Frederick Petrino is a financial advisor at Windsor Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windsor Capital Management since 2009. Prior to joining Windsor, he worked at Payden & Rygel and Charles Schwab. Windsor Capital Management manages approximately $703 million in discretionary assets for around 458 clients through a team of five advisors. The firm provides customized portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, utilizing a range of investment strategies from conservative to aggressive risk profiles.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo, among others. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Balboa Wealth Partners is a team-based SEC-registered investment adviser managing over $1.07 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, employing a long-term, diversified investment approach using both discretionary and non-discretionary mandates along with unaffiliated independent managers.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining his current firm, he held 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 based on proprietary quantitative models and emphasizes access to a wide range of public and private market investments.

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.

Eric Viavattene is a financial advisor at Almanack Investment Partners with 19 years of industry experience. He holds the Series 66 designation and has held leadership roles in multiple firms including as President and CEO of Phoenix Wealth Management, PLLC. Viavattene also serves as Vice President and Treasurer of Haven Charitable, Inc., a donor-advised fund. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, utilizing model asset allocation portfolios that emphasize diversified, risk-conscious strategies. The firm is also notable for managing adviser-led pooled vehicles and private fund platforms alongside managed accounts.

Steven Salerno is a financial advisor with Bentley Financial Group in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Bentley Financial Group since 2017 and has been associated with LPL Financial, LLC since 2005. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary assets and employs a client-directed investment approach that includes fundamental analysis, options hedging, and third-party independent managers.

Matthew Zuccaro is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fullerton Financial, LLC and has prior experience at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., Weathability, and Kingdom Financial Group LLC. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm uses model portfolios and third-party managers accessed via AE Wealth Management, offering discretionary account management with regular monitoring and periodic rebalancing.

Trinity Grace is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Their prior roles include positions at Kingdom Financial Group, Merrill, The Vanguard Group, JPMorgan Chase Bank, and Bank of America. Fullerton Financial provides investment management and financial planning primarily for individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm uses discretionary management with model portfolios and third-party managers via AE Wealth Management, and supports clients with financial plans, consulting, newsletters, and educational seminars.

Cameron Mathis is a CFP® with five years of industry experience, currently serving as a financial advisor at Mathis Wealth Management in Phoenix, AZ. He previously worked at United Planners Financial Services and Ausdal Financial Partners, and holds insurance licenses related to non-variable insurance products. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various pension plans. The firm employs a strategic asset allocation approach focused on diversification and offers a range of advisory and retirement-plan services, including participant education and third-party advisor referrals.

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.

Darren Whitehurst is a financial advisor at Windsor Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windsor Capital Management since 2000. Windsor Capital Management operates with a team of five advisors and manages approximately $703 million in discretionary client assets for about 458 clients. The firm provides customized portfolio management and advisory services to retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Russell Biehl is a financial advisor at L. Roy Papp & Associates, LLP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm since 2015, including earlier tenure from 2000 to 2006. His prior experience includes roles at Classic Investment Management, LLC and RTS Private Wealth Management. L. Roy Papp & Associates provides investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities, managing both discretionary and nondiscretionary accounts across approximately $1.62 billion in assets. The firm follows a fundamentally driven, growth-oriented investment approach with portfolios tailored to client objectives and typically maintains a negotiable account minimum.

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-licensed financial advisor with 11 years of industry experience. He has worked at Fortitude Family Office since 2021, following prior roles at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Emy Tice is a CFP® with 11 years of industry experience and currently serves as a financial advisor at WT Wealth Management, LLC. She has extensive experience working at Northern Arizona University, including a role as a Teaching Professor of Finance since 2024, along with various teaching and administrative positions dating back to 1995. She also holds a Series 65 license and has experience at Four Peaks Wealth Management, LLC. Tice is involved in community activities as a committee member of the Greater Flagstaff Chamber of Commerce. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management and financial planning services, utilizing proprietary, model-based investment strategies and providing tax, legal, and insurance services through affiliated entities.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, Series 63, and Series 65 licenses. He has 33 years of industry experience, including prior 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 using 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 financial advisor at TritonPoint Partners, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Powers is a managing director and financial planner with TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy blending quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology including generative AI.

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.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.