Ross Bruner is a financial advisor with Woodstock Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously spent nine years at Woodstock Financial Group, Inc. Outside of his advisory role, he operates a business selling fixed annuity products. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third‑party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a variety of investment strategies, including mutual funds, ETFs, fixed income, and options, and uses a performance-fee program alongside standard AUM arrangements.

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.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

John Kieber is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at Delta since 2019 and previously was employed at Brookstone Capital Management LLC and United Retirement Advisors Group. In addition to his advisory role, Mr. Kieber is a managing member of URA Group AZ L.L.C., where he spends substantial time providing clients with a variety of financial products. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotations and a concentrated growth equity mandate, and serves clients with a wide range of account sizes, often acting as a subadvisor to other investment advisors.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

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. His prior roles include positions at Charles Schwab and RIA Advisors. Blom is based in Phoenix, AZ, and holds Series 63 and Series 66 registrations. 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 manages over $1.5 billion in discretionary assets and provides diversified, model-based investment strategies incorporating a variety of asset types and innovative borrowing programs.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Michael Lossing is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Ironwood Investment Counsel, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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 a fundamental analysis-driven investment process and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also acting as a sub-adviser and model provider to other advisers.

Nathan Gunderson is a CFP® professional with six years of experience in financial advisory roles. He currently works at Xcelsior Advisor Partners LLC and has previously been employed at Robert W. Baird & Co. His background also includes roles in education and local government. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm utilizes fundamental analysis and modern portfolio theory to create tailored portfolios and incorporates alternative investments and third-party managers in its offerings.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 12 years of industry experience. Prior to his career in financial advising, he served for 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth households, trusts, estates, and retirement plans. The firm uses strategic model portfolios tailored with scenario and fundamental analysis, employing both long-term holdings and derivative strategies to manage approximately $189 million for over 340 clients.

Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He has held positions at Morgan Stanley & Co. LLC, FFEC Wealth Partners LLC, and notably spent over 15 years at TCS Financial, where he was president and founded the firm in 2009 before transitioning to WT Wealth Management in 2023. Simmons holds Series 63 and Series 65 licenses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm delivers discretionary portfolio management and financial planning using proprietary, model-based strategies across various asset classes, and offers specialized services including tax, estate planning, and insurance through affiliated practices.

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.

Peter Eickelberg is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ. He holds the CFP® and CFA® designations and has 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Alpha Fiduciary, and Keats, Connelly & Associates. Outside of his advisory work, he is a co-trustee of the Eickelberg Family Trust. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm offers comprehensive portfolio management and financial planning, utilizing a range of public and private securities and employing fundamental, technical, quantitative, and qualitative analysis methods.

David Millet is a financial advisor at Galvin, Gaustad & Stein, LLC with 28 years of industry experience. He previously worked at Mercap Securities, LLC and The Westerman Group. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and manages approximately $1.35 billion in client assets, offering both discretionary and non-discretionary services alongside financial planning engagements.

Julie Lafferty is a financial advisor at Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation with eight years of industry experience. Her prior roles include nine years at Robert W Baird & Co and positions at Duffy Mathias Private Wealth and The Leaders Group, Inc. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory to build customized Investment Risk Profiles and employs third-party technology and risk-assessment tools to manage client portfolios.

Deborah Baldini is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Wesleyan LLC, as well as managing her own firm, Baldini Investment Strategies. She serves as a trustee for a special needs trust and manages social security benefits as a representative payee for her daughter. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary process that tailors portfolios using a combination of fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, and alternative investments.

Alex Van Iderstine is a CFA® charterholder and Series 63 registered advisor with six years of industry experience. He currently works at Laffer Tengler Investments, Inc., where he has been since 2023. His prior roles include positions at Exchange Traded Managers Group and Axa Advisors, as well as experience outside finance in the shellfish industry. Laffer Tengler Investments serves a diverse client base including individual, high-net-worth, institutional, and intermediary clients. The firm employs a hybrid investment approach combining quantitative modeling, macroeconomic forecasting, and fundamental security analysis to manage discretionary portfolios, deliver model portfolios, and act as a sub-adviser to an actively managed ETF.

Gavin Grove is a CFP® certificant with three years of industry experience, currently serving at Benefit Financial Services Group in Phoenix, AZ. He has previously worked at United Planners, The Vanguard Group, and several other firms and roles. 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 employs a diversified, model-based investment approach incorporating various asset types and independent managers, and it manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets.