Nurjemal Adams is a financial advisor at Kingdom Financial Group, LLC in Scottsdale, AZ, with eight years of industry experience. Adams holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Inc., Fidelity Investments, and Fullerton Financial Planning. Outside of advisory roles, Adams has experience in the restaurant industry and higher education. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm offers services including discretionary portfolio management, written financial plans, seminars, and newsletters, utilizing sub-advisory relationships and custody at major custodians.

Connor Jackson is a financial advisor at Focused Alpha, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2015 to 2022 and John Hancock Investment Management Distributors LLC from 2022 to 2025. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC is a SEC-registered advisory firm managing approximately $664 million for a multi-advisor team. The firm serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities through discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops. Its investment process is rules-based and behaviorally informed, emphasizing tail-risk management and quantitative optimization.

Eric Dahm is a financial advisor at Range Financial Group, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds a Series 65 designation and has worked at Range Financial Group since 2017, following eight years at Human Investing. In addition to his advisory role, Mr. Dahm is also an insurance agent. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and standalone financial planning services.

Michael Jukich II is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, FFEC Wealth Partners, and Southern New Hampshire University. Before entering the financial sector, he spent 13 years working in the restaurant industry. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management–focused investment approach with diversified, multi-asset, and tactical/strategic solutions.

Brian Hartstein is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a ChFC® designation and securities licenses Series 63, 65, and 66. He has 32 years of industry experience, including over a decade with Bayntree. Outside of his advisory role, Hartstein is the COO of Economic Concepts, Inc., a pension design firm, and serves as managing partner of Anderstein LLC, a real estate and business investment entity. He also participates on the advisory board of the Phoenix Tax Workshop and is a board member of First Financial Resources. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with downside risk management and manages client portfolios using a limited selection of third-party managers when appropriate.

Michael Bagley is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential with five years at Balboa and previous experience at First Financial Equity Corporation and Bank of America. He has seven years of industry experience prior to his current role. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, incorporates various analytical methods, and offers both discretionary and non-discretionary portfolio management.

Jeffery Fong is a CFP® with 31 years of industry experience, currently serving at Concentrum Wealth Management in Scottsdale, AZ. He has worked at Purshe Kaplan Sterling Investments and Concentrum Wealth Management since 2013. Concentrum Wealth Management is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and uses a range of investment strategies, including derivatives and margin, to tailor discretionary portfolio management and retirement plan advisory services.

Louis Messina is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation and 14 years of industry experience, including roles at Brokers Alliance Inc. He has been with Acrylic Financial since 2026. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

Byron Anderson II is a financial advisor at Laffer Tengler Investments, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Mutual Securities, Inc., Mutual Advisors, LLC, and LPL Financial, LLC. Outside of his advisory roles, he has been involved with Emerald Water Anglers. 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 a range of investment strategies across multiple asset classes.

Bradley Haines is a CFA® charterholder with 11 years of industry experience. He is currently with Juncture Wealth Strategies, LLC, where he has worked since 2015, following a one-year tenure at Heritage Wealth Management, LLC. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct diversified portfolios and employs strategies including options and derivatives within managed accounts.

David Mowad is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for First Financial Equity Corporation for 22 years before joining Balboa Wealth Partners in 2021. 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 long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, and it offers both discretionary and non-discretionary mandates with a team structure.

Juan Sera is a financial advisor at Sera Capital Management, LLC with one year of industry experience. Prior to his current role, he worked at Verizon for 20 years and was retired for one year. He holds the Series 65 designation. Sera Capital Management serves individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach and offers specialized consulting involving illiquid strategies such as interval funds and private placements.

Barrett Geist is a CFP® professional with 10 years of experience at Ironwood Investment Counsel, LLC, where he has worked since 2016. Based in Scottsdale, AZ, he has focused his career within this multi-advisor firm. Ironwood Investment Counsel manages approximately $1.5 billion for around 527 clients through a team of 14 advisors. The firm offers discretionary and non-discretionary portfolio management along with financial, estate, insurance, and retirement plan consulting, employing a fundamental analysis-based investment approach across various asset classes and strategies.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Carly Denial is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining ARQ Wealth Advisors in 2025, she worked at The Vanguard Group, Inc. for five years and held positions at The Oakmont and The Mayor. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a blend of asset-allocation frameworks, fundamental and technical analysis, and incorporates derivatives and alternative investments as part of its portfolio construction.

Curtis Harrison is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis, managing client portfolios with discretion and periodic reviews.

Makayla Allen is a financial advisor at Sensible Money, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Sensible Money, she worked in the food service and real estate sectors and attended the University of Arizona. Sensible Money provides financial planning and discretionary investment management primarily for individuals transitioning into or already in retirement. The firm employs a planning-and-implementation model called the Juicing® Experience, focusing on diversified portfolios and liability-driven investing techniques.

Michael Goyarts is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior experience includes roles at GuidePoint Private Wealth Management, Life Events Wealth Management LLC, and United Planners' Financial Services. Outside of advisory work, he owns a consulting business specializing in estate planning services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to provide investment supervisory, portfolio management, consulting, and financial planning services, utilizing broadly diversified portfolios tailored to client risk tolerance and goals.

Donald Peppler is a financial advisor with Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Windsor Capital Management and Peppler Capital Advisors, Inc. since 2008. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to implement customized portfolios and offers model portfolios that include fixed income, ETFs, closed-end funds, and proprietary stock models, along with sub-advisory and co-advisory services for other registered investment advisers.

Scott Johnson is a CFP® professional with 20 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2011 to 2018. 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 mix of fundamental, technical, and cyclical analysis in managing client portfolios and conducts periodic account reviews at least annually.