Russell Biehl is a financial advisor at L. Roy Papp & Associates, LLP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm since 2015, including earlier tenure from 2000 to 2006. His prior experience includes roles at Classic Investment Management, LLC and RTS Private Wealth Management. L. Roy Papp & Associates provides investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities, managing both discretionary and nondiscretionary accounts across approximately $1.62 billion in assets. The firm follows a fundamentally driven, growth-oriented investment approach with portfolios tailored to client objectives and typically maintains a negotiable account minimum.

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-licensed financial advisor with 11 years of industry experience. He has worked at Fortitude Family Office since 2021, following prior roles at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

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 at Heffernan Advisory, Inc. in Phoenix, AZ, with 33 years of industry experience. He holds Series 63, 65, and 66 registrations and has worked at Ascendent Financial Solutions and Geneos Wealth Management, Inc. He is also involved as an independent representative with various insurance carriers and works with Heffernan Insurance Brokers. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering asset management through its Investment By Design™ program alongside financial planning and consulting services. The firm employs modern portfolio theory with model allocations, using mutual funds, ETFs, and third-party solutions, and manages 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 financial advisor at TritonPoint Partners, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Powers is a managing director and financial planner with TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy blending quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology including generative AI.

Ross Bruner is a financial advisor with Woodstock Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously spent nine years at Woodstock Financial Group, Inc. Outside of his advisory role, he operates a business selling fixed annuity products. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third‑party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a variety of investment strategies, including mutual funds, ETFs, fixed income, and options, and uses a performance-fee program alongside standard AUM arrangements.

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.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

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.

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. His prior roles include positions at Charles Schwab and RIA Advisors. Blom is based in Phoenix, AZ, and holds Series 63 and Series 66 registrations. 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 manages over $1.5 billion in discretionary assets and provides diversified, model-based investment strategies incorporating a variety of asset types and innovative borrowing programs.

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 financial advisory roles. He currently works at Xcelsior Advisor Partners LLC and has previously been employed at Robert W. Baird & Co. His background also includes roles in education and local government. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm utilizes fundamental analysis and modern portfolio theory to create tailored portfolios and incorporates alternative investments and third-party managers in its offerings.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 12 years of industry experience. Prior to his career in financial advising, he served for 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth households, trusts, estates, and retirement plans. The firm uses strategic model portfolios tailored with scenario and fundamental analysis, employing both long-term holdings and derivative strategies to manage approximately $189 million for over 340 clients.

Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He has held positions at Morgan Stanley & Co. LLC, FFEC Wealth Partners LLC, and notably spent over 15 years at TCS Financial, where he was president and founded the firm in 2009 before transitioning to WT Wealth Management in 2023. Simmons holds Series 63 and Series 65 licenses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm delivers discretionary portfolio management and financial planning using proprietary, model-based strategies across various asset classes, and offers specialized services including tax, estate planning, and insurance through affiliated practices.

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.