Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has held roles at several firms, including Matson Money and The Shred Method, where he was involved in sales, operations, and project management for a software program focused on debt payoff planning. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and uses third-party managers to implement model allocations.

Vincent Delfranco is a ChFC® with over 30 years of experience in the financial services industry. He is affiliated with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, where he has worked since 2011. Delfranco is also involved in insurance product sales and marketing through two related firms, Allstar Financial Group, LLC and LifeTyme Financial Group, LLC. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes suitability assessments, ongoing monitoring, and educational seminars aimed at individuals and business owners.

James Robinson is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advisory work, Robinson is an independent insurance agent and holds a minority ownership stake in a restaurant investment partnership. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multifaceted investment approach that includes derivative strategies and alternative asset exposures while offering fiduciary retirement plan services.

Sherry Hardin is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at Crown Capital Securities, Wfg Investments, and Private Client Services. Outside of her advisory role, she owns and operates tax preparation and planning businesses and serves on the financial review committee of a local political organization. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework enhanced with tactical strategies and third-party research, offering discretionary portfolio management and written financial planning deliverables.

Barry Rhonemus is a financial advisor with Juncture Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Juncture Wealth Strategies since 2010 and previously at Purshe Kaplan Sterling Investments and Heritage Wealth Management. Outside of advising, he manages Geronimo Golf Club and Geronimo Swim Club, a family-owned public golf course and restaurant in Lancaster, Ohio. 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 variety of analytical approaches to construct diversified portfolios that include ETFs, mutual funds, equities, and fixed income, and incorporates options and derivatives in managed accounts.

John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.

Matthew Griffith is a CFP® with 25 years of industry experience. He has been with Coyle Capital, LLC since 2018 and previously worked at Kestra Private Wealth Services, LLC and Kestra Financial, Inc from 2014 to 2018. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Robert Bruce is a financial advisor with Diversified, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He previously worked at Geneos Wealth Management Inc, Integrity Wealth Consulting, LLC, and Commonwealth Financial Network. Outside of advising, he is a licensed insurance agent. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process combined with ongoing portfolio management and utilizes third-party managers and platforms to tailor investment strategies.

Jessica Kmetty is a financial advisor at Searcy Financial Services, Inc. in Phoenix, AZ, holding a Series 65 designation with 16 years of industry experience. Her career includes multiple tenures at both Searcy Financial Services and Allos Investment Advisors. Searcy Financial Services, Inc. offers integrated wealth management services to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial firms. The firm employs a risk-based investment approach with diversified portfolios and provides tiered service levels combining planning, portfolio implementation, and ongoing consultation.

Katelyn Kalomiris is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at JGP Wealth Management, LLC and has prior experience at Baird and Artisan Partners. Before entering the financial industry, she was involved with HiFi Kitchen & Cocktails. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, consulting, and third-party manager referrals. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented process that integrates fundamental and technical analysis across multiple investment strategies and asset allocations.

Douglas Miller is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at LifeTyme Financial Advisors, BridgeLight Capital, and 360 Wealth Management. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, utilizes third-party managers such as Matson Money, and manages held-away workplace accounts with a focus on tax efficiency and rebalancing.

Dominic Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group and Founderpath, where he provided capital analysis for software companies. Dominic is also the founder of Relaxation Haven LLC, a health and wellness business focused on massage chair services. Chicago Investment Advisory Group offers discretionary portfolio management and financial consulting to a diverse client base, utilizing an asset-allocation approach that incorporates fundamental, technical, charting, and cyclical analyses. The firm employs both long-term and shorter-term trading strategies tailored to client objectives and provides specialized services including pension consulting and coordination with tax and legal advisors.

Marc Giannone is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Eaton-Cambridge Inc. since 2012 and previously worked at Johnson Wealth Management, LLC, and Eaton-CambridgeCPA PC. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by integrated tax and accounting expertise through affiliated entities. The firm manages approximately $480 million in assets and combines multi-disciplinary credentials and non-advisory activities as part of its client service model.

John Robison is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Sun Valley Solar Solutions for two years. 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 $1.07 billion in assets and employs a team-based approach that incorporates both discretionary and non-discretionary mandates, using a diversified investment strategy that includes low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Kim Ngon Trinh Wicker is a financial advisor at CSP Financial Group LLC with three years of industry experience. She holds the Series 65 designation and has worked with firms including Matson Money, Inc. and GreenMatter Biotech. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with Northern Lights Distributors, LLC, Ocean Park Asset Management, LLC, and Sierra Investment Management, LLC. Giardino is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing registered exchange-traded funds and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with committee judgment and stress testing, typically implementing strategies through ETFs and other tactical exposures.

John Oxenhandler is a financial advisor with Blackhawk Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and United Planners Financial Services. He is also associated with Family Wealth Advisors, LLC. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, using quantitative methods to manage investments and offering proprietary strategies as a model portfolio provider and sub-adviser.

Glenn Rossman is a financial advisor at TrueWealth Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at TrueWealth since 2021, following an eight-year tenure at LPL Financial. He also operates Glenn M Rossman LLC, a business entity for tax and investment purposes. TrueWealth Financial Partners is a team-based firm that provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with an emphasis on retirement planning and risk management. The firm offers tailored asset allocation strategies and manages accounts on both discretionary and non-discretionary bases.

Connor Smith is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Juncture Wealth Strategies, LLC since 2017 and previously held roles at Heritage Wealth Management, LLC and Ameriprise Financial Services, Inc. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and subadvisory services. The firm employs a range of analytical approaches to construct diversified portfolios that include ETFs, mutual funds, individual equities, fixed income, and hedging strategies, with an emphasis on periodic rebalancing and annual reviews.

Brandon Perlow is a CFP® with eight years of industry experience, currently serving as a financial advisor at ABLE Financial Group, LLC. His prior experience includes roles at Wells Fargo Advisors, Pruco Securities LLC, Bank of America, and Merrill. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm focuses on individualized portfolio management with ongoing monitoring and uses a broad range of analysis techniques, including fundamental, technical, quantitative, and qualitative methods, to manage diversified portfolios that may include both public and private securities.