Brian Hartstein is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a ChFC® designation and securities licenses Series 63, 65, and 66. He has 32 years of industry experience, including over a decade with Bayntree. Outside of his advisory role, Hartstein is the COO of Economic Concepts, Inc., a pension design firm, and serves as managing partner of Anderstein LLC, a real estate and business investment entity. He also participates on the advisory board of the Phoenix Tax Workshop and is a board member of First Financial Resources. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with downside risk management and manages client portfolios using a limited selection of third-party managers when appropriate.

Michael Bagley is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential with five years at Balboa and previous experience at First Financial Equity Corporation and Bank of America. He has seven years of industry experience prior to his current role. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, incorporates various analytical methods, and offers both discretionary and non-discretionary portfolio management.

Jeffery Fong is a CFP® with 31 years of industry experience, currently serving at Concentrum Wealth Management in Scottsdale, AZ. He has worked at Purshe Kaplan Sterling Investments and Concentrum Wealth Management since 2013. Concentrum Wealth Management is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and uses a range of investment strategies, including derivatives and margin, to tailor discretionary portfolio management and retirement plan advisory services.

Byron Anderson II is a financial advisor at Laffer Tengler Investments, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Mutual Securities, Inc., Mutual Advisors, LLC, and LPL Financial, LLC. Outside of his advisory roles, he has been involved with Emerald Water Anglers. 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 to manage a range of investment strategies across multiple asset classes.

Bradley Haines is a CFA® charterholder with 11 years of industry experience. He is currently with Juncture Wealth Strategies, LLC, where he has worked since 2015, following a one-year tenure at Heritage Wealth Management, LLC. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct diversified portfolios and employs strategies including options and derivatives within managed accounts.

David Mowad is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for First Financial Equity Corporation for 22 years before joining Balboa Wealth Partners in 2021. 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 employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, and it offers both discretionary and non-discretionary mandates with a team structure.

Juan Sera is a financial advisor at Sera Capital Management, LLC with one year of industry experience. Prior to his current role, he worked at Verizon for 20 years and was retired for one year. He holds the Series 65 designation. Sera Capital Management serves individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach and offers specialized consulting involving illiquid strategies such as interval funds and private placements.

Barrett Geist is a CFP® professional with 10 years of experience at Ironwood Investment Counsel, LLC, where he has worked since 2016. Based in Scottsdale, AZ, he has focused his career within this multi-advisor firm. Ironwood Investment Counsel manages approximately $1.5 billion for around 527 clients through a team of 14 advisors. The firm offers discretionary and non-discretionary portfolio management along with financial, estate, insurance, and retirement plan consulting, employing a fundamental analysis-based investment approach across various asset classes and strategies.

Christopher Schaefer is a CFA® charterholder with 20 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2005. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

Makayla Allen is a financial advisor at Sensible Money, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Sensible Money, she worked in various roles including at RA Sushi and New Beginning Homes. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts and estates, retirement plans, and charitable organizations, with a focus on those nearing or in retirement. The firm offers integrated financial planning and discretionary investment management, employing diversified portfolios and liability-driven investing strategies.

Michael Goyarts is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior experience includes roles at GuidePoint Private Wealth Management, Life Events Wealth Management LLC, and United Planners' Financial Services. Outside of advisory work, he owns a consulting business specializing in estate planning services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to provide investment supervisory, portfolio management, consulting, and financial planning services, utilizing broadly diversified portfolios tailored to client risk tolerance and goals.

Aspen West is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with Forefront and previously held roles at The Vanguard Group and Edward Jones, among others. Outside of advising, he serves as CFO and Director of Operations for Leak Science, LLC, a non-investment-related company based in Phoenix, AZ. Forefront Wealth Partners is a registered investment adviser that offers discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm develops customized investment policies and asset-allocation targets and provides planning services that include business, succession, divorce, special-needs, and tax considerations.

James Blakely is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include leadership positions at Neighborhood Loans and multiple entities under the Planning Grounds and Blakely Walters names, where he has been involved since 2009. Outside of advising, he has ongoing involvement with Blakely Walters Insurance and various business ventures related to wealth and tax management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit product offerings.

James Chandler is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Robert W. Baird, UBS Financial Services, and Piper Sandler & Co. He is also the owner of Vista Wealth Management of Scottsdale, LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs strategies based on fundamental analysis and modern portfolio theory, offers discretionary portfolio management and financial planning, and provides access to third-party money managers and alternative investments.

Caley Miller is a CFP® and Series 65 licensed advisor with nine years of industry experience. Miller has worked at Sensible Money, LLC since 2016 and also held a position at the University of Arizona from 2015 to 2017. Sensible Money, LLC is an independent SEC-registered investment adviser serving individuals, trusts, pension plans, and charitable organizations, with a focus on clients nearing or in retirement. The firm integrates ongoing financial planning and discretionary investment management, employing diversified portfolios and liability-driven investing to align with clients’ financial needs.

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Tandem Wealth Advisors since 2011, as well as MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term growth and downside protection.

Matthew Hershey is a financial advisor at Sensible Money, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at LPL Financial, Blue Trust, Sundt, Grand Canyon University, Rural Electric, and Gilbert Christian Schools. 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, utilizing liability-driven investing and diversified portfolios to align client cash flows with withdrawals.

Keri Alcos is a financial advisor with Strategic Income Group LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. She is co-owner and manager of Lawson Insurance Group, an insurance firm specializing in Medicare products, which she operates alongside her father. Additionally, she is an owner and manager of Dynamoser, LLC, a media consulting business. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm emphasizes tax-aware, income-oriented multi-asset investment strategies and manages private funds alongside third-party money managers.