Sara Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Accelerate Retirement. She previously worked at Sunwest Pensions, BCJ Financial Group, and PKB Retirement Services. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and provides comprehensive services including plan design consulting, investment due diligence, and ERISA co-fiduciary roles.

Andrue Jorgensen is a financial advisor at Bayntree Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securian Financial Services Inc and Renaissance Financial. Outside of his advisory role, he volunteers as the Sponsorship Chair for the Arizona Region of the Porsche Club of America. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with attention to limiting downside risk and uses a tailored planning process known as the Bayntree Blueprint.

Jasmine Miller is a financial advisor at Kilter Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. Additionally, she is licensed as an insurance agent. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy with sector rotation, using mutual funds, ETFs, alternatives, and individual securities, and offers technology-enabled portfolio management and planning services across multiple offices.

Luke Barnes is a financial advisor at Bledsoe Asset Management, LLC with Series 65 registration and one year of industry experience. Prior to joining Bledsoe, he worked in various roles including with the Phoenix and Tusayan Fire Departments and with Baker Tilly. He is currently active with the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader clientele including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management and financial planning services using customized portfolios that incorporate both long-term holdings and derivatives strategies.

Phillip Adams is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mathis Wealth Management since 2016, alongside prior roles at Ausdal Financial Partners and Transcend Security. Adams also served nearly three decades with the City of Phoenix Fire Department before transitioning fully into financial services. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, and pension plans. The firm employs a strategic asset allocation approach and provides services such as ongoing portfolio monitoring, financial planning engagements, and ERISA consulting.

Tina Decker is a financial advisor at Bridgeport Financial Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, INC and OSAIC. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management with access to third-party strategists and affiliated models under the Founders Gate Capital brand.

Lauren West is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, with one year of industry experience. Her prior roles include positions at CIVANA Wellness Resort & Spa and Delta Air Lines, and she spent eight years at Berman Capital Advisors. Laffer Tengler Investments provides portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage strategies across various asset classes, including an actively managed equity income ETF.

Randall Davey is a financial advisor at Guide Advisors, Inc. in Mesa, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including insurance and securities since 2003. He operates a sole proprietorship offering insurance products and services alongside his advisory work. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm conducts public seminars and educational workshops and generally acts as a co-advisor rather than directly managing discretionary client portfolios.

Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes twelve years at Automatic Data Processing. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and utilizes both in-house and third-party portfolio management.

Michael Peart is a financial advisor at Embree Financial Group in Phoenix, AZ, holding Series 65 and Series 63 licenses with 11 years of industry experience. He joined Embree Financial Group in 2018 after working at Purshe Kaplan Sterling Investments and McAdam LLC. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW clients and employs a blend of fundamental, technical, and cyclical analysis to manage portfolios primarily through no-load mutual funds, ETFs, and individual securities.

Giancarlo Mateus is a CFP® professional with 18 years of industry experience. He is currently an advisor at Ironwood Investment Counsel, LLC, where he has worked since 2024. Prior to joining Ironwood, he spent 13 years at Charles Schwab & Co., Inc. 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 to construct diversified portfolios and also provides financial planning, estate and insurance planning, and retirement plan consulting services.

Amy Jones is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and one year of industry experience. Her background includes roles in private client services and previous work at Otis Elevator Company and 3 Phase Elevator Company. She is also involved with Clarus Wealth Advisors’ Nexus Tax Solutions. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach supported by third-party research and offers discretionary portfolio management, financial planning, and consulting services.

Bruce Williams is a CFA® charterholder and financial advisor with 25 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2003. Based in Scottsdale, AZ, he is part of a multi-advisor team at Ironwood. Ironwood Investment Counsel manages approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis and a diverse investment approach, offering discretionary and non-discretionary portfolio management along with financial, estate, and retirement plan consulting. Ironwood also serves as a sub-adviser and model provider to other registered investment advisers.

Eric Jhonsa is a financial advisor with Dutch Asset Corporation in Phoenix, AZ. He holds a Series 65 designation and has one year of experience at Dutch Asset Corporation, following five years as a self-employed professional and four years at TheStreet. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, and utilizes strategies including derivatives and third-party managed accounts.

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.

Kenneth Hartley is a CFA® charterholder with 17 years of experience in the financial industry. He is affiliated with Clarus Wealth Advisors, LLC, a team-based firm, and has been involved in various business activities including serving as an uncompensated managing member and investor in Sand Creek Commercial Investors, LLC, and operating Deserthart Consulting, LLC, a home-based business he co-founded with his wife. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, combined with tactical and blended model strategies, supported by third-party research and quarterly portfolio reviews.

Ryan Freberg is a financial advisor at Focused Alpha, LLC with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages several RV resort parks. Focused Alpha, LLC manages approximately $664 million for a multi-advisor team serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process focused on tail-risk management and emotion-free decision making, utilizing quantitative optimization and technical analysis to construct diversified portfolios.

Diane Park is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Cahill Financial Advisors, Inc. since 2013. She holds Series 63 and Series 65 licenses and maintains an active CPA license, though she does not provide tax or accounting services to advisory clients. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials and services into its advisory platform.

Laurel Kutler is a financial advisor at ABLE Financial Group, LLC in Scottsdale, Arizona, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm offers tailored portfolio management and retirement plan consulting, utilizing a range of investment strategies that include public and private securities, derivatives, and third-party managers when appropriate.

Tabitha Daly is a CFP® with five years of industry experience and is currently with Sensible Money, LLC in Scottsdale, AZ. Her prior roles include positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. She has also worked in education and community recreation settings earlier in her career. Sensible Money provides financial planning and discretionary investment management to individuals, trusts, pension plans, and charitable organizations, focusing on clients transitioning into or already in retirement. The firm uses a planning-and-implementation model called the Juicing® Experience and builds diversified portfolios that incorporate liability-driven investing techniques.