Christopher Klein is a CFP® and CFA® with 12 years of industry experience. He has been with Exeter Financial, LLC since 2020, following roles at USAA Investment Management Company and related USAA financial planning and advisory entities from 2013 to 2020. Exeter Financial, LLC provides comprehensive wealth and portfolio management to high-net-worth individuals, families, trusts, and related entities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies supported by fundamental, technical, and economic analysis, while also employing tactical tools such as option strategies and third-party sub-advisors when appropriate.

Stephen Udall is a financial advisor at West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential. He has been with West Ridge Advisors since 2025 and also serves as Director of Udall CPA Group, PLLC, a tax and accounting firm he has been involved with since 2019. Prior to his advisory role, he worked briefly at PwC and spent five years at Brigham Young University. 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 and manages approximately $268 million in assets for nearly 400 clients.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Russell Biehl is a financial advisor with L. Roy Papp & Associates, LLP in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with L. Roy Papp & Associates since 2015. 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 investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and serves as adviser to a registered mutual fund while managing assets for investment-company clients.

Amy Rusch is a financial advisor at CS Planning Corp with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at United Planners Financial Services and Focuspoint Solutions. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory and financial planning services to individuals, businesses, and various institutions. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients' risk tolerance and goals, with ongoing monitoring and discretionary management.

Matthew Lucas is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has worked at Fortitude Family Office since 2021, following positions at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services including tax compliance and cash management. The firm builds customized portfolios, manages separate accounts and private funds, and combines traditional family office operations with private fund sponsorship and advisory roles.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, 63, and 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ascendent Financial Solutions and Geneos Wealth Management, Inc. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm employs modern portfolio theory and model allocations primarily through mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Gregory Hermes is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at First Financial Equity Corporation. 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 team-based approach and utilizes diversified, long-term portfolios constructed with low-cost mutual funds, ETFs, and selected individual securities.

Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.

Gavin Grabowski is a financial advisor with Laffer Tengler Investments, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Laffer Tengler, he worked at JOEY Restaurant Group and Green Street. Outside of finance, he participates in modeling for clothing advertisements through a licensed agency. 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 to manage strategies across various asset classes, including ETFs and equities.

Marisol Fung is a financial advisor with Avier Wealth Advisors in Chandler, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked previously at Dynamic Wealth Advisors from 2016 to 2022 before joining Avier Wealth Advisors in 2022. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with portfolio oversight by a multi-credentialed advisor team and an investment committee.

Ernest Moosherr is a financial advisor with Canopy Wealth Management in Paradise Valley, AZ, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at Samsara and other companies in various roles. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in client assets. The firm offers portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services, using individualized investment policy statements and a range of analytical approaches to portfolio construction and rebalancing.

Amy Macedo is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ. She holds a Series 65 designation and has 15 years of industry experience, including prior roles at Ascendant Financial Solutions and Geneos Wealth Management. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting. The firm uses model allocations and modern portfolio theory, primarily implementing portfolios with mutual funds and ETFs on a discretionary basis.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with two years of industry experience. He holds the Series 65 designation and has worked in various roles including at Arizona Patient Transport and WeLink, as well as serving in the Church of Jesus Christ of Latter Day Saints prior to his advisory career. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Michael Lossing is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Ironwood Investment Counsel, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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-driven investment process and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also acting as a sub-adviser and model provider to other advisers.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Bledsoe Asset Management since 2014 and previously served 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader client base including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management, financial planning, and consulting services, employing strategic model portfolios and derivative strategies to manage approximately $188.9 million across about 341 clients.

Peter Eickelberg is a CFP® and CFA® charterholder with 25 years of industry experience. He is currently with ABLE Financial Group, LLC, where he has worked since 2023, and previously held roles at Wells Fargo Advisors and Alpha Fiduciary. Outside of his advisory work, he is involved as co-trustee of a family trust. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm employs a multi-disciplinary approach to portfolio management, utilizing fundamental, technical, quantitative, and qualitative analysis, and offers both public and private securities, including the use of derivatives and margin borrowing when suitable.

Jeremy Vaught is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Martinsen Wealth Management and has previous experience at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities LLC, and First Advisors National. Outside of financial advising, he is involved in golf equipment sales with 2nd Swing Golf in Scottsdale, AZ. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and also delivers estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.