Matthew Zuccaro is a CFP® professional with 26 years of industry experience, currently serving at Fullerton Financial, LLC in Peoria, AZ. His work history includes roles at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Weathability. Zuccaro holds the Series 63 and Series 66 licenses. Fullerton Financial is affiliated with Kingdom Financial Group, LLC, which provides comprehensive financial planning and investment advisory services to individual clients. The firm manages approximately $520.9 million in discretionary assets and utilizes sub-advisory relationships and custodial arrangements with Fidelity and Charles Schwab.

Trinity Grace is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Bank of America, Merrill, The Vanguard Group, and JPMorgan Chase. Fullerton Financial, LLC is part of Kingdom Financial Group, which provides investment advisory and financial planning services to individual clients. The firm manages approximately $520.9 million in discretionary assets and combines model portfolios through a sub‑advisory relationship with AE Wealth Management.

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® and holds a Series 66 license with four years of industry experience. He is currently with Kingdom Financial Group, LLC and Fullerton Financial, LLC. His prior experience includes roles at Wells Fargo and Morgan Stanley. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses a sub‑advisory model, offers financial planning as a separate service, and conducts public 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 Series 65-licensed advisor at Kingdom Financial Group, LLC with one year of industry experience. He previously worked at Fullerton Financial Planning for nine years. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory approach with AE Wealth Management and offers comprehensive financial plans, seminars, and newsletters.

Leslie Winchester is a financial advisor with Fullerton Financial, LLC and holds Series 63, Series 65, and Series 66 licenses. Leslie has 14 years of industry experience and has worked at firms including Kingdom Financial Group, Foundations Investment Advisors, and Charles Schwab. Outside of financial advisory work, Leslie is a licensed realtor with Delex Realty, assisting with residential real estate transactions on a limited basis. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individuals, managing over $520 million in discretionary assets. The firm offers portfolio management, comprehensive financial plans, seminars, and uses third-party managers through a sub-advisory relationship, serving approximately 1,785 clients.

Dallas Fox is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Kingdom Financial Group, LLC and previously worked at Fullerton Financial Planning. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group, LLC provides investment advisory and financial planning services primarily to individual clients, managing approximately $520.9 million in discretionary assets through a team of around 18 advisors. The firm offers discretionary portfolio management, written financial plans, seminars, and newsletters, utilizing a sub-advisory relationship with AE Wealth Management and custodians Fidelity and Charles Schwab.

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 with Fullerton Financial, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fullerton Financial Planning and Kingdom Financial Group, LLC, he worked at Annexus and The Vanguard Group. He serves on the board of directors for The Adams Agency, a property and casualty insurance firm. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory approach to access various model portfolios and money managers, while also offering financial planning and consulting services.

Stephanie Fullerton is a financial advisor with Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation and 8 years of industry experience. She has been affiliated with Kingdom Financial Group LLC since 2018 and has worked with Fullerton Financial Planning since 2004. Outside of her advisory role, she is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group, LLC provides investment advisory and financial planning services primarily to individual clients, managing over $520 million in discretionary assets through a team of approximately 18 advisors. The firm uses sub-advisory relationships for investment management and offers separate financial planning and consulting services.

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.

Jacob Fallon is a financial advisor at SageGuard Financial Group, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Dobbins Wealth Management, PLLC, and Sawston Wealth Management, LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning using a range of model portfolios and sleeves with varying account minimums, managing approximately $755.7 million across a 14-advisor team.

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.