Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously served as president of TCS Financial, LLC, which he founded in 2009 before transitioning his advisory activities to WT Wealth Management in 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models emphasizing diversification, low fees, and risk management, and is notable for its affiliated professional-service entities and integrated approach to retirement-plan support and education.

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.

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.

Peter Eickelberg is a CFP® and CFA® charterholder with 25 years of industry experience. He is currently with ABLE Financial Group, LLC, where he has worked since 2023, and previously held roles at Wells Fargo Advisors and Alpha Fiduciary. Outside of his advisory work, he is involved as co-trustee of a family trust. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm employs a multi-disciplinary approach to portfolio management, utilizing fundamental, technical, quantitative, and qualitative analysis, and offers both public and private securities, including the use of derivatives and margin borrowing when suitable.

David Millet is a financial advisor at Galvin, Gaustad & Stein, LLC with 28 years of industry experience. He previously worked at Mercap Securities, LLC and The Westerman Group. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and manages approximately $1.35 billion in client assets, offering both discretionary and non-discretionary services alongside financial planning engagements.

Robert McConchie is a PFS™ credentialed advisor with eight years of industry experience. He is currently with AWM Capital, LLC and AWM Ventures, and previously worked at Penniall & Associates and Athlete CEO Consulting LLC. McConchie also provides tax and accounting services exclusively to AWM clients. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs an open-architecture investment platform with an emphasis on liability-driven investing and integrates tax, estate, and insurance planning into its financial strategies.

Julie Lafferty is a financial advisor at Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation with eight years of industry experience. Her prior roles include nine years at Robert W Baird & Co and positions at Duffy Mathias Private Wealth and The Leaders Group, Inc. 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 combines fundamental analysis with modern portfolio theory to build customized Investment Risk Profiles and employs third-party technology and risk-assessment tools to manage client portfolios.

Deborah Baldini is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Wesleyan LLC, as well as managing her own firm, Baldini Investment Strategies. She serves as a trustee for a special needs trust and manages social security benefits as a representative payee for her daughter. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary process that tailors portfolios using a combination of fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, and alternative investments.

Alex Van Iderstine is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works at Laffer Tengler Investments, Inc. and previously held positions at Exchange Traded Managers Group and AXA Advisors, LLC. Outside of finance, he has experience working in the seafood industry with Steve and Mike's Shellfish. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, 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 across various asset classes and operates an actively managed equity income ETF.

Gavin Grove is a CFP® professional based in Phoenix, AZ, with three years of industry experience. He is currently with Benefit Financial Services Group and has previously worked at United Planners and several other financial firms. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, employing a diversified investment approach that includes model-based allocations and various asset types. The firm manages over $1.5 billion in discretionary assets and provides extensive retirement plan consulting.

Mark Boyer is a CFP® with 18 years of industry experience, currently serving as a co-owner and advisor at Kiley Juergens Wealth Management, LLC. He has held roles at Signator Investors, Inc. and OSAIC Wealth, Inc. prior to his current position. Boyer holds a license to sell life, annuities, long-term care, and disability insurance, though this is a minor part of his business activities. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach combined with discretionary rebalancing and serves approximately 2,937 clients with six advisors managing about $2.2 billion in assets.

Mark Eisenhut is a financial advisor at Harmony Asset Management LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Mercer Investments, The Vanguard Group, and USAA. He serves as executive director of Harmony NonProfit, a nonprofit affiliated with his advisory business. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process combining fundamental and technical analysis to construct diversified portfolios across multiple asset classes.

Daniel Mora is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ironwood, he held positions at Ameriprise Financial Services and the University of Southern California. 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-based investment process across various asset classes and also provides sub-advisory and model services to other advisers.

Shawn Jones is a CFP® professional with 26 years of experience in the financial industry, currently serving at Gallacher Capital Management, LLC since 2014. He holds Series 63 and Series 66 licenses and operates a life insurance and business management practice as part of his activities. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and businesses with integrated wealth management and investment services. The firm employs a consultative investment process utilizing proprietary platforms and offers client access to consolidated reporting tools, managing portfolios primarily on a discretionary basis.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Alexander Arnon Bennett is a financial advisor with L. Roy Papp & Associates, LLP, holding a Series 65 designation and two years of industry experience. He has worked at MUFG Bank and teaches as an Instructional Associate at the Georgia Institute of Technology, where he helps develop automation scripts for course management. L. Roy Papp & Associates provides investment management to individual and institutional clients, including high-net-worth individuals and associated trusts, managing discretionary and nondiscretionary accounts across approximately $1.62 billion in assets. The firm employs a fundamentally driven, growth-oriented investment approach and serves as adviser to a registered mutual fund.

Kristin Greenleaf is a Series 65-credentialed financial advisor with 10 years of industry experience. She is currently affiliated with Fortitude Family Office, where she has worked since 2023. Her prior experience includes roles at Mercer Advisors and Rowland Carmichael Advisors, Inc. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm constructs customized portfolios and manages a combination of separate accounts, pooled vehicles, and private funds, integrating traditional family office operations with private fund sponsorship and management.

Peter Helms is a financial advisor with Exeter Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Exeter Financial since 2007 and was previously with Bma Securities from 2008 to 2016. Outside of his advisory role, Helms is the managing member and consultant of H2Global LLC, a business consulting firm, and co-founder and CEO of ZipSit, Inc., a technology company offering an on-demand sitting service. Exeter Financial LLC provides wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities, focusing on long-term investment strategies combined with tactical tools such as options and private placements. The firm often manages client assets on a discretionary basis and integrates coordinated estate and tax planning with other professional advisors.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.