Diane Park is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Cahill Financial Advisors, Inc. since 2013. She holds Series 63 and Series 65 licenses and maintains an active CPA license, though she does not provide tax or accounting services to advisory clients. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials and services into its advisory platform.

Jeffrey Shiffra is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with ARQ Wealth Advisors, LLC and has previously worked at Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, using a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts.

Laurel Kutler is a financial advisor at ABLE Financial Group, LLC in Scottsdale, Arizona, with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Edward Jones. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm uses a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis, and offers tailored portfolio management with access to public and private securities as well as specialized strategies through third-party managers.

Tabitha Daly is a CFP® with five years of industry experience and is currently with Sensible Money, LLC in Scottsdale, AZ. Her prior roles include positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. She has also worked in education and community recreation settings earlier in her career. Sensible Money provides financial planning and discretionary investment management to individuals, trusts, pension plans, and charitable organizations, focusing on clients transitioning into or already in retirement. The firm uses a planning-and-implementation model called the Juicing® Experience and builds diversified portfolios that incorporate liability-driven investing techniques.

Peter Earp is a financial advisor at Gambit Capital Management, LLC in Phoenix, AZ, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at American Family Insurance and Charles Schwab. In addition to his advisory role, he has been involved in rental property management for ten years. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management along with financial planning, coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm employs a long-term investment approach utilizing fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client.

Bryce Keffeler is a CFP®, ChFC®, and Series 66-licensed advisor at Dew Wealth Management with eight years of industry experience. He has been with Dew Wealth Management since 2018 and previously worked at Seros Financial LLC, Pinnacle Financial Advisors, and Intel Corp. Outside of financial advising, he is a director and shareholder of agriculture holding and operations companies through Keffeler Inc and BAKK Investment LLC. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and often coordinates with clients’ other professionals as part of its multi-step family office and ongoing coordination programs.

Teresa Armel is a financial advisor at Next Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at firms including Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, including private investment funds and structured notes.

Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Paul Escarcega is a financial advisor with Sensible Money, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Sensible Money, he worked in various roles including positions at Grand Canyon University and Morgan Stanley. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals transitioning into or already in retirement. The firm uses a comprehensive planning-and-implementation model called the Juicing® Experience and employs diversified portfolios alongside liability-driven investing techniques.

Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Fortitude, he spent time with Charles Schwab and completed his studies at the University of Arizona. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing a range of investments including illiquid private credit and real estate-credit opportunities.

Dewayne Nelson III is a financial advisor at Collective Wealth Advisors LLC in Phoenix, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Buckingham Strategic Partners, LLC, and Lwi Financial Inc. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm combines independent third-party account administration with access to multiple sub-advisors and offers educational seminars alongside discretionary and non-discretionary portfolio management services.

John Reyna is a financial advisor with Regal Advisory Services, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Regal Securities since 2010 and also serves as president of Natural Resources Management, a consulting and community relations firm. Reyna acts as a successor trustee for family and close friends’ estates and trusts, providing personal representative services. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Jack Barker is a financial advisor at Juncture Wealth Strategies, LLC in Scottsdale, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Juncture Wealth Strategies since 2013, following a one-year tenure at Heritage Wealth Management, LLC. Juncture Wealth Strategies serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and subadvisory services, employing a range of analytical methods and investment vehicles, including options and hedging strategies.

Sarah Mendoza is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dew Wealth Management since 2021 and previously at Syntal Capital Partners and UT Permian Basin. Outside of her advisory work, Mendoza manages a counseling practice and is involved in financial wellness and financial therapy through Magnificat Management. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers a range of services including standalone planning, multi-month programs, and ongoing coordination, often collaborating with clients’ other professionals as part of its Virtual Family Office approach.

Dana Anspach is a CFP®-certified financial advisor with 24 years of industry experience, currently with Sensible Money, LLC, where she has worked for 15 years. Her prior experience includes roles at Wealth Management Solutions, Hopkins Parker Financial Services LLC, and 1st Global Advisors Inc. Outside of her advisory work, Dana is involved in authoring educational content through Anaday LLC and is a partner in a health and wellness business, BodyByIntent 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 entering or in retirement. The firm employs a model called the Juicing® Experience, integrating plan design, implementation, and ongoing management, and utilizes diversified portfolios and liability-driven investing techniques.

Mckenzie Kruse Pillsbury is a Series 65 licensed financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, bringing three years of industry experience. In addition to her advisory role, she serves as COO and CFO of Bio-Elite Training Systems, a health and wellness business. She also has a background in healthcare, having worked at HonorHealth Hospital and other healthcare organizations. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services and limited-scope ERISA 3(21) fiduciary support. The firm focuses on recommending model portfolios and participant education through no-fee public seminars and workshops.

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Zachary Tobey is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Fullerton Financial Planning and various positions in the golf and service industries. Kingdom Financial Group serves individual clients with personalized financial planning and consulting, offering both comprehensive and modular plans, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Fairfield National Bank. Additionally, she is the owner of Vantage Point Investment Services, a holding and support company. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct diversified portfolios that include ETFs, mutual funds, equities, and fixed income, with options and hedging strategies incorporated as needed.

Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.