Matthew Kelly is a CFP® and CFA® with 13 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2009. Based in Scottsdale, AZ, he is part of a 14-advisor team at the firm. 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 uses fundamental analysis and a diversified approach across equities, fixed income, mutual funds, ETFs, and other strategies, and also provides sub-advisory and model services to other advisers.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. 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 traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and Arcwood Financial. Netherlin has been with Strategy Financial Group since 2019. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management, manages diversified multi-asset portfolios, and distinguishes itself through a strong marketing and client-education presence.

Brian Jackson is a CFP® and CFA® with nine years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2016. Based in Scottsdale, AZ, he holds the Series 63 designation as well. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach across various asset classes and also serves other registered investment advisers through sub-advisory and model-provider arrangements, managing approximately $1.75 billion in assets.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Allen Atkins is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. He has worked at WT Wealth Management and affiliated firms since 2012 and was also employed at Northern Arizona University for 13 years. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients, offering discretionary portfolio management, financial planning, and wealth-education services. The firm employs proprietary, model-based investment strategies and provides complementary tax, legal, and insurance services through affiliated entities.

Jeremy Kraut Ordover is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. His prior work includes roles at the Muscular Dystrophy Association and Habitat for Humanity International. He is also a licensed Arizona residential real estate agent affiliated with HomeSmart, Inc., providing real estate referrals on a limited basis. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm focuses on conservative, income-oriented investing and downside risk management through diversified multi-asset portfolios and maintains a strong emphasis on client education and marketing.

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he operated as a sole proprietor and has experience working in various roles outside finance, including at T-Mobile and CVS Pharmacy. Jacobs also works as a licensed insurance agent, earning commissions from life insurance sales. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction based on Modern Portfolio Theory and uses third-party managers while conducting ongoing monitoring and annual reviews.

Lawrence Van Quathem is a CFP® professional with 30 years of experience in the financial industry. He is currently with ABLE Financial Group, LLC and has previously worked at Wells Fargo Advisors Financial Network, LLC. ABLE Financial Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, including high-net-worth clients. The firm employs a fiduciary, client-focused approach using a variety of investment strategies and offers both discretionary and project-based services.

Judith Macias is a Series 65-licensed financial advisor with nine years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1992, working within a team of ten advisors based in Phoenix, AZ. 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 focusing on domestic equities, fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Cheri Johnson is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including CalChoice Wealth Management and Transamerica Financial Advisors. Outside of her advisory role, she has been involved in insurance sales through CalChoice Financial. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers, while delivering direct RIA services in certain cases.

Kathryn Swan is a financial advisor at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. She has worked at LPL Financial and Next Financial Group, Inc., among other firms, and has been with Blakely Walters Wealth Management since 2021. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, providing wealth management through discretionary asset management and financial planning. The firm employs fundamental, technical, and cyclical analysis in its investment approach and utilizes sub-advisors and alternative investment strategies.

Carter Bennett is a CFP® with six years of industry experience, currently serving as an advisor at Dew Wealth Management in Scottsdale, AZ. He previously worked at The Vanguard Group and has additional involvement as the head film critic for the podcast Film Junkie Reviews and as a member of No Friends at Dusk, a business dealing in used watches. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, providing comprehensive wealth services that combine financial planning, investment management, and coordination of outside professionals. The firm offers both discretionary and non-discretionary management, with a focus on customized solutions incorporating independent managers and direct indexing.

Guruatma Khalsa is a Series 65 licensed financial advisor with one year of industry experience, currently with Acrylic Financial, Inc. He has previously worked at Prosperity Bridges and operated Khalsa Consulting for over a decade. Outside of finance, Khalsa is involved in education for responsible dog breeders and owns dog breeding enterprises. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles, utilizing a combination of passive and active investment strategies along with selection and monitoring of third-party managers.

Stanley Reeg is a financial advisor at Xcelsior Advisor Partners LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and landlord of several rental properties. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis and modern portfolio theory to build customized portfolios and offers access to alternative investments and conditional IPO orders.

Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.

Evan Sweeney is a CFP® with four years of industry experience currently serving at Ironwood Investment Counsel, LLC. His prior roles include positions at Domain Money, Fisher Investments, and BlackRock. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plan sponsors. The firm’s investment approach emphasizes fundamental analysis, portfolio monitoring, and a range of strategies spanning equities, fixed income, and alternative investments, alongside its notable role serving other registered investment advisers through sub-advisory and model-provider arrangements.

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 with Stronghold Capital Partners LLC, holding a Series 65 license and having 10 years of industry experience. He is the owner of Three Past Nine, LLC, a business holding company, and operates Retirement Level Up, a financial education platform. His career includes roles at multiple firms, including Retirement Level Up and Sterling Revenue Group. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, with a focus on ERISA 3(21) retirement-plan services and a referral model that connects clients to third-party managers and service providers. The firm emphasizes documented client objectives and ongoing monitoring of selected investment strategies.