Darci Zaunmiller is a CFP® professional based at Nectarine with 18 years of industry experience. Her prior roles include positions at Merrill and Ellevest. She is also involved in divorce planning through her business, Decisions in Divorce, where she provides consultation on financial statement analysis related to divorce. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and provides advice without managing client portfolios or accepting custody.

Kaitlyn Morgan is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 credential and having three years of industry experience. Prior to joining Seros Financial in 2026, she worked at Sevensuede Investments for three years and has experience in the beauty industry with Viori Beauty. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing approximately $359 million in assets for about 441 clients. The firm customizes portfolios based on client objectives and risk tolerances using a combination of fundamental, quantitative, and technical analysis alongside proprietary models and tactical overlays.

Daniel Gwilliam is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Watts Gwilliam & Company since 2004 and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, complementing this approach with tactical tools such as options overlays and margin strategies, and offers discretionary portfolio management, financial planning, and access to private placement funds.

Stephen Udall is a financial advisor with West Ridge Advisors, holding a Series 65 credential and one year of industry experience. He is also the director of Udall CPA Group, PLLC, a tax and accounting firm based in Gilbert, Arizona, where he manages staff, reviews tax returns, and engages in tax planning. Prior to joining West Ridge Advisors, he worked briefly at PwC and spent several years at Brigham Young University. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs an investment approach grounded in Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investment vehicles.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with two years of industry experience. He holds the Series 65 designation and has worked in various roles including at Arizona Patient Transport and WeLink, as well as serving in the Church of Jesus Christ of Latter Day Saints prior to his advisory career. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Jeffrey Fryer is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Watts Gwilliam & Company since 2009. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, employing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, sub-advisory services, and access to private placement funds.

Whitney Hendricks is a financial advisor at Seros Financial, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Sevensuede Investments for two years. Prior to entering the financial industry, she was a homemaker for eight years. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused plan services.

Klaine Doucette is a financial advisor with Oasis Advisors in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include long tenures at Primerica Advisors and Primerica Financial Services, as well as positions with Desert Peaks Financial Group, Terra Wealth Management, and CAPE Securities. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans, managing approximately $278 million for nearly 5,000 clients. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment options including traditional funds, private placements, and cryptocurrency.

Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.

Matthew Willett is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Global Retirement Partners, WealthPlan Advisors, Charles Schwab, and Bank of America Merrill Lynch. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to individuals, pension plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm emphasizes strategic asset allocation through model portfolios and uses various structured, tax-aware solutions alongside technology-driven programs.

Karter Doucette is a financial advisor at OASIS Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Terra Wealth Management and Terra Wealth Risk Management. Outside of his advisory role, Mr. Doucette is an owner and pool technician at Bass Pool Pro's. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Larry Celaya is a financial advisor at OASIS Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Terra Wealth Management, LLC, Arizona College Prep, and Primerica Advisors. Outside of his advisory role, he is involved in the sale of legal protection services through LegalShield. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Sherod Bigelow is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Seros Financial since 2011 and has also worked at Newmark Capital Management, LLC. Additionally, he serves as a notary public in Arizona, a role he has maintained since 1999. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside a range of financial planning and ERISA-focused services.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Dynamic Wealth Advisors and Ascensus. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with an emphasis on customization and tax-loss harvesting.

James Camp is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at DCPT, REPP, Sunergy, and other organizations, as well as experience in education and nonprofit service. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse clientele, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative manager due diligence and emphasizes ongoing client communications.

Bruce Wilson is a financial advisor with The Wealth Consulting Group in San Tan Valley, AZ, holding a Series 66 designation and 28 years of industry experience. His prior work includes roles at LPL Financial and Advantage Wealth Advisors. Wilson also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies aligned with client goals and risk tolerances.