Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.

Matthew Willett is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Global Retirement Partners, WealthPlan Advisors, Charles Schwab, and Bank of America Merrill Lynch. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to individuals, pension plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm emphasizes strategic asset allocation through model portfolios and uses various structured, tax-aware solutions alongside technology-driven programs.

Kurt Gusinde is a CFP® and CFA® with 17 years of industry experience, currently serving at Exeter Financial, LLC since 2008. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Exeter Financial LLC provides comprehensive wealth management and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach complemented by tactical strategies such as options and private placements, managing approximately $366 million in assets across about 80 clients.

Eric Stein is a CFP® with 10 years of industry experience, currently serving at Galvin, Gaustad & Stein, LLC, where he has worked since 2016. He holds a Series 63 license and is based in Scottsdale, AZ. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement consulting, and portfolio management to individuals, trusts, and various business entities. The firm employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative analysis, and offers both discretionary and non-discretionary services.

Richard Wagner is a CFP® and ChFC® with 12 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Richard holds a Series 66 license and works out of Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses.

Amy Shepard is a CFP® professional with 10 years of experience in financial advising. She has worked at Sensible Money, LLC since 2019 and previously held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Learnvest Planning Services, LLC. Sensible Money, LLC is an independent SEC-registered advisory firm serving individual clients, particularly those nearing or in retirement. The firm offers financial planning and discretionary investment management through its Juicing® Plan and Juicing® PLUS services, employing liability-driven investing and diversified portfolios to align with clients’ cash flow and withdrawal needs.

Ryan Robinson is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at First Financial Equity Corp and Sunrise Tax & Planning LLC. Robinson is involved with Robinson & Shumaker Wealth Management, which operates as a DBA under Balboa Wealth Partners. 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 billion in assets, employing a long-term, diversified investment approach using mutual funds, ETFs, and individual securities, while incorporating fundamental and technical analysis.

Remy Solves is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. Prior to joining Fortitude, Remy worked in various roles including positions at Best Buy and Pedal Haus Brewery. Remy also serves as a trader for Apex Trader Funding, a proprietary trading firm. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm integrates traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

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.

Andrea Whitmire is a Series 65-licensed advisor with Go Wealth Management in Gilbert, AZ, with two years of industry experience. She previously worked at Kingswood Wealth Advisors, LLC and has been involved with JW Financial Consulting since 2013. Outside of advisory work, she is also licensed as a life and health insurance agent, dedicating limited hours to this activity. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines formal investment planning, discretionary portfolio management, and fiduciary outsourcing services with a team-based research approach and use of sub-advisors.

Karter Doucette is a financial advisor at OASIS Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Terra Wealth Management and Terra Wealth Risk Management. Outside of his advisory role, Mr. Doucette is an owner and pool technician at Bass Pool Pro's. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

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.

Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of his advisory work, he manages operations and finance part-time for TeddyMD LLC, a company that sells children's sleep aids online. Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, emphasizing fundamental security analysis and a generally long-term investment approach with discretionary portfolio management tailored to client objectives.

Larry Celaya is a financial advisor at OASIS Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Terra Wealth Management, LLC, Arizona College Prep, and Primerica Advisors. Outside of his advisory role, he is involved in the sale of legal protection services through LegalShield. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

Joseph Maas is a financial advisor at Synergy Asset Management, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Synergy Asset Management and affiliated firms since 1997. Maas is involved with multiple related entities, including Synergy Financial Services, Rowan Street Advisors, and Synergy Mergers + Acquisitions. Synergy Asset Management provides personalized wealth management and financial planning to individuals, business owners, trusts, retirement plans, and other investment advisers. The firm employs a blend of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in assets.

Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.

Sean Meyeres is a CFP® professional with 18 years of experience in financial advising. He is currently with Q3 Advisors, LLC, where he has worked since 2021, including a recent return to the firm in 2025. His prior experience includes roles at Illumination Wealth Management, Mariner Wealth Advisors, Charles Schwab, and USAA Financial Advisors. Q3 Advisors provides tax-focused financial planning and consulting services to individual clients through fixed-fee, packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios or recommending specific securities.

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.