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.

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.

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 27 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, LLC, Johnson Wealth Management, LLC, and Eaton-Cambridge CPA PC. Outside of financial advising, he serves on the boards of Solid Rock, which provides vocational training to teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately-held company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and comprehensive financial planning services, supported by affiliated tax and accounting practices. The firm combines in-house tax expertise with tailored portfolio management and integrates insurance solutions through licensed professionals.

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.

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.

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.

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 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.

Phillip Adams is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mathis Wealth Management since 2016, alongside prior roles at Ausdal Financial Partners and Transcend Security. Adams also served nearly three decades with the City of Phoenix Fire Department before transitioning fully into financial services. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, and pension plans. The firm employs a strategic asset allocation approach and provides services such as ongoing portfolio monitoring, financial planning engagements, and ERISA consulting.

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 with Clarus Wealth Advisors, LLC, holding a Series 66 designation and one year of industry experience. Her background includes roles in private client services and previous work at Otis Elevator Company and 3 Phase Elevator Company. She is also involved with Clarus Wealth Advisors’ Nexus Tax Solutions. 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 supported by third-party research and offers discretionary portfolio management, financial planning, and consulting services.

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 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages several RV resort parks. Focused Alpha, LLC manages approximately $664 million for a multi-advisor team serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process focused on tail-risk management and emotion-free decision making, utilizing quantitative optimization and technical analysis to construct diversified portfolios.

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.