Charles Manberg is a CFP® professional with 17 years of experience, currently serving at Strategic Income Group LLC since 2013. He holds the Series 66 designation and is based in Peoria, AZ. Outside of his advisory work, Manberg is involved in several investment-related business ventures, including holding companies focused on real estate and income pass-through entities. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies across various asset classes and manages private funds alongside third-party money managers.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Davis serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary security-selection process that combines quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

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, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at SP+ and TCI Wealth Advisors, as well as involvement with Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and corporations by providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with risk management and utilizes a limited selection of third-party managers when appropriate, offering services on both as-needed and ongoing bases.

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 with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work history includes roles at Robert W. Baird & Co., Inc., Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Pucci also serves as National Director of Operations for Excelsior Advisor Network LLC and works as a registered representative at The Leaders Group, providing investment advice and variable annuity solutions. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm integrates fundamental analysis with modern portfolio theory, utilizing bespoke and model portfolios while employing third-party technology and alternative investments to manage client portfolios.

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 with Acrylic Financial, Inc. based in Fountain Hills, AZ, holding Series 65 and Series 66 licenses with 10 years of industry experience. He is senior financial trainer and on-camera personality for BrightWealth Academy, a financial training program operated by BrightPhoenix Management, LLC, and serves as managing partner of a tax strategy and planning business focused on tax return review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, utilizing a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary management alongside financial planning, and manages firm-sponsored pooled investment vehicles including a hedge fund.

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 at Fortem Financial Group, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortem Financial Group, she has worked at several organizations including Transact Campus Inc., YUMBAR Restaurant & Bar, and Socially Acceptable. She is also employed by CalvaryPHX Non-denominational Christian Church in a non-investment related role. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with financial planning, investment management, retirement plan consulting, and wealth management services. The firm emphasizes starting client relationships with a financial plan and investment policy statement, offering diversified portfolio solutions and ongoing account monitoring.

Jonathan Gengle is a financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, Arizona, holding a Series 65 designation and 10 years of industry experience. He has worked previously at ROYAL FUND MANAGEMENT, LLC dba WAYFINDER WEALTH MANAGEMENT, AE Wealth Management LLC, and Union Retirement Solutions. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment management, retirement plan consulting, and financial planning. The firm focuses on long-term total return while limiting downside risk, managing a selective group of third-party managers, and offers both ongoing and as-needed planning services.

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 worked at several firms, including First Financial Equity Corporation and Foundations Investment Advisors. 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 and ETFs, along with individual stocks, bonds, and options, and manages over $1 billion in client assets.

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 in Gilbert, AZ, holding a Series 65 credential and nine years of industry experience. He also founded Udall CPA Group, PLLC, an accounting firm where he remains active. Outside of financial advising, Udall is involved in several business ventures, including payroll services and tax practice management. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management based on Modern Portfolio Theory. The firm emphasizes global diversification, tax efficiency, and low-cost investment vehicles while offering personalized indexing through a partnership with Vanguard and maintaining oversight of third-party managers.

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.