Zachary Potter is a CFP® professional with 13 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC. He previously spent 12 years at THE Vanguard Group, Inc. ARQ Wealth Advisors works with individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation and security selection.

Kurt Gusinde is a CFP® and CFA® with 17 years of industry experience, currently serving at Exeter Financial, LLC since 2008. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Exeter Financial LLC provides comprehensive wealth management and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach complemented by tactical strategies such as options and private placements, managing approximately $366 million in assets across about 80 clients.

Eric Stein is a CFP® with 10 years of industry experience, currently serving at Galvin, Gaustad & Stein, LLC, where he has worked since 2016. He holds a Series 63 license and is based in Scottsdale, AZ. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement consulting, and portfolio management to individuals, trusts, and various business entities. The firm employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative analysis, and offers both discretionary and non-discretionary services.

David Mathias is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. His prior experience includes over a decade at Robert W. Baird & Co., along with roles at Merrill, First Heartland Consultants, and LPL Financial. He is also the owner of DEM Consulting, LLC, an entity related to insurance commissions at Walker Financial, LLC. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and businesses. The firm uses an investment risk profile combined with fundamental analysis and modern portfolio theory to construct and monitor portfolios, employing both bespoke and model allocations while accessing alternative investments and IPO opportunities.

Amy Shepard is a CFP® with 11 years of industry experience. She has worked at Sensible Money, LLC since 2019 and previously held roles with Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Learnvest Planning Services, 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 in or transitioning to retirement. The firm uses a model called the Juicing® Experience to integrate planning and implementation, employs liability-driven investing techniques, and often engages Independent Managers to execute investment strategies.

Ryan Robinson is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at First Financial Equity Corp and Sunrise Tax & Planning LLC. Robinson is involved with Robinson & Shumaker Wealth Management, which operates as a DBA under Balboa Wealth Partners. 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 manages over $1 billion in assets, employing a long-term, diversified investment approach using mutual funds, ETFs, and individual securities, while incorporating fundamental and technical analysis.

Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Remy Solves is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. Prior to joining Fortitude, Remy worked in various roles including positions at Best Buy and Pedal Haus Brewery. Remy also serves as a trader for Apex Trader Funding, a proprietary trading firm. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm integrates traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Cayden Brotz is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Baird Private Wealth Management and the University of Arizona. 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 employs both bespoke and model portfolios, uses third-party technology and risk-assessment tools, and offers access to alternative and private investments.

Roger Gokool is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Northern Trust Company, Assetmark, Inc., The Rockridge Group, Aces, and Walgreens. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment approach involves fundamental analysis and ongoing portfolio monitoring with diversified allocations, and it also acts as a sub-advisor and model provider to other registered investment advisers.

John Ellison is a CFA® charterholder and holds a Series 65 license, working with Ironwood Investment Counsel, LLC since 2019. He has approximately five years of industry experience, including roles at McCarthy Grittinger Financial Group LLC and Delafield Rivers Gateway. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach with diversified allocations and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Jackson Peppler is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding a Series 65 designation. He has been with Windsor Capital Management since 2022, with a brief period working at Koibito Poke from 2024 to 2026. Peppler has no prior industry experience before joining the firm. Windsor Capital Management manages approximately $703 million in discretionary client assets for around 458 clients through a five-advisor team. The firm offers customized portfolio management and consulting services to a diverse client base, employing a mix of fundamental, technical, and cyclical analysis across various investment vehicles and also provides sub-advisory services to other advisers.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Lane Reynolds is a financial advisor at ABLE Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints in Mesa, AZ. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary, client-focused process using a diverse investment menu that includes public and private securities, derivatives, and alternative investments.

Todd Foster is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with Resq Investment Partners since 2014. Outside of his advisory roles, Foster is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to varying client needs.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

Joseph Maas is a financial advisor with Synergy Asset Management, LLC, holding the CFP®, CFA®, and ChFC® designations and bringing 25 years of industry experience. He has been affiliated with multiple related entities, including Synergy Financial Services, Inc., Rowan Street Advisors, LLC, and Synergy Mergers + Acquisitions, LLC, for over two decades. Synergy Asset Management provides wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other financial advisors. The firm employs a combined tactical asset allocation and bottom-up fundamental analysis approach, managing portfolios through a variety of proprietary strategies and delivering solutions for both separate accounts and pooled investment vehicles.

Kelly Christensen is a CFP® with 26 years of industry experience and has been with Sage Financial Advisors Inc. since 1999. She is based in Scottsdale, AZ, and holds a Series 65 license. Sage Financial Advisors is a five-advisor team managing approximately $219 million for individuals, business entities, trusts, charitable organizations, and retirement plans. The firm provides discretionary portfolio management, financial planning, tax preparation, and advisory services, employing fundamental analysis and maintaining ongoing monitoring and rebalancing of client assets.

Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.