Wanda Stapley is a financial advisor at Juncture Wealth Strategies, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Juncture since 2010. Prior to Juncture, she was associated with Purshe Kaplan Sterling from 2010 to 2018. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment strategies including behavioral, fundamental, quantitative, and technical analysis, and utilizes diverse instruments such as ETFs, mutual funds, equities, fixed income, options, and derivatives.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC in Mesa, AZ, holding a Series 65 designation with four years of industry experience. He has been with DecisionPoint Financial since 2021 and worked previously at KT Health, LLC from 2015 to 2021. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model, using a range of investment strategies including fundamental, technical, and cyclical analysis, and serves a diverse client base including state and municipal plan sponsors.

Joseph Gilligan Jr. is a financial advisor at ARQ Wealth Advisors, LLC with 28 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he holds an ownership interest and management authority in a privately held LLC unrelated to investment activities. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning. The firm employs a comprehensive investment process that integrates asset allocation, fundamental and technical analysis, and derivative strategies, alongside specialized fiduciary services for employer plans.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with credentials including Series 65 and Series 66 and three years of industry experience. Prior to joining Tribeca Financial, he worked at Together At The Landing and spent 15 years at Microsoft. Outside of his advisory role, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm employs a structured, passive-oriented investment approach focused on broad global diversification, high-quality short-term fixed income, and periodic rebalancing.

Stephen Harrison Jr. is a financial advisor with Exeter Financial, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Exeter Financial since 2007 and at BMA Securities since 2008. Outside of his advisory role, he is co-founder and CEO of Zipsit, Inc., a technology company providing on-demand sitting services, and serves as managing member and consultant of H2Global LLC, a business consulting firm. Exeter Financial LLC provides comprehensive wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes long-term, buy-and-hold investment strategies combined with fundamental, technical, and economic analysis, and employs tactical tools such as option strategies and private placements when appropriate.

Dale Phillips is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Fortitude Family Office, where he has worked since 2021. His prior experience includes roles at Tarbox Family Office and MRA Associates. Outside of his advisory work, Phillips manages a real estate-related business focused on property coordination and maintenance tasks. Fortitude Family Office serves high-net-worth individuals, families, trusts, estates, foundations, donor-advised funds, and institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Sean Nicol is a CFP® with nine years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at Osaic Institutions, FineMark National Bank and Trust, Royal Alliance, Hornor Townsend & Kent, Strategy Financial Services, and Thrivent Financial. Nicol also served as a private wealth advisor managing portfolios at FineMark National Bank and Trust. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, third-party sub-advisers, and pooled private vehicles, with regular monitoring and tactical adjustments as appropriate.

Lance Lundgren is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has recently begun his career in financial advising, joining WT Wealth Management in 2026. Prior to this, his background includes roles at the National Bank of Arizona, educational positions, and entrepreneurship related to cycling businesses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth-education services using proprietary, model-based investment strategies and provides additional services through affiliated tax, legal, and insurance practices.

Amy White is a financial advisor at Acrylic Financial, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Top Return Financial for four years. Outside of her advisory role, Amy works part-time with Provider Health Solutions, assisting with human resources projects and 401(k) plan support. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a blend of asset allocation, momentum models, and both fundamental and technical analysis to tailor client programs.

Jeffrey Walters is a financial advisor with JET Wealth Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 10 years before joining JET Wealth Advisors in 2026. Outside of his advisory role, he is the owner of Walters Group LLC, an investment-related business based in Park City, Utah. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm uses a combination of fundamental, macroeconomic, and quantitative analysis to build diversified portfolios tailored to client objectives and risk tolerances.

James Schmidt is a financial advisor with Tribeca Financial, LLC in Mesa, AZ, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including 18 years at Schmidt Westergard & Company, PLLC prior to joining Tribeca Financial. Outside of advising, he is involved as a member manager in a commercial office leasing business and leads a company providing lead generation services. Tribeca Financial, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable entities, and corporations. The firm emphasizes passive, globally diversified portfolios focused on long-term growth with structured market-rate strategies and uses a tri-party back-office relationship for account administration and trading support.

Nurjemal Adams is a financial advisor at Fullerton Financial, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Fullerton Financial Planning, Adams worked at Kingdom Financial Group LLC, Fidelity Investments, The Vanguard Group, Inc., and other firms. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm uses model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, managing accounts on a discretionary basis with regular monitoring and rebalancing.

Eric Dahm is a financial advisor at Range Financial Group, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds a Series 65 designation and has worked at Range Financial Group since 2017, following eight years at Human Investing. In addition to his advisory role, Mr. Dahm is also an insurance agent. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and standalone financial planning services.

Michael Jukich II is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Strategy Financial Group in 2025, he worked at Cetera Investment Advisers LLC and Cetera Advisor Networks LLC, with earlier experience at FFEC Wealth Partners and Southern New Hampshire University. Before entering finance, he spent 13 years in the restaurant industry. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management, building diversified portfolios with a multi-year time horizon, and distinguishes itself by publishing performance data, conducting educational seminars, and providing complementary tax-preparation services to eligible clients.

Brian Hartstein is a financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 32 years of industry experience, including previous roles at National Planning Corporation and OSAIC Services, Inc. Outside of advising, he is the managing partner of Anderstein LLC and serves as COO of Economic Concepts, Inc., a pension design firm. He also serves on the advisory board for Phoenix Tax Workshop. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with downside risk management and employs a limited selection of third-party managers when appropriate.

Michael Bagley is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential with five years at Balboa and previous experience at First Financial Equity Corporation and Bank of America. He has seven years of industry experience prior to his current role. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets, 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, incorporates various analytical methods, and offers both discretionary and non-discretionary portfolio management.

Jeffery Fong is a CFP® with 31 years of industry experience, currently serving at Concentrum Wealth Management in Scottsdale, AZ. He has worked at Purshe Kaplan Sterling Investments and Concentrum Wealth Management since 2013. Concentrum Wealth Management is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and uses a range of investment strategies, including derivatives and margin, to tailor discretionary portfolio management and retirement plan advisory services.

Louis Messina is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation and 14 years of industry experience, including roles at Brokers Alliance Inc. He has been with Acrylic Financial since 2026. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

Byron Anderson II is a financial advisor at Laffer Tengler Investments, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Mutual Securities, Inc., Mutual Advisors, LLC, and LPL Financial, LLC. Outside of his advisory roles, he has been involved with Emerald Water Anglers. Laffer Tengler Investments provides discretionary and non-discretionary 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 a range of investment strategies across multiple asset classes.

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.