Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. His prior roles include positions at Charles Schwab and RIA Advisors. Blom is based in Phoenix, AZ, and holds Series 63 and Series 66 registrations. 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 manages over $1.5 billion in discretionary assets and provides diversified, model-based investment strategies incorporating a variety of asset types and innovative borrowing programs.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with a Series 65 designation and three years of industry experience. He has worked at Watts Gwilliam & Company since 2022 and has prior experience in patient transport, technology services, and education. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, providing discretionary investment supervisory services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation using model portfolios and employs structured, tax-aware investment solutions alongside technology-driven programs for clients preferring electronic servicing.

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 12 years of industry experience. Prior to his career in financial advising, he served for 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth households, trusts, estates, and retirement plans. The firm uses strategic model portfolios tailored with scenario and fundamental analysis, employing both long-term holdings and derivative strategies to manage approximately $189 million for over 340 clients.

Peter Eickelberg is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ. He holds the CFP® and CFA® designations and has 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Alpha Fiduciary, and Keats, Connelly & Associates. Outside of his advisory work, he is a co-trustee of the Eickelberg Family Trust. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm offers comprehensive portfolio management and financial planning, utilizing a range of public and private securities and employing fundamental, technical, quantitative, and qualitative analysis methods.

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.

David Millet is a financial advisor at Galvin, Gaustad & Stein, LLC with 28 years of industry experience. He previously worked at Mercap Securities, LLC and The Westerman Group. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and manages approximately $1.35 billion in client assets, offering both discretionary and non-discretionary services alongside financial planning engagements.

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 registered advisor with six years of industry experience. He currently works at Laffer Tengler Investments, Inc., where he has been since 2023. His prior roles include positions at Exchange Traded Managers Group and Axa Advisors, as well as experience outside finance in the shellfish industry. Laffer Tengler Investments serves a diverse client base including individual, high-net-worth, institutional, and intermediary clients. The firm employs a hybrid investment approach combining quantitative modeling, macroeconomic forecasting, and fundamental security analysis to manage discretionary portfolios, deliver model portfolios, and act as a sub-adviser to an actively managed ETF.

Gavin Grove is a CFP® certificant with three years of industry experience, currently serving at Benefit Financial Services Group in Phoenix, AZ. He has previously worked at United Planners, The Vanguard Group, and several other firms and roles. 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 employs a diversified, model-based investment approach incorporating various asset types and independent managers, and it manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets.

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 one year of industry experience. He holds a Series 65 designation and has prior experience with Ameriprise and the University of Southern California. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm utilizes fundamental analysis and ongoing portfolio monitoring across various asset classes and serves other registered investment advisers through sub-advisory and model-provider arrangements.

Jeremiah Butout is a financial advisor at Rothschild Financial Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and SagePoint Financial. Outside of his advisory role, he is involved in a family salsa business called Spicy Senorita Salsa. Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm offering portfolio management, financial planning, and institutional retirement consulting. The firm serves a diverse client base and employs tailored asset-allocation models utilizing mutual funds, ETFs, individual securities, and pooled vehicles, supported by quantitative analysis and third-party sub-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.

Alexander Arnon Bennett is a Series 65 licensed advisor with L. Roy Papp & Associates, LLP, bringing three years of industry experience. He has held roles at MUFG Bank and educational institutions including Arizona State University and Georgia Institute of Technology, where he currently serves as an Instructional Associate involved in teaching and automating course processes. L. Roy Papp & Associates manages discretionary and nondiscretionary portfolios for individuals, trusts, pension plans, and investment companies, including a registered mutual fund. The firm employs a fundamentally driven, growth-oriented approach supported by in-house research and typically holds securities long term while tailoring portfolios to client objectives and risk tolerances.

Kristin Greenleaf is a Series 65-licensed financial advisor at Fortitude Family Office with 10 years of industry experience. Her prior roles include positions at Mercer Advisors and Rowland Carmichael Advisors. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship, managing both liquid and illiquid investments across multiple asset types.

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.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.