Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.

Jonathan Brant is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Bayntree Wealth Advisors, LLC and has previously worked at Cetera, ACI Financial, and Prudential Insurance Company of America. Bayntree Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning, focusing on long-term total return with attention to downside risk and the use of selected third-party managers when appropriate.

Sherod Bigelow is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Seros Financial since 2011 and has also worked at Newmark Capital Management, LLC. Additionally, he serves as a notary public in Arizona, a role he has maintained since 1999. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside a range of financial planning and ERISA-focused services.

Peyton Mallory is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 66 and Series 65 licenses and has one year of industry experience. Prior to joining Delta, Mallory worked at Marcus & Millichap and RSM US LLP, and he has been involved with URA Group AZ L.L.C. since 2018. Delta Investment Management provides 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 several investment strategies, serving clients with a minimum account size of $50,000.

Marjan Boor Boor is a Series 65-licensed financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with four years of industry experience. She has held roles at AZIG LLC since 2017, where she serves as CEO and CTO, overseeing IT, software, graphic design, marketing, and coaching. Boor also serves on the board of the nonprofit Anahita, contributing to decision-making and IT support. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including ERISA 3(21) fiduciary support and participant education. The firm focuses on client goal documentation, model portfolio recommendations, and public educational workshops, while investment execution is managed by Matson Money.

Matthew Brower is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Mission Wealth Management, Tarbox Family Office, CliftonLarsonAllen, and Price Kong & Company. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm builds customized portfolios and manages both separately managed accounts and private funds, combining traditional family office operations with a private fund sponsor and adviser role.

Matthew Cherry is a Certified Financial Planner® with 10 years of industry experience. He is currently a member of the team at ABLE Financial Group, LLC in Scottsdale, AZ, and has previously worked at Wells Fargo Advisors, Wealth Management Solutions, LLC, and Charles Schwab. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary process that incorporates fundamental, technical, quantitative, and sector analysis across a diverse investment menu, including public and private securities, derivatives, and alternative investments.

Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.

Joshua Hogan is a financial advisor with DMK Advisor Group, Inc. in Gilbert, AZ, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Hogan French Financial Services, Inc., Creighton University, and HomeSmart. He also operates as a sole proprietor offering insurance services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across 515 client relationships, offering both discretionary active management and non-discretionary consultative accounts primarily using mutual funds and exchange-traded funds.

Wanda Stapley is a financial advisor at Juncture Wealth Strategies, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Juncture since 2010. Prior to Juncture, she was associated with Purshe Kaplan Sterling from 2010 to 2018. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment strategies including behavioral, fundamental, quantitative, and technical analysis, and utilizes diverse instruments such as ETFs, mutual funds, equities, fixed income, options, and derivatives.

Jason Dittberner is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. Prior to his financial advisory career, he practiced as a dentist for 20 years. He is also a speaker with the Association of Financial Educators and owns JD Financial Services LLC. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm constructs portfolios using modern portfolio theory and model allocations, primarily with mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC in Mesa, AZ, holding a Series 65 designation with four years of industry experience. He has been with DecisionPoint Financial since 2021 and worked previously at KT Health, LLC from 2015 to 2021. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model, using a range of investment strategies including fundamental, technical, and cyclical analysis, and serves a diverse client base including state and municipal plan sponsors.

Joseph Gilligan Jr. is a financial advisor at ARQ Wealth Advisors, LLC with 28 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he holds an ownership interest and management authority in a privately held LLC unrelated to investment activities. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning. The firm employs a comprehensive investment process that integrates asset allocation, fundamental and technical analysis, and derivative strategies, alongside specialized fiduciary services for employer plans.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with credentials including Series 65 and Series 66 and three years of industry experience. Prior to joining Tribeca Financial, he worked at Together At The Landing and spent 15 years at Microsoft. Outside of his advisory role, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm employs a structured, passive-oriented investment approach focused on broad global diversification, high-quality short-term fixed income, and periodic rebalancing.

Stephen Harrison Jr. is a financial advisor with Exeter Financial, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Exeter Financial since 2007 and at BMA Securities since 2008. Outside of his advisory role, he is co-founder and CEO of Zipsit, Inc., a technology company providing on-demand sitting services, and serves as managing member and consultant of H2Global LLC, a business consulting firm. Exeter Financial LLC provides comprehensive wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes long-term, buy-and-hold investment strategies combined with fundamental, technical, and economic analysis, and employs tactical tools such as option strategies and private placements when appropriate.

Dale Phillips is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Fortitude Family Office, where he has worked since 2021. His prior experience includes roles at Tarbox Family Office and MRA Associates. Outside of his advisory work, Phillips manages a real estate-related business focused on property coordination and maintenance tasks. Fortitude Family Office serves high-net-worth individuals, families, trusts, estates, foundations, donor-advised funds, and institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Sean Nicol is a CFP® with nine years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at Osaic Institutions, FineMark National Bank and Trust, Royal Alliance, Hornor Townsend & Kent, Strategy Financial Services, and Thrivent Financial. Nicol also served as a private wealth advisor managing portfolios at FineMark National Bank and Trust. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, third-party sub-advisers, and pooled private vehicles, with regular monitoring and tactical adjustments as appropriate.

Jeffrey Edwards is a CFA® charterholder with 30 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 1987. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented approach focused on domestic equities and investment-grade fixed income, managing approximately $1.5 billion in assets through a multi-advisor team structure.

Amy White is a financial advisor at Acrylic Financial, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Top Return Financial for four years. Outside of her advisory role, Amy works part-time with Provider Health Solutions, assisting with human resources projects and 401(k) plan support. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a blend of asset allocation, momentum models, and both fundamental and technical analysis to tailor client programs.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.