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.

Kaitlyn Morgan is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 credential and having three years of industry experience. Prior to joining Seros Financial in 2026, she worked at Sevensuede Investments for three years and has experience in the beauty industry with Viori Beauty. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing approximately $359 million in assets for about 441 clients. The firm customizes portfolios based on client objectives and risk tolerances using a combination of fundamental, quantitative, and technical analysis alongside proprietary models and tactical overlays.

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.

Daniel Gwilliam is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Watts Gwilliam & Company since 2004 and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, complementing this approach with tactical tools such as options overlays and margin strategies, and offers discretionary portfolio management, financial planning, and access to private placement funds.

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.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

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.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, 63, and 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ascendent Financial Solutions and Geneos Wealth Management, Inc. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm employs modern portfolio theory and model allocations primarily through mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Gregory Hermes is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at First Financial Equity Corporation. 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 and utilizes diversified, long-term portfolios constructed with low-cost mutual funds, ETFs, and selected individual securities.

Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.

Gavin Grabowski is a financial advisor with Laffer Tengler Investments, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Laffer Tengler, he worked at JOEY Restaurant Group and Green Street. Outside of finance, he participates in modeling for clothing advertisements through a licensed agency. Laffer Tengler Investments provides discretionary and non-discretionary 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 ETFs and equities.

Marisol Fung is a financial advisor with Avier Wealth Advisors in Chandler, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked previously at Dynamic Wealth Advisors from 2016 to 2022 before joining Avier Wealth Advisors in 2022. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with portfolio oversight by a multi-credentialed advisor team and an investment committee.

Ernest Moosherr is a financial advisor with Canopy Wealth Management in Paradise Valley, AZ, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at Samsara and other companies in various roles. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in client assets. The firm offers portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services, using individualized investment policy statements and a range of analytical approaches to portfolio construction and rebalancing.

Amy Macedo is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ. She holds a Series 65 designation and has 15 years of industry experience, including prior roles at Ascendant Financial Solutions and Geneos Wealth Management. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting. The firm uses model allocations and modern portfolio theory, primarily implementing portfolios with mutual funds and ETFs on a discretionary basis.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.