Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with two years of industry experience. He holds the Series 65 designation and has worked in various roles including at Arizona Patient Transport and WeLink, as well as serving in the Church of Jesus Christ of Latter Day Saints prior to his advisory career. Watts Gwilliam & Company is a team-based registered investment adviser serving 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 a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Michael Lossing is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Ironwood Investment Counsel, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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-driven investment process and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also acting as a sub-adviser and model provider to other advisers.

Nathan Gunderson is a CFP® professional with six years of experience in the financial industry. He is currently with Xcelsior Advisor Partners LLC in Scottsdale, AZ, where he has worked since 2026. Prior to that, he spent six years at Robert W. Baird & Co. His background also includes experience in academic and public sector roles. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm consisting of a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Bledsoe Asset Management since 2014 and previously served 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader client base including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management, financial planning, and consulting services, employing strategic model portfolios and derivative strategies to manage approximately $188.9 million across about 341 clients.

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.

Jeremy Vaught is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Martinsen Wealth Management and has previous experience at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities LLC, and First Advisors National. Outside of financial advising, he is involved in golf equipment sales with 2nd Swing Golf in Scottsdale, AZ. 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 also delivers estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

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 Series 66-credentialed financial advisor at Xcelsior Advisor Partners LLC with eight years of industry experience. Her prior roles include positions at Robert W Baird & Co and DC Capital and Investments LLC. She currently works within a team of 21 advisors based in Scottsdale, AZ. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments, employing both fundamental analysis and modern portfolio theory.

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 in Scottsdale, AZ, holding Series 65 and Series 63 licenses with nine years of industry experience. His prior roles include positions at Mercer Investments, The Vanguard Group, and USAA. He is the 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 across multi-asset portfolios and also offers a fee-based educational program called Harmony Wealth Academy.

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.