Glenn Leest is a financial advisor at WT Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WT Wealth Management since 2018, following two years at Four Peaks Wealth Management. Outside of advising, he serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church in Flagstaff, AZ, and hosts a weekly investment podcast titled "Intelligent Investing with Glenn Leest." 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 focused on diversification, low fees, and risk management, and is notable for its affiliated tax and legal service entities, insurance agency operations, and educational publications and seminars.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.

Frank Jackson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Bledsoe Asset Management, LLC since 2015. In addition to his advisory role, he teaches business part-time at Maricopa Community College in Tempe, AZ. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual and institutional clients. The firm employs strategic model portfolios combined with customized allocations and uses options and derivatives within managed accounts, with a focus on helping public safety employees optimize retirement benefits.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, 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, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Andrew Holemon is a Certified Financial Planner™ and Personal Financial Specialist™ with 10 years of industry experience. He has been with Sage Financial Advisors Inc. since 2014. In addition to his advisory role, he is a CPA and provides tax preparation and tax planning services through a separate business. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans, managing approximately $219 million across about 105 client relationships. The firm offers discretionary portfolio management, financial planning, tax services, and advisory support, employing fundamental analysis and a mix of investment strategies with ongoing portfolio monitoring.

Claire Thornton is a CFP® with nine years of industry experience and currently works at Avise Financial in Scottsdale, AZ. Her prior experience includes roles at Apella Capital, Inspired Financial, The Strategic Financial Alliance, Carnegie Wealth Management, and Merrill Lynch. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and businesses. The firm offers discretionary investment management combined with comprehensive financial planning, pension consulting, tax preparation, and educational seminars, using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios.

Stephanie Schultz is a CFP® professional with four years of industry experience currently serving at Sensible Money, LLC in Scottsdale, AZ. Her prior experience includes roles at LPL Financial, Plan Member Services, and One2One Wealth Strategies. Outside of her advisory work, she has engaged in non-investment business activities through Life of Liberty Financial. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts and estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients transitioning into or already in retirement. The firm employs an integrated planning-and-implementation approach called the Juicing® Experience and uses diversified portfolios with mutual funds, ETFs, and fixed-income instruments, often engaging Independent Managers for strategy implementation.

Matthew Kelly is a CFP® and CFA® with 13 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2009. Based in Scottsdale, AZ, he is part of a 14-advisor team at the firm. 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 uses fundamental analysis and a diversified approach across equities, fixed income, mutual funds, ETFs, and other strategies, and also provides sub-advisory and model services to other advisers.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000, with a brief tenure at Arcwood Financial, LLC. Strategy Financial Group provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The five-advisor team manages approximately $280 million for nearly 1,000 clients, employing a conservative investment approach focused on income and risk management through diversified, multi-asset strategies and tactical allocations.

Brian Jackson is a CFP® and CFA® with nine years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2016. Based in Scottsdale, AZ, he holds the Series 63 designation as well. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach across various asset classes and also serves other registered investment advisers through sub-advisory and model-provider arrangements, managing approximately $1.75 billion in assets.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Allen Atkins is a financial advisor with WT Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at WT Wealth Management and Four Peaks Wealth Management in various capacities since 2012. 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 uses proprietary investment models emphasizing diversification, low fees, low volatility, and quarterly rebalancing, and offers affiliated tax and legal services alongside insurance products.

Jeremy Kraut Ordover is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked with the Muscular Dystrophy Association and Habitat for Humanity International. He is also an Arizona-licensed realtor affiliated with HomeSmart, Inc., providing residential real estate referrals. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm offers discretionary investment management and financial consulting to individuals, plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management–focused approach with diversified, multi-asset strategies.

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he operated as a sole proprietor and has experience working in various roles outside finance, including at T-Mobile and CVS Pharmacy. Jacobs also works as a licensed insurance agent, earning commissions from life insurance sales. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction based on Modern Portfolio Theory and uses third-party managers while conducting ongoing monitoring and annual reviews.

Lawrence Van Quathem is a CFP® professional with 30 years of experience in the financial industry. He is currently with ABLE Financial Group, LLC and has previously worked at Wells Fargo Advisors Financial Network, LLC. ABLE Financial Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, including high-net-worth clients. The firm employs a fiduciary, client-focused approach using a variety of investment strategies and offers both discretionary and project-based services.

Judith Macias is a Series 65-licensed financial advisor with nine years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1992, working within a team of ten advisors based in Phoenix, AZ. 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 focusing on domestic equities, fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked with CalChoice Wealth Management LLC and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, she has experience as an insurance agent. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, with a focus on ERISA 3(21) retirement-plan services and a referral model that connects clients to third-party managers and service providers, while also offering direct RIA services in select cases.

Kathryn Swan is a financial advisor at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. She has worked at LPL Financial and Next Financial Group, Inc., among other firms, and has been with Blakely Walters Wealth Management since 2021. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, providing wealth management through discretionary asset management and financial planning. The firm employs fundamental, technical, and cyclical analysis in its investment approach and utilizes sub-advisors and alternative investment strategies.