Robert Cohen is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 designation with seven years of industry experience. He has been with Tandem Wealth Advisors since 2018, including a brief sabbatical in 2021, and previously worked at Lotuswei LLC from 2013 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to create balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

Jessie Tranchina Satterfield is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kingdom Financial Group LLC, Strategy Financial Group, LPL Financial LLC, and U.S. Bancorp Investments, Inc. Outside of advising, she owns and operates Children of God Clothing, a clothing store focused on designing and selling apparel. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, offering written financial plans, model portfolios, newsletters, and educational seminars. The firm manages client accounts on a discretionary basis, utilizing third-party managers and model strategies accessed through AE Wealth Management.

Brent Miller is a CFA® charterholder with eight years of industry experience. He currently works at Benefit Financial Services Group and has previously been with Focus Partners Wealth, LLC and Gradient Analytics. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Jason Kalman is a financial advisor with Schnieders Capital Management, LLC. He holds a Series 65 designation and has experience in both institutional and wealth management roles, including positions at Straight Arrow Capital Management and Whittier Trust Company. Kalman completed a Master’s of Finance and a Bachelor’s in Business at the University of Nevada Reno. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and long-term holdings, while maintaining flexibility for short-term strategies.

Lisa Felicia Akorli is a financial advisor at Just Futures with a Series 65 designation and one year of industry experience. Her prior roles include positions at the U.S. Department of State and Pinnacle Prevention. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm uses a values-aligned investment approach informed by social justice movements, integrating ESG considerations and community-focused market solutions into client portfolios.

Paul Phillips Jr. is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. His prior roles include positions at TD Ameritrade Inc., FINRA, and several other financial firms. He serves as a FINRA arbitrator and is involved in leasing intellectual property to nonprofit organizations. Synergy Asset Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, offering a range of customized portfolio strategies.

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, with 15 years at the firm and 10 years of industry experience. He holds a Series 65 credential. Outside of his advisory role, Mr. Carpenter owns and operates CLC Tax, LLC, through which he prepares individual tax returns. He also occasionally provides AML audits for unaffiliated firms. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a top-down, macro-driven approach that emphasizes asset allocation, primarily using ETFs, mutual funds, and select individual securities.

Joshua Becker is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Fullerton Financial, LLC and Fullerton Financial Planning, where he has worked since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on acquiring and managing private companies in Southern and Eastern Africa. Fullerton Financial, LLC provides investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm uses model portfolios, third-party managers, and technology tools to manage client accounts, and offers additional services such as written financial plans, consulting, newsletters, and educational seminars.

Steven Fullerton Sr. is a financial advisor at Fullerton Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fullerton Financial Planning since 2011 and Kingdom Financial Group, LLC since 2010. Outside of his advisory role, he is a shareholder in Sparty Marketing Inc. and 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-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, utilizing third-party money managers and model strategies.

Lawrence Orgill is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Paragon Capital Management in Denver, CO since 1999. Paragon Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Kurtis Knobbe is a financial advisor at Bledsoe Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles with the City of Phoenix since 2011, including serving as a Fire Captain in the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients, offering asset management, financial planning, and consulting services. The firm uses strategic model portfolios tailored to client needs and employs both long-term and active trading strategies, including options and derivatives, with a focus on optimizing retirement benefits for public safety employees.

Thomas Dupree is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Dupree Financial Group, LLC and has prior experience at Strategy Financial Group as well as brief roles outside the financial sector. Dupree Financial Group is a team-based firm managing approximately $404 million in client assets, focusing on discretionary portfolio and asset management for individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes a modified value-focused, bottom-up investment approach tailored to retirees and those planning for retirement.

Bryan Snapp is a Series 65-licensed advisor with SLP Wealth in Phoenix, AZ. He joined the firm in 2025 and previously worked at PetSmart Inc. for 17 years. Bryan has no prior advisory industry experience. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs, and it maintains a large office network relative to its size.

Nadyne Abubo is a financial advisor at Fortem Financial Group, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortem Financial Group, she has worked at several organizations including Transact Campus Inc., YUMBAR Restaurant & Bar, and Socially Acceptable. She is also employed by CalvaryPHX Non-denominational Christian Church in a non-investment related role. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with financial planning, investment management, retirement plan consulting, and wealth management services. The firm emphasizes starting client relationships with a financial plan and investment policy statement, offering diversified portfolio solutions and ongoing account monitoring.

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

Cody Ashton is a financial advisor at Triton Wealth Management, PLLC with 18 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales as an agent. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm offers comprehensive portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans.

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.

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.