Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes twelve years at Automatic Data Processing. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and utilizes both in-house and third-party portfolio management.

Rafael De Oliveira is a financial advisor at Strategy Financial Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Fisher Investments, Merrill, and Bank of America. Outside of his advisory role, he is a business owner of Lua Empire LLC. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $367 million in assets. The firm employs a conservative, income- and risk-focused investment approach primarily through third-party sub-advisors and offers a range of portfolio management and financial consulting services.

Michael Peart is a financial advisor at Embree Financial Group in Phoenix, Arizona, holding Series 65 and Series 63 licenses with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and McAdam LLC. Peart has been with Embree Financial Group since 2018. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW clients and manages portfolios using fundamental, technical, and cyclical analysis with a range of investment vehicles.

Giancarlo Mateus is a CFP® professional with 18 years of industry experience. He is currently an advisor at Ironwood Investment Counsel, LLC, where he has worked since 2024. Prior to joining Ironwood, he spent 13 years at Charles Schwab & Co., Inc. 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 to construct diversified portfolios and also provides financial planning, estate and insurance planning, and retirement plan consulting services.

Amy Jones is a financial advisor at Clarus Wealth Advisors, LLC in Peoria, AZ. She holds a Series 66 designation and has experience in private client services since 2023. Prior to her advisory career, she worked in the elevator industry and was involved with entrepreneurial ventures such as Parallax Enterprises, LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blended investment approach combining strategic asset allocation with tactical and model strategies, supported by third-party research and quarterly portfolio reviews.

Catherine Smith is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at McCauley Nicholson and Preder, CPAs. Smith spends a significant portion of her time as an insurance agent in addition to her advisory role. 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 and workshops for individuals and business owners.

Bruce Williams is a CFA® charterholder and financial advisor with 25 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2003. Based in Scottsdale, AZ, he is part of a multi-advisor team at Ironwood. Ironwood Investment Counsel manages approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis and a diverse investment approach, offering discretionary and non-discretionary portfolio management along with financial, estate, and retirement plan consulting. Ironwood also serves as a sub-adviser and model provider to other registered investment advisers.

Eric Jhonsa is a financial advisor with Dutch Asset Corporation in Phoenix, AZ. He holds a Series 65 designation and has one year of experience at Dutch Asset Corporation, following five years as a self-employed professional and four years at TheStreet. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, and utilizes strategies including derivatives and third-party managed accounts.

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.

Kenneth Hartley is a CFA® charterholder with 17 years of experience in the financial industry. He is affiliated with Clarus Wealth Advisors, LLC, a team-based firm, and has been involved in various business activities including serving as an uncompensated managing member and investor in Sand Creek Commercial Investors, LLC, and operating Deserthart Consulting, LLC, a home-based business he co-founded with his wife. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, combined with tactical and blended model strategies, supported by third-party research and quarterly portfolio reviews.

Ryan Freberg is a financial advisor at Focused Alpha, LLC with 13 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Focused Alpha in 2024. Freberg holds a Series 66 designation. Focused Alpha, LLC is a registered investment adviser managing approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops.

Diane Park is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Cahill Financial Advisors, Inc. since 2013. She holds Series 63 and Series 65 licenses and maintains an active CPA license, though she does not provide tax or accounting services to advisory clients. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials and services into its advisory platform.

Nicholas Parisi is a CFP® professional at Total Investment Management, Inc. in Scottsdale, AZ, with 11 years of industry experience. He has worked at Learnvest Inc. and Financial Engines Advisors L.L.C. prior to joining Total Investment Management in 2019, following a one-year sabbatical. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm specializes in a subscription-style program for aviation professionals and employs a proactive tactical asset-allocation approach using model portfolios with mutual funds and ETFs.

Jeffrey Shiffra is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with ARQ Wealth Advisors, LLC and has previously worked at Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, using a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts.

Laurel Kutler is a financial advisor at ABLE Financial Group, LLC in Scottsdale, Arizona, with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Edward Jones. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm uses a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis, and offers tailored portfolio management with access to public and private securities as well as specialized strategies through third-party managers.

Tabitha Daly is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Sensible Money, LLC, where she has worked in various roles since 2023. Prior to this, she held positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. Sensible Money is an independent SEC-registered investment adviser that serves individual clients, trusts and estates, pension and profit-sharing plans, and charitable organizations, primarily focusing on those nearing or in retirement. The firm integrates ongoing financial planning with discretionary investment management, utilizing diversified portfolios and liability-driven investing strategies to align with clients’ financial needs.

Peter Earp is a financial advisor at Gambit Capital Management, LLC in Phoenix, AZ, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at American Family Insurance and Charles Schwab. In addition to his advisory role, he has been involved in rental property management for ten years. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management along with financial planning, coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm employs a long-term investment approach utilizing fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client.

Bryce Keffeler is a CFP®, ChFC®, and Series 66-licensed advisor at Dew Wealth Management with eight years of industry experience. He has been with Dew Wealth Management since 2018 and previously worked at Seros Financial LLC, Pinnacle Financial Advisors, and Intel Corp. Outside of financial advising, he is a director and shareholder of agriculture holding and operations companies through Keffeler Inc and BAKK Investment LLC. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and often coordinates with clients’ other professionals as part of its multi-step family office and ongoing coordination programs.

Teresa Armel is a financial advisor at Next Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at firms including Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, including private investment funds and structured notes.

Jay Rabins is a financial advisor at Blackhawk Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Dynamic Wealth Advisors and Your Source Financial, P.L.C. Rabins is also a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, often delivering customized financial plans and ongoing portfolio oversight.