Juan Sera is a financial advisor at Sera Capital Management, LLC with one year of industry experience. Prior to his current role, he worked at Verizon for 20 years and was retired for one year. He holds the Series 65 designation. Sera Capital Management serves individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach and offers specialized consulting involving illiquid strategies such as interval funds and private placements.

Barrett Geist is a CFP® professional with 10 years of experience at Ironwood Investment Counsel, LLC, where he has worked since 2016. Based in Scottsdale, AZ, he has focused his career within this multi-advisor firm. Ironwood Investment Counsel manages approximately $1.5 billion for around 527 clients through a team of 14 advisors. The firm offers discretionary and non-discretionary portfolio management along with financial, estate, insurance, and retirement plan consulting, employing a fundamental analysis-based investment approach across various asset classes and strategies.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Christopher Schaefer is a CFA® charterholder with 20 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2005. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

Curtis Harrison is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis, managing client portfolios with discretion and periodic reviews.

Makayla Allen is a financial advisor at Sensible Money, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Sensible Money, she worked in various roles including at RA Sushi and New Beginning Homes. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts and estates, retirement plans, and charitable organizations, with a focus on those nearing or in retirement. The firm offers integrated financial planning and discretionary investment management, employing diversified portfolios and liability-driven investing strategies.

Michael Goyarts is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior experience includes roles at GuidePoint Private Wealth Management, Life Events Wealth Management LLC, and United Planners' Financial Services. Outside of advisory work, he owns a consulting business specializing in estate planning services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to provide investment supervisory, portfolio management, consulting, and financial planning services, utilizing broadly diversified portfolios tailored to client risk tolerance and goals.

Aspen West is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with Forefront and previously held roles at The Vanguard Group and Edward Jones, among others. Outside of advising, he serves as CFO and Director of Operations for Leak Science, LLC, a non-investment-related company based in Phoenix, AZ. Forefront Wealth Partners is a registered investment adviser that offers discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm develops customized investment policies and asset-allocation targets and provides planning services that include business, succession, divorce, special-needs, and tax considerations.

Scott Johnson is a CFP® professional with 20 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2011 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis in managing client portfolios and conducts periodic account reviews at least annually.

James Blakely is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include leadership positions at Neighborhood Loans and multiple entities under the Planning Grounds and Blakely Walters names, where he has been involved since 2009. Outside of advising, he has ongoing involvement with Blakely Walters Insurance and various business ventures related to wealth and tax management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit product offerings.

James Chandler is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Robert W. Baird, UBS Financial Services, and Piper Sandler & Co. He is also the owner of Vista Wealth Management of Scottsdale, LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs strategies based on fundamental analysis and modern portfolio theory, offers discretionary portfolio management and financial planning, and provides access to third-party money managers and alternative investments.

Collin Bryce is a financial advisor at Go Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seros Financial LLC and Newmark Capital Management, LLC. In addition to his advisory work, he is the managing member of Fly High, LLC, which provides consulting and administrative services to other business entities. Go Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm emphasizes asset allocation, periodic portfolio review, and integrates financial planning into its advisory relationships.

Caley Miller is a CFP® and Series 65 licensed advisor with nine years of industry experience. Miller has worked at Sensible Money, LLC since 2016 and also held a position at the University of Arizona from 2015 to 2017. Sensible Money, LLC is an independent SEC-registered investment adviser serving individuals, trusts, pension plans, and charitable organizations, with a focus on clients nearing or in retirement. The firm integrates ongoing financial planning and discretionary investment management, employing diversified portfolios and liability-driven investing to align with clients’ financial needs.

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Tandem Wealth Advisors since 2011, as well as MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term growth and downside protection.

Matthew Hershey is a financial advisor at Sensible Money, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at LPL Financial, Blue Trust, Sundt, Grand Canyon University, Rural Electric, and Gilbert Christian Schools. Sensible Money, LLC is an independent SEC-registered advisory firm serving individual clients, particularly those nearing or in retirement. The firm offers financial planning and discretionary investment management through its Juicing® Plan and Juicing® PLUS services, utilizing liability-driven investing and diversified portfolios to align client cash flows with withdrawals.

Keri Alcos is a financial advisor with Strategic Income Group LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. She is co-owner and manager of Lawson Insurance Group, an insurance firm specializing in Medicare products, which she operates alongside her father. Additionally, she is an owner and manager of Dynamoser, LLC, a media consulting business. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm emphasizes tax-aware, income-oriented multi-asset investment strategies and manages private funds alongside third-party money managers.