Juan Sera is a financial advisor at Sera Capital Management, LLC with one year of industry experience. Prior to his current role, he worked at Verizon for 20 years and was retired for one year. He holds the Series 65 designation. Sera Capital Management serves individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach and offers specialized consulting involving illiquid strategies such as interval funds and private placements.

Barrett Geist is a CFP® professional with 10 years of experience at Ironwood Investment Counsel, LLC, where he has worked since 2016. Based in Scottsdale, AZ, he has focused his career within this multi-advisor firm. Ironwood Investment Counsel manages approximately $1.5 billion for around 527 clients through a team of 14 advisors. The firm offers discretionary and non-discretionary portfolio management along with financial, estate, insurance, and retirement plan consulting, employing a fundamental analysis-based investment approach across various asset classes and strategies.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Christopher Schaefer is a CFA® charterholder with 20 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2005. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

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.

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.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 credential with two years of industry experience. She has been with Tandem Wealth Advisors since 2011 and concurrently worked at MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combination of macroeconomic analysis and fundamental research to build diversified, balanced portfolios, and is notable for its role as sub-advisor to pooled collective investment trusts and model management for unified accounts and wrap-fee programs.

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.