Joseph Maas is a financial advisor with Synergy Asset Management, LLC, holding the CFP®, CFA®, and ChFC® designations and bringing 25 years of industry experience. He has been affiliated with multiple related entities, including Synergy Financial Services, Inc., Rowan Street Advisors, LLC, and Synergy Mergers + Acquisitions, LLC, for over two decades. Synergy Asset Management provides wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other financial advisors. The firm employs a combined tactical asset allocation and bottom-up fundamental analysis approach, managing portfolios through a variety of proprietary strategies and delivering solutions for both separate accounts and pooled investment vehicles.

Kelly Christensen is a CFP® with 26 years of industry experience and has been with Sage Financial Advisors Inc. since 1999. She is based in Scottsdale, AZ, and holds a Series 65 license. Sage Financial Advisors is a five-advisor team managing approximately $219 million for individuals, business entities, trusts, charitable organizations, and retirement plans. The firm provides discretionary portfolio management, financial planning, tax preparation, and advisory services, employing fundamental analysis and maintaining ongoing monitoring and rebalancing of client assets.

Garrett Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked at InterWealth Management since 2018, following prior roles at Mutual Securities, Inc. and Columbia University Facilities. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm focuses on a primarily non-discretionary investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.

Sean Meyeres is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Q3 Advisors, LLC and has held prior roles at Illumination Wealth Management, Mariner Wealth Advisors, Charles Schwab, and USAA Financial Advisors. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing planning recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or accepting discretionary authority. The firm collaborates with independent CPA firms and operates using packaged programs tailored to clients’ financial planning needs.

Richard Defrancesco is a CFP® professional with 12 years of industry experience, currently serving at Strategy Financial Group since 2024. Prior to this, he spent 11 years at THE Vanguard Group, Inc. Strategy Financial Group is a five-advisor team based in Phoenix, AZ, managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension plans, trusts, and charitable organizations, employing a conservative, income- and risk-management–focused approach that incorporates diversified multi-asset strategies, ETFs, and fixed annuities.

Philip Lowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Total Investment Management, Inc. He has been involved with Total Investment Management since 1998 and has operated Lowe Financial since 2001. In addition to his advisory work, he holds a Utah insurance license and may recommend insurance products on a fully disclosed commission basis. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers with varying levels of client interaction and integrated planning.

Jonathan Brant is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bayntree Wealth Advisors, LLC. His prior experience includes positions at Cetera, ACI Financial, and Prudential Insurance Company of America. Outside of advising, he is involved with Bayntree Planning Group, LLC, a state-licensed insurance agency. Bayntree Wealth Advisors, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning, focusing on long-term total return with attention to limiting downside risk.

Peyton Mallory is a financial advisor at Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 licenses and has been with Delta since 2026. His prior experience includes roles at Marcus & Millichap and RSM US LLP, as well as involvement with URA Group AZ L.L.C. Outside of advisory work, he has had a period of sabbatical and worked in business-related positions. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several investment strategies and also acts as a subadvisor to other advisors.

Marjan Boor Boor is a Series 65-licensed financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with four years of industry experience. She has held roles at AZIG LLC since 2017, where she serves as CEO and CTO, overseeing IT, software, graphic design, marketing, and coaching. Boor also serves on the board of the nonprofit Anahita, contributing to decision-making and IT support. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including ERISA 3(21) fiduciary support and participant education. The firm focuses on client goal documentation, model portfolio recommendations, and public educational workshops, while investment execution is managed by Matson Money.

Matthew Brower is a financial advisor at Fortitude Family Office with five years of industry experience. He holds a Series 65 designation and has worked at Fortitude since 2021. His prior roles include positions at Tarbox Family Office, CliftonLarsonAllen, Price Kong & Company, and Grand Canyon University. Fortitude Family Office 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 private fund sponsorship and management, focusing on customized portfolios and management of illiquid private credit and real estate-credit investments.

Timothy Nyland is a CFA® charterholder with four years of industry experience. He is currently with Synergy Asset Management, LLC and previously worked at Pacific Point Advisors, LLC and Zack's Investment Research. Outside of his advisory role, he is president of Viking Realty, Inc., a residential real estate company based in Phoenix, AZ. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs a combination of tactical asset allocation, fundamental analysis, and technical tools across various proprietary strategies to manage portfolios from a total-return perspective.

Matthew Cherry is a Certified Financial Planner® with 10 years of industry experience. He is currently a member of the team at ABLE Financial Group, LLC in Scottsdale, AZ, and has previously worked at Wells Fargo Advisors, Wealth Management Solutions, LLC, and Charles Schwab. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary process that incorporates fundamental, technical, quantitative, and sector analysis across a diverse investment menu, including public and private securities, derivatives, and alternative investments.

Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.

Wanda Stapley is a financial advisor at Juncture Wealth Strategies, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Juncture since 2010. Prior to Juncture, she was associated with Purshe Kaplan Sterling from 2010 to 2018. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment strategies including behavioral, fundamental, quantitative, and technical analysis, and utilizes diverse instruments such as ETFs, mutual funds, equities, fixed income, options, and derivatives.

Jason Dittberner is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. Prior to his financial advisory career, he practiced as a dentist for 20 years. He is also a speaker with the Association of Financial Educators and owns JD Financial Services LLC. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm constructs portfolios using modern portfolio theory and model allocations, primarily with mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Timothy Stein is a Series 65-licensed financial advisor with Bledsoe Asset Management, LLC, where he has worked since 2008. He has 18 years of industry experience and also serves as a member of the Phoenix Fire Department since 2005. Bledsoe Asset Management serves clients primarily from the public safety community along with high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses a combination of strategic model portfolios, customized allocations, and derivative strategies, including option writing, to manage approximately $189 million for around 341 clients.

Arrah Wonah Nester is a financial advisor with Triton Wealth Management, PLLC, based in Sun City, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Triton Wealth Management in 2018, she worked at Leigh Baldwin & Co LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Pump it Up, and Raymond James Financial. Outside of her advisory work, she is a certified scuba diving instructor. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals, high-net-worth clients, and pension plans. The firm offers comprehensive portfolio management and financial planning, employing a mix of asset-allocation and security-selection techniques across various investment vehicles while providing discretionary management with ongoing monitoring.

Aridai Lopez is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Secure Investment Management, he worked at firms including The Vanguard Group, Cetera Investment Services, and Foresters Financial Services. Outside of advisory work, he owns and operates a leadership and sales coaching business and serves as a loan officer specializing in SBA and commercial real estate loans. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm uses a quantitative, factor-based investment approach centered on Modern Portfolio Theory, offering diversified portfolios through low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Joseph Gilligan Jr. is a financial advisor at ARQ Wealth Advisors, LLC with 28 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he holds an ownership interest and management authority in a privately held LLC unrelated to investment activities. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning. The firm employs a comprehensive investment process that integrates asset allocation, fundamental and technical analysis, and derivative strategies, alongside specialized fiduciary services for employer plans.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC with the PFS™ designation and one year of industry experience. He has held roles at ILJ Consulting LLC, Ignite Wealth Management LLC, and Centuri Construction Group, among others, and has operated multiple consulting and accounting businesses since 2014. Arrowroot Family Office provides multi-family office and investment advisory services to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm offers customized asset allocation and portfolio management using both discretionary and non-discretionary approaches, employing a mix of ETFs, mutual funds, and individual securities as appropriate.