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.

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.

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 Together At The Landing and spent 15 years at Microsoft. Outside of advising, he co-owns and operates a wedding venue in Mesa, Arizona, with his wife. Tribeca Financial serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, using a structured, passive-oriented investment approach focused on broad global diversification and periodic rebalancing. The firm also offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC in Phoenix, AZ, holding the PFS™ designation with one year of industry experience. He has been involved with Arrowroot since 2024 and has held concurrent roles at several entities, including ILJ Consulting LLC, Ignite Wealth Management LLC, and Ignite Accounting LLC, where he has longstanding involvement. Jackson also has a background in construction through his experience at Centuri Construction Group. Arrowroot Family Office provides advisory services to individuals, families, and various institutional clients, offering wealth management, financial planning, multi-family office services, and retirement-plan advisory. The firm focuses on asset allocation supported by quantitative analytics and manages private funds alongside its discretionary and non-discretionary portfolio management.

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®-certified financial advisor with over 33 years of industry experience. He is the founder of Mathis Wealth Management in Phoenix, AZ, where he has worked since 2004. Mathis has also been an author and speaker since 2006 and serves as a member of the Arizona State Treasurer Financial Literacy Task Force. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various types of retirement plans. The firm employs a strategic asset allocation approach that includes diversification across equities, fixed income, mutual funds, and ETFs, and offers ongoing portfolio monitoring along with multiple billing arrangements.

Dale Phillips is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Fortitude Family Office, where he has worked since 2021. His prior experience includes roles at Tarbox Family Office and MRA Associates. Outside of his advisory work, Phillips manages a real estate-related business focused on property coordination and maintenance tasks. Fortitude Family Office serves high-net-worth individuals, families, trusts, estates, foundations, donor-advised funds, and institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Sean Nicol is a CFP® with nine years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at Osaic Institutions, FineMark National Bank and Trust, Royal Alliance, Hornor Townsend & Kent, Strategy Financial Services, and Thrivent Financial. Nicol also served as a private wealth advisor managing portfolios at FineMark National Bank and Trust. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, third-party sub-advisers, and pooled private vehicles, with regular monitoring and tactical adjustments as appropriate.

Jeffrey Edwards is a CFA® charterholder with 30 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 1987. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented approach focused on domestic equities and investment-grade fixed income, managing approximately $1.5 billion in assets through a multi-advisor team structure.

Amy White is a financial advisor at Acrylic Financial, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Top Return Financial for four years. Outside of her advisory role, Amy works part-time with Provider Health Solutions, assisting with human resources projects and 401(k) plan support. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a blend of asset allocation, momentum models, and both fundamental and technical analysis to tailor client programs.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

Jeffrey Walters is a financial advisor with JET Wealth Advisors in Scottdale, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 12 years. Walters is also the owner and trustee of Walters Group LLC, an investment-related business based in Utah. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm emphasizes tailored portfolios using diversified asset allocations and applies fundamental, macroeconomic, and quantitative analysis in its discretionary portfolio management approach.

Benjamin Barchilon is a CFP® professional with one year of industry experience, currently serving at Versant Capital Management, Inc. Prior to joining Versant, he worked six years at Eide Bailly, LLP. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and related consulting. The firm develops client-specific investment policies and builds diversified portfolios that may include equity, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers aligned with clients’ objectives and liquidity needs.

James Schmidt is a financial advisor with Tribeca Financial, LLC in Mesa, AZ, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including 18 years at Schmidt Westergard & Company, PLLC prior to joining Tribeca Financial. Outside of advising, he is involved as a member manager in a commercial office leasing business and leads a company providing lead generation services. Tribeca Financial, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable entities, and corporations. The firm emphasizes passive, globally diversified portfolios focused on long-term growth with structured market-rate strategies and uses a tri-party back-office relationship for account administration and trading support.

Connor Jackson is a financial advisor at Focused Alpha, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and John Hancock Investment Management Distributors LLC. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million for individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process emphasizing tail-risk management and emotion-free decision making, using quantitative optimization, technical analysis, and computer-based methods to construct diversified portfolios.

Eric Dahm is a financial advisor at Range Financial Group, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds a Series 65 designation and has worked at Range Financial Group since 2017, following eight years at Human Investing. In addition to his advisory role, Mr. Dahm is also an insurance agent. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and standalone financial planning services.