Steven Salerno is a financial advisor with Bentley Financial Group in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Bentley Financial Group since 2017 and has been associated with LPL Financial, LLC since 2005. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary assets and employs a client-directed investment approach that includes fundamental analysis, options hedging, and third-party independent managers.

Cameron Mathis is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with five years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Ausdal Financial Partners and Larry Mathis Financial Planning LLC, he worked at United Planners Financial Services and has experience outside finance in retail and education sectors. Mathis Wealth Management serves individuals, trusts, estates, and retirement plans, offering financial planning, investment management, third-party advisor referrals, and retirement plan consulting. The firm employs a strategic asset allocation approach across equities, fixed income, mutual funds, and ETFs, providing ongoing portfolio monitoring and financial planning through various billing arrangements.

Russell Biehl is a financial advisor with L. Roy Papp & Associates, LLP in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with L. Roy Papp & Associates since 2015. 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 employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and serves as adviser to a registered mutual fund while managing assets for investment-company clients.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, 63, and 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ascendent Financial Solutions and Geneos Wealth Management, Inc. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm employs modern portfolio theory and model allocations primarily through mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Amy Macedo is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ. She holds a Series 65 designation and has 15 years of industry experience, including prior roles at Ascendant Financial Solutions and Geneos Wealth Management. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting. The firm uses model allocations and modern portfolio theory, primarily implementing portfolios with mutual funds and ETFs on a discretionary basis.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. 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 uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Bledsoe Asset Management since 2014 and previously served 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader client base including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management, financial planning, and consulting services, employing strategic model portfolios and derivative strategies to manage approximately $188.9 million across about 341 clients.

Robert McConchie is a PFS™ credentialed advisor with eight years of industry experience. He is currently with AWM Capital, LLC and AWM Ventures, and previously worked at Penniall & Associates and Athlete CEO Consulting LLC. McConchie also provides tax and accounting services exclusively to AWM clients. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs an open-architecture investment platform with an emphasis on liability-driven investing and integrates tax, estate, and insurance planning into its financial strategies.

Gavin Grove is a CFP® professional based in Phoenix, AZ, with three years of industry experience. He is currently with Benefit Financial Services Group and has previously worked at United Planners and several other financial firms. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, employing a diversified investment approach that includes model-based allocations and various asset types. The firm manages over $1.5 billion in discretionary assets and provides extensive retirement plan consulting.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Alexander Arnon Bennett is a financial advisor with L. Roy Papp & Associates, LLP, holding a Series 65 designation and two years of industry experience. He has worked at MUFG Bank and teaches as an Instructional Associate at the Georgia Institute of Technology, where he helps develop automation scripts for course management. L. Roy Papp & Associates provides investment management to individual and institutional clients, including high-net-worth individuals and associated trusts, managing discretionary and nondiscretionary accounts across approximately $1.62 billion in assets. The firm employs a fundamentally driven, growth-oriented investment approach and serves as adviser to a registered mutual fund.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.

Frank Jackson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Bledsoe Asset Management, LLC since 2015. In addition to his advisory role, he teaches business part-time at Maricopa Community College in Tempe, AZ. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual and institutional clients. The firm employs strategic model portfolios combined with customized allocations and uses options and derivatives within managed accounts, with a focus on helping public safety employees optimize retirement benefits.

Judith Macias is a Series 65-licensed financial advisor with nine years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1992, working within a team of ten advisors based in Phoenix, AZ. 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 employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Kristen Hilty is a financial advisor at Strategic Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Smarter Divorce Solutions, Better Divorce Solutions, Belpointe Asset Management, LLC, and Crown Capital Securities, LP. Strategic Portfolio Solutions serves individual and high-net-worth clients, trusts, estates, and retirement plan participants, offering asset management, financial planning, consulting, and divorce-planning services. The firm employs a tailored investment approach with active strategies and regular portfolio supervision, and it also provides educational seminars and workshops.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.