Amy Rusch is a financial advisor at CS Planning Corp with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at United Planners Financial Services and Focuspoint Solutions. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory and financial planning services to individuals, businesses, and various institutions. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients' risk tolerance and goals, with ongoing monitoring and discretionary management.

Matthew Lucas is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has worked at Fortitude Family Office since 2021, following positions at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services including tax compliance and cash management. The firm builds customized portfolios, manages separate accounts and private funds, and combines traditional family office operations with private fund sponsorship and advisory roles.

Emy Tice is a CFP® with 11 years of industry experience and currently serves as a financial advisor at WT Wealth Management, LLC. She has extensive experience working at Northern Arizona University, including a role as a Teaching Professor of Finance since 2024, along with various teaching and administrative positions dating back to 1995. She also holds a Series 65 license and has experience at Four Peaks Wealth Management, LLC. Tice is involved in community activities as a committee member of the Greater Flagstaff Chamber of Commerce. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management and financial planning services, utilizing proprietary, model-based investment strategies and providing tax, legal, and insurance services through affiliated entities.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, 63, and 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ascendent Financial Solutions and Geneos Wealth Management, Inc. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm employs modern portfolio theory and model allocations primarily through mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Gregory Hermes is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at First Financial Equity Corporation. 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 employs a team-based approach and utilizes diversified, long-term portfolios constructed with low-cost mutual funds, ETFs, and selected individual securities.

Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.

Ross Bruner is a financial advisor at Woodstock Wealth Management, Inc. in Scottsdale, AZ, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Woodstock Wealth Management since 2018, following nine years at Woodstock Financial Group. In addition to his advisory role, he operates a separate business selling fixed annuity insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million and offers a performance-based fee program alongside traditional asset-based fee structures.

Gavin Grabowski is a financial advisor with Laffer Tengler Investments, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Laffer Tengler, he worked at JOEY Restaurant Group and Green Street. Outside of finance, he participates in modeling for clothing advertisements through a licensed agency. 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 to manage strategies across various asset classes, including ETFs and equities.

John Kieber is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at Delta since 2019 and previously was employed at Brookstone Capital Management LLC and United Retirement Advisors Group. In addition to his advisory role, Mr. Kieber is a managing member of URA Group AZ L.L.C., where he spends substantial time providing clients with a variety of financial products. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotations and a concentrated growth equity mandate, and serves clients with a wide range of account sizes, often acting as a subadvisor to other investment advisors.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Ernest Moosherr is a financial advisor with Canopy Wealth Management in Paradise Valley, AZ, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at Samsara and other companies in various roles. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in client assets. The firm offers portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services, using individualized investment policy statements and a range of analytical approaches to portfolio construction and rebalancing.

Amy Macedo is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ. She holds a Series 65 designation and has 15 years of industry experience, including prior roles at Ascendant Financial Solutions and Geneos Wealth Management. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting. The firm uses model allocations and modern portfolio theory, primarily implementing portfolios with mutual funds and ETFs on a discretionary basis.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Michael Lossing is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Ironwood Investment Counsel, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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-driven investment process and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also acting as a sub-adviser and model provider to other advisers.

Nathan Gunderson is a CFP® professional with six years of experience in the financial industry. He is currently with Xcelsior Advisor Partners LLC in Scottsdale, AZ, where he has worked since 2026. Prior to that, he spent six years at Robert W. Baird & Co. His background also includes experience in academic and public sector roles. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm consisting of a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Bledsoe Asset Management since 2014 and previously served 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader client base including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management, financial planning, and consulting services, employing strategic model portfolios and derivative strategies to manage approximately $188.9 million across about 341 clients.

Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously served as president of TCS Financial, LLC, which he founded in 2009 before transitioning his advisory activities to WT Wealth Management in 2023. 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 emphasizing diversification, low fees, and risk management, and is notable for its affiliated professional-service entities and integrated approach to retirement-plan support and education.

Brittany Kohnke is a financial advisor at Acrylic Financial, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years. Outside of finance, she owns BK Training Systems, where she provides health and fitness coaching, and co-owns The Foundry Gym in Queen Creek, Arizona. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, and other investment advisers. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models.

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.