Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

Brian Smalley is a financial advisor with Universal Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His prior firms include Triton Wealth Management, Leigh Baldwin & Co., PLLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. Outside of advisory work, he owns BC Enterprises LLC, a finish carpentry business. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers. The firm’s approach combines fundamental analysis with long- and short-term purchase strategies and executes custody and trading through a recommended qualified custodian.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at FSG Financial Services, Inc., Client One Securities LLC, OnPointe Advisory and Financial Services LLC, Financial Security Group of AZ, Inc., and Managed Assets. Approximately half of his time is spent as an insurance agent selling fixed and index annuities through Financial Security Group of AZ, Inc. FSG Financial Services, Inc. provides discretionary asset management and advisory services to individual investors, including both high-net-worth and non-high-net-worth clients. The firm manages about $52 million for roughly 163 clients and employs a client-specific investment approach utilizing fundamental, technical, charting, and cyclical analysis.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.

Joshua Cooper is a financial advisor at Clarus Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clarus Wealth Advisors since 2015, as well as with Crown Capital Securities, LP and WFG Investments Inc. Cooper is also involved in the ownership and advisory role at Heritage Retirement Solutions LLC. 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 blend of strategic asset allocation and tactical equity strategies with a focus on multi-year time horizons and regular portfolio reviews.

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with four years of industry experience. He holds a Series 65 designation and previously worked for J Brad Jenner, CPA PC for six years. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension and profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a variety of investment techniques and products, with ongoing monitoring and client-directed investment restrictions.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Scott Sollars is a CFP® professional with 25 years of experience in financial advising. He is currently with Benefit Financial Services Group and previously worked at Schwab Wealth Advisory, Inc. among other firms. Sollars holds the Series 66 designation and is based in Phoenix, AZ. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets, employing diversified, model-based investment strategies that include mutual funds, ETFs, private investments, and ESG approaches.

Julie Hein is a Series 65-licensed advisor with 21 years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1990. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Jessie Tranchina Satterfield is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kingdom Financial Group LLC, Strategy Financial Group, LPL Financial LLC, and U.S. Bancorp Investments, Inc. Outside of advising, she owns and operates Children of God Clothing, a clothing store focused on designing and selling apparel. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, offering written financial plans, model portfolios, newsletters, and educational seminars. The firm manages client accounts on a discretionary basis, utilizing third-party managers and model strategies accessed through AE Wealth Management.

Brent Miller is a CFA® charterholder with eight years of industry experience. He currently works at Benefit Financial Services Group and has previously been with Focus Partners Wealth, LLC and Gradient Analytics. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Brandon Yee is a financial advisor with Versant Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Versant Capital Management since 2015. Versant Capital Management serves high-net-worth individuals, families, institutional clients, and charitable organizations, providing portfolio management, wealth planning, and family office services. The firm emphasizes client-specific investment policies and employs diversified portfolios including equities, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers tailored to client objectives and liquidity needs.

Paul Phillips Jr. is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. His prior roles include positions at TD Ameritrade Inc., FINRA, and several other financial firms. He serves as a FINRA arbitrator and is involved in leasing intellectual property to nonprofit organizations. Synergy Asset Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, offering a range of customized portfolio strategies.

Joshua Becker is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Fullerton Financial, LLC and Fullerton Financial Planning, where he has worked since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on acquiring and managing private companies in Southern and Eastern Africa. Fullerton Financial, LLC provides investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm uses model portfolios, third-party managers, and technology tools to manage client accounts, and offers additional services such as written financial plans, consulting, newsletters, and educational seminars.

Steven Fullerton Sr. is a financial advisor at Fullerton Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fullerton Financial Planning since 2011 and Kingdom Financial Group, LLC since 2010. Outside of his advisory role, he is a shareholder in Sparty Marketing Inc. and a member of the Fullerton Foundation, a charitable nonprofit organization. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, and delivers advisory services through a sub-advisory relationship with AE Wealth Management, utilizing third-party money managers and model strategies.

Kurtis Knobbe is a financial advisor at Bledsoe Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles with the City of Phoenix since 2011, including serving as a Fire Captain in the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients, offering asset management, financial planning, and consulting services. The firm uses strategic model portfolios tailored to client needs and employs both long-term and active trading strategies, including options and derivatives, with a focus on optimizing retirement benefits for public safety employees.

Gregory Smith is a CFA® charterholder at L. Roy Papp & Associates, LLP with four years of industry experience. He has been with the firm since 2005, which operates as a multi-advisor team. L. Roy Papp & Associates provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and investment companies. The firm employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and it manages roughly $1.5 billion in client assets.

Cody Ashton is a financial advisor at Triton Wealth Management, PLLC with 18 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales as an agent. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm offers comprehensive portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.