Todd Foster is a financial advisor with Total Investment Management, Inc. in Scottsdale, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Total Investment Management since 1998 and concurrently serves as Chief Investment Officer at RESQ Investment Partners. Foster is also the owner of Vision 4 Fund Distributors. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis, manages most assets on a discretionary basis, and provides specialized subscription programs for aviation professionals.

Robert Naber is a financial advisor with Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC prior to joining Managed Asset Portfolios in 2009. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals and various types of plans and investment companies. The firm employs a bottom-up, fundamental value research approach focusing on high-quality companies and manages a range of strategies including fixed-income, balanced, U.S. and global equity, as well as serving as a sub-adviser to mutual funds and participating in wrap programs and model-portfolio arrangements.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC and ForUsAll Advisors, LLC, and he operates a sole proprietorship focused on real estate sales and insurance. Desert Rose Capital Management provides discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes an investment approach that uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and also manages a pooled investment vehicle targeting private placements and alternative investments.

Joseph Maas is a CFP®, CFA®, and ChFC® with 25 years of experience in the financial services industry. He has worked at Synergy Asset Management, LLC since 2001 and is also affiliated with related entities including Synergy Financial Services, Inc., Rowan Street Advisors, LLC, and Synergy Mergers + Acquisitions, LLC. Synergy Asset Management provides comprehensive wealth management and financial planning services to a broad client base, including individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, and quantitative optimization across a range of custom strategies and portfolio types.

Kelly Christensen is a CFP® with 27 years of experience in financial advising. She has been with Sage Financial Advisors Inc. since 1999. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management and comprehensive financial planning, tax preparation, and consulting services. The firm employs a fee-only, discretionary approach with portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, and incorporates fundamental analysis alongside monitored use of AI tools.

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.

Richard Defrancesco is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Strategy Financial Group since 2024. He previously worked for THE Vanguard Group, Inc. for 11 years. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations, focusing on conservative, income-oriented investing and downside risk management. The firm manages approximately $367 million across roughly 1,051 clients through a team of ten advisors, offering discretionary investment management and financial consulting services with a multi-asset approach.

Philip Lowe is a CFP® professional with 21 years of industry experience, affiliated with Total Investment Management, Inc. in Scottsdale, AZ. He has worked at Total Investment Management since 1998 and founded Lowe Financial in 2001, where he provides financial planning services. He holds a Utah insurance license and may recommend insurance products on a commission basis. Total Investment Management, Inc. serves individual clients, including high-net-worth households and aviation professionals, offering financial planning and tiered investment management. The firm employs a tactical asset-allocation approach using model portfolios primarily composed of mutual funds and ETFs, and provides additional services such as tax and estate planning coordination for comprehensive accounts.

Jonathan Brant is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Bayntree Wealth Advisors, LLC and has previously worked at Cetera, ACI Financial, and Prudential Insurance Company of America. Bayntree Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning, focusing on long-term total return with attention to downside risk and the use of selected third-party managers when appropriate.

Austin Schwab is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding Series 65 and Series 66 licenses. He has experience at Kingdom Financial Group LLC and Heartland Retirement Group, as well as prior roles in diverse industries. Austin's background includes both financial services and other sectors. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm uses model portfolios and third-party managers through a sub-advisory relationship with AE Wealth Management and offers written plans, consulting, newsletters, and educational seminars.

Peyton Mallory is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 66 and Series 65 licenses and has one year of industry experience. Prior to joining Delta, Mallory worked at Marcus & Millichap and RSM US LLP, and he has been involved with URA Group AZ L.L.C. since 2018. 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, serving clients with a minimum account size of $50,000.

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 in Scottsdale, AZ, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Mission Wealth Management, Tarbox Family Office, CliftonLarsonAllen, and Price Kong & Company. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm builds customized portfolios and manages both separately managed accounts and private funds, combining traditional family office operations with a private fund sponsor and adviser role.

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 serves as president of Viking Realty, Inc., a residential real estate company in Phoenix. Synergy Asset Management provides comprehensive wealth management and financial planning to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that combines tactical asset allocation with fundamental and quantitative analysis across a range of custom strategies.

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.

Mary Ann Michlovich is a financial advisor with Tushaus Wealth Management and holds a Series 65 designation. She has been with Tushaus since 2026 and has prior experience in various roles including at Unstuck Labs, OPICA Adult Day Care, and InterVarsity Fellowship. Tushaus Wealth Management provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term trading approach with a focus on ETFs for diversification and cost efficiency, and it offers periodic public educational seminars and a client cash management program.

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.