Robert Naber is a financial advisor at Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, managing multi-cap and global strategies while utilizing derivatives and income-oriented allocations where appropriate.

Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC, ForUsAll Advisors, LLC, and SigFig Wealth Management LLC. Outside of his advisory work, he operates a sole proprietorship involved in real estate sales and insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk, and it offers private investment opportunities alongside comprehensive financial planning services.

Joseph Maas is a financial advisor at Synergy Asset Management, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Synergy Asset Management and affiliated firms since 1997. Maas is involved with multiple related entities, including Synergy Financial Services, Rowan Street Advisors, and Synergy Mergers + Acquisitions. Synergy Asset Management provides personalized wealth management and financial planning to individuals, business owners, trusts, retirement plans, and other investment advisers. The firm employs a blend of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in assets.

Sean Meyeres is a CFP® professional with 18 years of experience in financial advising. He is currently with Q3 Advisors, LLC, where he has worked since 2021, including a recent return to the firm in 2025. His prior experience includes roles at Illumination Wealth Management, Mariner Wealth Advisors, Charles Schwab, and USAA Financial Advisors. Q3 Advisors provides tax-focused financial planning and consulting services to individual clients through fixed-fee, packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios or recommending specific securities.

Jackson Paulishak is a financial advisor with Empirikal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at firms including Sapphire Blue Investment Partners and Purshe Kaplan Sterling Investments, and operates an advisory business under the name Liberator Wealth Management. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across about 199 client relationships, employing a team of ten advisors and utilizing an investment approach based on fundamental analysis, tailored portfolios, and regular account reviews.

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.

Timothy Nyland is a CFA® charterholder with four years of industry experience. He is currently with Synergy Asset Management, LLC and previously worked at Pacific Point Advisors, LLC and Zack's Investment Research. Outside of his advisory role, he is president of Viking Realty, Inc., a residential real estate company based in Phoenix, AZ. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs a combination of tactical asset allocation, fundamental analysis, and technical tools across various proprietary strategies to manage portfolios from a total-return perspective.

Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.

Joshua Hogan is a financial advisor at DMK Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at firms including Hogan French Financial Services, Inc. and Creighton University. Outside of his advisory role, he operates as an insurance agent through his sole proprietorship. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, using mutual funds and ETFs with investment models that combine technical and fundamental analysis.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC with four years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2021, following six years at KT Health, LLC. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers consulting services including 3(21) and 3(38) pension plan support.

Aridai Lopez is a financial advisor at Secure Investment Management, LLC with eight years of industry experience. She holds Series 63 and 65 licenses and has worked at firms including The Vanguard Group and Cetera Investment Services. Outside of financial advisory, Lopez is involved in leadership and sales coaching and originates SBA and commercial real estate loans. Secure Investment Management serves individual and institutional clients, including high-net-worth individuals, offering financial planning and discretionary portfolio management. The firm employs a quantitative, factor-based investment approach using diversified allocations and low-cost investment vehicles tailored to client objectives.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Tribeca Financial, he worked at Microsoft for 15 years. Outside of advising, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm follows a passive-oriented investment approach focused on globally diversified asset-class exposure and periodic rebalancing, and it offers portfolio management and financial planning services.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC with the PFS™ designation and one year of industry experience. He has held roles at ILJ Consulting LLC, Ignite Wealth Management LLC, and Centuri Construction Group, among others, and has operated multiple consulting and accounting businesses since 2014. Arrowroot Family Office provides multi-family office and investment advisory services to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm offers customized asset allocation and portfolio management using both discretionary and non-discretionary approaches, employing a mix of ETFs, mutual funds, and individual securities as appropriate.

Shea Ogara is a financial advisor at Schnieders Capital Management, LLC with a Series 65 credential and approximately five years of experience in the industry. His background includes roles at Straight Arrow, Grimm Family Office, Whittier Trust Company, Ernst & Young LLP, and law schools at the University of San Francisco and the University of Nevada. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on long-term asset allocation while maintaining flexibility for short-term strategies, managing over $1 billion in assets with a relatively small advisory staff.

Jeffrey Edwards is a CFA® charterholder with 30 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 1987. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented approach focused on domestic equities and investment-grade fixed income, managing approximately $1.5 billion in assets through a multi-advisor team structure.

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.

Jeffrey Walters is a financial advisor with JET Wealth Advisors in Scottdale, AZ, 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 total of 12 years. Walters is also the owner and trustee of Walters Group LLC, an investment-related business based in Utah. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm emphasizes tailored portfolios using diversified asset allocations and applies fundamental, macroeconomic, and quantitative analysis in its discretionary portfolio management approach.

Benjamin Barchilon is a CFP® professional with one year of industry experience, currently serving at Versant Capital Management, Inc. Prior to joining Versant, he worked six years at Eide Bailly, LLP. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and related consulting. The firm develops client-specific investment policies and builds diversified portfolios that may include equity, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers aligned with clients’ objectives and liquidity needs.

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.