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.

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 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and John Hancock Investment Management Distributors LLC. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational seminars.

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.

Brian Hartstein is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a ChFC® designation and securities licenses Series 63, 65, and 66. He has 32 years of industry experience, including over a decade with Bayntree. Outside of his advisory role, Hartstein is the COO of Economic Concepts, Inc., a pension design firm, and serves as managing partner of Anderstein LLC, a real estate and business investment entity. He also participates on the advisory board of the Phoenix Tax Workshop and is a board member of First Financial Resources. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with downside risk management and manages client portfolios using a limited selection of third-party managers when appropriate.

Michael Bagley is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential with five years at Balboa and previous experience at First Financial Equity Corporation and Bank of America. He has seven years of industry experience prior to his current role. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, incorporates various analytical methods, and offers both discretionary and non-discretionary portfolio management.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. Watts Gwilliam & Company is a team-based registered investment adviser serving 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, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Jeffery Fong is a CFP® with 31 years of industry experience, currently serving at Concentrum Wealth Management in Scottsdale, AZ. He has worked at Purshe Kaplan Sterling Investments and Concentrum Wealth Management since 2013. Concentrum Wealth Management is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and uses a range of investment strategies, including derivatives and margin, to tailor discretionary portfolio management and retirement plan advisory services.