Jerad Rosburg is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining ARQ Wealth Advisors in 2026, he worked at Clarkston Capital Partners, LLC and Alps Distributors, Inc., and spent four years with the Dallas Stars. 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, utilizing a blend of asset-allocation frameworks, security selection, and derivatives strategies within a fiduciary approach.

Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with Bayntree since 2022. His prior experience includes roles at SP+ and TCI Wealth Advisors, as well as positions at Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over multi-year horizons, using mutual funds, ETFs, and selected third-party managers to implement its financial plans.

Bryan Snapp is a Series 65-licensed advisor with SLP Wealth in Phoenix, AZ. He joined the firm in 2025 and previously worked at PetSmart Inc. for 17 years. Bryan has no prior advisory industry experience. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs, and it maintains a large office network relative to its size.

Gene Pucci is a financial advisor at Xcelsior Advisor Partners LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Robert W. Baird & Co., Inc., Wells Fargo, Morgan Stanley, and UBS Financial Services. He also serves as National Director of Operations for Excelsior Advisor Network LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Martha Cortez is a financial advisor at Strategic Income Group LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Strategic Income Group since 2013. Strategic Income Group LLC serves individuals, high-net-worth households, business owners, executives, and fiduciaries by providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm manages private funds and employs integrated, tax-aware, income-oriented investment strategies utilizing multi-asset allocations, including public securities, structured products, and private market exposures.

Scott Mclaine is a financial advisor at Acrylic Financial, Inc. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BrightWealth Enterprises, LLC and First Financial Equity Corporation. Outside of advisory services, he serves as the senior financial trainer for BrightWealth Academy, a financial training platform, and is a managing partner of a tax strategy and planning business that provides tax review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside ongoing financial planning.

Tristen Sheffler is a CFP® with three years of industry experience, currently serving as a financial advisor at ARQ Wealth Advisors, LLC. His prior roles include positions at Charles Schwab and Vanguard. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors by providing fee-only asset management and financial planning through structured programs. The firm employs a diversified investment approach that includes derivatives and options strategies along with private and digital-asset exposures.

Nadyne Abubo is a financial advisor with Fortem Financial Group, LLC in Phoenix, AZ. She holds a Series 65 designation and has been with Fortem Financial Group since 2024. Her prior work experience includes roles in the restaurant and service industries as well as employment at a non-denominational Christian church. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm uses client-specific financial plans and diversified portfolios, employing tools such as modern portfolio theory and quantitative optimization.

Jonathan Gengle is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential with nine years of industry experience. His prior roles include positions at ROYAL FUND MANAGEMENT, LLC dba Wayfinder Wealth Management, AE Wealth Management LLC, and Union Retirement Solutions. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on income planning and risk management with a multi-year time horizon. The firm utilizes research, mutual funds, ETFs, and selected third-party managers to build portfolios and offers financial planning through various billing arrangements, including monthly subscriptions.

Sloan Walters is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He co-founded Blakely Walters Wealth Management in 2009 and has held roles at related firms including Blakely Walters Insurance and Planning Grounds Lab. Outside of finance, he is also an artist and musician involved with Silver Lake Rodeo. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with fee-based asset management, financial planning, and third-party money manager referrals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering unique employer-sponsored investment advisory plans with payroll-deducted subscriptions.

Gregory Smith is a CFA® charterholder at L. Roy Papp & Associates, LLP with four years of industry experience. He has been with the firm since 2005, which operates as a multi-advisor team. L. Roy Papp & Associates provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and investment companies. The firm employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and it manages roughly $1.5 billion in client assets.

Lesa Skarlot is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at First Financial Equity Corporation, Foundations Investment Advisors, and Dynamic Capital Investments. 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, ETFs, individual securities, and options, combining fundamental, technical, cyclical, and charting analysis within a team structure to meet client objectives.

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

Jeffrey Wilcock is a financial advisor at Seros Financial, LLC in Tempe, Arizona, holding Series 63, 65, and 66 licenses with 36 years of industry experience. He has worked with United Planners' Financial Services and operates Wilcock Financial LLC. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused services.

Thomas Udall is a financial advisor with West Ridge Advisors and holds a Series 65 designation. He has nine years of industry experience and has been with West Ridge Advisors since 2017. In addition to his advisory role, he is a certified public accountant and operates Udall CPA Group, PLLC, an accounting firm he has managed since 2011. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to clients’ objectives and risk tolerance.

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.

Jeremiah Imonode is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining InterWealth, he served five years in the United States Army and five years at the United States Military Academy. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective discretionary authority.

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.