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.

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.

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.

Gregory Smith is a CFA® charterholder at L. Roy Papp & Associates, LLP with four years of industry experience. He has been with the firm since 2005, which operates as a multi-advisor team. L. Roy Papp & Associates provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and investment companies. The firm employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and it manages roughly $1.5 billion in client assets.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, Johnson Wealth Management, and various tax advisory firms. Korljan serves on the boards of Solid Rock, a vocational training organization for teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately held company. Eaton-Cambridge provides discretionary investment management, financial planning, tax services, and estate-planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities, typically serving clients with assets at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, utilizing low-cost mutual funds and ETFs to build diversified portfolios while offering ongoing discretionary supervision and third-party manager oversight.

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.

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.

Jennifer Smiljanich is a CFP®-certified financial advisor with 18 years of industry experience. She has been with SJS Investment Services since 2017 and previously worked at SJS Investment Consulting, Inc. from 2010 to 2017. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process features diversified model portfolios monitored by an internal Investment Committee and includes a specialized public-funds practice with tailored cash-flow analysis and detailed reporting.

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 Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. Outside of her advisory work, she is also licensed as an insurance agent. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach, combining sector rotation with a relative growth/value framework, and uses technology-enabled tools for risk profiling and portfolio management.

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 with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, Adams worked at Transcend Security and served nearly three decades with the City of Phoenix Fire Department. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional retirement plans. The firm employs a strategic asset allocation approach using no-load and institutional mutual funds, ETFs, stocks, and bonds, and offers retirement plan services including participant education and enrollment.

Tina Decker is a financial advisor at Bridgeport Financial Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, INC and OSAIC. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management with access to third-party strategists and affiliated models under the Founders Gate Capital brand.

Amy Jones is a financial advisor at Clarus Wealth Advisors, LLC in Peoria, AZ. She holds a Series 66 designation and has experience in private client services since 2023. Prior to her advisory career, she worked in the elevator industry and was involved with entrepreneurial ventures such as Parallax Enterprises, LLC. 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 blended investment approach combining strategic asset allocation with tactical and model strategies, supported by third-party research and quarterly portfolio reviews.

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 13 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Focused Alpha in 2024. Freberg holds a Series 66 designation. Focused Alpha, LLC is a registered investment adviser managing approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops.

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.