Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Galvin, Gaustad & Stein since 2010 and previously spent five years with Foothill Securities, Inc. Galvin, Gaustad & Stein is a registered investment adviser that provides financial planning, retirement plan consulting, and portfolio management to individuals, trusts, and various business entities. The firm manages approximately $1.35 billion in client assets and employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Matthew Staffieri is a financial advisor at Rovin Capital with 13 years of industry experience. He holds the Series 66 designation and has served as president of Artegius Capital, Inc., an investment firm focused on fund management. Rovin Capital LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized, fundamental-analysis approach and manages approximately $917 million in assets, offering a range of strategies such as options, private placements, and third-party managers.

Richard Antonio is a CFA® charterholder and Series 63 licensee with six years of experience at Ironwood Investment Counsel, LLC. Prior to joining Ironwood, he held positions at the University of Arizona and Camp Pocono Trails. 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 across various asset classes and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Geoffrey Tran is a financial advisor at Fortitude Family Office with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Tolleson Wealth Management and GFTO Group LLC. Fortitude Family Office serves high-net-worth individuals, families, and related entities, as well as institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Joseph Senczakowicz Gibo is an advisor at Fortitude Family Office with a Series 65 credential and one year of industry experience. Prior to joining Fortitude, he spent nine years in full-time education. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and management, including overseeing illiquid private credit and real estate-credit investments.

Charles Picerni is a CFP® professional with five years of experience in the financial services industry, currently serving as an advisor at Sensible Money, LLC. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as experience with organizations such as the San Francisco Giants and the Professional Baseball Scouts Foundation. Sensible Money provides financial planning and discretionary investment management services primarily to individuals in or nearing retirement, their trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm’s approach integrates plan design, investment implementation, and ongoing adjustments through its Juicing® Experience model, emphasizing diversified portfolios and liability-driven investing techniques.

Jennifer Smiljanich is a CFP®-certified financial advisor with 18 years of industry experience. She has been with SJS Investment Services since 2017 and previously worked at SJS Investment Consulting, Inc. from 2010 to 2017. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process features diversified model portfolios monitored by an internal Investment Committee and includes a specialized public-funds practice with tailored cash-flow analysis and detailed reporting.

Michael Gauthier is a CFP® with 21 years of industry experience and is affiliated with Strategic Income Group LLC in Chandler, AZ. He has been with Strategic Income Group since 2013 and is involved in several other business ventures, including authoring financial education materials through Strategic Media Group LLC and serving as CEO of Strategic Family Management, a family office service. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and business clients, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies, including the management of two private funds focused on income and capital appreciation, and provides client education through newsletters and seminars.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

Mark Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with First Advisors National, LLC. Outside of his advisory role, he is affiliated with the Church of Jesus Christ of Latter-Day Saints, where he has been involved since 2012. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct indexing, options overlays, and tactical allocations.

Matthew Baum is a CFA® charterholder and holds a Series 63 license with 12 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2016. The firm provides investment management services to individual clients, trusts, estates, pension and profit sharing plans, and other entities, managing both discretionary and nondiscretionary accounts with approximately $1.62 billion in assets. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented investment approach supported by an in-house research team and serves both high-net-worth individuals and investment company clients, including acting as adviser to a registered mutual fund.

Justin Smiley is a CFP® at Versant Capital Management, Inc. in Phoenix, AZ, with one year of experience in financial advising. Prior to joining Versant, he worked in various roles at PNC Corporate & Institutional Bank, MidFirst Bank, and Great American Insurance Company. Versant Capital Management serves high-net-worth individuals, families, institutions, and charitable clients with portfolio management, wealth planning, family office services, and consulting. The firm focuses on client-specific investment policies and builds diversified portfolios across multiple asset classes, including equity, fixed income, mutual funds, ETFs, and alternative investments.

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.

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, Arizona, holding Series 65 and Series 63 licenses with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and McAdam LLC. Peart has been with Embree Financial Group since 2018. Embree Financial Group offers 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 manages portfolios using fundamental, technical, and cyclical analysis with a range of investment vehicles.