Brian Jackson is a financial advisor at Ironwood Investment Counsel, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ironwood in 2016, he worked at Arizona Bank & Trust for nine years. 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 provides discretionary and non-discretionary portfolio management, as well as financial, estate, and retirement plan consulting services.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Lawrence Van Quathem is a CFP® professional with 30 years of experience in the financial industry. He is currently with ABLE Financial Group, LLC and has previously worked at Wells Fargo Advisors Financial Network, LLC. ABLE Financial Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, including high-net-worth clients. The firm employs a fiduciary, client-focused approach using a variety of investment strategies and offers both discretionary and project-based services.

Judith Macias is a Series 65-licensed financial advisor with nine years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1992, working within a team of ten advisors based in Phoenix, AZ. 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 employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked with Stronghold Wealth Partners LLC since 2022 and previously spent two years at CalChoice Wealth Management LLC. Outside of advisory work, she was involved with Allergy Free Naturally from 2017 to 2020. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, primarily through recommending and monitoring third-party investment managers. The firm operates a solicitor-centric business model with a multi-office team structure to support its referral relationships.

Kathryn Swan is a financial advisor at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. She has worked at LPL Financial and Next Financial Group, Inc., among other firms, and has been with Blakely Walters Wealth Management since 2021. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, providing wealth management through discretionary asset management and financial planning. The firm employs fundamental, technical, and cyclical analysis in its investment approach and utilizes sub-advisors and alternative investment strategies.

Lane Martinsen is a financial advisor with Martinsen Wealth Management in Tempe, AZ, holding a Series 65 license and 11 years of industry experience. He previously worked for First Advisors National, LLC for 10 years. Martinsen is also president and owner of M50 Tax Pros, LLC, a tax preparation service. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs diverse investment approaches including strategic indexing, options overlays, and tactical allocations.

Jeffrey Fryer is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Watts Gwilliam & Company since 2009. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, employing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, sub-advisory services, and access to private placement funds.

Evan Sweeney is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Ironwood Investment Counsel, LLC, having previously worked at Domain Money, Fisher Investments, and Blackrock. 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 investment process across various asset classes and also serves as a sub-adviser and model provider to other registered investment advisers.

Stephen Brown is a financial advisor at Stronghold Capital Partners LLC with ten years of industry experience. He holds a Series 65 designation and has worked with multiple firms, including Ashthorn Group LLC and Sterling Revenue Group. Outside of advisory roles, he owns Three Past Nine, LLC, a business holding company, and Retirement Level Up, a financial education platform. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily acts as a solicitor for third-party managers, monitoring their performance and disclosures while employing fundamental, technical, and charting analysis.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Alexander Marek is a financial advisor at Ironwood Wealth Management, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood since 2015. Marek serves on the Board of Advisors for New Way Academy, a nonprofit school, where he contributes to strategies for improving visibility and fundraising. Ironwood Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and share-class selection while offering tiered service programs and coordinating with clients’ other advisors on non-investment matters.

Trevor Moore is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Captrust, MRA Associates, and Keats Connelly. Fortitude Family Office primarily serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing both liquid and illiquid investments across multiple asset classes.

Lukas Odden is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by in-house tax and accounting expertise. The firm’s advisory approach integrates multi-disciplinary credentials and affiliated accounting practices to tailor ongoing portfolio management and related services.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Philip Bervig is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. He has been with TCP Asset Management since 2017 and is currently a partner and Chief Investment Officer at the firm. Bervig also co-owns a real estate business with Tara Bervig. TCP Asset Management provides portfolio management, financial planning, pension consulting, and limited annuity management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis with a long-term trading approach, employing model portfolios and third-party sub-advised strategies.

Thomas Randt is a financial advisor at Sparta Wealth Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Mutual of America Life Insurance Co., Bank of America, and Merrill. Randt joined Sparta Wealth Partners in 2024 and is based in Mesa, AZ. Sparta Wealth Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA retirement-plan advisory services, employing a combination of fundamental and technical analysis along with independent managers and model-based strategies.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

Eric Harding is a financial advisor with EmpiriKal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with EmpiriKal in various capacities since 2011 and also has a role at empiriKal Insurance Solutions LLC. EmpiriKal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across 199 client relationships and employs a team of ten advisors operating from multiple offices.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Stronghold Wealth Partners LLC and CalChoice Wealth Management LLC. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends third-party managers and monitors their performance, employing fundamental, technical, and charting analysis within a solicitor-centric business model.