Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Christopher Highmark is a CFA® charterholder and financial advisor at Mosaic Wealth with over 14 years of prior experience at Finemark National Bank & Trust. He joined Mosaic Wealth in 2026 and is based in Mesa, AZ. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, utilizing fundamental analysis and a range of investment vehicles to meet client objectives.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Mark Finelli is a financial advisor at Blue Square Asset Management, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Celsius Network, INX Services Inc., and United Capital. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage a range of traditional and digital asset strategies, including separately managed accounts focused on digital assets.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. 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 includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.

Greg Hartenbower is a financial advisor with John Moore & Associates Inc in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services and USAA Financial Planning Services. Outside of his advisory work, he serves as a retreat director facilitating men's religious retreats across Arizona. John Moore & Associates is a registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs proprietary quantitative equity models and multi-blend asset allocation strategies, including options for Biblically Responsible Investing, to tailor portfolios across equities, fixed income, alternatives, and balanced strategies.

Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Robert W. Baird & Co. and UBS Financial Services. He is a partner and wealth advisor at Eagle Rock Wealth Management, where he is involved in developing financial plans and executing strategies. 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 uses fundamental analysis combined with modern portfolio theory to construct portfolios, employing both bespoke allocations and licensed model portfolios while incorporating third-party technology and risk-assessment tools.

Lucas Graybill is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 66 license with one year of industry experience. His prior work includes roles at Kingdom Financial Group LLC, Swissport, FiveIron Golf, Fidelity Investments, and Raymond James. Fullerton Financial, LLC provides investment management and financial planning to individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, managing accounts primarily on a discretionary basis through model portfolios and third-party managers.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. 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 approach using proprietary quantitative models and emphasizes both public and private market investments.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Daniel Bennett is a financial advisor with Columbia Advisory Partners, LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. His work history includes roles at Columbia Private Markets, Ashton Thomas Private Wealth, and AssetMark Financial, among others. Outside of advising, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm combines modern portfolio theory and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, and it uniquely participates in pooled investment vehicles and private funds alongside its advisory services.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 12 years of industry experience. He has worked with multiple firms including Compound Consulting, Landing Rock, and CalChoice Wealth Management. Outside of advisory services, he operates as an insurance agent through Jason Stock, PLLC and Stronghold Wealth Partners LLC and acts as a solicitor for third-party managers and a banking institution. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily functions as a solicitor for third-party managers and service providers. The firm emphasizes non-discretionary management and uses formal solicitor relationships to connect clients with cash-management and 401(k) providers.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo, among others. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Balboa Wealth Partners is a team-based SEC-registered investment adviser managing over $1.07 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, employing a long-term, diversified investment approach using both discretionary and non-discretionary mandates along with unaffiliated independent managers.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining his current firm, he held 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 based on proprietary quantitative models and emphasizes access to a wide range of public and private market investments.

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.

Eric Viavattene is a financial advisor at Almanack Investment Partners with 19 years of industry experience. He holds the Series 66 designation and has held leadership roles in multiple firms including as President and CEO of Phoenix Wealth Management, PLLC. Viavattene also serves as Vice President and Treasurer of Haven Charitable, Inc., a donor-advised fund. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, utilizing model asset allocation portfolios that emphasize diversified, risk-conscious strategies. The firm is also notable for managing adviser-led pooled vehicles and private fund platforms alongside managed accounts.

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.

Matthew Zuccaro is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fullerton Financial, LLC and has prior experience at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., Weathability, and Kingdom Financial Group LLC. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm uses model portfolios and third-party managers accessed via AE Wealth Management, offering discretionary account management with regular monitoring and periodic rebalancing.

Trinity Grace is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Their prior roles include positions at Kingdom Financial Group, Merrill, The Vanguard Group, JPMorgan Chase Bank, and Bank of America. Fullerton Financial provides investment management and financial planning primarily for individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm uses discretionary management with model portfolios and third-party managers via AE Wealth Management, and supports clients with financial plans, consulting, newsletters, and educational seminars.

Cameron Mathis is a CFP® with five years of industry experience, currently serving as a financial advisor at Mathis Wealth Management in Phoenix, AZ. He previously worked at United Planners Financial Services and Ausdal Financial Partners, and holds insurance licenses related to non-variable insurance products. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various pension plans. The firm employs a strategic asset allocation approach focused on diversification and offers a range of advisory and retirement-plan services, including participant education and third-party advisor referrals.