Peter Earp is a financial advisor at Still Water Wealth in Phoenix, AZ, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gambit Capital Management, American Family Insurance, and Charles Schwab. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, retirement-plan advice, and employee benefit plan consulting. The firm utilizes a range of securities and strategies including ETFs, derivatives, and options, often managing assets on a discretionary basis and integrating tax-preparation and outsourced CIO services.

Joan Zimniewicz is a financial advisor with E. A. Horwitz LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and employs tools such as options and fixed-income trading to manage risk and generate income.

Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Paul Escarcega is a financial advisor with Sensible Money, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Sensible Money, he worked in various roles including positions at Grand Canyon University and Morgan Stanley. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals transitioning into or already in retirement. The firm uses a comprehensive planning-and-implementation model called the Juicing® Experience and employs diversified portfolios alongside liability-driven investing techniques.

Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Fortitude, he spent time with Charles Schwab and completed his studies at the University of Arizona. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing a range of investments including illiquid private credit and real estate-credit opportunities.

Dewayne Nelson III is a financial advisor at Collective Wealth Advisors LLC in Phoenix, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Buckingham Strategic Partners, LLC, and Lwi Financial Inc. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm combines independent third-party account administration with access to multiple sub-advisors and offers educational seminars alongside discretionary and non-discretionary portfolio management services.

John Reyna is a financial advisor with Regal Advisory Services, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Regal Securities since 2010 and also serves as president of Natural Resources Management, a consulting and community relations firm. Reyna acts as a successor trustee for family and close friends’ estates and trusts, providing personal representative services. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Jack Barker is a financial advisor at Juncture Wealth Strategies, LLC in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Heritage Wealth Management, Wells Fargo Investments, and Banc One Securities Corporation. Barker has been with Juncture Wealth Strategies since 2013. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, providing investment advisory services, portfolio management, and financial planning. The firm employs a range of strategies including behavioral, fundamental, quantitative, and technical analysis, and incorporates derivatives and hedging techniques within separately managed accounts.

Dana Anspach is a CFP®-certified financial advisor with 24 years of industry experience, currently with Sensible Money, LLC, where she has worked for 15 years. Her prior experience includes roles at Wealth Management Solutions, Hopkins Parker Financial Services LLC, and 1st Global Advisors Inc. Outside of her advisory work, Dana is involved in authoring educational content through Anaday LLC and is a partner in a health and wellness business, BodyByIntent LLC. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients entering or in retirement. The firm employs a model called the Juicing® Experience, integrating plan design, implementation, and ongoing management, and utilizes diversified portfolios and liability-driven investing techniques.

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial and Fairfield National Bank. Spangler is also the owner of Vantage Point Investment Services, a holding and support company. Juncture Wealth Strategies advises individuals, trusts, estates, and pension or profit-sharing plans, providing investment advisory services and portfolio management that incorporate proprietary strategies, model portfolios, and the use of derivatives and hedging techniques.

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.

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.

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.