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.

James Graham is a CFP® professional with 29 years of industry experience, currently serving at Clarus Wealth Advisors, LLC in Peoria, AZ. He has previously worked with Private Client Services, Crown Capital Securities, LP, and WFG Investments, Inc. Graham is also an author and occasionally participates in speaking events. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework combined with active management techniques, offering discretionary portfolio management and comprehensive financial planning deliverables.

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.

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.

Christopher Schaefer is a CFA® charterholder with 20 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2005. 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 employs a fundamentally driven, growth-oriented approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

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.

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.

Aspen West is a CFP® and holds a Series 66 license with nine years of industry experience. Aspen has worked at several firms including The Vanguard Group, Edward Jones, and currently at Forefront as part of a team. Outside of financial advising, Aspen serves as CFO and Director of Operations for Leak Science, LLC, where responsibilities include overseeing the company’s financials and operations. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services, employing customized portfolios and integrating related businesses such as tax and insurance partners.

Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Dale Boettcher is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at American Wealth Management, Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of financial advising, he operates an auto parts delivery business and holds life and health insurance licenses. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to build multi-asset portfolios, and it also offers an educational program alongside nonprofit-specific services.

Austin Castillo is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2017 to 2025 and has experience with Fraternity Management Group and the University of Arizona. 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 plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management-focused approach with diversified, multi-asset, and tactical/strategic solutions.

Julianne Call is a financial advisor at TCP Asset Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 38 years of industry experience. Her career includes roles at United Planners, Charles Schwab, and Wells Fargo Investments. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, estate-planning referrals, and annuity management. The firm manages over $1 billion in assets through a 25-advisor team across 11 offices, utilizing multiple sub-advisers and platform-specific model portfolios.