John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.

William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.

He Ma is a financial advisor at CSP Financial Group LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in roles at firms including GoHealth, UnitedHealthcare, and JM Capital Group LLC. Outside of his advisory work, he is training as an AutoCAD designer for Grantham Designing. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Andrew Majd is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. Before joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America Merrill Lynch. His experience also includes a role at Nicks Menswear. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, providing a range of wealth services from family office assessments to investment management and retirement plan consulting. The firm integrates financial planning with investment oversight and coordination of outside professionals, offering both discretionary and non-discretionary management while utilizing independent managers and private investment opportunities.

James Dew is a CFP® and ChFC® with 22 years of industry experience. He has been with Dew Wealth Management since 1999. Dew is an independent trustee for trusts unrelated to his advisory clients and receives royalties from previously published educational books on investing and financial planning. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension and profit-sharing plans, and charitable organizations. The firm offers a range of wealth services combining financial planning, investment management, and coordination of outside professionals, providing both discretionary and non-discretionary portfolio oversight.

William Lee is a CFP® and CFA® with 14 years of industry experience. He currently works at ARQ Wealth Advisors, LLC and has previously been with Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. Outside of his advisory role, he is a managing member and part-owner of a recreational company, Fun Times AZ LLC. ARQ Wealth Advisors serves individual and institutional clients through fee-only asset management and financial planning, employing a disciplined investment process that includes derivatives and options strategies within separately managed accounts. The firm blends traditional and alternative investment exposures while maintaining a formal fiduciary standard.

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.

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.

Santiago Rosas is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 license with three years of industry experience. His prior work includes roles at FP Solutions Ameriprise, Insitu, and Bosh Global Services. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, offering comprehensive wealth services such as Family Office Assessments, investment management, and retirement plan consulting. The firm integrates financial planning with investment oversight and the coordination of outside professionals, utilizing both discretionary and non-discretionary management approaches.

Todd Reeg is a CFP® with 27 years of industry experience, currently serving at Xcelsior Advisor Partners LLC. His prior work includes roles at Robert W. Baird & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Scottsdale, AZ. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory, using both bespoke and licensed model portfolios, and accesses alternative and private investments while maintaining discretion over portfolio implementation.

Christopher Kuehne is a CFP® professional with five years of industry experience, currently serving as an advisor at Greenwich Advisors, LLC. Prior to joining Greenwich Advisors, he was with Independent Financial Advisors for 30 years. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, utilizing a range of analytical methods and complex investment instruments.

Charles Dickens IV is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and Cardone Ventures. Outside of finance, he was involved with Champions Yoga LLC for three years. Strategy Financial Group serves a diverse client base including individuals, pension plans, and charitable organizations, managing approximately $367 million across various accounts. The firm focuses on conservative, income-oriented investing and risk management using diversified multi-asset portfolios, complemented by its marketing and client education initiatives.

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. Outside of his advisory role, he owns and operates a personal brand website and social media platform. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs quantitative equity models and diversified strategies, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Peter Lisicky is a CFP® with 16 years of experience in the financial services industry. He is currently with Xcelsior Advisor Partners LLC and previously worked at Robert Baird & Co. for 12 years. Lisicky also serves as an insurance agent providing advice on insurance and annuity products. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored investment strategies, utilizing third-party technology and access to alternative investments.

Michael Christensen is a financial advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. His prior work history includes roles in accounting and corporate services. Sage Financial Advisors serves individuals, businesses, trusts, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, tax preparation, and related consulting. The firm employs a fundamental analysis approach with diversified portfolios and offers educational seminars, tax services through affiliated CPAs, and documented operational controls.

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.

Patrick Conway is a financial advisor at Fairport Advisors, Inc. with 42 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long history with Fairport Capital, Inc. in Scottsdale, AZ. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation, proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools to manage a range of model portfolios from defensive to aggressive strategies.

Richard Siegel is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at ARQ Wealth Advisors, LLC since 2008 and previously spent eight years with Vanguard Advisers. Outside of advising, Richard holds a minority ownership stake in Restaurant Investment Partners, LLC. ARQ Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm integrates derivatives and alternative investments into client portfolios and provides fiduciary support for employer plans alongside traditional wealth management services.