Matthew Tobey is a financial advisor with Kingdom Financial Group, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Fullerton Financial Planning for nine years before joining Kingdom Financial Group. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm offers both comprehensive and modular plans and utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Leslie Winchester is a financial advisor with Kingdom Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. Prior to joining Kingdom Financial Group and Fullerton Financial Planning in 2024, Leslie worked at Foundations Investment Advisors, Asset Preservation Wealth & Tax, and has experience as a licensed Realtor assisting clients with real estate transactions. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering both portfolio management and financial planning services to a client base of nearly 1,800 individuals.

Charles Pettit Jr. is a ChFC® designated financial advisor with 15 years of industry experience currently serving at CSP Financial Group LLC in Scottsdale, AZ. He has previously worked at LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and is a partner at Ed 4 Feds, a company that provides pension and retirement education seminars for federal employees. Pettit also operates an independent insurance practice. 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 process focuses on portfolio construction aligned with Modern Portfolio Theory, asset allocation, rebalancing, and utilizes third-party managers such as Matson Money.

Tyler Osterloo is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience. Prior to joining Xcelsior Advisor Partners, Tyler worked at Simplicity Investments, Reeg Private Wealth, Robert W Baird, and CorTrust Bank. Xcelsior Advisor Partners LLC is 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 range of investment strategies including discretionary portfolio management and financial planning, utilizing both fundamental analysis and modern portfolio theory.

Dallas Fox is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Kingdom Financial Group in 2023, he worked at Fullerton Financial Planning from 2019 to 2023. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group primarily serves individual clients, providing personalized financial planning and consulting services, including educational seminars and referrals to third-party money managers. The firm combines outsourced investment analysis with tailored client services, offering both comprehensive and modular plans to meet diverse client needs.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Retirement Consultants, Inc., Clout Inc. Advisors, and Cetera Advisors, LLC. He is also a licensed insurance agent and devotes part of his time to insurance sales and implementation. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, managing portfolios with a combination of discretionary and non-discretionary mandates using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, First Republic Securities, and Deloitte US. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm’s investment approach combines asset allocation, fundamental and technical analysis, and the use of derivatives and alternative funds, maintaining a formal fiduciary standard.

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.

Stacy Volpe is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her career includes roles at Transamerica Financial Advisors and multiple entrepreneurial ventures, including consulting and e-commerce activities. She also serves as president of Foxco Innovations Inc., a health insurance sales and marketing business. Fairport Advisors provides investment management and consulting services to individuals, family trusts, and retirement plans, utilizing model-based portfolios that incorporate tactical and strategic asset allocation alongside quantitative and technical analysis. The firm serves both high-net-worth and non-high-net-worth clients with a range of portfolio strategies.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with MSH Capital Advisors DBA Candor Wealth Advisors and M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, retirement plans, and government entities. The firm employs a network of independent advisors and offers portfolio management, retirement plan consulting, and financial planning, utilizing third-party technology platforms and a range of investment strategies.

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.