Peter Helms is a financial advisor with Exeter Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Exeter Financial since 2007 and was previously with Bma Securities from 2008 to 2016. Outside of his advisory role, Helms is the managing member and consultant of H2Global LLC, a business consulting firm, and co-founder and CEO of ZipSit, Inc., a technology company offering an on-demand sitting service. Exeter Financial LLC provides wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities, focusing on long-term investment strategies combined with tactical tools such as options and private placements. The firm often manages client assets on a discretionary basis and integrates coordinated estate and tax planning with other professional advisors.

Jacob Vander Slik is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Engines Advisors and Foundations Investment Advisors LLC. He is also involved in insurance sales, dedicating time to connecting clients with insurance solutions. 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 focuses on conservative, income-oriented investing and downside risk management through diversified, multi-asset portfolios and offers educational resources and complementary tax-preparation services to eligible clients.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.

Glenn Leest is a financial advisor at WT Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WT Wealth Management since 2018, following two years at Four Peaks Wealth Management. Outside of advising, he serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church in Flagstaff, AZ, and hosts a weekly investment podcast titled "Intelligent Investing with Glenn Leest." WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and risk management, and is notable for its affiliated tax and legal service entities, insurance agency operations, and educational publications and seminars.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.

Frank Jackson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Bledsoe Asset Management, LLC since 2015. In addition to his advisory role, he teaches business part-time at Maricopa Community College in Tempe, AZ. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual and institutional clients. The firm employs strategic model portfolios combined with customized allocations and uses options and derivatives within managed accounts, with a focus on helping public safety employees optimize retirement benefits.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Andrew Holemon is a CFP® and PFS™ credentialed advisor with over 11 years of experience. He has been with Sage Financial Advisors Inc. for 12 years and holds a Series 65 license. Outside of his advisory role, he operates a tax preparation and planning business as a CPA. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by providing discretionary investment management and comprehensive financial planning, including tax services and consulting. The firm manages portfolios primarily through mutual funds with an emphasis on fundamental analysis and also offers educational seminars and workshops.

Claire Thornton is a CFP® with nine years of industry experience and currently works at Avise Financial in Scottsdale, AZ. Her prior experience includes roles at Apella Capital, Inspired Financial, The Strategic Financial Alliance, Carnegie Wealth Management, and Merrill Lynch. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and businesses. The firm offers discretionary investment management combined with comprehensive financial planning, pension consulting, tax preparation, and educational seminars, using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios.

Stephanie Schultz is a CFP® professional with four years of industry experience, currently serving at Sensible Money, LLC since 2026. She previously worked at LPL Financial and Plan Member Services and has been involved in self-employment activities under Life of Liberty Financial since 2013. Sensible Money provides ongoing financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, focusing on clients who are transitioning into or are already in retirement. The firm employs a model called the Juicing® Experience to integrate plan design, investment implementation, and ongoing adjustments, using diversified portfolios and liability-driven investing techniques.

Matthew Kelly is a CFP® and CFA® with 13 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2009. Based in Scottsdale, AZ, he is part of a 14-advisor team at the firm. Ironwood Investment Counsel is a multi-advisor registered investment adviser managing approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis and a diversified approach across equities, fixed income, mutual funds, ETFs, and other strategies, and also provides sub-advisory and model services to other advisers.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and Arcwood Financial. Netherlin has been with Strategy Financial Group since 2019. 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, manages diversified multi-asset portfolios, and distinguishes itself through a strong marketing and client-education presence.

Brian Jackson is a CFP® and CFA® with nine years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2016. Based in Scottsdale, AZ, he holds the Series 63 designation as well. 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 employs a fundamental analysis approach across various asset classes and also serves other registered investment advisers through sub-advisory and model-provider arrangements, managing approximately $1.75 billion in assets.

Bert Cooper is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 30 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and WFG Investments Inc. Cooper serves on the board of Plaza Del Rio Management, a property management company. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, supported by third-party research and regular portfolio reviews.

Allen Atkins is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. He has worked at WT Wealth Management and affiliated firms since 2012 and was also employed at Northern Arizona University for 13 years. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients, offering discretionary portfolio management, financial planning, and wealth-education services. The firm employs proprietary, model-based investment strategies and provides complementary tax, legal, and insurance services through affiliated entities.

Jeremy Kraut Ordover is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. His prior work includes roles at the Muscular Dystrophy Association and Habitat for Humanity International. He is also a licensed Arizona residential real estate agent affiliated with HomeSmart, Inc., providing real estate referrals on a limited basis. 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 focuses on conservative, income-oriented investing and downside risk management through diversified multi-asset portfolios and maintains a strong emphasis on client education and marketing.

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he operated as a sole proprietor and has experience working in various roles outside finance, including at T-Mobile and CVS Pharmacy. Jacobs also works as a licensed insurance agent, earning commissions from life insurance sales. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction based on Modern Portfolio Theory and uses third-party managers while conducting ongoing monitoring and annual reviews.

Lawrence Van Quathem is a CFP® professional with 30 years of experience in the financial industry. He is currently with ABLE Financial Group, LLC and has previously worked at Wells Fargo Advisors Financial Network, LLC. ABLE Financial Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, including high-net-worth clients. The firm employs a fiduciary, client-focused approach using a variety of investment strategies and offers both discretionary and project-based services.