Jeremiah Imonode is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining InterWealth, he served five years in the United States Army and five years at the United States Military Academy. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective discretionary authority.

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 27 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, LLC, Johnson Wealth Management, LLC, and Eaton-Cambridge CPA PC. Outside of financial advising, he serves on the boards of Solid Rock, which provides vocational training to teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately-held company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and comprehensive financial planning services, supported by affiliated tax and accounting practices. The firm combines in-house tax expertise with tailored portfolio management and integrates insurance solutions through licensed professionals.

Benjamin Cooper is a financial advisor with Watts Gwilliam & Company, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Norris Design from 2019 to 2021 and has been involved with Cooper Development Strategies, LLC since 2016. Outside of his advisory role, he manages real estate investments both personally and on behalf of others through several entities. Watts Gwilliam & Company, LLC manages approximately $1.03 billion across about 500 client relationships, providing discretionary investment supervisory services to individuals, plans, trusts, charitable organizations, and corporate entities. The firm utilizes strategic asset allocation through model portfolios with ongoing monitoring and employs various structured and tax-aware strategies, including option overlays and tax-loss harvesting programs.

Adam Brooks is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding CFP®, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 14 years before joining ABLE Financial Group and Private Client Services. Outside of advising, he is the managing partner of Altamira Properties, LLC, which owns the commercial building housing his firm. 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, client-focused process and utilizes a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Jeffrey Bowman is a financial advisor at SB Advisory, LLC in Scottsdale, Arizona, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities, Inc. Bowman is also CEO of Bowman Wealth Management LLC, an entity established for tax purposes. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes mutual funds, ETFs, individual equities, and third-party manager programs using fundamental, technical, and qualitative analysis.

William Christensen is a Series 65-licensed advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, with two years of industry experience. Prior to joining Sage in 2022, he held roles at Arizona Christian University, Target Corporation, and a Chick-Fil-A franchise. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, tax preparation, and related consulting. The firm manages fee-only portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, employing fundamental analysis and maintaining formal governance and operational controls.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. 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 manages over $1 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Katie Nulliner is a financial advisor at Xcelsior Advisor Partners LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Strategic Advisors, Fidelity Brokerage Services LLC, and Eagle Rock Wealth Management. Outside of her advisory work, she is employed at The Mission Restaurant in Scottsdale, Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes third-party technology and risk-assessment tools to tailor client portfolios.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. 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 follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Jana Lavanway is a CFP® professional with 16 years of industry experience. She is currently with Juncture Wealth Strategies, LLC, where she has worked since 2020. Prior to that, she held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct and manage diversified portfolios that may include ETFs, mutual funds, equities, fixed income, and options.

Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Galvin, Gaustad & Stein since 2010 and previously spent five years with Foothill Securities, Inc. Galvin, Gaustad & Stein is a registered investment adviser that provides financial planning, retirement plan consulting, and portfolio management to individuals, trusts, and various business entities. The firm manages approximately $1.35 billion in client assets and employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Matthew Staffieri is a financial advisor at Rovin Capital with 13 years of industry experience. He holds the Series 66 designation and has served as president of Artegius Capital, Inc., an investment firm focused on fund management. Rovin Capital LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized, fundamental-analysis approach and manages approximately $917 million in assets, offering a range of strategies such as options, private placements, and third-party managers.

Richard Antonio is a CFA® charterholder and Series 63 licensee with six years of experience at Ironwood Investment Counsel, LLC. Prior to joining Ironwood, he held positions at the University of Arizona and Camp Pocono Trails. 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 fundamental analysis across various asset classes and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Geoffrey Tran is a financial advisor at Fortitude Family Office with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Tolleson Wealth Management and GFTO Group LLC. Fortitude Family Office serves high-net-worth individuals, families, and related entities, as well as institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Joseph Senczakowicz Gibo is an advisor at Fortitude Family Office with a Series 65 credential and one year of industry experience. Prior to joining Fortitude, he spent nine years in full-time education. 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, including overseeing illiquid private credit and real estate-credit investments.

Charles Picerni is a CFP® professional with five years of experience in the financial services industry, currently serving as an advisor at Sensible Money, LLC. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as experience with organizations such as the San Francisco Giants and the Professional Baseball Scouts Foundation. Sensible Money provides financial planning and discretionary investment management services primarily to individuals in or nearing retirement, their trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm’s approach integrates plan design, investment implementation, and ongoing adjustments through its Juicing® Experience model, emphasizing diversified portfolios and liability-driven investing techniques.

Jennifer Smiljanich is a CFP®-certified financial advisor with 18 years of industry experience. She has been with SJS Investment Services since 2017 and previously worked at SJS Investment Consulting, Inc. from 2010 to 2017. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process features diversified model portfolios monitored by an internal Investment Committee and includes a specialized public-funds practice with tailored cash-flow analysis and detailed reporting.

Michael Gauthier is a CFP® with 21 years of industry experience and is affiliated with Strategic Income Group LLC in Chandler, AZ. He has been with Strategic Income Group since 2013 and is involved in several other business ventures, including authoring financial education materials through Strategic Media Group LLC and serving as CEO of Strategic Family Management, a family office service. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and business clients, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies, including the management of two private funds focused on income and capital appreciation, and provides client education through newsletters and seminars.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.