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.

Anders Engbretson is a financial advisor at MD Financial Advisors, operating under Vestment Financial. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors, he worked at North Oaks Financial Group and has experience in both educational and municipal roles. MD Financial Advisors is a team-based SEC-registered firm serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment philosophy focused on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

Matthew Baum is a CFA® charterholder and holds a Series 63 license with 12 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2016. The firm provides investment management services to individual clients, trusts, estates, pension and profit sharing plans, and other entities, managing both discretionary and nondiscretionary accounts with approximately $1.62 billion in assets. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented investment approach supported by an in-house research team and serves both high-net-worth individuals and investment company clients, including acting as adviser to a registered mutual fund.

Justin Smiley is a CFP® at Versant Capital Management, Inc. in Phoenix, AZ, with one year of experience in financial advising. Prior to joining Versant, he worked in various roles at PNC Corporate & Institutional Bank, MidFirst Bank, and Great American Insurance Company. Versant Capital Management serves high-net-worth individuals, families, institutions, and charitable clients with portfolio management, wealth planning, family office services, and consulting. The firm focuses on client-specific investment policies and builds diversified portfolios across multiple asset classes, including equity, fixed income, mutual funds, ETFs, and alternative investments.

Jasmine Miller is a financial advisor at Kilter Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. Additionally, she is licensed as an insurance agent. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy with sector rotation, using mutual funds, ETFs, alternatives, and individual securities, and offers technology-enabled portfolio management and planning services across multiple offices.

Luke Barnes is a financial advisor at Bledsoe Asset Management, LLC with Series 65 registration and one year of industry experience. Prior to joining Bledsoe, he worked in various roles including with the Phoenix and Tusayan Fire Departments and with Baker Tilly. He is currently active with the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader clientele including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management and financial planning services using customized portfolios that incorporate both long-term holdings and derivatives strategies.

Phillip Adams is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mathis Wealth Management since 2016, alongside prior roles at Ausdal Financial Partners and Transcend Security. Adams also served nearly three decades with the City of Phoenix Fire Department before transitioning fully into financial services. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, and pension plans. The firm employs a strategic asset allocation approach and provides services such as ongoing portfolio monitoring, financial planning engagements, and ERISA consulting.

Amy Jones is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and one year of industry experience. Her background includes roles in private client services and previous work at Otis Elevator Company and 3 Phase Elevator Company. She is also involved with Clarus Wealth Advisors’ Nexus Tax Solutions. 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 strategic asset allocation approach supported by third-party research and offers discretionary portfolio management, financial planning, and consulting services.

Kenneth Hartley is a CFA® charterholder with 17 years of experience in the financial industry. He is affiliated with Clarus Wealth Advisors, LLC, a team-based firm, and has been involved in various business activities including serving as an uncompensated managing member and investor in Sand Creek Commercial Investors, LLC, and operating Deserthart Consulting, LLC, a home-based business he co-founded with his wife. 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 strategic asset allocation approach informed by Modern Portfolio Theory, combined with tactical and blended model strategies, supported by third-party research and quarterly portfolio reviews.

Ryan Freberg is a financial advisor at Focused Alpha, LLC with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages several RV resort parks. Focused Alpha, LLC manages approximately $664 million for a multi-advisor team serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process focused on tail-risk management and emotion-free decision making, utilizing quantitative optimization and technical analysis to construct diversified portfolios.

Diane Park is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Cahill Financial Advisors, Inc. since 2013. She holds Series 63 and Series 65 licenses and maintains an active CPA license, though she does not provide tax or accounting services to advisory clients. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials and services into its advisory platform.

Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Dewayne Nelson III is a financial advisor at Collective Wealth Advisors LLC in Phoenix, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Buckingham Strategic Partners, LLC, and Lwi Financial Inc. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm combines independent third-party account administration with access to multiple sub-advisors and offers educational seminars alongside discretionary and non-discretionary portfolio management services.

Zachary Tobey is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Kingdom Financial Group LLC and Fullerton Financial Planning. Before entering financial services, he worked in various positions including at golf courses and Dutch Bros. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm employs discretionary management using model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, and offers consulting, written plans, educational seminars, and newsletters.

Lucas Graybill is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 66 license with one year of industry experience. His prior work includes roles at Kingdom Financial Group LLC, Swissport, FiveIron Golf, Fidelity Investments, and Raymond James. Fullerton Financial, LLC provides investment management and financial planning 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, managing accounts primarily on a discretionary basis through model portfolios and third-party managers.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Daniel Bennett is a financial advisor with Columbia Advisory Partners, LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. His work history includes roles at Columbia Private Markets, Ashton Thomas Private Wealth, and AssetMark Financial, among others. Outside of advising, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm combines modern portfolio theory and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, and it uniquely participates in pooled investment vehicles and private funds alongside its advisory services.

Matthew Tarini is a CFP® with 31 years of experience in the financial services industry. He is currently with Focused Alpha, LLC and has previously worked at Nations Financial Group, Wells Fargo Advisors Financial Network, LPL Financial, and Citigroup Global Markets. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million and serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach emphasizing tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and computer-based tools to construct diversified portfolios.

Scott Jewett is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor and owner at Mars Jewett Financial Group. His prior experience includes roles at Mutual Securities, Inc. and Cetera Advisor Networks LLC. Jewett is a board member of the Bellevue Christian School Trust and Investment Committee and serves as a Republican Precinct Committee Officer. Mars Jewett Financial Group manages approximately $734.7 million for a range of clients including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios based on risk tolerance and uses a committee approach to select mutual funds and ETFs, also incorporating independent investment managers.