Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Christopher Highmark is a CFA® charterholder and financial advisor at Mosaic Wealth with over 14 years of prior experience at Finemark National Bank & Trust. He joined Mosaic Wealth in 2026 and is based in Mesa, AZ. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, utilizing fundamental analysis and a range of investment vehicles to meet client objectives.

Erik Averill is a CFP® with 16 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior experience includes roles at Penniall & Associates, Inc., and he is also involved in business consulting through Athlete CEO Consulting, LLC. Averill holds leadership positions in his community as a Deacon at Redemption Tempe Church and as a board member of Missional Training Center Seminary in Phoenix. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients. The firm employs a multi-team approach with a focus on liability-driven investing and asset allocation, offering services including financial planning, retirement advice, business consulting, and asset management.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Mark Finelli is a financial advisor at Blue Square Asset Management, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at Celsius Network, INX Services Inc., Overstock, and United Capital. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage a variety of strategies, including risk-managed growth and digital asset exposure.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.

Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Robert W. Baird & Co. and UBS Financial Services. He is a partner and wealth advisor at Eagle Rock Wealth Management, where he is involved in developing financial plans and executing strategies. 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 combined with modern portfolio theory to construct portfolios, employing both bespoke allocations and licensed model portfolios while incorporating third-party technology and risk-assessment tools.

R Cioffari is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He has been associated with Key Group Management since 2009. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary client relationships and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.

Grace Lau is a CFA® charterholder with 28 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. She holds a Series 65 license and is based in Phoenix, AZ. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios across multiple asset classes and includes ESG options and cryptocurrency exposure with client consent.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including AssetMark Financial, Inc., Ashton Thomas Private Wealth, LLC, and Charles Schwab. Outside of advising, he is the founder and manager of Heirloom Property Solutions, a real estate investing business. Columbia Advisory Partners provides comprehensive financial planning and investment management to individuals, corporations, and private fund investors. The firm employs diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds, including a Private Credit Fund.

Matthew Tarini is a CFP® with 31 years of experience in the financial services industry. He is currently with Focused Alpha, LLC and has previously worked at Nations Financial Group, Wells Fargo Advisors Financial Network, LPL Financial, and Citigroup Global Markets. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million and serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach emphasizing tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and computer-based tools to construct diversified portfolios.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo Clearing. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. 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 to portfolio management and financial planning, utilizing diversified investment strategies that include mutual funds, ETFs, individual securities, and options.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robert Chick Fritz. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation framework supported by quantitative models and partnerships with external experts, focusing on complex and less liquid investment vehicles.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital 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 across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.

Kaitlyn Morgan is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 credential and having three years of industry experience. Prior to joining Seros Financial in 2026, she worked at Sevensuede Investments for three years and has experience in the beauty industry with Viori Beauty. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing approximately $359 million in assets for about 441 clients. The firm customizes portfolios based on client objectives and risk tolerances using a combination of fundamental, quantitative, and technical analysis alongside proprietary models and tactical overlays.

Daniel Gwilliam is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Watts Gwilliam & Company since 2004 and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, complementing this approach with tactical tools such as options overlays and margin strategies, and offers discretionary portfolio management, financial planning, and access to private placement funds.

Cameron Mathis is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with five years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Ausdal Financial Partners and Larry Mathis Financial Planning LLC, he worked at United Planners Financial Services and has experience outside finance in retail and education sectors. Mathis Wealth Management serves individuals, trusts, estates, and retirement plans, offering financial planning, investment management, third-party advisor referrals, and retirement plan consulting. The firm employs a strategic asset allocation approach across equities, fixed income, mutual funds, and ETFs, providing ongoing portfolio monitoring and financial planning through various billing arrangements.