Kortney Bamrick is a financial advisor at DecisionPoint Financial, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab, Bank of America, Merrill Lynch, State Farm, and Carvana. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a diverse investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management alongside retirement-plan consulting and participant education.

Travis Jack is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with MSH Capital Advisors and its affiliated firm M.S. Howells & Co. for two years and previously worked at Iliad Wealth Solutions and CWM, LLC. He is also the managing member of Metz CPA PLLC, an accounting and tax firm based in Phoenix, AZ. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent advisers using third-party platforms and a variety of specialized investment strategies.

Dana Anspach is a CFP®-certified financial advisor with 24 years of industry experience, currently with Sensible Money, LLC, where she has worked for 15 years. Her prior experience includes roles at Wealth Management Solutions, Hopkins Parker Financial Services LLC, and 1st Global Advisors Inc. Outside of her advisory work, Dana is involved in authoring educational content through Anaday LLC and is a partner in a health and wellness business, BodyByIntent LLC. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients entering or in retirement. The firm employs a model called the Juicing® Experience, integrating plan design, implementation, and ongoing management, and utilizes diversified portfolios and liability-driven investing techniques.

Mckenzie Kruse Pillsbury is a Series 65 licensed financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, bringing three years of industry experience. In addition to her advisory role, she serves as COO and CFO of Bio-Elite Training Systems, a health and wellness business. She also has a background in healthcare, having worked at HonorHealth Hospital and other healthcare organizations. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services and limited-scope ERISA 3(21) fiduciary support. The firm focuses on recommending model portfolios and participant education through no-fee public seminars and workshops.

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial and Fairfield National Bank. Spangler is also the owner of Vantage Point Investment Services, a holding and support company. Juncture Wealth Strategies advises individuals, trusts, estates, and pension or profit-sharing plans, providing investment advisory services and portfolio management that incorporate proprietary strategies, model portfolios, and the use of derivatives and hedging techniques.

Calvin Goetz is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation and 15 years of industry experience. He has been with Strategy Financial Services, LLC since 2013 and is the sole owner of Strategy Financial Insurance, LLC. Goetz is also a licensed insurance agent and an equity owner in Strategy Financial. 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 through diversified, multi-asset portfolios managed on a discretionary basis.

Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Andrew Abysalh is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Strategy Financial Group in 2023, he worked at Fidelity Brokerage Services LLC, Park Avenue Securities, and Guardian Life Insurance Co. of America. 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 emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset model portfolios managed on a discretionary basis.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining MSH Capital Advisors, he worked for The Vanguard Group, Inc. for seven years. Outside of advising, he owns a pool cleaning and maintenance business in Scottsdale. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives and utilizing third-party platforms and unaffiliated sub-advisers.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.

Greg Hartenbower is a financial advisor with John Moore & Associates Inc in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services and USAA Financial Planning Services. Outside of his advisory work, he serves as a retreat director facilitating men's religious retreats across Arizona. John Moore & Associates is a registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs proprietary quantitative equity models and multi-blend asset allocation strategies, including options for Biblically Responsible Investing, to tailor portfolios across equities, fixed income, alternatives, and balanced strategies.

Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Robert W. Baird & Co. and UBS Financial Services. He is a partner and wealth advisor at Eagle Rock Wealth Management, where he is involved in developing financial plans and executing strategies. 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 combined with modern portfolio theory to construct portfolios, employing both bespoke allocations and licensed model portfolios while incorporating third-party technology and risk-assessment tools.

R Cioffari is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He has been associated with Key Group Management since 2009. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary client relationships and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Matthew Tarini is a CFP® with 31 years of experience in the financial services industry. He is currently with Focused Alpha, LLC and has previously worked at Nations Financial Group, Wells Fargo Advisors Financial Network, LPL Financial, and Citigroup Global Markets. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million and serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach emphasizing tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and computer-based tools to construct diversified portfolios.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 12 years of industry experience. He has worked with multiple firms including Compound Consulting, Landing Rock, and CalChoice Wealth Management. Outside of advisory services, he operates as an insurance agent through Jason Stock, PLLC and Stronghold Wealth Partners LLC and acts as a solicitor for third-party managers and a banking institution. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily functions as a solicitor for third-party managers and service providers. The firm emphasizes non-discretionary management and uses formal solicitor relationships to connect clients with cash-management and 401(k) providers.

Frederick Petrino is a financial advisor at Windsor Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windsor Capital Management since 2009. Prior to joining Windsor, he worked at Payden & Rygel and Charles Schwab. Windsor Capital Management manages approximately $703 million in discretionary assets for around 458 clients through a team of five advisors. The firm provides customized portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, utilizing a range of investment strategies from conservative to aggressive risk profiles.