Jessica Wilhite is a financial advisor at DecisionPoint Financial, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Fidelity Investments and Utah Community Credit Union. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, businesses, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis and conducts periodic account reviews, with a focus that includes state and municipal retirement plans.

Jacquie Lemarr is a financial advisor at CS Planning Corp with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Redstone Capital Management, Inc. and Charles Schwab. Outside of finance, she has been involved with Cyclebar since 2018. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and focuses on broadly diversified portfolios with systematic rebalancing tailored to client risk tolerance and goals.

Thomas Dupree is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Dupree Financial Group, LLC and has prior experience at Strategy Financial Group as well as brief roles outside the financial sector. Dupree Financial Group is a team-based firm managing approximately $404 million in client assets, focusing on discretionary portfolio and asset management for individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes a modified value-focused, bottom-up investment approach tailored to retirees and those planning for retirement.

Brett Adams is a financial advisor at DecisionPoint Financial, LLC with six years of industry experience. He holds a Series 65 designation and has been with DecisionPoint Financial since 2019. Prior to joining the firm, he worked at Intermountain Healthcare from 2016 to 2019. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis in its portfolio management and uses client testimonials and third-party ratings in its marketing efforts.

Daniel Owens is a financial advisor at Juncture Wealth Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Elk River Wealth Management LLC, BOK Financial, and CoBiz Wealth. Owens serves as a board member for Team Bradley Bear, a charitable organization, where he provides guidance and advocacy. Juncture Wealth Strategies advises individuals, trusts, estates, and retirement plans, managing over $470 million in assets as of the end of 2025. The firm uses a combination of proprietary strategies, model portfolios, and trading services, incorporating behavioral, fundamental, quantitative, and technical analysis, along with derivatives and hedging techniques in separately managed accounts.

Bridget Grimes is a CFP® with 13 years of industry experience. She has worked at Equita Financial Network, Inc. since 2018 and has been associated with WealthChoice LLC since 2016. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning, investment management, and consulting services. The firm emphasizes market efficiency and strategic asset allocation, building client-specific investment policy statements to guide portfolio construction and risk tolerance.

Blake Essary is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience. Essary’s background includes roles at multiple firms such as Landing Rock Cash Management, National Gold Consultants, and Stronghold Wealth Partners LLC, where he is a co-owner. Outside of advising, he operates an insurance agency and participates as a solicitor for third-party investment managers and banking institutions. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily places assets with third-party managers and maintains ongoing monitoring, operating under a solicitor-centric business model with formal fee-sharing relationships.

Patrick Conway is a financial advisor at Fairport Advisors, Inc. with 42 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long history with Fairport Capital, Inc. in Scottsdale, AZ. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation, proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools to manage a range of model portfolios from defensive to aggressive strategies.

Richard Siegel is a CFP® professional with 25 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC since 2008. He holds Series 63 and Series 66 licenses and is a part owner of Restaurant Investment Partners, LLC. ARQ Wealth Advisors provides fee-only asset management and financial planning services to individual clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a comprehensive investment process incorporating asset allocation, fundamental and technical analysis, and derivative strategies to deliver tailored portfolio management and fiduciary support.

Christopher Roozendaal is a financial advisor at Tribeca Financial, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Tribeca Financial and Rich Financial Group since 1999. Outside of his advisory role, he is an owner and principal of Rich Financial Group, which focuses on financial planning and insurance sales. Tribeca Financial, LLC serves a diverse client base including individuals, pension plans, charitable and governmental entities, and corporations, offering investment management and written financial plans. The firm emphasizes a structured, market-rate oriented approach with globally diversified, passive portfolios, periodic rebalancing, and a focus on long-term growth.

Jessica Coleman is a financial advisor at Ironwood Investment Counsel, LLC in Scottsdale, AZ. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Ironwood, she worked at Fisher Investments for three years and has experience in academic settings including Whitman College and the Vancouver School of Arts & Academics. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process focuses on fundamental analysis and ongoing portfolio monitoring, utilizing a range of strategies and asset classes, and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Alexander Kalemba is a financial advisor at Dew Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Outside of finance, he has experience in the hospitality and retail sectors, including at Fox Cigar Bar and BevMo!. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary services and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Leong Ngu is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LifeTyme Financial Advisors since 2012 and LifeTyme Financial Group since 2014 and has been an independent insurance agent since 2004, spending approximately half of his time in the insurance business. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes suitability assessments, ongoing monitoring, and client liaison services, while also offering ERISA 3(21) plan support and educational seminars.

Jacob Duffy is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Robert W. Baird and Duffy Mathias Private Wealth. He serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Foundation of Evanston, Illinois. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in discretionary portfolio management, financial planning, and retirement-plan consulting, with access to third-party money managers and alternative investments.

Shelby Newell is a CFP® with nine years of industry experience, currently working at Ironwood Wealth Management, LLC since 2026. Prior to that, Shelby held roles at Forvis Mazars Wealth Advisors, FORVIS Wealth Advisors, BKD Wealth Advisors, Morgan Stanley, and Charles Schwab. Ironwood Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm uses mutual funds and ETFs, applies asset allocation and rebalancing strategies tailored to client risk profiles, and offers tiered client programs with certain non-standard service features such as tax return preparation and fixed-fee arrangements.

Charles Manberg is a CFP® professional with 17 years of experience, currently serving at Strategic Income Group LLC since 2013. He holds the Series 66 designation and is based in Peoria, AZ. Outside of his advisory work, Manberg is involved in several investment-related business ventures, including holding companies focused on real estate and income pass-through entities. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies across various asset classes and manages private funds alongside third-party money managers.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Davis serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary security-selection process that combines quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Jerad Rosburg is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining ARQ Wealth Advisors in 2026, he worked at Clarkston Capital Partners, LLC and Alps Distributors, Inc., and spent four years with the Dallas Stars. ARQ Wealth Advisors serves individual clients—including high-net-worth households—as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of asset-allocation frameworks, security selection, and derivatives strategies within a fiduciary approach.

Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with Bayntree since 2022. His prior experience includes roles at SP+ and TCI Wealth Advisors, as well as positions at Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over multi-year horizons, using mutual funds, ETFs, and selected third-party managers to implement its financial plans.