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.

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.

Carly Denial is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining ARQ Wealth Advisors in 2025, she worked at The Vanguard Group, Inc. for five years and held positions at The Oakmont and The Mayor. ARQ Wealth Advisors serves 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 blend of asset-allocation frameworks, fundamental and technical analysis, and incorporates derivatives and alternative investments as part of its portfolio construction.

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.

Donald Peppler is a financial advisor with Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Windsor Capital Management and Peppler Capital Advisors, Inc. since 2008. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to implement customized portfolios and offers model portfolios that include fixed income, ETFs, closed-end funds, and proprietary stock models, along with sub-advisory and co-advisory services for other registered investment advisers.

Brian Smalley is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, and Raymond James Financial Services. Outside of his advisory role, he owns BC Enterprises LLC, a finish carpentry business. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm provides comprehensive portfolio management and financial planning services using a mix of asset-allocation and security-selection techniques, with portfolios constructed from stocks, bonds, mutual funds, ETFs, options, structured products, and cryptocurrency products where appropriate.

Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Dale Boettcher is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at American Wealth Management, Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of financial advising, he operates an auto parts delivery business and holds life and health insurance licenses. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to build multi-asset portfolios, and it also offers an educational program alongside nonprofit-specific services.

Austin Castillo is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2017 to 2025 and has experience with Fraternity Management Group and the University of Arizona. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management-focused approach with diversified, multi-asset, and tactical/strategic solutions.

Julianne Call is a financial advisor at TCP Asset Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TCP Asset Management and United Planners in various capacities since 2015, including a brief retirement period. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management, financial planning, pension consulting, estate-planning referrals, and annuity management, employing both fundamental and technical analysis with a long-term trading approach.

Jonathon Staats is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked at Clarus Wealth Advisors since 2016 and previously held roles at Crown Capital Securities and WFG Advisors. Staats is also involved in managing fixed insurance and fixed annuity business through Bell & Associates/ASH. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 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, emphasizing multi-year time horizons and quarterly portfolio reviews.

Daniel Reisbacher is a financial advisor at MSH Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. Outside of his advisory role, he serves on the YMCA Advisory Board in Scottsdale, is a member of the Cave Creek Unified School District Community Council, and owns a woodworking business called The Side Yard. MSH Capital Advisors LLC manages approximately $1.09 billion and serves individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a range of investment strategies tailored to clients’ goals and risk tolerance.

Eric Bird is a CFP® professional at Triton Wealth Management, PLLC in Sun City, AZ, with seven years of industry experience. He has worked at Triton Wealth Management since 2019 and previously was employed at MCB Financial and the University of Oklahoma. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm combines asset-allocation and security-selection techniques to construct and monitor diversified portfolios using a variety of investment vehicles, offering comprehensive portfolio management and financial planning on a discretionary basis.

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Alec Majtenyi is a CFP® professional with 10 years of experience in the financial services industry. He is currently with RMR Wealth Builders, Inc., where he has worked since 2022. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and The Vanguard Group, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Todd Mccool is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory firms since 2007. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and directing clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Shane Price is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. He has previously worked with The Cunningham Group, Xybix Systems, HiOssen, QuickInsured, and LinCare. Outside of his advisory role, he is involved in furniture sales and marketing with Xybix. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios that include equities, fixed income, and option overlays. The firm serves a diverse client base including individual, charitable, and corporate clients.