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.

Katherine Vessenes is a CFP® professional with 15 years of experience in financial advising. She is currently with MD Financial Advisors / Vestment Financial, where she has worked since 2013. Her prior experience includes roles at Cetera Advisors LLC, Larson Financial Group, Fortitude Advisory Group, and QA3 Financial. Outside her advisory work, she serves on the executive committee of a homeowners association and acts as of counsel for a law firm. MD Financial Advisors (doing business as Vestment Financial) advises individual clients, trusts, estates, retirement plans, foundations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s investment strategy focuses on long-term, low-cost, diversified portfolios built with mutual funds and ETFs, with an emphasis on asset allocation, rebalancing, and tax-aware decisions.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and totaling 28 years of industry experience. She has worked at firms including Morgan Stanley and Wells Fargo Clearing. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. 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 combines strategic asset allocation with tactical and model-based strategies and operates with a multi-year investment horizon, supported by third-party research and regular portfolio reviews.

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 firms including Belpointe Asset Management and Crown Capital Securities, as well as in divorce financial consulting roles. Strategic Portfolio Solutions serves individuals, trusts, estates, and pension plans with asset management, financial planning, and consulting, including a dedicated divorce-planning service. The firm uses a tailored investment approach that incorporates derivatives such as options and employs both discretionary and non-discretionary management practices.

Matthew Tobey is a Series 65-licensed advisor with Fullerton Financial, LLC in Peoria, AZ, and has one year of industry experience. He previously worked at Kingdom Financial Group, LLC for two years and Fullerton Financial Planning for nine years. 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.

Leslie Winchester is a financial advisor with Fullerton Financial, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Leslie has worked with several firms including Kingdom Financial Group, Foundations Investment Advisors, and Charles Schwab. Outside of finance, Leslie is a licensed realtor with Delex Realty, assisting in residential real estate transactions on a limited basis. Fullerton Financial, LLC serves individual clients across a range of wealth levels, providing investment management and financial planning through discretionary account management, model portfolios, and access to third-party money managers. The firm also offers written plans, consulting, educational seminars, and newsletters.

Dallas Fox is a financial advisor at Fullerton Financial, LLC in Peoria, Arizona, holding a Series 65 credential with three years of industry experience. He previously worked at Kingdom Financial Group, LLC and Fullerton Financial Planning. Outside of his advisory roles, he has experience in education and retail, including roles at Grand Canyon University and Dutch Bros Coffee. Fullerton Financial, LLC provides investment management and financial planning services 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, delivering advisory services through both direct management and a sub-advisory relationship with AE Wealth Management.

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 with four years of industry experience. His background includes roles at Annexus, The Vanguard Group, and Arizona State University. Outside of advising, Jacob serves on the board of directors for The Adams Agency, a property and casualty insurance firm. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across various wealth levels. The firm utilizes model portfolios and third-party managers through a sub-advisory relationship with AE Wealth Management, delivering discretionary account management alongside educational resources and consulting services.

Stephanie Fullerton is a financial advisor with Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation and eight years of industry experience. She has been associated with Kingdom Financial Group LLC since 2018 and has over two decades of experience with Fullerton Financial Planning. Outside of her advisory role, she is 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‑HNW and high‑net‑worth individuals. The firm utilizes model portfolios, third‑party managers, and a sub‑advisory relationship with AE Wealth Management to offer diversified advisory services, combining discretionary account management with educational seminars and written financial plans.

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 63 and Series 66 licenses and having 22 years of industry experience. His career includes roles at Crown Capital Securities, Lp and WFG Advisors, LP. Staats is involved in 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 blend of strategic asset allocation and tactical equity strategies with an emphasis on 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.

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Shane Price is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. He also provides financial and insurance services through The Cunningham Group, where he serves as an investment advisor representative and insurance agent. In addition to his advisory work, Price has experience in furniture sales and marketing with Xybix Systems. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a network of investment advisor representatives and primary advisors.

Michael Puck is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. His prior roles include positions at ZEGA Investments, ZEGA Financial, The Burney Company, J.P. Morgan Securities, TD Ameritrade, and Morgan Stanley. Outside of finance, he has a role in accounting for a skin care company. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic approaches, delivered through a multi-team model with oversight from an investment committee.