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.

Rula Huber is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 18 years of industry experience. She has been with Bledsoe Asset Management since 2008. Bledsoe Asset Management serves members of the public safety community, their families, as well as high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses strategic model portfolios combined with scenario and fundamental analysis, and employs both long-term holdings and active trading, including options and derivative strategies, to customize and manage client portfolios.

Amy Shepard is a CFP® with 11 years of industry experience. She has worked at Sensible Money, LLC since 2019 and previously held roles with Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Learnvest Planning Services, LLC. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients in or transitioning to retirement. The firm uses a model called the Juicing® Experience to integrate planning and implementation, employs liability-driven investing techniques, and often engages Independent Managers to execute investment strategies.

Ryan Robinson is an advisor at Balboa Wealth Partners, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including First Financial Equity Corp and Sunrise Tax & Planning LLC. Robinson also operates a tax document preparation business alongside his advisory role. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans through a team-based structure and employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options.

Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. 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 combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Remy Solves is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. Prior to joining Fortitude, Remy worked in various roles including positions at Best Buy and Pedal Haus Brewery. Remy also serves as a trader for Apex Trader Funding, a proprietary trading firm. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm integrates traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Cayden Brotz is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Baird Private Wealth Management and the University of Arizona. 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 employs both bespoke and model portfolios, uses third-party technology and risk-assessment tools, and offers access to alternative and private investments.

Kevin Sanger is a financial advisor at JGP Wealth Management, LLC in Scottsdale, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JGP Wealth Management since 2018, following a two-year tenure at Wells Fargo Clearing. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining five named strategies across various risk categories and offers a range of planning services, including specialized corporate and tax-related planning.

Anthony Calderon is a CFP® professional with eight years of industry experience, currently serving as an advisor at Peak Financial Planning in Phoenix, AZ. His prior experience includes roles at State Street Global Advisors, Orion Portfolio Solutions, Versant Capital Management, and Charles Schwab. Calderon holds Series 66 and Series 63 licenses. Peak Financial Planning advises individual, high-net-worth, and business clients, offering discretionary investment management and comprehensive financial planning. The firm’s approach integrates Modern Portfolio Theory with tactical asset allocation and diversified investment strategies, providing personalized portfolios and ongoing planning through a fixed-fee subscription model.

Roger Gokool is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Northern Trust Company, Assetmark, Inc., The Rockridge Group, Aces, and Walgreens. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment approach involves fundamental analysis and ongoing portfolio monitoring with diversified allocations, and it also acts as a sub-advisor and model provider to other registered investment advisers.

John Ellison is a CFA® charterholder and holds a Series 65 license, working with Ironwood Investment Counsel, LLC since 2019. He has approximately five years of industry experience, including roles at McCarthy Grittinger Financial Group LLC and Delafield Rivers Gateway. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach with diversified allocations and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Lane Reynolds is a financial advisor at ABLE Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints in Mesa, AZ. 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, client-focused process using a diverse investment menu that includes public and private securities, derivatives, and alternative investments.

John Fanning is an Investment Adviser Representative at Clarus Wealth Advisors, LLC with one year of industry experience. He previously worked at ADT Security Services for 11 years before joining Clarus Wealth Advisors in 2022. Fanning holds a Series 66 designation. 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 supplemented by active management techniques and offers discretionary portfolio management along with financial planning across various asset types.

Robert Naber is a financial advisor with Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC prior to joining Managed Asset Portfolios in 2009. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals and various types of plans and investment companies. The firm employs a bottom-up, fundamental value research approach focusing on high-quality companies and manages a range of strategies including fixed-income, balanced, U.S. and global equity, as well as serving as a sub-adviser to mutual funds and participating in wrap programs and model-portfolio arrangements.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC and ForUsAll Advisors, LLC, and he operates a sole proprietorship focused on real estate sales and insurance. Desert Rose Capital Management provides discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes an investment approach that uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and also manages a pooled investment vehicle targeting private placements and alternative investments.

Joseph Maas is a CFP®, CFA®, and ChFC® with 25 years of experience in the financial services industry. He has worked at Synergy Asset Management, LLC since 2001 and is also affiliated with related entities including Synergy Financial Services, Inc., Rowan Street Advisors, LLC, and Synergy Mergers + Acquisitions, LLC. Synergy Asset Management provides comprehensive wealth management and financial planning services to a broad client base, including individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, and quantitative optimization across a range of custom strategies and portfolio types.

Kelly Christensen is a CFP® with 27 years of experience in financial advising. She has been with Sage Financial Advisors Inc. since 1999. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management and comprehensive financial planning, tax preparation, and consulting services. The firm employs a fee-only, discretionary approach with portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, and incorporates fundamental analysis alongside monitored use of AI tools.

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.