Stephen Udall is a financial advisor with West Ridge Advisors, holding a Series 65 credential and one year of industry experience. He is also the director of Udall CPA Group, PLLC, a tax and accounting firm based in Gilbert, Arizona, where he manages staff, reviews tax returns, and engages in tax planning. Prior to joining West Ridge Advisors, he worked briefly at PwC and spent several years at Brigham Young University. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs an investment approach grounded in Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investment vehicles.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with two years of industry experience. He holds the Series 65 designation and has worked in various roles including at Arizona Patient Transport and WeLink, as well as serving in the Church of Jesus Christ of Latter Day Saints prior to his advisory career. 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 while utilizing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Jeffrey Fryer is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Watts Gwilliam & Company since 2009. 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, employing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, sub-advisory services, and access to private placement funds.

Charles Booth is a financial advisor with Clarity Wealth Management, L.L.C. He holds the Series 65 and Series 66 designations and has 27 years of industry experience. His career includes roles at LPL Financial and ownership of Charles Booth CPA PFS. He also assists clients with income tax preparation and planning through Clarity Tax and Financial Planning. Clarity Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm utilizes a broad range of investment strategies and emphasizes discretionary management with regular reviews and daily monitoring.

Joshua Scott is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding a Series 66 designation. He has been with Clarity Wealth Management and associated with LPL Financial since 2025, with no prior industry experience before that. He has also been a full-time student since 2011. Clarity Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm manages accounts primarily on a discretionary basis and employs a broad range of investment strategies while using model portfolios and aggregated trading practices to serve a high client load per advisor.

Timothy Picciott is a CFP® with 17 years of industry experience, currently serving at Innovative Advisory Group since 2018. His prior experience includes roles at Wealthcare Advisory Partners and LPL Financial. Outside of advising, he holds several personal intellectual property and digital asset holding companies. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach and offers both discretionary asset management and specialized financial planning through its eight-advisor team.

Matthew Willett is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His career includes roles at Global Retirement Partners, WealthPlan Advisors, Charles Schwab, and Bank of America Merrill Lynch. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm employs strategic asset allocation through model portfolios, utilizes option strategies and tax-aware solutions, and sponsors private pooled funds with custody responsibilities.

Karter Doucette is a financial advisor at OASIS Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Terra Wealth Management and Terra Wealth Risk Management. Outside of his advisory role, Mr. Doucette is an owner and pool technician at Bass Pool Pro's. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

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.

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.

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.

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.

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.

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 financial advisor with 11 years of industry experience. He has worked at DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis, managing client portfolios with discretion and periodic reviews.

Scott Johnson is a CFP® professional with 20 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2011 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis in managing client portfolios and conducts periodic account reviews at least annually.

Tony Griepentrog is a financial advisor with Geneos Wealth Management, Inc. in Mesa, AZ, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms including Generational Portfolio Design, LLC, Generational Wealth Planning, The Life Financial Group, and Generational Financial Planning. He is also the owner of Tony Griepentrog Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with options for customized portfolio management and third-party money manager referrals.