Alexander Kalemba is a Series 66-licensed financial advisor at Dew Wealth Management with four years of industry experience. Prior to joining Dew Wealth Management in 2025, he worked at Morgan Stanley Smith Barney LLC for four years. He has experience in both financial services and the hospitality industry, including a role at Fox Cigar Bar. Dew Wealth Management serves individuals and high-net-worth clients such as business owners, pension plans, and charitable organizations. The firm offers a variety of wealth services including investment management and retirement plan consulting, combining financial planning with oversight of outside professionals.

Leong Ngu is a financial advisor with LifeTyme Financial Advisors, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with LifeTyme Financial Advisors since 2012 and LifeTyme Financial Group since 2014, in addition to Allstar Financial Group since 2011. Ngu is also an independent insurance agent specializing in Medicare supplement sales and insurance products. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including limited-scope ERISA 3(21) fiduciary support and participant education. The firm follows a modern-portfolio approach through model portfolios implemented by a third-party platform and offers public seminars and workshops on investment basics.

Jacob Duffy is a financial advisor at Xcelsior Advisor Partners LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robert W. Baird and Duffy Mathias Private Wealth. Outside of his advisory role, he serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Clubs. 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 and modern portfolio theory to build customized Investment Risk Profiles, employing third-party managers and technology tools while offering access to alternative and private investments.

Jerad Rosburg is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining ARQ Wealth Advisors in 2026, he worked at Clarkston Capital Partners, LLC and Alps Distributors, Inc., and spent four years with the Dallas Stars. ARQ Wealth Advisors serves individual clients—including high-net-worth households—as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of asset-allocation frameworks, security selection, and derivatives strategies within a fiduciary approach.

Gene Pucci is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work history includes roles at Robert W. Baird & Co., Inc., Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Pucci also serves as National Director of Operations for Excelsior Advisor Network LLC and works as a registered representative at The Leaders Group, providing investment advice and variable annuity solutions. 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 integrates fundamental analysis with modern portfolio theory, utilizing bespoke and model portfolios while employing third-party technology and alternative investments to manage client portfolios.

Andrea Donaldson is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms including M.S. Howells & Co., InterOcean Capital Group, LLC, and Henry+Horne Wealth Management. Andrea also serves as EVP of Retirement Plans at MSH Capital Advisors, focusing on advising qualified retirement plans. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and securities-based lending, delivering advice through independent Investment Advisor Representatives who tailor recommendations to client goals and risk tolerances.

Scott Mclaine is a financial advisor with Acrylic Financial, Inc. based in Fountain Hills, AZ, holding Series 65 and Series 66 licenses with 10 years of industry experience. He is senior financial trainer and on-camera personality for BrightWealth Academy, a financial training program operated by BrightPhoenix Management, LLC, and serves as managing partner of a tax strategy and planning business focused on tax return review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, utilizing a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary management alongside financial planning, and manages firm-sponsored pooled investment vehicles including a hedge fund.

Tristen Sheffler is a CFP® with three years of industry experience, currently serving as a financial advisor at ARQ Wealth Advisors, LLC. His prior roles include positions at Charles Schwab and Vanguard. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors by providing fee-only asset management and financial planning through structured programs. The firm employs a diversified investment approach that includes derivatives and options strategies along with private and digital-asset exposures.

Randall Ruggaard is a financial advisor at Ruggaard & Associates with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Ruggaard & Associates since 1993. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers a range of strategies tailored to clients’ objectives and risk tolerances, with services including portfolio management, retirement-plan advisory, financial planning, and in-house tax preparation.

Jeremiah Imonode is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining InterWealth, he served five years in the United States Army and five years at the United States Military Academy. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective discretionary authority.

William Christensen is a Series 65-licensed advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, with two years of industry experience. Prior to joining Sage in 2022, he held roles at Arizona Christian University, Target Corporation, and a Chick-Fil-A franchise. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, tax preparation, and related consulting. The firm manages fee-only portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, employing fundamental analysis and maintaining formal governance and operational controls.

Katie Nulliner is a financial advisor at Xcelsior Advisor Partners LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Strategic Advisors, Fidelity Brokerage Services LLC, and Eagle Rock Wealth Management. Outside of her advisory work, she is employed at The Mission Restaurant in Scottsdale, Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes third-party technology and risk-assessment tools to tailor client portfolios.

John Langer is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 66 credential with five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Raymond James Financial Services. Strategy Financial Group serves individuals—including high-net-worth clients—as well as pension plans, trusts, and charitable organizations, providing discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing with diversified, multi-asset portfolios managed on a multi-year time horizon.

John Heilner is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WT Wealth Management since 2013. Heilner was also involved with WT Tax Accounting from 2014 to 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models focused on diversification, low fees, and quarterly rebalancing, and it offers ESG options and values-based screening, alongside affiliated professional services such as tax accounting and estate law.

Mark Rehn is a financial advisor at Stableford Capital LLC in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. Before joining Stableford Capital in 2021, he worked for eight years at Ineos Styrolution America LLC. Stableford Capital serves individual clients, business owners, and institutional retirement plans with discretionary portfolio management and integrated financial planning. The firm employs a research-driven investment approach focused on high-quality, capital-compounding companies and utilizes proprietary analytics, derivative strategies, and model portfolios for retirement participants.

Carl Mariner is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding the CFP®, CFA®, ChFC®, and Series 66 designations with 17 years of industry experience. He previously worked at The Vanguard Group, Inc. for 13 years before joining ARQ Wealth Advisors in 2024. ARQ Wealth Advisors serves individual clients, including high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multi-faceted investment process that integrates derivatives and options strategies and offers both retail wealth management and institutional retirement plan fiduciary services.

Patrick Brock is a financial advisor at Total Investment Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Total Investment Management since 2015 and concurrently works as a flight attendant for Southwest Airlines, where he has served since 1988. Outside of advisory work, he is president of Brockproperties S-Corporation. Total Investment Management, Inc. serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm also provides a subscription program tailored for aviation professionals and employs a tactical asset-allocation approach using model portfolios with mutual funds and ETFs.

Bryan Lee is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at Total Investment Management since 2005. Lee also serves as a portfolio manager at Resq Investment Partners, LLC, and is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets chiefly on a discretionary basis using strategic and tactical asset allocation supported by fundamental and technical analysis, offering multiple service tiers to address varied client needs.

Denis Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with InterWealth Management since 2010 and previously worked at Mutual Securities Inc from 2009 to 2021. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold strategy and selective tactical adjustments.

Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.