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.

Dewayne Nelson III is a financial advisor at Collective Wealth Advisors LLC in Phoenix, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Buckingham Strategic Partners, LLC, and Lwi Financial Inc. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm combines independent third-party account administration with access to multiple sub-advisors and offers educational seminars alongside discretionary and non-discretionary portfolio management services.

Zachary Tobey is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Kingdom Financial Group LLC and Fullerton Financial Planning. Before entering financial services, he worked in various positions including at golf courses and Dutch Bros. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm employs discretionary management using model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, and offers consulting, written plans, educational seminars, and newsletters.

Lucas Graybill is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 66 license with one year of industry experience. His prior work includes roles at Kingdom Financial Group LLC, Swissport, FiveIron Golf, Fidelity Investments, and Raymond James. Fullerton Financial, LLC provides investment management and financial planning 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, managing accounts primarily on a discretionary basis through model portfolios and third-party managers.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Daniel Bennett is a financial advisor with Columbia Advisory Partners, LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. His work history includes roles at Columbia Private Markets, Ashton Thomas Private Wealth, and AssetMark Financial, among others. Outside of advising, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm combines modern portfolio theory and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, and it uniquely participates in pooled investment vehicles and private funds alongside its advisory services.

Matthew Tarini is a CFP® with 31 years of experience in the financial services industry. He is currently with Focused Alpha, LLC and has previously worked at Nations Financial Group, Wells Fargo Advisors Financial Network, LPL Financial, and Citigroup Global Markets. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million and serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach emphasizing tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and computer-based tools to construct diversified portfolios.

Scott Jewett is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor and owner at Mars Jewett Financial Group. His prior experience includes roles at Mutual Securities, Inc. and Cetera Advisor Networks LLC. Jewett is a board member of the Bellevue Christian School Trust and Investment Committee and serves as a Republican Precinct Committee Officer. Mars Jewett Financial Group manages approximately $734.7 million for a range of clients including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios based on risk tolerance and uses a committee approach to select mutual funds and ETFs, also incorporating independent investment managers.

Frederick Petrino is a financial advisor at Windsor Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windsor Capital Management since 2009. Prior to joining Windsor, he worked at Payden & Rygel and Charles Schwab. Windsor Capital Management manages approximately $703 million in discretionary assets for around 458 clients through a team of five advisors. The firm provides customized portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, utilizing a range of investment strategies from conservative to aggressive risk profiles.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.

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.

Matthew Zuccaro is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fullerton Financial, LLC and has prior experience at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., Weathability, and Kingdom Financial Group LLC. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm uses model portfolios and third-party managers accessed via AE Wealth Management, offering discretionary account management with regular monitoring and periodic rebalancing.

Trinity Grace is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Their prior roles include positions at Kingdom Financial Group, Merrill, The Vanguard Group, JPMorgan Chase Bank, and Bank of America. Fullerton Financial provides investment management and financial planning primarily for individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm uses discretionary management with model portfolios and third-party managers via AE Wealth Management, and supports clients with financial plans, consulting, newsletters, and educational seminars.

Cameron Mathis is a CFP® with five years of industry experience, currently serving as a financial advisor at Mathis Wealth Management in Phoenix, AZ. He previously worked at United Planners Financial Services and Ausdal Financial Partners, and holds insurance licenses related to non-variable insurance products. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various pension plans. The firm employs a strategic asset allocation approach focused on diversification and offers a range of advisory and retirement-plan services, including participant education and third-party advisor referrals.

Darren Whitehurst is a financial advisor at Windsor Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windsor Capital Management since 2000. Windsor Capital Management operates with a team of five advisors and manages approximately $703 million in discretionary client assets for about 458 clients. The firm provides customized portfolio management and advisory services to retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Russell Biehl is a financial advisor at L. Roy Papp & Associates, LLP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm since 2015, including earlier tenure from 2000 to 2006. His prior experience includes roles at Classic Investment Management, LLC and RTS Private Wealth Management. L. Roy Papp & Associates provides investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities, managing both discretionary and nondiscretionary accounts across approximately $1.62 billion in assets. The firm follows a fundamentally driven, growth-oriented investment approach with portfolios tailored to client objectives and typically maintains a negotiable account minimum.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, Series 63, and Series 65 licenses. He has 33 years of industry experience, including prior 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 using 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.

Sheila Madrigal is a financial advisor at Insight Folios with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Securities LLC, Elliott Financial, and Kaizen Wealth Management. In addition to her advisory role, she is licensed to solicit and sell insurance products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools, and it also serves other registered investment advisers through sub-advisory relationships.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. His prior roles include positions at Charles Schwab and RIA Advisors. Blom is based in Phoenix, AZ, and holds Series 63 and Series 66 registrations. 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 manages over $1.5 billion in discretionary assets and provides diversified, model-based investment strategies incorporating a variety of asset types and innovative borrowing programs.