Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her background includes roles at Private Client Services, Crown Capital Securities, Morgan Stanley, and WFG Investments. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented with active overlays and conducts regular portfolio reviews, excluding certain asset classes such as leveraged ETFs and private equity.

Evan Sweeney is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Ironwood Investment Counsel, LLC, having previously worked at Domain Money, Fisher Investments, and Blackrock. 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 a fundamental analysis investment process across various asset classes and also serves as a sub-adviser and model provider to other registered investment advisers.

Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.

Stephen Brown is a financial advisor at Stronghold Capital Partners LLC with ten years of industry experience. He holds a Series 65 designation and has worked with multiple firms, including Ashthorn Group LLC and Sterling Revenue Group. Outside of advisory roles, he owns Three Past Nine, LLC, a business holding company, and Retirement Level Up, a financial education platform. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily acts as a solicitor for third-party managers, monitoring their performance and disclosures while employing fundamental, technical, and charting analysis.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Trevor Moore is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Captrust, MRA Associates, and Keats Connelly. Fortitude Family Office primarily 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 both liquid and illiquid investments across multiple asset classes.

Lukas Odden is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by in-house tax and accounting expertise. The firm’s advisory approach integrates multi-disciplinary credentials and affiliated accounting practices to tailor ongoing portfolio management and related services.

Kristen Hilty is a financial advisor at Strategic Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Smarter Divorce Solutions, Better Divorce Solutions, Belpointe Asset Management, LLC, and Crown Capital Securities, LP. Strategic Portfolio Solutions serves individual and high-net-worth clients, trusts, estates, and retirement plan participants, offering asset management, financial planning, consulting, and divorce-planning services. The firm employs a tailored investment approach with active strategies and regular portfolio supervision, and it also provides educational seminars and workshops.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Ryan Cox is a CFP® with 10 years of experience in the financial advisory industry. He has worked at Dew Wealth Management since 2021 and previously at Husami & Associates for six years. He holds the Series 66 license and is based in Scottsdale, AZ. 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 both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Philip Bervig is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. He has been with TCP Asset Management since 2017 and is currently a partner and Chief Investment Officer at the firm. Bervig also co-owns a real estate business with Tara Bervig. TCP Asset Management provides portfolio management, financial planning, pension consulting, and limited annuity management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis with a long-term trading approach, employing model portfolios and third-party sub-advised strategies.

Thomas Fischer is a financial advisor at Nova Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nova Financial LLC since 2010. Outside of his advisory role, Fischer operates as a licensed insurance agent specializing in life, fixed, and health insurance. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management, financial planning, and pension consulting using a combination of fundamental, technical, and quantitative analysis.

Mark Peterson is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Robert W. Baird for 18 years and served as Co-CEO and Investment Advisor Representative at Excelsior Advisor Network. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing around $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, using a combination of fundamental analysis and modern portfolio theory along with access to third-party money managers and alternative investments.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

Eric Harding is a financial advisor with EmpiriKal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with EmpiriKal in various capacities since 2011 and also has a role at empiriKal Insurance Solutions LLC. EmpiriKal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across 199 client relationships and employs a team of ten advisors operating from multiple offices.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Stronghold Wealth Partners LLC and CalChoice Wealth Management LLC. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends third-party managers and monitors their performance, employing fundamental, technical, and charting analysis within a solicitor-centric business model.

Matthew Tobey is a financial advisor with Kingdom Financial Group, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Fullerton Financial Planning for nine years before joining Kingdom Financial Group. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm offers both comprehensive and modular plans and utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Leslie Winchester is a financial advisor with Kingdom Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. Prior to joining Kingdom Financial Group and Fullerton Financial Planning in 2024, Leslie worked at Foundations Investment Advisors, Asset Preservation Wealth & Tax, and has experience as a licensed Realtor assisting clients with real estate transactions. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering both portfolio management and financial planning services to a client base of nearly 1,800 individuals.

Charles Pettit Jr. is a ChFC® designated financial advisor with 15 years of industry experience currently serving at CSP Financial Group LLC in Scottsdale, AZ. He has previously worked at LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and is a partner at Ed 4 Feds, a company that provides pension and retirement education seminars for federal employees. Pettit also operates an independent insurance practice. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process focuses on portfolio construction aligned with Modern Portfolio Theory, asset allocation, rebalancing, and utilizes third-party managers such as Matson Money.

Tyler Osterloo is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience. Prior to joining Xcelsior Advisor Partners, Tyler worked at Simplicity Investments, Reeg Private Wealth, Robert W Baird, and CorTrust Bank. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a range of investment strategies including discretionary portfolio management and financial planning, utilizing both fundamental analysis and modern portfolio theory.