James Blakely is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include leadership positions at Neighborhood Loans and multiple entities under the Planning Grounds and Blakely Walters names, where he has been involved since 2009. Outside of advising, he has ongoing involvement with Blakely Walters Insurance and various business ventures related to wealth and tax management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit product offerings.

James Chandler is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Robert W. Baird, UBS Financial Services, and Piper Sandler & Co. He is also the owner of Vista Wealth Management of Scottsdale, LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs strategies based on fundamental analysis and modern portfolio theory, offers discretionary portfolio management and financial planning, and provides access to third-party money managers and alternative investments.

Collin Bryce is a financial advisor at Go Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seros Financial LLC and Newmark Capital Management, LLC. In addition to his advisory work, he is the managing member of Fly High, LLC, which provides consulting and administrative services to other business entities. Go Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm emphasizes asset allocation, periodic portfolio review, and integrates financial planning into its advisory relationships.

Caley Miller is a CFP® and Series 65 licensed advisor with nine years of industry experience. Miller has worked at Sensible Money, LLC since 2016 and also held a position at the University of Arizona from 2015 to 2017. Sensible Money, LLC is an independent SEC-registered investment adviser serving individuals, trusts, pension plans, and charitable organizations, with a focus on clients nearing or in retirement. The firm integrates ongoing financial planning and discretionary investment management, employing diversified portfolios and liability-driven investing to align with clients’ financial needs.

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Matthew Hershey is a financial advisor at Sensible Money, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at LPL Financial, Blue Trust, Sundt, Grand Canyon University, Rural Electric, and Gilbert Christian Schools. Sensible Money, LLC is an independent SEC-registered advisory firm serving individual clients, particularly those nearing or in retirement. The firm offers financial planning and discretionary investment management through its Juicing® Plan and Juicing® PLUS services, utilizing liability-driven investing and diversified portfolios to align client cash flows with withdrawals.

Keri Alcos is a financial advisor with Strategic Income Group LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. She is co-owner and manager of Lawson Insurance Group, an insurance firm specializing in Medicare products, which she operates alongside her father. Additionally, she is an owner and manager of Dynamoser, LLC, a media consulting business. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm emphasizes tax-aware, income-oriented multi-asset investment strategies and manages private funds alongside third-party money managers.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Dynamic Wealth Advisors and Ascensus. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with an emphasis on customization and tax-loss harvesting.

Jay Penney is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, holding the CFP® and CFA® designations with 43 years of industry experience. His prior roles include positions at M.S. Howells & Co., Ashton Thomas Insurance Agency, Ashton Thomas Private Wealth, LLC, and Peachcap Securities, Inc. He is also the owner of Jay R. Penney, L.L.C., an S-Corporation related to his wealth management practice. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies integrating proprietary and third-party sub-advisers across a range of investment options, managing approximately $985 million for about 4,000 clients.

John Broderick is a financial advisor with Retirement Planners of America in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios and employs a mathematically based long-term market signal while maintaining discretionary trading authority.

Matthew Dages is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. He is also the owner and founder of Bright Wealth Management, a finance and insurance business. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and a mix of discretionary and non-discretionary authority.

Desirae Martinez is a Series 65 licensed advisor with Foundations Investment Advisors LLC in Phoenix, AZ, with three years of industry experience. Prior to joining Foundations in 2023, she worked at Prince William Animal Hospital and San Juan Animal Hospital for a combined seven years. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing, and offers services through a large network of affiliated offices and representatives.

Rodney Smith is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with Dynamic. Prior to joining Dynamic in 2023, he spent eight years at Your Source Financial, P.L.C. In addition to his advisory work, Mr. Smith is co-founder and president of Helping Hands for Freedom, a nonprofit supporting military children of the fallen, wounded, and deployed, and he is active in charitable giving consulting and leadership development through his own consulting firm. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a long-term, client-specific portfolio approach and supports other advisers through technology, operational services, and sub-advisory arrangements.

Spencer Humphrey is a financial advisor at Soltis Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Soltis in 2020, he worked at TIAA-CREF from 2014 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Stefan Wolf is a financial advisor at Dynamic with five years of industry experience. He holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth and as a self-employed advisor. Outside of finance, he owns and operates two vitamin businesses, Nutrix Vitamins and Electrolyte/Cloud 9 Vitamins, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on a long-term, client-specific investment approach and notable emphasis on serving other advisers through technology and operational support.

Tony Griepentrog is a financial advisor with Geneos Wealth Management, Inc. in Mesa, AZ, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms including Generational Portfolio Design, LLC, Generational Wealth Planning, The Life Financial Group, and Generational Financial Planning. He is also the owner of Tony Griepentrog Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with options for customized portfolio management and third-party money manager referrals.

Chris Stocks is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is involved in several non-investment business ventures, including managing interests in hospitality and motorsports companies. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms, utilizing a combination of firm and third-party models with discretionary and non-discretionary management options.

James Camp is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at DCPT, REPP, Sunergy, and other organizations, as well as experience in education and nonprofit service. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse clientele, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative manager due diligence and emphasizes ongoing client communications.

William Herding is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at White Water Wealth, LLC, Camelback Wealth Consultants, and American Express. Herding is involved in community activities as a co-captain of the Catholic Beer Club and serves as treasurer for the Biltmore Area Partnership. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.

Christopher Price is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Asset Preservation Wealth & Tax, Ryder Transportation, and Black Diamond Landscaping. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.