Allen Braunbeck is a financial advisor with Kingdom Financial Group, LLC, holding Series 63 and Series 66 designations and with 26 years of industry experience. His prior experience includes roles at Fullerton Financial Planning, Charles Schwab & Co., Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship with AE Wealth Management for portfolio management and offers financial planning and consulting as separate services.

Kevin Canterbury is a financial advisor at CS Planning Corp with 21 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Redstone Capital Management, Coastal Investment Advisors, and Advisory Solutions Group. He is also a licensed life insurance agent at Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a systematic investment approach with broadly diversified portfolios across global equity and fixed-income markets, tailored to each client’s risk tolerance and goals, and operates through a multi-advisor and multi-affiliate model.

Mark Stein is a CFP® with 43 years of industry experience. He is a principal at Galvin, Gaustad & Stein, LLC, where he has worked since 2010. His prior roles include five years at Foothill Securities, Inc., and he maintained an insurance sales business for over four decades. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

Donald Callaghan is a financial advisor with Global Strategic NextGen OCIO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Global Strategic Investment Solutions since 2015. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm uses a dynamic strategic asset allocation framework based on proprietary quantitative models and emphasizes due diligence across a broad investable universe including public and private market investments.

Todd Reeg is a CFP® professional with 27 years of industry experience. He is currently with Xcelsior Advisor Partners LLC, having previously worked at Robert W Baird & Co. for 12 years. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in its discretionary portfolio management, financial planning, and retirement-plan consulting services.

Jessie Tranchina Satterfield is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, The Vanguard Group, and Wells Fargo. Outside of her advisory role, she owns and operates Children of God Clothing, a clothing store where she designs and sells apparel. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory model to access third-party portfolios and offers comprehensive planning, seminars, and newsletters to its client base.

Charles Dickens IV is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Morgan Stanley, Cardone Ventures, and The Vanguard Group. Outside of finance, he has experience working with yoga companies, including Champions Yoga LLC and Corepower Yoga. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm follows a conservative, income- and risk-focused investment approach primarily implemented through third-party sub-advisors, and offers a wide range of portfolio solutions including access to crypto-focused ETFs, private placements, and direct indexing models.

Peter Lisicky is a CFP® with 16 years of industry experience, currently affiliated with Xcelsior Advisor Partners LLC. He previously worked at Robert Baird & Co. for 12 years before joining his current firm. Lisicky holds Series 63 and Series 66 licenses. Xcelsior Advisor Partners LLC is a team of roughly 18 advisors managing approximately $650.7 million for a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing strategies based on fundamental analysis and modern portfolio theory, and offers access to third-party money managers and alternative investments.

Joshua Becker is a financial advisor at Kingdom Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked with Fullerton Financial Planning and Kingdom Financial Group since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on private enterprises in Southern and Eastern Africa. Kingdom Financial Group provides investment advisory and financial planning services to individual clients through discretionary portfolio management, comprehensive financial plans, and educational seminars. The firm manages approximately $520.9 million in discretionary assets and serves around 1,785 clients with a team of 18 advisors.

Jordan Galvin is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Galvin, Gaustad & Stein since 2015, including time overlapping with Foothill Securities Inc in 2015-2016. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $1.35 billion in assets and employs a fundamentally driven security-selection process combined with quantitative screening and qualitative company analysis to construct diversified portfolios and offer both discretionary and non-discretionary financial planning services.

Steven Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, Arizona, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has operated Fullerton Financial Planning since 2011, providing financial planning strategies and insurance services. Outside of finance, he is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group primarily serves individual clients with personalized financial planning and consulting, offering a range of services from comprehensive plans to ongoing consultations. The firm outsources investment analysis and portfolio management to third parties while maintaining client communication and suitability oversight.

Jacquie Lemarr is a financial advisor at CS Planning Corp with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Redstone Capital Management, Inc. and Charles Schwab. Outside of finance, she has been involved with Cyclebar since 2018. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and focuses on broadly diversified portfolios with systematic rebalancing tailored to client risk tolerance and goals.

Jacob Duffy is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Robert W. Baird and Duffy Mathias Private Wealth. He serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Foundation of Evanston, Illinois. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in discretionary portfolio management, financial planning, and retirement-plan consulting, with access to third-party money managers and alternative investments.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Davis serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary security-selection process that combines quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Gene Pucci is a financial advisor at Xcelsior Advisor Partners LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Robert W. Baird & Co., Inc., Wells Fargo, Morgan Stanley, and UBS Financial Services. He also serves as National Director of Operations for Excelsior Advisor Network LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

William Mitton is a financial advisor at Triton Wealth Management, PLLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Leigh Baldwin & Co., LLC and Raymond James Financial Services. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm provides comprehensive portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, using a blend of asset allocation and security selection strategies.

Cody Ashton is a financial advisor at Triton Wealth Management, PLLC with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Leigh Baldwin & Co., LLC and Purshe Kaplan Sterling Investments. Ashton also maintains fixed insurance agent activities alongside his advisory role. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension plans. The firm offers comprehensive portfolio management and financial planning using a mix of asset-allocation and security-selection techniques, employing various investment vehicles such as stocks, bonds, mutual funds, ETFs, options, structured products, and cryptocurrencies.

Katie Nulliner is a financial advisor with Xcelsior Advisor Partners LLC and holds a Series 66 designation. She has one year of industry experience and has previously worked at Strategic Advisors, Fidelity Brokerage Services LLC, and Wealth Strategies Advisory Group. Outside of her advisory role, she is an employee at The Mission Restaurant in Scottsdale, Arizona, where she bartends and serves. Xcelsior Advisor Partners LLC is an SEC-registered team of approximately 18 advisors managing about $650.7 million for around 348 clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm offers discretionary portfolio management and financial planning services, using both fundamental analysis and modern portfolio theory while providing access to third-party money managers and alternative investments.

John Langer is a financial advisor with Strategy Financial Group in Phoenix, AZ. He holds a Series 66 designation and has five years of industry experience. Prior to joining Strategy Financial Group, he worked at Merrill and J.P. Morgan Securities among other firms. Strategy Financial Group manages approximately $367 million for a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, risk-focused investment approach utilizing multi-asset models and third-party sub-advisors, and offers a range of specialized investment solutions such as limited crypto-focused ETF allocations and private placements.

Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Galvin, Gaustad & Stein since 2010 and previously spent five years with Foothill Securities, Inc. Galvin, Gaustad & Stein is a registered investment adviser that provides financial planning, retirement plan consulting, and portfolio management to individuals, trusts, and various business entities. The firm manages approximately $1.35 billion in client assets and employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative company analysis.