Michael Feeney is a financial advisor at MSH Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones before joining MSH Capital Advisors and M. S. Howells & Co. Feeney owns rental property in Pine, Arizona. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives who tailor recommendations to client goals and risk tolerances.

Lauren Ryan is a CFP® professional with six years of industry experience currently with InterWealth Management, LLC. Prior to joining InterWealth in 2024, she worked at The Vanguard Group for four years. She has a background that includes roles at Columbia University Athletics and Ursuline Academy. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm primarily follows a non-discretionary, buy-and-hold investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.

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.

Rebecca Wagner is a CFP® professional with two years of industry experience, currently serving at ARQ Wealth Advisors, LLC in Scottsdale, AZ. She worked previously at Clarkston Capital Partners, LLC and Ironwood Investment Counsel. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm uses a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts to provide tailored portfolio construction and fiduciary services.

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.

Jacqueline French is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 license and three years of industry experience. She has experience as a self-employed real estate agent and holds health and life insurance licenses, which she uses alongside her financial planning role at CSP Financial Group. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm employs a portfolio construction and monitoring approach consistent with Modern Portfolio Theory and may utilize third-party managers such as Matson Money to implement investment strategies.

Jacob Adams is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fullerton Financial Planning, Annexus, and The Vanguard Group. He also serves on the board of directors for The Adams Agency, a property and casualty insurance company. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm utilizes sub-advisory relationships to access model portfolios and third-party managers while offering fixed-fee and hourly financial planning services.

Kenneth Jobson is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Platinum Wealth Partners, and Hayden Royal. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Stephanie Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential and eight years of experience with the firm. She also has over 20 years of experience in financial planning through her work with Fullerton Financial Planning. Outside of advisory roles, she is a member of the Fullerton Foundation, a charitable 501(c)(3) nonprofit organization. Kingdom Financial Group provides investment advisory and financial planning services to individuals, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering separate financial planning and consulting services alongside its investment management.

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.

David Dorsey is a financial advisor at Triton Wealth Management, PLLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling, and Kingsview Asset Management. He is also the owner of Dorsey Financial Services, LLC, a non-investment-related support company. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for over 850 clients, including individuals and pension plans. The firm offers comprehensive portfolio management and financial planning services using a range of investment strategies and products, combining asset allocation with fundamental and technical analysis.

Steven Mallory is a Series 65 licensed advisor at Delta Investment Management, LLC with eight years of industry experience. He has worked at Delta since 2019 and previously at Brookstone Capital Management LLC. Mr. Mallory is also a Managing Member of URA Group AZ L.L.C., an investment-related financial services company. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm utilizes a blend of quantitative macro analysis, fundamental research, and technical indicators to run multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates.

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.

Zachary Potter is a CFP® professional with 13 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC. He previously spent 12 years at THE Vanguard Group, Inc. ARQ Wealth Advisors works with individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation and security selection.

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.