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 with DMK Advisor Group, Inc. in Gilbert, AZ, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Hogan French Financial Services, Inc., Creighton University, and HomeSmart. He also operates as a sole proprietor offering insurance services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across 515 client relationships, offering both discretionary active management and non-discretionary consultative accounts primarily using mutual funds and exchange-traded 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 in Mesa, AZ, holding a Series 65 designation with four years of industry experience. He has been with DecisionPoint Financial since 2021 and worked previously at KT Health, LLC from 2015 to 2021. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model, using a range of investment strategies including fundamental, technical, and cyclical analysis, and serves a diverse client base including state and municipal plan sponsors.

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.

Lance Lundgren is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has recently begun his career in financial advising, joining WT Wealth Management in 2026. Prior to this, his background includes roles at the National Bank of Arizona, educational positions, and entrepreneurship related to cycling businesses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth-education services using proprietary, model-based investment strategies and provides additional services through affiliated tax, legal, and insurance practices.

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.

Jeffrey Walters is a financial advisor with JET Wealth Advisors, 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 10 years before joining JET Wealth Advisors in 2026. Outside of his advisory role, he is the owner of Walters Group LLC, an investment-related business based in Park City, Utah. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm uses a combination of fundamental, macroeconomic, and quantitative analysis to build diversified portfolios tailored to client objectives and risk tolerances.