles and also provides sub-advisory services to other advisers.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Lane Reynolds is a financial advisor at ABLE Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints in Mesa, AZ. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary, client-focused process using a diverse investment menu that includes public and private securities, derivatives, and alternative investments.

John Fanning is an Investment Adviser Representative at Clarus Wealth Advisors, LLC with one year of industry experience. He previously worked at ADT Security Services for 11 years before joining Clarus Wealth Advisors in 2022. Fanning holds a Series 66 designation. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented by active management techniques and offers discretionary portfolio management along with financial planning across various asset types.

Todd Foster is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with Resq Investment Partners since 2014. Outside of his advisory roles, Foster 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 using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to varying client needs.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Kelly Christensen is a CFP® with 26 years of industry experience and has been with Sage Financial Advisors Inc. since 1999. She is based in Scottsdale, AZ, and holds a Series 65 license. Sage Financial Advisors is a five-advisor team managing approximately $219 million for individuals, business entities, trusts, charitable organizations, and retirement plans. The firm provides discretionary portfolio management, financial planning, tax preparation, and advisory services, employing fundamental analysis and maintaining ongoing monitoring and rebalancing of client assets.

Garrett Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked at InterWealth Management since 2018, following prior roles at Mutual Securities, Inc. and Columbia University Facilities. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm focuses on a primarily non-discretionary investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.

Richard Defrancesco is a CFP® professional with 12 years of industry experience, currently serving at Strategy Financial Group since 2024. Prior to this, he spent 11 years at THE Vanguard Group, Inc. Strategy Financial Group is a five-advisor team based in Phoenix, AZ, managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension plans, trusts, and charitable organizations, employing a conservative, income- and risk-management–focused approach that incorporates diversified multi-asset strategies, ETFs, and fixed annuities.

Philip Lowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Total Investment Management, Inc. He has been involved with Total Investment Management since 1998 and has operated Lowe Financial since 2001. In addition to his advisory work, he holds a Utah insurance license and may recommend insurance products on a fully disclosed commission basis. 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 a combination of strategic and tactical asset allocation and offers multiple service tiers with varying levels of client interaction and integrated planning.

Jonathan Brant is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bayntree Wealth Advisors, LLC. His prior experience includes positions at Cetera, ACI Financial, and Prudential Insurance Company of America. Outside of advising, he is involved with Bayntree Planning Group, LLC, a state-licensed insurance agency. Bayntree Wealth Advisors, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning, focusing on long-term total return with attention to limiting downside risk.

Peyton Mallory is a financial advisor at Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 licenses and has been with Delta since 2026. His prior experience includes roles at Marcus & Millichap and RSM US LLP, as well as involvement with URA Group AZ L.L.C. Outside of advisory work, he has had a period of sabbatical and worked in business-related positions. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several investment strategies and also acts as a subadvisor to other advisors.

Marjan Boor Boor is a financial advisor at LifeTyme Financial Advisors, LLC with four years of industry experience. She holds a Series 65 designation and also serves as CEO and CTO of AZIG LLC, a company involved in IT, software, graphic design, marketing, and coaching. Additionally, she is a board member of Anahita, a nonprofit organization where she assists with decision-making and IT/software needs. 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 client liaison services and offers educational seminars for individuals and business owners.

Matthew Brower is a financial advisor at Fortitude Family Office with five years of industry experience. He holds a Series 65 designation and has worked at Fortitude since 2021. His prior roles include positions at Tarbox Family Office, CliftonLarsonAllen, Price Kong & Company, and Grand Canyon University. 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 private fund sponsorship and management, focusing on customized portfolios and management of illiquid private credit and real estate-credit investments.

Matthew Cherry is a Certified Financial Planner® with 10 years of industry experience. He is currently a member of the team at ABLE Financial Group, LLC in Scottsdale, AZ, and has previously worked at Wells Fargo Advisors, Wealth Management Solutions, LLC, and Charles Schwab. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary process that incorporates fundamental, technical, quantitative, and sector analysis across a diverse investment menu, including public and private securities, derivatives, and alternative investments.

Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.

Wanda Stapley is a financial advisor at Juncture Wealth Strategies, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Juncture since 2010. Prior to Juncture, she was associated with Purshe Kaplan Sterling from 2010 to 2018. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment strategies including behavioral, fundamental, quantitative, and technical analysis, and utilizes diverse instruments such as ETFs, mutual funds, equities, fixed income, options, and derivatives.