Alec Blomquist is a financial advisor at Rovin Capital with a Series 65 designation and five years of industry experience. He has worked at Rovin Capital since 2020 and previously at CW Advisors, LLC. Rovin Capital provides personalized financial planning and investment advisory services to individuals and institutions, employing a customized, fundamental-analysis approach with ongoing account monitoring. The firm manages approximately $917 million in assets and acts as manager, sponsor, and adviser to multiple private pooled vehicles and real-estate-related offerings.

Kevin Shorts is a financial advisor at Tribeca Financial, LLC in Gilbert, AZ, holding a Series 65 license with 17 years of industry experience. He has been with Tribeca Financial since 2008. Outside of his advisory role, Shorts is an independent insurance agent and manages Shorts Financial Services, LLC. Tribeca Financial provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios aimed at long-term growth.

Neil Sabagh is a financial advisor at Acrylic Financial, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Acrylic Financial and Brokers Alliance in 2024, he worked at Amazon from 2020 to 2024. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, momentum and moving-average models, and both fundamental and technical analysis to tailor investment programs according to client goals and risk tolerance.

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

Christopher Rich is a CFP® with 20 years of industry experience, currently serving at Tribeca Financial, LLC since 2008. He has also owned Rich Financial Group, LLC since 1992, where he is involved in insurance services. Outside of his advisory role, he is engaged in business exit planning and owns a fly fishing retail store. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm employs a structured, market-rate oriented approach focusing on passive, globally diversified portfolios with an emphasis on long-term growth.

Carey Mccrady is a CFP® with 19 years of industry experience and is currently an advisor at Cypress Wealth Services, LLC. Prior to joining Cypress in 2023, Carey worked at Watts Gwilliam and Associates and CSM Financial Planning, LLC. Cypress Wealth Services manages approximately $1.34 billion in discretionary assets for around 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, employing a primarily fundamental research approach with flexibility for alternative investments and more active strategies when suitable.

Christopher Puplava is a financial advisor with Financial Sense Advisors, Inc. in Gilbert, AZ, holding a Series 66 designation and over 16 years of industry experience. He has worked at Puplava Securities, Inc. since 2016 and at Puplava Financial Services, Inc. since 2005. Puplava also participates in podcasts and writes occasional articles for FinancialSense.com. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for nearly 600 clients, including individuals, retirement plans, and trusts. The firm uses a combination of fundamental and technical analysis to implement client-directed strategies, offering a range of portfolio approaches from conservative fixed income to aggressive equity, along with retirement-plan consulting and participant account management.

Jessica Wilhite is a financial advisor at DecisionPoint Financial, LLC in Mesa, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Fidelity Investments and Utah Community Credit Union, as well as experience in educational institutions such as Utah Valley University and Utah State University. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a variety of investment strategies involving mutual funds, ETFs, equities, and fixed income, with a focus on serving state and municipal plan sponsors alongside other clients.

Brett Adams is a financial advisor with DecisionPoint Financial, LLC in Mesa, AZ, holding a Series 65 designation and six years of industry experience. He has been with DecisionPoint Financial since 2019 and previously worked at Intermountain Healthcare from 2016 to 2019. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and utilizes a variety of analytical methods and asset classes, including mutual funds, ETFs, equities, and fixed income.

Bridget Grimes is a CFP® with 13 years of industry experience. She has worked at Equita Financial Network, Inc. since 2018 and has been associated with WealthChoice LLC since 2016. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning, investment management, and consulting services. The firm emphasizes market efficiency and strategic asset allocation, building client-specific investment policy statements to guide portfolio construction and risk tolerance.

Christopher Roozendaal is a financial advisor at Tribeca Financial, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Tribeca Financial and Rich Financial Group since 1999. Outside of his advisory role, he is an owner and principal of Rich Financial Group, which focuses on financial planning and insurance sales. Tribeca Financial, LLC serves a diverse client base including individuals, pension plans, charitable and governmental entities, and corporations, offering investment management and written financial plans. The firm emphasizes a structured, market-rate oriented approach with globally diversified, passive portfolios, periodic rebalancing, and a focus on long-term growth.

Scott Mclaine is a financial advisor with Acrylic Financial, Inc. based in Fountain Hills, AZ, holding Series 65 and Series 66 licenses with 10 years of industry experience. He is senior financial trainer and on-camera personality for BrightWealth Academy, a financial training program operated by BrightPhoenix Management, LLC, and serves as managing partner of a tax strategy and planning business focused on tax return review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, utilizing a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary management alongside financial planning, and manages firm-sponsored pooled investment vehicles including a hedge fund.

Matthew Staffieri is a financial advisor at Rovin Capital with 13 years of industry experience. He holds the Series 66 designation and has served as president of Artegius Capital, Inc., an investment firm focused on fund management. Rovin Capital LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized, fundamental-analysis approach and manages approximately $917 million in assets, offering a range of strategies such as options, private placements, and third-party managers.

Randall Davey is a financial advisor at Guide Advisors, Inc. in Mesa, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including insurance and securities since 2003. He operates a sole proprietorship offering insurance products and services alongside his advisory work. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm conducts public seminars and educational workshops and generally acts as a co-advisor rather than directly managing discretionary client portfolios.

Ryne Macpherson is a CFP® with nine years of industry experience. He is affiliated with DecisionPoint Financial, LLC and has previously worked at The Vanguard Group. Macpherson also held a position at Utah Valley University for three years. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and utilizes fundamental, technical, and cyclical analysis across various asset classes, including mutual funds, ETFs, equities, and fixed income.

Joan Zimniewicz is a financial advisor with E. A. Horwitz LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and employs tools such as options and fixed-income trading to manage risk and generate income.

Kortney Bamrick is a financial advisor at DecisionPoint Financial, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab, Bank of America, Merrill Lynch, State Farm, and Carvana. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a diverse investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management alongside retirement-plan consulting and participant education.

Christopher Highmark is a CFA® charterholder and financial advisor at Mosaic Wealth with over 14 years of prior experience at Finemark National Bank & Trust. He joined Mosaic Wealth in 2026 and is based in Mesa, AZ. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, utilizing fundamental analysis and a range of investment vehicles to meet client objectives.

R Cioffari is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He has been associated with Key Group Management since 2009. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary client relationships and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Ross Bruner is a financial advisor with Woodstock Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously spent nine years at Woodstock Financial Group, Inc. Outside of his advisory role, he operates a business selling fixed annuity products. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third‑party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a variety of investment strategies, including mutual funds, ETFs, fixed income, and options, and uses a performance-fee program alongside standard AUM arrangements.