Curtis Harrison is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a fee-only, asset-based model and combines fundamental, technical, and cyclical analysis across various asset classes, incorporating AI tools to assist advisor judgment.

Makayla Allen is a financial advisor at Sensible Money, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Sensible Money, she worked in the food service and real estate sectors and attended the University of Arizona. Sensible Money provides financial planning and discretionary investment management primarily for individuals transitioning into or already in retirement. The firm employs a planning-and-implementation model called the Juicing® Experience, focusing on diversified portfolios and liability-driven investing techniques.

Michael Goyarts is a financial advisor at CS Planning Corp with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including GuidePoint Private Wealth Management and Life Events Wealth Management LLC. He also owns a consulting business specializing in estate planning services. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base. The firm uses a multi-advisor model to build diversified portfolios tailored to clients’ risk tolerance and goals, employing systematic strategies with ongoing monitoring and discretionary management.

Scott Johnson is a CFP® with 20 years of industry experience and is currently with DecisionPoint Financial, LLC, where he has worked since 2018. His prior experience includes roles at Arista Wealth Management, Tribeca Advisors, Tribeca Financial, and Morgan Stanley DW Inc. Johnson holds Series 65 and Series 66 licenses. DecisionPoint Financial, LLC serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors, offering discretionary investment management, financial planning, and consulting. The firm uses a diversified approach including mutual funds, ETFs, individual equities, and fixed income, supported by fundamental, technical, and cyclical analysis, and incorporates AI tools to assist advisors.

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.

Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Dustin Lester is a financial advisor at Rothschild Financial Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and SagePoint Financial. He is also the owner of Post Scarcity LLC, a non-investment-related business. Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm serving a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored asset-allocation models and uses a combination of mutual funds, ETFs, individual securities, and third-party sub-advisers to implement investment strategies.

Julianne Call is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her prior work includes roles at United Planners and Charles Schwab, among others. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to client goals and utilizing multiple sub-advisers and model providers.

James Chandler is a financial advisor at Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has previously worked at Robert W. Baird, UBS Financial Services, and Piper Sandler & Co. Chandler is also the owner of Vista Wealth Management of Scottsdale, LLC, an independent registered investment advisory firm. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to build customized portfolios, utilizing third-party managers and technology platforms to manage risk and access 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® with nine years of industry experience and is currently an advisor at Sensible Money, LLC. Miller has been with Sensible Money since 2016, with continuous service through the firm's various capacities. Prior to joining the firm, Miller worked at the University of Arizona. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts and estates, pension and profit-sharing plans, and charitable organizations, particularly focusing on clients transitioning into or already in retirement. The firm employs a planning-and-implementation approach called the Juicing® Experience and builds diversified portfolios using mutual funds, ETFs, and fixed-income instruments, incorporating liability-driven investing techniques.

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.

Matthew Hershey is a financial advisor at Sensible Money, LLC in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. His work history includes roles at LPL Financial, Blue Trust, Sundt, and Grand Canyon University. Sensible Money provides financial planning and discretionary investment management primarily to individuals in or approaching retirement, trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm uses an integrated planning approach called the Juicing® Experience, focusing on diversified portfolios, liability-driven investing, and customized trading and tax strategies.

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.

Jay Penney is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, holding the CFP® and CFA® designations with 43 years of industry experience. His prior roles include positions at M.S. Howells & Co., Ashton Thomas Insurance Agency, Ashton Thomas Private Wealth, LLC, and Peachcap Securities, Inc. He is also the owner of Jay R. Penney, L.L.C., an S-Corporation related to his wealth management practice. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies integrating proprietary and third-party sub-advisers across a range of investment options, managing approximately $985 million for about 4,000 clients.

John Broderick is a financial advisor with Retirement Planners of America in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios and employs a mathematically based long-term market signal while maintaining discretionary trading authority.

Matthew Dages is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. He is also the owner and founder of Bright Wealth Management, a finance and insurance business. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and a mix of discretionary and non-discretionary authority.

Alec Majtenyi is a CFP® professional with 10 years of experience in the financial services industry. He is currently with RMR Wealth Builders, Inc., where he has worked since 2022. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and The Vanguard Group, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Desirae Martinez is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked in veterinary hospital settings for a combined seven years. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of investment strategies and delivers services through a large network of affiliated offices and representatives.

Rodney Smith is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with Dynamic. Prior to joining Dynamic in 2023, he spent eight years at Your Source Financial, P.L.C. In addition to his advisory work, Mr. Smith is co-founder and president of Helping Hands for Freedom, a nonprofit supporting military children of the fallen, wounded, and deployed, and he is active in charitable giving consulting and leadership development through his own consulting firm. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a long-term, client-specific portfolio approach and supports other advisers through technology, operational services, and sub-advisory arrangements.