Justin Smiley is a CFP® at Versant Capital Management, Inc. in Phoenix, AZ, with one year of experience in financial advising. Prior to joining Versant, he worked in various roles at PNC Corporate & Institutional Bank, MidFirst Bank, and Great American Insurance Company. Versant Capital Management serves high-net-worth individuals, families, institutions, and charitable clients with portfolio management, wealth planning, family office services, and consulting. The firm focuses on client-specific investment policies and builds diversified portfolios across multiple asset classes, including equity, fixed income, mutual funds, ETFs, and alternative investments.

Andrue Jorgensen is a financial advisor at Bayntree Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securian Financial Services Inc and Renaissance Financial. Outside of his advisory role, he volunteers as the Sponsorship Chair for the Arizona Region of the Porsche Club of America. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with attention to limiting downside risk and uses a tailored planning process known as the Bayntree Blueprint.

Jasmine Miller is a financial advisor at Kilter Group with Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. Outside of her advisory work, she is also licensed as an insurance agent. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach, combining sector rotation with a relative growth/value framework, and uses technology-enabled tools for risk profiling and portfolio management.

Luke Barnes is a financial advisor at Bledsoe Asset Management, LLC with Series 65 registration and one year of industry experience. Prior to joining Bledsoe, he worked in various roles including with the Phoenix and Tusayan Fire Departments and with Baker Tilly. He is currently active with the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader clientele including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management and financial planning services using customized portfolios that incorporate both long-term holdings and derivatives strategies.

Phillip Adams is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mathis Wealth Management since 2016, alongside prior roles at Ausdal Financial Partners and Transcend Security. Adams also served nearly three decades with the City of Phoenix Fire Department before transitioning fully into financial services. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, and pension plans. The firm employs a strategic asset allocation approach and provides services such as ongoing portfolio monitoring, financial planning engagements, and ERISA consulting.

Tina Decker is a financial advisor at Bridgeport Financial Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, INC and OSAIC. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management with access to third-party strategists and affiliated models under the Founders Gate Capital brand.

Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.

John Greer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is a portfolio manager at Resq Investment Partners and an investment adviser representative at Total Investment Management, Inc., where he has worked since 2007. Greer is also 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 strategic and tactical asset allocation supported by fundamental and technical analysis and offers multiple service tiers ranging from subscription-based commentary to integrated wealth management.

Lauren West is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, with one year of industry experience. Her prior roles include positions at CIVANA Wellness Resort & Spa and Delta Air Lines, and she spent eight years at Berman Capital Advisors. Laffer Tengler Investments provides 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 strategies across various asset classes, including an actively managed equity income ETF.

Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes twelve years at Automatic Data Processing. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and utilizes both in-house and third-party portfolio management.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving 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 variety of investment strategies tailored to client goals and risk tolerance.

Rafael De Oliveira is a financial advisor at Strategy Financial Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Fisher Investments, Merrill, and Bank of America. Outside of his advisory role, he is a business owner of Lua Empire LLC. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $367 million in assets. The firm employs a conservative, income- and risk-focused investment approach primarily through third-party sub-advisors and offers a range of portfolio management and financial consulting services.

Michael Peart is a financial advisor at Embree Financial Group in Phoenix, Arizona, holding Series 65 and Series 63 licenses with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and McAdam LLC. Peart has been with Embree Financial Group since 2018. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW clients and manages portfolios using fundamental, technical, and cyclical analysis with a range of investment vehicles.

Giancarlo Mateus is a CFP® professional with 18 years of industry experience. He is currently an advisor at Ironwood Investment Counsel, LLC, where he has worked since 2024. Prior to joining Ironwood, he spent 13 years at Charles Schwab & Co., Inc. Ironwood Investment Counsel is a multi-advisor registered investment adviser managing approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios and also provides financial planning, estate and insurance planning, and retirement plan consulting services.

Amy Jones is a financial advisor at Clarus Wealth Advisors, LLC in Peoria, AZ. She holds a Series 66 designation and has experience in private client services since 2023. Prior to her advisory career, she worked in the elevator industry and was involved with entrepreneurial ventures such as Parallax Enterprises, LLC. 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 blended investment approach combining strategic asset allocation with tactical and model strategies, supported by third-party research and quarterly portfolio reviews.

Catherine Smith is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She previously worked at McCauley Nicholson and Preder, CPAs for three years prior to joining LifeTyme Financial Advisors and LifeTyme Financial Group in 2019. Smith spends a significant portion of her time involved in investment-related activities as an insurance agent. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services, including limited-scope ERISA 3(21) fiduciary support and participant education. The firm offers public seminars and workshops on investment basics and implements asset-allocation models through Matson Money, focusing on client goals and portfolio monitoring rather than direct portfolio management.

Bruce Williams is a CFA® charterholder and financial advisor with 25 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2003. Based in Scottsdale, AZ, he is part of a multi-advisor team at Ironwood. Ironwood Investment Counsel manages approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis and a diverse investment approach, offering discretionary and non-discretionary portfolio management along with financial, estate, and retirement plan consulting. Ironwood also serves as a sub-adviser and model provider to other registered investment advisers.

Eric Jhonsa is a financial advisor with Dutch Asset Corporation in Phoenix, AZ. He holds a Series 65 designation and has one year of experience at Dutch Asset Corporation, following five years as a self-employed professional and four years at TheStreet. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, and utilizes strategies including derivatives and third-party managed accounts.

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.

Kenneth Hartley is a CFA® charterholder with 17 years of experience in the financial industry. He is affiliated with Clarus Wealth Advisors, LLC, a team-based firm, and has been involved in various business activities including serving as an uncompensated managing member and investor in Sand Creek Commercial Investors, LLC, and operating Deserthart Consulting, LLC, a home-based business he co-founded with his wife. 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 informed by Modern Portfolio Theory, combined with tactical and blended model strategies, supported by third-party research and quarterly portfolio reviews.