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.

Glenn Rossman is a financial advisor at TrueWealth Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at TrueWealth since 2021, following an eight-year tenure at LPL Financial. He also operates Glenn M Rossman LLC, a business entity for tax and investment purposes. TrueWealth Financial Partners is a team-based firm that provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with an emphasis on retirement planning and risk management. The firm offers tailored asset allocation strategies and manages accounts on both discretionary and non-discretionary bases.

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 an advisor with Fortem Financial Group, LLC in Mesa, AZ, holding a Series 65 credential. He has one year of industry experience and previously worked in various golf course roles over several years. Fortem Financial Group provides financial planning, investment management, and retirement plan consulting for high-net-worth individuals, families, corporations, trusts, and charitable organizations. The firm constructs portfolios based on financial plans and investment policy statements, emphasizing diversification and alignment with client objectives.

Steven Mitchell is a financial advisor with ELE Advisory Services, Inc. in Phoenix, AZ, holding Series 65 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Innovation Partners Inc., Securities America Advisors, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in marketing and insurance sales through Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process centers on fundamental analysis and customized Investment Policy Statements, offering primarily non-discretionary account management and a range of investment options across multiple asset classes.

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.

Zachary Miller is a Series 65 licensed advisor at AWM Capital, LLC with six years of industry experience. He has worked at AWM Capital since 2020 and serves as Treasurer for the NFLPA Phoenix Former Players Chapter. Additionally, he manages ZJM, LLC, a holding company for passive investments in private companies. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios, incorporating mutual funds, ETFs, individual securities, third-party separate account managers, and private placements as appropriate.

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 with Watts Gwilliam & Company, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at 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, offering discretionary investment supervisory services to individuals, pension plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm emphasizes strategic asset allocation through model portfolios and uses various structured, tax-aware solutions alongside technology-driven programs.

Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

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.

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.

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

Eric Stein is a CFP® with 10 years of industry experience, currently serving at Galvin, Gaustad & Stein, LLC, where he has worked since 2016. He holds a Series 63 license and is based in Scottsdale, AZ. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement consulting, and portfolio management to individuals, trusts, and various business entities. The firm employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative analysis, and offers both discretionary and non-discretionary services.

Seth Sas is a financial advisor with REDW Wealth LLC in Phoenix, AZ, holding a Series 65 designation. He joined REDW Wealth in 2024 and has prior experience at Redw, LLC, CBIZ, Inc., and several educational institutions. REDW Wealth LLC provides personalized financial planning and wealth management services to individuals including high-net-worth clients, as well as pension plans, trusts, charities, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor affiliated with a certified public accounting firm.

Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.

Richard Wagner is a CFP® and ChFC® with 12 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Richard holds a Series 66 license and works out of Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses.