Bert Cooper is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Clarus Wealth Advisors since 2015 and has prior experience at Crown Capital Securities, Lp, Wfg Investments Inc., and Private Client Services. Cooper serves as a board member of Plaza Del Rio Management, a property management company. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory-based investment approach with active overlays and manages discretionary portfolios while offering periodic reviews and comprehensive financial planning.

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.

Chase Barrett is a CFP® with four years of industry experience, currently serving at Kingdom Financial Group, LLC. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. He is also affiliated with Fullerton Financial Planning. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets. The firm employs a team-based approach, utilizing sub-advisory relationships and offering comprehensive financial plans, seminars, and newsletters.

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 65 and Series 63 licenses and six years of industry experience. She has worked with Stronghold Wealth Partners LLC since 2022 and previously spent two years at CalChoice Wealth Management LLC. Outside of advisory work, she was involved with Allergy Free Naturally from 2017 to 2020. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, primarily through recommending and monitoring third-party investment managers. The firm operates a solicitor-centric business model with a multi-office team structure to support its referral relationships.

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.

Carter Bennett is a CFP® with six years of industry experience, currently serving as a financial advisor at Dew Wealth Management in Scottsdale, AZ. Prior to joining Dew, he worked at The Vanguard Group for four years. Outside of his advisory role, Bennett is involved as the head film critic for the podcast Film Junkie Reviews and participates in buying and selling used watches through No Friends at Dusk, LLC. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers a range of services including standalone planning and multi-month programs, and it often coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Stanley Reeg is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes positions at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in managing rental properties as a landlord. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm composed of a team of approximately 18 advisors managing over $650 million for individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory to implement client investment strategies and offers services including discretionary portfolio management, financial planning, and retirement-plan consulting.

Lane Martinsen is a financial advisor with Martinsen Wealth Management in Tempe, AZ, holding a Series 65 license and 11 years of industry experience. He previously worked for First Advisors National, LLC for 10 years. Martinsen is also president and owner of M50 Tax Pros, LLC, a tax preparation service. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs diverse investment approaches including strategic indexing, options overlays, and tactical allocations.

Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her background includes roles at Private Client Services, Crown Capital Securities, Morgan Stanley, and WFG Investments. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented with active overlays and conducts regular portfolio reviews, excluding certain asset classes such as leveraged ETFs and private equity.

Evan Sweeney is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Ironwood Investment Counsel, LLC, having previously worked at Domain Money, Fisher Investments, and Blackrock. 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 investment process across various asset classes and also serves as a sub-adviser and model provider to other registered investment advisers.

Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.

Stephen Brown is a financial advisor at Stronghold Capital Partners LLC with ten years of industry experience. He holds a Series 65 designation and has worked with multiple firms, including Ashthorn Group LLC and Sterling Revenue Group. Outside of advisory roles, he owns Three Past Nine, LLC, a business holding company, and Retirement Level Up, a financial education platform. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily acts as a solicitor for third-party managers, monitoring their performance and disclosures while employing fundamental, technical, and charting analysis.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Trevor Moore is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Captrust, MRA Associates, and Keats Connelly. Fortitude Family Office primarily serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing both liquid and illiquid investments across multiple asset classes.