Deborah Baldini is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Wesleyan LLC, as well as managing her own firm, Baldini Investment Strategies. She serves as a trustee for a special needs trust and manages social security benefits as a representative payee for her daughter. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary process that tailors portfolios using a combination of fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, and alternative investments.

Alex Van Iderstine is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works at Laffer Tengler Investments, Inc. and previously held positions at Exchange Traded Managers Group and AXA Advisors, LLC. Outside of finance, he has experience working in the seafood industry with Steve and Mike's Shellfish. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and operates an actively managed equity income ETF.

Gavin Grove is a CFP® professional based in Phoenix, AZ, with three years of industry experience. He is currently with Benefit Financial Services Group and has previously worked at United Planners and several other financial firms. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, employing a diversified investment approach that includes model-based allocations and various asset types. The firm manages over $1.5 billion in discretionary assets and provides extensive retirement plan consulting.

Mark Boyer is a CFP® with 18 years of industry experience, currently serving as a co-owner and advisor at Kiley Juergens Wealth Management, LLC. He has held roles at Signator Investors, Inc. and OSAIC Wealth, Inc. prior to his current position. Boyer holds a license to sell life, annuities, long-term care, and disability insurance, though this is a minor part of his business activities. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach combined with discretionary rebalancing and serves approximately 2,937 clients with six advisors managing about $2.2 billion in assets.

Daniel Mora is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ironwood, he held positions at Ameriprise Financial Services and the University of Southern California. 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-based investment process across various asset classes and also provides sub-advisory and model services to other advisers.

Shawn Jones is a CFP® professional with 26 years of experience in the financial industry, currently serving at Gallacher Capital Management, LLC since 2014. He holds Series 63 and Series 66 licenses and operates a life insurance and business management practice as part of his activities. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and businesses with integrated wealth management and investment services. The firm employs a consultative investment process utilizing proprietary platforms and offers client access to consolidated reporting tools, managing portfolios primarily on a discretionary basis.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Alexander Arnon Bennett is a financial advisor at L. Roy Papp & Associates, LLP with two years of industry experience. He holds a Series 65 designation and has worked at MUFG Bank and L. Roy Papp & Associates. Bennett also serves as an Instructional Associate at Georgia Institute of Technology, where he helps teach and develop automation scripts for a remote analytical modeling course. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Kristin Greenleaf is a Series 65-credentialed financial advisor with 10 years of industry experience. She is currently affiliated with Fortitude Family Office, where she has worked since 2023. Her prior experience includes roles at Mercer Advisors and Rowland Carmichael Advisors, Inc. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm constructs customized portfolios and manages a combination of separate accounts, pooled vehicles, and private funds, integrating traditional family office operations with private fund sponsorship and management.

Peter Helms is a financial advisor with Exeter Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Exeter Financial since 2007 and was previously with Bma Securities from 2008 to 2016. Outside of his advisory role, Helms is the managing member and consultant of H2Global LLC, a business consulting firm, and co-founder and CEO of ZipSit, Inc., a technology company offering an on-demand sitting service. Exeter Financial LLC provides wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities, focusing on long-term investment strategies combined with tactical tools such as options and private placements. The firm often manages client assets on a discretionary basis and integrates coordinated estate and tax planning with other professional advisors.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Kenneth Chavis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023. Prior to joining Versant, he held roles at Hightower Advisors LLC, Mercer Global Advisors Inc., Empirical Wealth Management, and Cordant Wealth Partners. Versant Capital Management provides discretionary and non-discretionary 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, offering diversified portfolios and adviser-only investment vehicles tailored to client needs.

Chester Schaal is a CFP® professional at Tandem Wealth Advisors with 18 years of industry experience. He has been with Tandem Wealth Advisors since 2011. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser that provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm emphasizes a blend of top-down macroeconomic analysis and bottom-up fundamental research to construct diversified, balanced portfolios focused on long-term capital growth with risk control.

Frank Jackson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Bledsoe Asset Management, LLC since 2015. In addition to his advisory role, he teaches business part-time at Maricopa Community College in Tempe, AZ. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual and institutional clients. The firm employs strategic model portfolios combined with customized allocations and uses options and derivatives within managed accounts, with a focus on helping public safety employees optimize retirement benefits.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Claire Thornton is a CFP® with nine years of industry experience and currently works at Avise Financial in Scottsdale, AZ. Her prior experience includes roles at Apella Capital, Inspired Financial, The Strategic Financial Alliance, Carnegie Wealth Management, and Merrill Lynch. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and businesses. The firm offers discretionary investment management combined with comprehensive financial planning, pension consulting, tax preparation, and educational seminars, using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios.

Stephanie Schultz is a CFP® professional with over four years of industry experience, currently serving at Sensible Money, LLC. Her prior roles include positions at LPL Financial and Plan Member Services, with additional experience running her own financial entities. Sensible Money is an independent SEC-registered adviser that primarily serves individuals nearing or in retirement, as well as their trusts, estates, and charitable organizations. The firm integrates comprehensive financial planning with discretionary investment management, utilizing diversified portfolios and a liability-driven investment approach tailored to clients’ tax and cash-flow needs.

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.

Brian Jackson is a financial advisor at Ironwood Investment Counsel, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ironwood in 2016, he worked at Arizona Bank & Trust for nine years. 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-based investment process across various asset classes and provides discretionary and non-discretionary portfolio management, as well as financial, estate, and retirement plan consulting services.

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.