Philip Bervig is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with firms including East Harbour Capital and United Planners' Financial Services, and is currently a partner and Chief Investment Officer at TCP Asset Management. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis with tailored allocations and employs multiple sub-advisers and model providers while maintaining an extensive multi-office presence.

Thomas Fischer is a financial advisor at Nova Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nova Financial LLC since 2010. Outside of his advisory role, Fischer operates as a licensed insurance agent specializing in life, fixed, and health insurance. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management, financial planning, and pension consulting using a combination of fundamental, technical, and quantitative analysis.

Mark Peterson is a financial advisor at Xcelsior Advisor Partners LLC with 29 years of industry experience. He previously worked at Robert W. Baird for 18 years and served as Co-CEO and Investment Adviser Representative at Excelsior Advisor Network. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and employs various technology and risk-assessment tools to tailor investment solutions.

Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

Matthew Tobey is a Series 65-licensed advisor with Fullerton Financial, LLC in Peoria, AZ, and has one year of industry experience. He previously worked at Kingdom Financial Group, LLC for two years and Fullerton Financial Planning for nine years. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, and delivers advisory services through a sub-advisory relationship with AE Wealth Management.

Leslie Winchester is a financial advisor with Fullerton Financial, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Leslie has worked with several firms including Kingdom Financial Group, Foundations Investment Advisors, and Charles Schwab. Outside of finance, Leslie is a licensed realtor with Delex Realty, assisting in residential real estate transactions on a limited basis. Fullerton Financial, LLC serves individual clients across a range of wealth levels, providing investment management and financial planning through discretionary account management, model portfolios, and access to third-party money managers. The firm also offers written plans, consulting, educational seminars, and newsletters.

Charles Pettit Jr. is a ChFC® designated financial advisor with 15 years of industry experience currently serving at CSP Financial Group LLC in Scottsdale, AZ. He has previously worked at LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and is a partner at Ed 4 Feds, a company that provides pension and retirement education seminars for federal employees. Pettit also operates an independent insurance practice. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process focuses on portfolio construction aligned with Modern Portfolio Theory, asset allocation, rebalancing, and utilizes third-party managers such as Matson Money.

Dallas Fox is a financial advisor at Fullerton Financial, LLC in Peoria, Arizona, holding a Series 65 credential with three years of industry experience. He previously worked at Kingdom Financial Group, LLC and Fullerton Financial Planning. Outside of his advisory roles, he has experience in education and retail, including roles at Grand Canyon University and Dutch Bros Coffee. 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 offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, delivering advisory services through both direct management and a sub-advisory relationship with AE Wealth Management.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Retirement Consultants, Inc., Cetera Advisors, LLC, and LPL Financial. In addition to advisory work, he is a licensed insurance agent, dedicating part 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 uses a team-based approach to provide comprehensive portfolio management, financial planning, and retirement plan consulting, employing diversified strategies with low-cost mutual funds, ETFs, and other investment vehicles.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, First Republic Securities, and Deloitte US. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm’s investment approach combines asset allocation, fundamental and technical analysis, and the use of derivatives and alternative funds, maintaining a formal fiduciary standard.

Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining CSP Financial Group, he worked in various roles including project management and sales operations for The Shred Method, a software program that creates debt payoff plans. He also operated as a sole proprietor and held positions with firms such as Matson Money and MetLife Securities. CSP Financial Group offers discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, incorporates asset allocation and rebalancing strategies, and utilizes third-party managers including Matson Money.

Vincent Delfranco is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Investment Advisors International, Inc. and Ed 4 Feds. Delfranco is also involved in insurance product sales and marketing through affiliated companies. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, focusing on retirement-plan advisory services such as limited-scope ERISA 3(21) fiduciary support and participant education. The firm provides public seminars and workshops and uses a modern-portfolio/efficient-market investment approach implemented by Matson Money.

James Robinson is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advisory work, Robinson is an independent insurance agent and holds a minority ownership stake in a restaurant investment partnership. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multifaceted investment approach that includes derivative strategies and alternative asset exposures while offering fiduciary retirement plan services.

Sherry Hardin is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at Crown Capital Securities, Wfg Investments, and Private Client Services. Outside of her advisory role, she owns and operates tax preparation and planning businesses and serves on the financial review committee of a local political organization. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework enhanced with tactical strategies and third-party research, offering discretionary portfolio management and written financial planning deliverables.

Barry Rhonemus is a financial advisor at Juncture Wealth Strategies, LLC in Scottsdale, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Juncture Wealth Strategies since 2010, following prior roles at Purshe Kaplan Sterling Investments and Heritage Wealth Management. Outside of financial advising, Rhonemus is the managing member of Geronimo Golf Club and Geronimo Swim Club, a public golf course and restaurant with swimming facilities in Lancaster, OH. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, offering investment advisory services, portfolio management, and financial planning. The firm employs a mix of proprietary strategies, model portfolios, and behavioral, fundamental, quantitative, and technical analysis, incorporating derivatives and hedging techniques in separately managed accounts.

Stacy Volpe is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her work history includes roles at Transamerica Financial Advisors and a variety of consulting and entrepreneurial ventures, including sales consulting, training, and e-commerce activities. She also oversees health insurance sales through her position as president of Foxco Innovations Inc. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm employs a proprietary investment approach combining strategic and tactical asset allocation with quantitative analysis and AI tools across a range of model portfolios.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with MSH Capital Advisors DBA Candor Wealth Advisors and M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, retirement plans, and government entities. The firm employs a network of independent advisors and offers portfolio management, retirement plan consulting, and financial planning, utilizing third-party technology platforms and a range of investment strategies.

Matthew Griffith is a CFP® with 25 years of industry experience. He has been with Coyle Capital, LLC since 2018 and previously worked at Kestra Private Wealth Services, LLC and Kestra Financial, Inc from 2014 to 2018. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory.