Peter Earp is a financial advisor at Gambit Capital Management, LLC in Phoenix, AZ, with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Gambit Capital Management in 2023, he worked at American Family Insurance and Charles Schwab. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, offering discretionary portfolio management alongside financial planning, coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm employs a long-term investment philosophy that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, utilizing direct trading, outside managers, or the Betterment Institutional platform.

Zachary Tobey is a financial advisor at Fullerton Financial, LLC with a Series 65 license and four years of industry experience. He has worked at Kingdom Financial Group LLC since 2022 and has been with Fullerton Financial Planning since 2019. Prior to his financial advisory roles, he held positions in the golf and food service industries. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets. The firm utilizes a sub-advisory relationship with AE Wealth Management and offers a range of services including portfolio management, financial planning, seminars, and newsletters.

Erik Averill is a CFP® with 16 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior experience includes roles at Penniall & Associates, Inc., and he is also involved in business consulting through Athlete CEO Consulting, LLC. Averill holds leadership positions in his community as a Deacon at Redemption Tempe Church and as a board member of Missional Training Center Seminary in Phoenix. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients. The firm employs a multi-team approach with a focus on liability-driven investing and asset allocation, offering services including financial planning, retirement advice, business consulting, and asset management.

Lucas Graybill is a financial advisor with Fullerton Financial, LLC, holding a Series 66 designation and one year of industry experience. He has worked at several firms including Kingdom Financial Group LLC and Fidelity Investments, and has prior experience outside finance at Swissport and FiveIron Golf. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses sub-advisory relationships for investment management and offers financial planning and consulting as separate services.

Grace Lau is a CFA® charterholder with 28 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. She holds a Series 65 license and is based in Phoenix, AZ. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios across multiple asset classes and includes ESG options and cryptocurrency exposure with client consent.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Ashton Thomas Private Wealth and AssetMark Financial. Outside of his advisory role, Bennett is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners offers comprehensive financial planning and investment management services to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis and is notable for its direct involvement with affiliated pooled investment vehicles and private funds.

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.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital 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 across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

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 industry experience, currently serving at Fullerton Financial, LLC in Peoria, AZ. His work history includes roles at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Weathability. Zuccaro holds the Series 63 and Series 66 licenses. Fullerton Financial is affiliated with Kingdom Financial Group, LLC, which provides comprehensive financial planning and investment advisory services to individual clients. The firm manages approximately $520.9 million in discretionary assets and utilizes sub-advisory relationships and custodial arrangements with Fidelity and Charles Schwab.

Trinity Grace is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Bank of America, Merrill, The Vanguard Group, and JPMorgan Chase. Fullerton Financial, LLC is part of Kingdom Financial Group, which provides investment advisory and financial planning services to individual clients. The firm manages approximately $520.9 million in discretionary assets and combines model portfolios through a sub‑advisory relationship with AE Wealth Management.

Cameron Mathis is a financial advisor at Mathis Wealth Management in Phoenix, AZ, holding the CFP® designation with five years of industry experience. His prior work includes roles at Ausdal Financial Partners and United Planners Financial Services, as well as earlier experience in retail and education. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various institutional clients. The firm employs a strategic asset allocation approach with diversified portfolios and provides ongoing portfolio monitoring, retirement-plan services, and one-on-one financial planning engagements.

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. 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 12 years of industry experience. Prior to his career in financial advising, he served for 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth households, trusts, estates, and retirement plans. The firm uses strategic model portfolios tailored with scenario and fundamental analysis, employing both long-term holdings and derivative strategies to manage approximately $189 million for over 340 clients.

Casey Cason is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Brookwood Investment Group, Redwood Private Wealth LLC, and Cason Financial Group, Inc. Casey is also a licensed independent insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor and advisor-led services. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework.

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.