Michael Bird is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, MCB Financial, Raymond James Financial, and Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, offering comprehensive portfolio management and financial planning through a discretionary approach that incorporates both asset allocation and security selection across a broad range of investment products.

Stanley Reeg is a financial advisor at Xcelsior Advisor Partners LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and landlord of several rental properties. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis and modern portfolio theory to build customized portfolios and offers access to alternative investments and conditional IPO orders.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her background includes roles at Private Client Services, Crown Capital Securities, Morgan Stanley, and WFG Investments. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented with active overlays and conducts regular portfolio reviews, excluding certain asset classes such as leveraged ETFs and private equity.

Nathaniel Duchein is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Triton Wealth Management, PLLC, where he has been since 2024. Prior to this, he spent eight years at Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients, including individuals, high-net-worth clients, and pension plans. The firm provides comprehensive portfolio management and financial planning using a mix of asset-allocation and security-selection techniques, employing a variety of investment vehicles and ongoing portfolio monitoring.

Evan Sweeney is a CFP® with four years of industry experience currently serving at Ironwood Investment Counsel, LLC. His prior roles include positions at Domain Money, Fisher Investments, and BlackRock. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plan sponsors. The firm’s investment approach emphasizes fundamental analysis, portfolio monitoring, and a range of strategies spanning equities, fixed income, and alternative investments, alongside its notable role serving other registered investment advisers through sub-advisory and model-provider arrangements.

Stephen Brown is a financial advisor at Stronghold Capital Partners LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at firms including Granger & Brown Wealth Management and Sterling Revenue Group. Outside his advisory work, he owns Three Past Nine, LLC, a business holding company, and runs Retirement Level Up, a financial education platform. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, primarily operating as a solicitor for third-party managers and service providers while offering direct RIA services in select cases. The firm emphasizes documented client objectives and ongoing monitoring of selected managers through a predominantly non-discretionary advisory model.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Lukas Odden is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by in-house tax and accounting expertise. The firm’s advisory approach integrates multi-disciplinary credentials and affiliated accounting practices to tailor ongoing portfolio management and related services.

Kristen Hilty is a financial advisor at Strategic Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Smarter Divorce Solutions, Better Divorce Solutions, Belpointe Asset Management, LLC, and Crown Capital Securities, LP. Strategic Portfolio Solutions serves individual and high-net-worth clients, trusts, estates, and retirement plan participants, offering asset management, financial planning, consulting, and divorce-planning services. The firm employs a tailored investment approach with active strategies and regular portfolio supervision, and it also provides educational seminars and workshops.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Philip Bervig is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at East Harbour Capital, Conscient Capital, LLC, and United Planners' Financial Services. He is a partner and Chief Investment Officer at TCP Asset Management. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension plans, offering portfolio management, financial planning, pension consulting, and a fixed-income SMA strategy. The firm manages over $1 billion in client assets through a 25-advisor team across 11 offices and employs multiple model providers and platforms for tailored investment management.

Mark Peterson is a financial advisor at Xcelsior Advisor Partners LLC with 29 years of industry experience. He previously worked at Robert W. Baird for 18 years and served as Co-CEO and Investment Adviser Representative at Excelsior Advisor Network. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and employs various technology and risk-assessment tools to tailor investment solutions.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

Matthew Tobey is a financial advisor with Kingdom Financial Group, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Fullerton Financial Planning for nine years before joining Kingdom Financial Group. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm offers both comprehensive and modular plans and utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Leslie Winchester is a financial advisor with Kingdom Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. Prior to joining Kingdom Financial Group and Fullerton Financial Planning in 2024, Leslie worked at Foundations Investment Advisors, Asset Preservation Wealth & Tax, and has experience as a licensed Realtor assisting clients with real estate transactions. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering both portfolio management and financial planning services to a client base of nearly 1,800 individuals.

Tyler Osterloo is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds a Series 66 designation and has worked at Simplicity Investments, Reeg Private Wealth (doing business as Xcelsior Advisor Partners), Robert W Baird, and CorTrust Bank. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm utilizes an Investment Risk Profile and combines fundamental analysis with modern portfolio theory to construct and monitor portfolios, employing both bespoke allocations and licensed models while providing access to alternative investments and conditional IPO orders for eligible clients.

Dallas Fox is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Kingdom Financial Group in 2023, he worked at Fullerton Financial Planning from 2019 to 2023. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group primarily serves individual clients, providing personalized financial planning and consulting services, including educational seminars and referrals to third-party money managers. The firm combines outsourced investment analysis with tailored client services, offering both comprehensive and modular plans to meet diverse client needs.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Retirement Consultants, Inc., Clout Inc. Advisors, and Cetera Advisors, LLC. He is also a licensed insurance agent and devotes part of his time to insurance sales and implementation. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, managing portfolios with a combination of discretionary and non-discretionary mandates using low-cost mutual funds, ETFs, individual stocks, bonds, and options.