Thomas Udall is a financial advisor with West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential and nine years of industry experience. He also founded Udall CPA Group, PLLC, an accounting firm where he remains active. Outside of financial advising, Udall is involved in several business ventures, including payroll services and tax practice management. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management based on Modern Portfolio Theory. The firm emphasizes global diversification, tax efficiency, and low-cost investment vehicles while offering personalized indexing through a partnership with Vanguard and maintaining oversight of third-party managers.

Matthew Walker is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 65 designation and has worked at Fortitude Family Office since 2021. Prior to that, he was with Tarbox Family Office, Inc. and MRA Associates. He is also the owner of Walker Accounting Group, an accounting and tax preparation firm. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and financial planning, and family office services. The firm combines traditional family office operational services with private fund sponsorship and advisory roles, managing investments across various asset types and employing customized investment strategies.

Hannah Chapman is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Juncture Wealth Strategies since 2021 and previously spent 14 years with Ameriprise Financial Services. Outside of her advisory role, she performs as a substitute second flute with the Butler Philharmonic Orchestra and owns Expansive CEO, LLC, a coaching business for executive leadership. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment analyses and strategies, including options and derivatives, to construct and manage client portfolios.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ, with 26 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. His prior roles include positions at 724 Capital, LLC, Johnson Wealth Management, LLC, and various tax advisory and accounting firms. Korljan serves on the boards of several organizations, including Solid Rock, which provides vocational training to teens, and Scalpel at the Cross, a medical services provider in Peru. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning, supported by affiliated tax and accounting services. The firm integrates in-house CPA/PFS and CFP/ChFC expertise into client service and offers tailored portfolio management alongside related insurance solutions.

Benjamin Cooper is a financial advisor with Watts Gwilliam & Company, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Norris Design and Rose Law Group, and he has been involved with Cooper Development Strategies, LLC since 2016. Outside of his advisory work, he manages and consults on real estate investments through several related entities. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, institutional clients, and pooled investment vehicles. The firm focuses on strategic asset allocation with a long-term horizon and utilizes tactical tools such as options overlays and collars, offering discretionary portfolio management and access to private placement funds.

Adam Brooks is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding CFP®, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 14 years before joining ABLE Financial Group and Private Client Services. Outside of advising, he is the managing partner of Altamira Properties, LLC, which owns the commercial building housing his firm. 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, client-focused process and utilizes a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Jeffrey Bowman is a financial advisor at SB Advisory, LLC in Scottsdale, Arizona, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities, Inc. Bowman is also CEO of Bowman Wealth Management LLC, an entity established for tax purposes. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes mutual funds, ETFs, individual equities, and third-party manager programs using fundamental, technical, and qualitative analysis.

Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.

William Christensen is a Series 65-licensed advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, with two years of industry experience. Prior to joining Sage in 2022, he held roles at Arizona Christian University, Target Corporation, and a Chick-Fil-A franchise. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, tax preparation, and related consulting. The firm manages fee-only portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, employing fundamental analysis and maintaining formal governance and operational controls.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. 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 manages over $1 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Katie Nulliner is a financial advisor at Xcelsior Advisor Partners LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Strategic Advisors, Fidelity Brokerage Services LLC, and Eagle Rock Wealth Management. Outside of her advisory work, she is employed at The Mission Restaurant in Scottsdale, Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes third-party technology and risk-assessment tools to tailor client portfolios.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Jana Lavanway is a CFP® professional with 16 years of industry experience. She is currently with Juncture Wealth Strategies, LLC, where she has worked since 2020. Prior to that, she held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services 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 and manage diversified portfolios that may include ETFs, mutual funds, equities, fixed income, and options.

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.