Thomas Glynn is a financial advisor at Xcelsior Advisor Partners LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert W. Baird & Co. for 11 years and UBS Financial Services for 4 years. Glynn is a partner and wealth advisor at Eagle Rock Wealth Management, where he helps develop financial plans and execute strategies. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to third-party money managers and alternative investments, employing both fundamental analysis and modern portfolio theory.

Lucas Graybill is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation. He has been working in the financial services industry since 2023, with prior experience at Fidelity Investments, Raymond James, and various roles outside finance including at Swissport and FiveIron Golf. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning and consulting, 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.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.

Grace Lau is a CFA® charterholder with 28 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. She holds a Series 65 license and is based in Phoenix, AZ. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios across multiple asset classes and includes ESG options and cryptocurrency exposure with client consent.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ashton Thomas Private Wealth and AssetMark Financial. Outside of his advisory role, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified portfolios using ETFs, mutual funds, individual equities, and fixed income based on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds, including a Private Credit Fund.

Matthew Tarini is a Certified Financial Planner® with 30 years of industry experience. He is currently with Focused Alpha, LLC, where he has worked since 2024. Prior to that, he was with Nations Financial Group, Inc. from 2021 to 2024 and Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops, utilizing a rules-based, process-driven investment approach that incorporates quantitative optimization, technical and fundamental analysis, and a range of investment vehicles.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and bringing 11 years of industry experience. He has served in various roles at multiple firms, including CalChoice Wealth Management LLC, American Financial Education Alliance, and currently Landing Rock. Outside of advising, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and a banking institution. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, with a solicitor-centric model that emphasizes placing assets with and monitoring third-party managers.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo Clearing. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. 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 employs a team-based approach to portfolio management and financial planning, utilizing diversified investment strategies that include mutual funds, ETFs, individual securities, and options.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robert Chick Fritz. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation framework supported by quantitative models and partnerships with external experts, focusing on complex and less liquid investment vehicles.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.

Eric Viavattene is a financial advisor at Almanack Investment Partners with 19 years of industry experience. He holds the Series 66 designation and has held leadership roles in multiple firms including as President and CEO of Phoenix Wealth Management, PLLC. Viavattene also serves as Vice President and Treasurer of Haven Charitable, Inc., a donor-advised fund. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, utilizing model asset allocation portfolios that emphasize diversified, risk-conscious strategies. The firm is also notable for managing adviser-led pooled vehicles and private fund platforms alongside managed accounts.

Steven Salerno is a financial advisor with Bentley Financial Group in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Bentley Financial Group since 2017 and has been associated with LPL Financial, LLC since 2005. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary assets and employs a client-directed investment approach that includes fundamental analysis, options hedging, and third-party independent managers.

Matthew Zuccaro is a CFP® professional with 25 years of industry experience. He is currently affiliated with Kingdom Financial Group, LLC and has previously worked at Fullerton Financial Planning, Weathability, and Schwab Private Client Investment Advisory, Inc. Zuccaro holds Series 63 and Series 66 licenses. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Trinity Grace is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, The Vanguard Group, and JPMorgan Chase Bank. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, utilizing a sub-advisory relationship with AE Wealth Management for portfolio management and offering separate financial planning and consulting services. The firm serves approximately 1,785 clients and manages about $520.9 million in discretionary assets.

Cameron Mathis is a financial advisor with Mathis Wealth Management in Phoenix, AZ. He holds the CFP® designation and Series 63 and 65 licenses, and has five years of industry experience. His prior work includes positions at Ausdal Financial Partners and United Planners Financial Services. Mathis Wealth Management serves individuals, high-net-worth clients, and institutional retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and provides participant education and enrollment services for retirement plans.

Christopher Klein is a CFP® and CFA® with 12 years of industry experience. He has been with Exeter Financial, LLC since 2020, following roles at USAA Investment Management Company and related USAA financial planning and advisory entities from 2013 to 2020. Exeter Financial, LLC provides comprehensive wealth and portfolio management to high-net-worth individuals, families, trusts, and related entities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies supported by fundamental, technical, and economic analysis, while also employing tactical tools such as option strategies and third-party sub-advisors when appropriate.

Russell Biehl is a financial advisor with L. Roy Papp & Associates, LLP in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with L. Roy Papp & Associates since 2015. 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 employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and serves as adviser to a registered mutual fund while managing assets for investment-company clients.

Amy Rusch is a financial advisor at CS Planning Corp with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at United Planners Financial Services and Focuspoint Solutions. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory and financial planning services to individuals, businesses, and various institutions. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients' risk tolerance and goals, with ongoing monitoring and discretionary management.

Matthew Lucas is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has worked at Fortitude Family Office since 2021, following positions at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services including tax compliance and cash management. The firm builds customized portfolios, manages separate accounts and private funds, and combines traditional family office operations with private fund sponsorship and advisory roles.