Sarah Mendoza is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dew Wealth Management since 2021 and previously at Syntal Capital Partners and UT Permian Basin. Outside of her advisory work, Mendoza manages a counseling practice and is involved in financial wellness and financial therapy through Magnificat Management. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers a range of services including standalone planning, multi-month programs, and ongoing coordination, often collaborating with clients’ other professionals as part of its Virtual Family Office approach.

Dana Anspach is a CFP® professional with 23 years of experience in financial planning and investment management. She has been with Sensible Money, LLC since 2011. Dana is also an author, collecting royalties from books and courses she has created, and is a partner in a health and wellness business operated by her husband. Sensible Money, LLC is an independent SEC-registered advisory firm that provides financial planning and discretionary investment management primarily for individual clients approaching or in retirement. The firm employs liability-driven investing and modern portfolio theory, focusing on diversified portfolios with fixed-income strategies and household-level portfolio management.

Mckenzie Kruse Pillsbury is a financial advisor at LifeTyme Financial Advisors, LLC with three years of industry experience. She holds a Series 65 designation and also serves as COO and CFO of Bio-Elite Training Systems, a health and wellness business. Her work background includes roles in healthcare and fitness sectors. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor for client accounts on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers ERISA 3(21) plan services and conducts educational seminars targeting individuals and business owners.

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.

Zachary Tobey is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Fullerton Financial Planning and various positions in the golf and service industries. Kingdom Financial Group serves individual clients with personalized financial planning and consulting, offering both comprehensive and modular plans, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Fairfield National Bank. Additionally, she is the owner of Vantage Point Investment Services, a holding and support company. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct diversified portfolios that include ETFs, mutual funds, equities, and fixed income, with options and hedging strategies incorporated as needed.

Calvin Goetz is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation and 14 years of industry experience. He has been with Strategy Financial Services, LLC since 2013 and is the sole owner of Strategy Financial Insurance, LLC. In addition to his advisory role, Mr. Goetz is a licensed insurance agent and shares in the profits and losses of Strategy Financial as an equity owner. 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, utilizing a conservative, income- and risk-management–focused approach that includes diversified multi-asset strategies and tactical solutions.

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.

Erik Averill is a CFP® with 16 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior experience includes roles at Penniall & Associates, Inc., and he is also involved in business consulting through Athlete CEO Consulting, LLC. Averill holds leadership positions in his community as a Deacon at Redemption Tempe Church and as a board member of Missional Training Center Seminary in Phoenix. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients. The firm employs a multi-team approach with a focus on liability-driven investing and asset allocation, offering services including financial planning, retirement advice, business consulting, and asset management.

Andrew Abysalh is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Park Avenue Securities, Guardian Life Insurance, and experience in real estate with Echo Real Estate and Boston Luxe Real Estate. Strategy Financial Group provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, income- and risk-management–focused investment approach using diversified, multi-asset, and tactical strategies, with notable use of ETFs, crypto-focused allocations, and fixed annuities as part of income planning.

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.

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 at John Moore & Associates Inc with 25 years of industry experience. He has held roles at Raymond James Financial Services Advisors and has been with John Moore & Associates since 2016. Outside of his advisory work, he serves as a retreat director for men’s religious retreats in Arizona. John Moore & Associates is a registered investment adviser offering financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm utilizes proprietary quantitative equity models, multi-blend asset allocation strategies, and offers specialized portfolios including Biblically Responsible Investing.

Thomas Glynn is a financial advisor at Xcelsior Advisor Partners LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert W. Baird & Co. for 11 years and UBS Financial Services for 4 years. Glynn is a partner and wealth advisor at Eagle Rock Wealth Management, where he helps develop financial plans and execute strategies. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to third-party money managers and alternative investments, employing both fundamental analysis and modern portfolio theory.

Lucas Graybill is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation. He has been working in the financial services industry since 2023, with prior experience at Fidelity Investments, Raymond James, and various roles outside finance including at Swissport and FiveIron Golf. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

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 with 28 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. She holds a Series 65 license and is based in Phoenix, AZ. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios across multiple asset classes and includes ESG options and cryptocurrency exposure with client consent.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ashton Thomas Private Wealth and AssetMark Financial. Outside of his advisory role, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified portfolios using ETFs, mutual funds, individual equities, and fixed income based on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds, including a Private Credit Fund.

Matthew Tarini is a Certified Financial Planner® with 30 years of industry experience. He is currently with Focused Alpha, LLC, where he has worked since 2024. Prior to that, he was with Nations Financial Group, Inc. from 2021 to 2024 and Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops, utilizing a rules-based, process-driven investment approach that incorporates quantitative optimization, technical and fundamental analysis, and a range of investment vehicles.