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.

Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.

Brendan Heafy is an advisor with Key Group Management, Inc. in Fountain Hills, AZ. He holds Series 65 and Series 63 credentials and has been with the firm since 2026. Prior to joining Key Group, he held various roles at Corellium, Myers Holum, and Windrate. Outside of financial advising, he has experience working in the moving and storage industry. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis with a range of investment strategies and coordinates tax planning and accounting work through an affiliated tax practice.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northern Lights Distributors, Ocean Park Asset Management, and Sierra Investment Management, among others. He 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 advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

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.

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.

Brandon Guy is a financial advisor at Fortem Financial Group, LLC with Series 65 credentials and one year of industry experience. Prior to joining Fortem Financial Group in 2025, he worked at several golf courses, including Banbury Golf Course, Crane Creek Country Club, and Grand Canyon University Golf Course. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs diversified portfolios based on modern portfolio theory and provides fiduciary services for retirement plans while leveraging a network of affiliated businesses for broader financial solutions.

Rebecca Wagner is a CFP® professional with two years of industry experience, currently serving at ARQ Wealth Advisors, LLC in Scottsdale, AZ. She worked previously at Clarkston Capital Partners, LLC and Ironwood Investment Counsel. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm uses a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts to provide tailored portfolio construction and fiduciary services.

Corey Bird is a CFP® professional with 17 years of industry experience, currently serving at Fortitude Family Office. His prior roles include positions at Nemo Arms, Mercer Global Advisors Inc., and Rowland Carmichael Advisors, Inc. He is also a Major in the United States Army Reserve, where he commands financial support for economic warfare. Additionally, Bird serves as Treasurer for the 1888 Gold Buckle Club Prescott Rodeo Committee. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm builds customized portfolios, manages separate accounts and private funds, and offers operational services integrated with private fund sponsorship and advisory roles.

Jacqueline French is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ. She holds a Series 65 license and has three years of industry experience. In addition to her advisory role, she maintains licenses in health and life insurance as well as real estate, which she uses to support her financial planning services and personal investment activities. 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 based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, and it utilizes third-party managers including Matson Money in its investment approach.

Nathan Bergstrom is a CFP® with six years of industry experience, currently serving as an advisor at Eaton-Cambridge Inc. since 2021. His prior roles include positions at Johnson Wealth Management, Financial Engines Advisors L.L.C., Charles Schwab and Co., Inc., and Quicken Loans. Outside of financial services, he has experience operating a pool service business. Eaton-Cambridge serves individual and high-net-worth clients, providing wealth management, portfolio management, and financial planning services supported by integrated tax and accounting expertise. The firm manages approximately $480 million in assets and combines multidisciplinary credentials with related business activities as part of its client service approach.

Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.

Matthew Willett is a financial advisor at Watts Gwilliam & Company, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Global Retirement Partners, WealthPlan Advisors, Charles Schwab, and Bank of America Merrill Lynch. 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 emphasizes strategic asset allocation through model portfolios and offers specialized structured and tax-aware solutions, including option overlays and tax-loss harvesting programs.

Steven Mallory is a Series 65 licensed advisor at Delta Investment Management, LLC with eight years of industry experience. He has worked at Delta since 2019 and previously at Brookstone Capital Management LLC. Mr. Mallory is also a Managing Member of URA Group AZ L.L.C., an investment-related financial services company. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm utilizes a blend of quantitative macro analysis, fundamental research, and technical indicators to run multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates.

Rosellen Papp is a CFA® charterholder with 23 years of industry experience, currently serving at L. Roy Papp & Associates, LLP. She has been with the firm since 1981. L. Roy Papp & Associates provides investment management services to individual clients, trusts, pension and profit-sharing plans, and other entities, managing both discretionary and nondiscretionary accounts. The firm uses a fundamentally driven, growth-oriented investment approach supported by in-house research and acts as adviser to a registered mutual fund.

Zachary Potter is a CFP® professional with 13 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC. He previously spent 12 years at THE Vanguard Group, Inc. ARQ Wealth Advisors works with individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation and security selection.

Kurt Gusinde is a CFP® and CFA® with 17 years of industry experience, currently serving at Exeter Financial, LLC since 2008. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Exeter Financial LLC provides comprehensive wealth management and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach complemented by tactical strategies such as options and private placements, managing approximately $366 million in assets across about 80 clients.