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.

Mark Eisenhut is a financial advisor at Harmony Asset Management LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Mercer Investments, The Vanguard Group, and USAA. He serves as executive director of Harmony NonProfit, a nonprofit affiliated with his advisory business. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process combining fundamental and technical analysis to construct diversified portfolios across multiple asset classes.

Daniel Mora is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ironwood, he held positions at Ameriprise Financial Services and the University of Southern California. 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-based investment process across various asset classes and also provides sub-advisory and model services to other advisers.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC 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 and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Alexander Arnon Bennett is a financial advisor with L. Roy Papp & Associates, LLP, holding a Series 65 designation and two years of industry experience. He has worked at MUFG Bank and teaches as an Instructional Associate at the Georgia Institute of Technology, where he helps develop automation scripts for course management. L. Roy Papp & Associates provides investment management to individual and institutional clients, including high-net-worth individuals and associated trusts, managing discretionary and nondiscretionary accounts across approximately $1.62 billion in assets. The firm employs a fundamentally driven, growth-oriented investment approach and serves as adviser to a registered mutual fund.

Kristin Greenleaf is a Series 65-credentialed financial advisor with 10 years of industry experience. She is currently affiliated with Fortitude Family Office, where she has worked since 2023. Her prior experience includes roles at Mercer Advisors and Rowland Carmichael Advisors, Inc. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm constructs customized portfolios and manages a combination of separate accounts, pooled vehicles, and private funds, integrating traditional family office operations with private fund sponsorship and management.

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.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

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.

Glenn Leest is a financial advisor at WT Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WT Wealth Management since 2018, following two years at Four Peaks Wealth Management. Outside of advising, he serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church in Flagstaff, AZ, and hosts a weekly investment podcast titled "Intelligent Investing with Glenn Leest." WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and risk management, and is notable for its affiliated tax and legal service entities, insurance agency operations, and educational publications and seminars.

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.

Frank Jackson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Bledsoe Asset Management, LLC since 2015. In addition to his advisory role, he teaches business part-time at Maricopa Community College in Tempe, AZ. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual and institutional clients. The firm employs strategic model portfolios combined with customized allocations and uses options and derivatives within managed accounts, with a focus on helping public safety employees optimize retirement benefits.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. 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, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Andrew Holemon is a Certified Financial Planner™ and Personal Financial Specialist™ with 10 years of industry experience. He has been with Sage Financial Advisors Inc. since 2014. In addition to his advisory role, he is a CPA and provides tax preparation and tax planning services through a separate business. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans, managing approximately $219 million across about 105 client relationships. The firm offers discretionary portfolio management, financial planning, tax services, and advisory support, employing fundamental analysis and a mix of investment strategies with ongoing portfolio monitoring.

Claire Thornton is a CFP® with nine years of industry experience and currently works at Avise Financial in Scottsdale, AZ. Her prior experience includes roles at Apella Capital, Inspired Financial, The Strategic Financial Alliance, Carnegie Wealth Management, and Merrill Lynch. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and businesses. The firm offers discretionary investment management combined with comprehensive financial planning, pension consulting, tax preparation, and educational seminars, using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios.

Stephanie Schultz is a CFP® professional with four years of industry experience currently serving at Sensible Money, LLC in Scottsdale, AZ. Her prior experience includes roles at LPL Financial, Plan Member Services, and One2One Wealth Strategies. Outside of her advisory work, she has engaged in non-investment business activities through Life of Liberty Financial. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts and estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients transitioning into or already in retirement. The firm employs an integrated planning-and-implementation approach called the Juicing® Experience and uses diversified portfolios with mutual funds, ETFs, and fixed-income instruments, often engaging Independent Managers for strategy implementation.

Matthew Kelly is a CFP® and CFA® with 13 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2009. Based in Scottsdale, AZ, he is part of a 14-advisor team at the firm. 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 uses fundamental analysis and a diversified approach across equities, fixed income, mutual funds, ETFs, and other strategies, and also provides sub-advisory and model services to other advisers.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. 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 traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000, with a brief tenure at Arcwood Financial, LLC. Strategy Financial Group provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The five-advisor team manages approximately $280 million for nearly 1,000 clients, employing a conservative investment approach focused on income and risk management through diversified, multi-asset strategies and tactical allocations.

Brian Jackson is a CFP® and CFA® with nine years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2016. Based in Scottsdale, AZ, he holds the Series 63 designation as well. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach across various asset classes and also serves other registered investment advisers through sub-advisory and model-provider arrangements, managing approximately $1.75 billion in assets.