Jackson Paulishak is a financial advisor with Empirikal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at firms including Sapphire Blue Investment Partners and Purshe Kaplan Sterling Investments, and operates an advisory business under the name Liberator Wealth Management. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across about 199 client relationships, employing a team of ten advisors and utilizing an investment approach based on fundamental analysis, tailored portfolios, and regular account reviews.

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 financial advisor at LifeTyme Financial Advisors, LLC with four years of industry experience. She holds a Series 65 designation and also serves as CEO and CTO of AZIG LLC, a company involved in IT, software, graphic design, marketing, and coaching. Additionally, she is a board member of Anahita, a nonprofit organization where she assists with decision-making and IT/software needs. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes suitability assessments, ongoing monitoring, and client liaison services and offers educational seminars for individuals and business owners.

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.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC with four years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2021, following six years at KT Health, LLC. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers consulting services including 3(21) and 3(38) pension plan support.

Arrah Wonah Nester is a financial advisor at Triton Wealth Management, PLLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Leigh Baldwin & Co LLC and Purshe Kaplan Sterling Investments, among others. Outside of her financial advisory role, she is a certified scuba instructor. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, serving individuals including high-net-worth clients as well as pension and profit-sharing plans. The firm provides comprehensive portfolio management and financial planning using a combination of asset allocation and security selection techniques.

Aridai Lopez is a financial advisor at Secure Investment Management, LLC with eight years of industry experience. She holds Series 63 and 65 licenses and has worked at firms including The Vanguard Group and Cetera Investment Services. Outside of financial advisory, Lopez is involved in leadership and sales coaching and originates SBA and commercial real estate loans. Secure Investment Management serves individual and institutional clients, including high-net-worth individuals, offering financial planning and discretionary portfolio management. The firm employs a quantitative, factor-based investment approach using diversified allocations and low-cost investment vehicles tailored to client objectives.

Joseph Gilligan Jr. is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank before joining ARQ Wealth Advisors in 2019. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning through tailored programs. The firm employs a diverse investment process incorporating asset allocation, fundamental and technical analysis, and derivative strategies, alongside fiduciary retirement plan services.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Tribeca Financial, he worked at Microsoft for 15 years. Outside of advising, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm follows a passive-oriented investment approach focused on globally diversified asset-class exposure and periodic rebalancing, and it offers portfolio management and financial planning services.

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.

Shea Ogara is a financial advisor at Schnieders Capital Management, LLC with a Series 65 credential and approximately five years of experience in the industry. His background includes roles at Straight Arrow, Grimm Family Office, Whittier Trust Company, Ernst & Young LLP, and law schools at the University of San Francisco and the University of Nevada. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on long-term asset allocation while maintaining flexibility for short-term strategies, managing over $1 billion in assets with a relatively small advisory staff.

Stephen Harrison Jr. is a financial advisor with Exeter Financial, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Exeter Financial since 2007 and at BMA Securities since 2008. Outside of his advisory role, he is co-founder and CEO of Zipsit, Inc., a technology company providing on-demand sitting services, and serves as managing member and consultant of H2Global LLC, a business consulting firm. Exeter Financial LLC provides comprehensive wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes long-term, buy-and-hold investment strategies combined with fundamental, technical, and economic analysis, and employs tactical tools such as option strategies and private placements when appropriate.

Larry Mathis is a CFP® professional with 33 years of industry experience, currently serving at Mathis Wealth Management in Phoenix, AZ. He has held roles at Ausdal Financial Partners and United Planners Financial Services, among others. Mathis is also an author and speaker and serves on the Arizona State Treasurer Financial Literacy Task Force. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional retirement plans. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and offers retirement plan services including participant education and enrollment.