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 at Fullerton Financial, LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Leslie has worked at firms including Kingdom Financial Group and Charles Schwab. Outside of financial advising, she is a licensed realtor with Delex Realty, where she occasionally assists with real estate transactions. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, offering written plans, consulting, model portfolios, and educational seminars. The firm employs discretionary management using third-party managers and model strategies accessed through AE Wealth Management.

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 and having four years of industry experience. Prior to his current role, he worked at Annexus, Annexus Securities, and The Vanguard Group. He serves on the Board of Directors for The Adams Agency, a property and casualty insurance company. 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 uses model portfolios and third-party managers accessed through AE Wealth Management, with discretionary account management and regular reviews.

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.

Seth Sas is a financial advisor with REDW Wealth LLC in Phoenix, AZ, holding a Series 65 designation. He joined REDW Wealth in 2024 and has prior experience at Redw, LLC, CBIZ, Inc., and several educational institutions. REDW Wealth LLC provides personalized financial planning and wealth management services to individuals including high-net-worth clients, as well as pension plans, trusts, charities, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor affiliated with a certified public accounting firm.

Rula Huber is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 18 years of industry experience. She has been with Bledsoe Asset Management since 2008. Bledsoe Asset Management serves members of the public safety community, their families, as well as high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses strategic model portfolios combined with scenario and fundamental analysis, and employs both long-term holdings and active trading, including options and derivative strategies, to customize and manage client portfolios.

Jacob Fallon is a financial advisor at SageGuard Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Dobbins Wealth Management, PLLC, Sawston Wealth Management, LLC, and Capstone Investment Group, LLC. Fallon is based in Phoenix, AZ. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and sleeves, and offers public educational seminars as part of its client development.

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.

Austin Schwab is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding Series 65 and Series 66 licenses. He has experience at Kingdom Financial Group LLC and Heartland Retirement Group, as well as prior roles in diverse industries. Austin's background includes both financial services and other sectors. 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 uses model portfolios and third-party managers through a sub-advisory relationship with AE Wealth Management and offers written plans, consulting, newsletters, and educational seminars.

Timothy Stein is a Series 65-licensed financial advisor with Bledsoe Asset Management, LLC, where he has worked since 2008. He has 18 years of industry experience and also serves as a member of the Phoenix Fire Department since 2005. Bledsoe Asset Management serves clients primarily from the public safety community along with high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses a combination of strategic model portfolios, customized allocations, and derivative strategies, including option writing, to manage approximately $189 million for around 341 clients.

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.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC in Phoenix, AZ, holding the PFS™ designation with one year of industry experience. He has been involved with Arrowroot since 2024 and has held concurrent roles at several entities, including ILJ Consulting LLC, Ignite Wealth Management LLC, and Ignite Accounting LLC, where he has longstanding involvement. Jackson also has a background in construction through his experience at Centuri Construction Group. Arrowroot Family Office provides advisory services to individuals, families, and various institutional clients, offering wealth management, financial planning, multi-family office services, and retirement-plan advisory. The firm focuses on asset allocation supported by quantitative analytics and manages private funds alongside its discretionary and non-discretionary portfolio management.

Larry Mathis is a CFP®-certified financial advisor with over 33 years of industry experience. He is the founder of Mathis Wealth Management in Phoenix, AZ, where he has worked since 2004. Mathis has also been an author and speaker since 2006 and serves as a member of the Arizona State Treasurer Financial Literacy Task Force. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various types of retirement plans. The firm employs a strategic asset allocation approach that includes diversification across equities, fixed income, mutual funds, and ETFs, and offers ongoing portfolio monitoring along with multiple billing arrangements.

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 at Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. He has worked at Clarus Wealth Advisors since 2016 and has previous experience at Crown Capital Securities and WFG Advisors. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing over $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a strategic asset allocation approach combined with tactical and model strategies, supported by third-party research and quarterly portfolio reviews.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 credential with two years of industry experience. She has been with Tandem Wealth Advisors since 2011 and concurrently worked at MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combination of macroeconomic analysis and fundamental research to build diversified, balanced portfolios, and is notable for its role as sub-advisor to pooled collective investment trusts and model management for unified accounts and wrap-fee programs.

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.