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 bringing eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC, ForUsAll Advisors, LLC, and SigFig Wealth Management LLC. Outside of his advisory work, he operates a sole proprietorship involved in real estate sales and insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk, and it offers private investment opportunities alongside comprehensive financial planning services.

Joseph Maas is a financial advisor at Synergy Asset Management, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Synergy Asset Management and affiliated firms since 1997. Maas is involved with multiple related entities, including Synergy Financial Services, Rowan Street Advisors, and Synergy Mergers + Acquisitions. Synergy Asset Management provides personalized wealth management and financial planning to individuals, business owners, trusts, retirement plans, and other investment advisers. The firm employs a blend of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in assets.

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 18 years of experience in financial advising. He is currently with Q3 Advisors, LLC, where he has worked since 2021, including a recent return to the firm in 2025. His prior experience includes roles at Illumination Wealth Management, Mariner Wealth Advisors, Charles Schwab, and USAA Financial Advisors. Q3 Advisors provides tax-focused financial planning and consulting services to individual clients through fixed-fee, packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios or recommending specific securities.

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.

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.

Joshua Hogan is a financial advisor at DMK Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at firms including Hogan French Financial Services, Inc. and Creighton University. Outside of his advisory role, he operates as an insurance agent through his sole proprietorship. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, using mutual funds and ETFs with investment models that combine technical and fundamental analysis.

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.