Sheila Madrigal is a financial advisor at Insight Folios with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Securities LLC, Elliott Financial, and Kaizen Wealth Management. In addition to her advisory role, she is licensed to solicit and sell insurance products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools, and it also serves other registered investment advisers through sub-advisory relationships.

Casey Cason is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Brookwood Investment Group, Redwood Private Wealth LLC, and Cason Financial Group, Inc. Casey is also a licensed independent insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor and advisor-led services. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework.

Bert Cooper is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 30 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and WFG Investments Inc. Cooper serves on the board of Plaza Del Rio Management, a property management company. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, supported by third-party research and regular portfolio reviews.

Chase Barrett is a CFP® with four years of industry experience, currently serving at Kingdom Financial Group, LLC. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. He is also affiliated with Fullerton Financial Planning. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets. The firm employs a team-based approach, utilizing sub-advisory relationships and offering comprehensive financial plans, seminars, and newsletters.

Michael Bird is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, MCB Financial, Raymond James Financial, and Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, offering comprehensive portfolio management and financial planning through a discretionary approach that incorporates both asset allocation and security selection across a broad range of investment products.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her background includes roles at Private Client Services, Crown Capital Securities, Morgan Stanley, and WFG Investments. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented with active overlays and conducts regular portfolio reviews, excluding certain asset classes such as leveraged ETFs and private equity.

Nathaniel Duchein is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Triton Wealth Management, PLLC, where he has been since 2024. Prior to this, he spent eight years at Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients, including individuals, high-net-worth clients, and pension plans. The firm provides comprehensive portfolio management and financial planning using a mix of asset-allocation and security-selection techniques, employing a variety of investment vehicles and ongoing portfolio monitoring.

Kristen Hilty is a financial advisor at Strategic Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Smarter Divorce Solutions, Better Divorce Solutions, Belpointe Asset Management, LLC, and Crown Capital Securities, LP. Strategic Portfolio Solutions serves individual and high-net-worth clients, trusts, estates, and retirement plan participants, offering asset management, financial planning, consulting, and divorce-planning services. The firm employs a tailored investment approach with active strategies and regular portfolio supervision, and it also provides educational seminars and workshops.

Matthew Tobey is a financial advisor with Kingdom Financial Group, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Fullerton Financial Planning for nine years before joining Kingdom Financial Group. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm offers both comprehensive and modular plans and utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Leslie Winchester is a financial advisor with Kingdom Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. Prior to joining Kingdom Financial Group and Fullerton Financial Planning in 2024, Leslie worked at Foundations Investment Advisors, Asset Preservation Wealth & Tax, and has experience as a licensed Realtor assisting clients with real estate transactions. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering both portfolio management and financial planning services to a client base of nearly 1,800 individuals.

Dallas Fox is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Kingdom Financial Group in 2023, he worked at Fullerton Financial Planning from 2019 to 2023. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group primarily serves individual clients, providing personalized financial planning and consulting services, including educational seminars and referrals to third-party money managers. The firm combines outsourced investment analysis with tailored client services, offering both comprehensive and modular plans to meet diverse client needs.

Sherry Hardin is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at Crown Capital Securities, Wfg Investments, and Private Client Services. Outside of her advisory role, she owns and operates tax preparation and planning businesses and serves on the financial review committee of a local political organization. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework enhanced with tactical strategies and third-party research, offering discretionary portfolio management and written financial planning deliverables.

Jacob Adams is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fullerton Financial Planning, Annexus, and The Vanguard Group. He also serves on the board of directors for The Adams Agency, a property and casualty insurance company. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm utilizes sub-advisory relationships to access model portfolios and third-party managers while offering fixed-fee and hourly financial planning services.

Stephanie Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential and eight years of experience with the firm. She also has over 20 years of experience in financial planning through her work with Fullerton Financial Planning. Outside of advisory roles, she is a member of the Fullerton Foundation, a charitable 501(c)(3) nonprofit organization. Kingdom Financial Group provides investment advisory and financial planning services to individuals, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering separate financial planning and consulting services alongside its investment management.

David Dorsey is a financial advisor at Triton Wealth Management, PLLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling, and Kingsview Asset Management. He is also the owner of Dorsey Financial Services, LLC, a non-investment-related support company. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for over 850 clients, including individuals and pension plans. The firm offers comprehensive portfolio management and financial planning services using a range of investment strategies and products, combining asset allocation with fundamental and technical analysis.

John Fanning is an Investment Adviser Representative at Clarus Wealth Advisors, LLC with one year of industry experience. He previously worked at ADT Security Services for 11 years before joining Clarus Wealth Advisors in 2022. Fanning holds a Series 66 designation. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented by active management techniques and offers discretionary portfolio management along with financial planning across various asset types.

Arrah Wonah Nester is a financial advisor with Triton Wealth Management, PLLC, based in Sun City, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Triton Wealth Management in 2018, she worked at Leigh Baldwin & Co LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Pump it Up, and Raymond James Financial. Outside of her advisory work, she is a certified scuba diving instructor. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals, high-net-worth clients, and pension plans. The firm offers comprehensive portfolio management and financial planning, employing a mix of asset-allocation and security-selection techniques across various investment vehicles while providing discretionary management with ongoing monitoring.

James Graham is a CFP® professional with 29 years of industry experience, currently serving at Clarus Wealth Advisors, LLC in Peoria, AZ. He has previously worked with Private Client Services, Crown Capital Securities, LP, and WFG Investments, Inc. Graham is also an author and occasionally participates in speaking events. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework combined with active management techniques, offering discretionary portfolio management and comprehensive financial planning deliverables.

Jonathon Staats is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked at Clarus Wealth Advisors since 2016 and previously held roles at Crown Capital Securities and WFG Advisors. Staats is also involved in managing fixed insurance and fixed annuity business through Bell & Associates/ASH. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, emphasizing multi-year time horizons and quarterly portfolio reviews.

Eric Bird is a CFP® professional at Triton Wealth Management, PLLC in Sun City, AZ, with seven years of industry experience. He has worked at Triton Wealth Management since 2019 and previously was employed at MCB Financial and the University of Oklahoma. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm combines asset-allocation and security-selection techniques to construct and monitor diversified portfolios using a variety of investment vehicles, offering comprehensive portfolio management and financial planning on a discretionary basis.