Richard Bingaman is a financial advisor with CS Planning Corp, holding a Series 65 credential and eight years of industry experience. He previously worked at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, and he owns a CPA tax and business advisory firm, REB CPA, PLLC. In addition to his advisory work, he manages several non-investment related residential and commercial property leasing businesses. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver broadly diversified, systematically managed portfolios tailored to each client’s risk tolerance and goals.

Jill Baumes is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been associated with Seros Financial LLC and United Planners' Financial Services since 2013 and has ownership interests in non-investment related entities including Opulence Fund, LLC and Lala's Bay LLC. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages discretionary portfolios for approximately 441 clients using proprietary core models combined with tactical overlays and offers both discretionary and non-discretionary management alongside ERISA/qualified-plan advisory services.

Jason Kalman is a financial advisor with Schnieders Capital Management, LLC. He holds a Series 65 designation and has experience in both institutional and wealth management roles, including positions at Straight Arrow Capital Management and Whittier Trust Company. Kalman completed a Master’s of Finance and a Bachelor’s in Business at the University of Nevada Reno. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and long-term holdings, while maintaining flexibility for short-term strategies.

Carey Mccrady is a CFP® with 19 years of industry experience and is currently an advisor at Cypress Wealth Services, LLC. Prior to joining Cypress in 2023, Carey worked at Watts Gwilliam and Associates and CSM Financial Planning, LLC. Cypress Wealth Services manages approximately $1.34 billion in discretionary assets for around 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, employing a primarily fundamental research approach with flexibility for alternative investments and more active strategies when suitable.

Ashlee Merkley is a financial advisor at Seros Wealth Partners with five years of industry experience. She holds a Series 66 designation and has worked at Seros Financial since 2019. Prior to her career in finance, she worked in the retail and service industries. Merkley is also an independent insurance agent. Seros Wealth Partners offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental, quantitative, and technical analysis, utilizing proprietary core models with tactical overlays to tailor portfolios according to clients’ objectives and risk tolerances.

Lisa Felicia Akorli is a financial advisor at Just Futures with a Series 65 designation and one year of industry experience. Her prior roles include positions at the U.S. Department of State and Pinnacle Prevention. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm uses a values-aligned investment approach informed by social justice movements, integrating ESG considerations and community-focused market solutions into client portfolios.

Brandon Yee is a financial advisor with Versant Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Versant Capital Management since 2015. Versant Capital Management serves high-net-worth individuals, families, institutional clients, and charitable organizations, providing portfolio management, wealth planning, and family office services. The firm emphasizes client-specific investment policies and employs diversified portfolios including equities, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers tailored to client objectives and liquidity needs.

Laurie Simons is a CERTIFIED FINANCIAL PLANNER™ with over 32 years of industry experience. She has worked at Strategic Income Group LLC since 2019 and previously held roles at LPL Financial, FOUNDATIONS INVESTMENT ADVISORS, SII Investments, USAA Financial Planning Services, and Robert Baird & Co. Strategic Income Group LLC serves individuals, high-net-worth households, business owners, executives, and fiduciaries with discretionary portfolio management, financial planning, retirement-plan consulting, and coordinated estate and tax strategies. The firm emphasizes tax-aware, income-oriented investment approaches and operates private funds, distinguishing it from many firms of similar size.

Duane Shumaker is a CFP® professional with 29 years of industry experience, currently serving at Balboa Wealth Partners, Inc. He has held prior roles at Sunrise Tax & Planning LLC, Sage Financial Services LLC, First Financial Equity Corporation, and operates Shumaker Wengren LLC, where he is managing partner involved in tax preparation and bookkeeping supervision. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a long-term, diversified approach using mutual funds, ETFs, and individual securities alongside fundamental and technical analysis.

Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, Planning Grounds L.L.C., Next Financial Group, Inc., and Premier Supply Chain Solutions. He also has involvement in transitioning assets through Blakely Walters Wealth Management, operating as an independent registered investment advisor. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, offering wealth management that combines discretionary asset management and financial planning. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, with the use of alternative investments and sub-advisors when appropriate.

Paul Phillips Jr. is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. His prior roles include positions at TD Ameritrade Inc., FINRA, and several other financial firms. He serves as a FINRA arbitrator and is involved in leasing intellectual property to nonprofit organizations. Synergy Asset Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, offering a range of customized portfolio strategies.

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, with 15 years at the firm and 10 years of industry experience. He holds a Series 65 credential. Outside of his advisory role, Mr. Carpenter owns and operates CLC Tax, LLC, through which he prepares individual tax returns. He also occasionally provides AML audits for unaffiliated firms. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a top-down, macro-driven approach that emphasizes asset allocation, primarily using ETFs, mutual funds, and select individual securities.

Victor Tassone is a financial advisor at API Financial Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VT Wealth Advisory LLC, Equity Services Inc, Lakeshore Financial Group, Edward Jones, and Prime Trading. In addition to his advisory role, he is an insurance producer with Symmetry Financial. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and offers third-party managed portfolios, combining technical and fundamental investment analysis across various asset types.

Ethan Bell is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Martinsen Wealth Management, he worked at Adams Wealth Advisors for two years. Outside of his advisory role, he is involved in local youth soccer training. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct and strategic indexing, options overlays, and tactical allocations.

Mitchell Monson is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LifePro Asset Management and Benchmark Electronics. Outside of his advisory role, he is involved in insurance-related activities as an Independent Agent with Secure Income Management, focusing on life and accident insurance products. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and portfolio management services. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and maintains affiliations with an accounting firm and a licensed insurance agency.

Emily Gall is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Fortitude in 2024, she worked at Schmooze and Morning Squeeze. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and manages illiquid private credit and real estate-credit investments.

Jordan Galvin is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Galvin, Gaustad & Stein since 2015, including time overlapping with Foothill Securities Inc in 2015-2016. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $1.35 billion in assets and employs a fundamentally driven security-selection process combined with quantitative screening and qualitative company analysis to construct diversified portfolios and offer both discretionary and non-discretionary financial planning services.

Jonathan Moore is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Ironwood Wealth Management, LLC since 2016. Ironwood Wealth Management, LLC is a registered investment adviser that manages portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs in portfolio construction, offers tailored rebalancing and asset allocation strategies, and provides financial planning and consulting services with a range of client program tiers and technology platforms.

Christopher Puplava is a financial advisor with Financial Sense Advisors, Inc. in Gilbert, AZ, holding a Series 66 designation and over 16 years of industry experience. He has worked at Puplava Securities, Inc. since 2016 and at Puplava Financial Services, Inc. since 2005. Puplava also participates in podcasts and writes occasional articles for FinancialSense.com. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for nearly 600 clients, including individuals, retirement plans, and trusts. The firm uses a combination of fundamental and technical analysis to implement client-directed strategies, offering a range of portfolio approaches from conservative fixed income to aggressive equity, along with retirement-plan consulting and participant account management.

Kurtis Knobbe is a financial advisor at Bledsoe Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles with the City of Phoenix since 2011, including serving as a Fire Captain in the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients, offering asset management, financial planning, and consulting services. The firm uses strategic model portfolios tailored to client needs and employs both long-term and active trading strategies, including options and derivatives, with a focus on optimizing retirement benefits for public safety employees.