Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

Jeffrey Wilcock is a financial advisor at Seros Financial, LLC in Tempe, Arizona, holding Series 63, 65, and 66 licenses with 36 years of industry experience. He has worked with United Planners' Financial Services and operates Wilcock Financial LLC. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused services.

Thomas Udall is a financial advisor with West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential and nine years of industry experience. He also founded Udall CPA Group, PLLC, an accounting firm where he remains active. Outside of financial advising, Udall is involved in several business ventures, including payroll services and tax practice management. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management based on Modern Portfolio Theory. The firm emphasizes global diversification, tax efficiency, and low-cost investment vehicles while offering personalized indexing through a partnership with Vanguard and maintaining oversight of third-party managers.

Matthew Walker is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 65 designation and has worked at Fortitude Family Office since 2021. Prior to that, he was with Tarbox Family Office, Inc. and MRA Associates. He is also the owner of Walker Accounting Group, an accounting and tax preparation firm. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and financial planning, and family office services. The firm combines traditional family office operational services with private fund sponsorship and advisory roles, managing investments across various asset types and employing customized investment strategies.

Hannah Chapman is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Juncture Wealth Strategies since 2021 and previously spent 14 years with Ameriprise Financial Services. Outside of her advisory role, she performs as a substitute second flute with the Butler Philharmonic Orchestra and owns Expansive CEO, LLC, a coaching business for executive leadership. 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 analyses and strategies, including options and derivatives, to construct and manage client portfolios.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 27 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, LLC, Johnson Wealth Management, LLC, and Eaton-Cambridge CPA PC. Outside of financial advising, he serves on the boards of Solid Rock, which provides vocational training to teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately-held company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and comprehensive financial planning services, supported by affiliated tax and accounting practices. The firm combines in-house tax expertise with tailored portfolio management and integrates insurance solutions through licensed professionals.

Benjamin Cooper is a financial advisor with Watts Gwilliam & Company, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Norris Design from 2019 to 2021 and has been involved with Cooper Development Strategies, LLC since 2016. Outside of his advisory role, he manages real estate investments both personally and on behalf of others through several entities. Watts Gwilliam & Company, LLC manages approximately $1.03 billion across about 500 client relationships, providing discretionary investment supervisory services to individuals, plans, trusts, charitable organizations, and corporate entities. The firm utilizes strategic asset allocation through model portfolios with ongoing monitoring and employs various structured and tax-aware strategies, including option overlays and tax-loss harvesting programs.

Adam Brooks is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding CFP®, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 14 years before joining ABLE Financial Group and Private Client Services. Outside of advising, he is the managing partner of Altamira Properties, LLC, which owns the commercial building housing his firm. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process and utilizes a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Jana Lavanway is a CFP® professional with 16 years of industry experience. She is currently with Juncture Wealth Strategies, LLC, where she has worked since 2020. Prior to that, she held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services 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 and manage diversified portfolios that may include ETFs, mutual funds, equities, fixed income, and options.

Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Galvin, Gaustad & Stein since 2010 and previously spent five years with Foothill Securities, Inc. Galvin, Gaustad & Stein is a registered investment adviser that provides financial planning, retirement plan consulting, and portfolio management to individuals, trusts, and various business entities. The firm manages approximately $1.35 billion in client assets and employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Matthew Staffieri is a financial advisor at Rovin Capital with 13 years of industry experience. He holds the Series 66 designation and has served as president of Artegius Capital, Inc., an investment firm focused on fund management. Rovin Capital LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized, fundamental-analysis approach and manages approximately $917 million in assets, offering a range of strategies such as options, private placements, and third-party managers.

Richard Antonio is a CFA® charterholder and Series 63 licensee with six years of experience at Ironwood Investment Counsel, LLC. Prior to joining Ironwood, he held positions at the University of Arizona and Camp Pocono Trails. 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 across various asset classes and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Geoffrey Tran is a financial advisor at Fortitude Family Office with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Tolleson Wealth Management and GFTO Group LLC. Fortitude Family Office serves high-net-worth individuals, families, and related entities, as well as 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.

Joseph Senczakowicz Gibo is an advisor at Fortitude Family Office with a Series 65 credential and one year of industry experience. Prior to joining Fortitude, he spent nine years in full-time education. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and management, including overseeing illiquid private credit and real estate-credit investments.

Charles Picerni is a CFP® professional with five years of experience in the financial services industry, currently serving as an advisor at Sensible Money, LLC. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as experience with organizations such as the San Francisco Giants and the Professional Baseball Scouts Foundation. Sensible Money provides financial planning and discretionary investment management services primarily to individuals in or nearing retirement, their trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm’s approach integrates plan design, investment implementation, and ongoing adjustments through its Juicing® Experience model, emphasizing diversified portfolios and liability-driven investing techniques.

Jennifer Smiljanich is a CFP®-certified financial advisor with 18 years of industry experience. She has been with SJS Investment Services since 2017 and previously worked at SJS Investment Consulting, Inc. from 2010 to 2017. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process features diversified model portfolios monitored by an internal Investment Committee and includes a specialized public-funds practice with tailored cash-flow analysis and detailed reporting.