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, 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. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, businesses, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis and conducts periodic account reviews, with a focus that includes state and municipal retirement plans.

Brett Adams is a financial advisor at DecisionPoint Financial, LLC with six years of industry experience. He holds a Series 65 designation and has been with DecisionPoint Financial since 2019. Prior to joining the firm, he worked at Intermountain Healthcare from 2016 to 2019. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis in its portfolio management and uses client testimonials and third-party ratings in its marketing efforts.

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 at Acrylic Financial, Inc. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BrightWealth Enterprises, LLC and First Financial Equity Corporation. Outside of advisory services, he serves as the senior financial trainer for BrightWealth Academy, a financial training platform, and is a managing partner of a tax strategy and planning business that provides tax review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside ongoing financial planning.

Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.

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® and holds a Series 66 license, with nine years of industry experience. He has worked at The Vanguard Group, Inc. for eight years and has been with DecisionPoint Financial, LLC for eleven years. He also has experience associated with Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mixed approach of fundamental, technical, and cyclical analysis, allocating client assets among mutual funds, ETFs, equities, and fixed income, while conducting periodic reviews and exercising discretionary portfolio management.

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.

Teresa Armel is a financial advisor at Next Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at firms including Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, including private investment funds and structured notes.

Kortney Bamrick is a financial advisor with Decisionpoint Financial, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Decisionpoint in 2023, Bamrick held positions at Charles Schwab & Co Inc, Bank of America, Merrill Lynch, and State Farm. DecisionPoint Financial offers discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm utilizes a combination of fundamental, technical, and cyclical analysis and provides pension consulting services, including investment selection 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.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Ross Bruner is a financial advisor at Woodstock Wealth Management, Inc. in Scottsdale, AZ, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Woodstock Wealth Management since 2018, following nine years at Woodstock Financial Group. In addition to his advisory role, he operates a separate business selling fixed annuity insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million and offers a performance-based fee program alongside traditional asset-based fee structures.

Brittany Kohnke is a financial advisor at Acrylic Financial, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years. Outside of finance, she owns BK Training Systems, where she provides health and fitness coaching, and co-owns The Foundry Gym in Queen Creek, Arizona. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, and other investment advisers. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Guruatma Khalsa is a Series 65 licensed financial advisor with one year of industry experience, currently with Acrylic Financial, Inc. He has previously worked at Prosperity Bridges and operated Khalsa Consulting for over a decade. Outside of finance, Khalsa is involved in education for responsible dog breeders and owns dog breeding enterprises. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles, utilizing a combination of passive and active investment strategies along with selection and monitoring of third-party managers.