Zachary Miller is a financial advisor with AWM Capital, LLC in Phoenix, AZ, holding a Series 65 license and five years of industry experience. Prior to joining AWM Capital, he worked at Arizona State University. He serves as Treasurer for the NFLPA Phoenix Former Players Chapter, a nonprofit organization for former NFL players, a role he performs without compensation. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach and focuses on liability-driven investing and asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and private placements.

William Puplava is a financial advisor with Financial Sense Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 36 years of industry experience. His prior roles include positions at LPL Financial, Puplava Financial Services, Puplava Securities, and Linsco/Private Ledger. He is also the appointed trustee for the William T. Puplava Family Trust. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs both fundamental and technical analysis to implement strategies across a range of risk profiles, including the use of derivatives and option-writing in managed accounts.

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.

Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.

David Dorsey is a financial advisor with Triton Wealth Management, PLLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., Purshe Kaplan Sterling, Kingsview Asset Management, and Raymond James Financial Services. Dorsey is also the owner of Dorsey Financial Services, LLC, a business unrelated to investment advisory. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension or profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a combination of asset allocation and security selection techniques across various investment vehicles.

Steven Mallory is a financial advisor at Delta Investment Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Delta since 2019. Prior to that, he was with Brookstone Capital Management LLC and has been a managing member of URA Group AZ L.L.C., an investment-related financial services company, since 2017. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including ETF-based tactical rotation, concentrated equity mandates, and access to alternative investments, combining systematic and fundamental approaches.

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.

David Mathias is a financial advisor with Xcelsior Advisor Partners LLC, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Robert W. Baird & Co., Merrill, First Heartland Consultants, and LPL Financial. Outside of advisory work, he is the owner of DEM Consulting, LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for a range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs an investment approach combining fundamental analysis and modern portfolio theory, with access to third-party money managers and alternative investments across multiple offices.

Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.

Rula Huber is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 17 years of industry experience. She has been with Bledsoe Asset Management since 2008. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth individuals, trusts, estates, and retirement plans. The firm manages approximately $188.9 million using customized strategic model portfolios and employs both long-term holdings and derivative strategies, with a specialization in helping public safety employees optimize their retirement benefits.

Amy Shepard is a CFP® professional with 10 years of experience in financial advising. She has worked at Sensible Money, LLC since 2019 and previously held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Learnvest Planning Services, LLC. 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, employing liability-driven investing and diversified portfolios to align with clients’ cash flow and withdrawal needs.

Ryan Robinson is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at First Financial Equity Corp and Sunrise Tax & Planning LLC. Robinson is involved with Robinson & Shumaker Wealth Management, which operates as a DBA under Balboa Wealth Partners. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets, employing a long-term, diversified investment approach using mutual funds, ETFs, and individual securities, while incorporating fundamental and technical analysis.

Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Remy Solves is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. Prior to joining Fortitude, Remy worked in various roles including positions at Best Buy and Pedal Haus Brewery. Remy also serves as a trader for Apex Trader Funding, a proprietary trading firm. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm integrates traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.