AzBusiness November/December 2025

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SITTING: Jasmine Bhatti, Navi Nurses. SECOND ROW: Michael Dolan, FFKR Architects; Dr. Erica Grabinski, Optum – Arizona; and Dr. Nader Sanai, Barrow Neurological Institute. BACK ROW: Dr. Michael White, Valleywise Health; and Dr. Kristopher Alpers, Alpers Family & Cosmetic Dentistry.
(Photo by Bruce Andersen, Az Business, a publication of AZ Big Media)

Behind every bold business is a bank that believes.

MEET ARIZONA’S MEDICAL MARVELS

It’s been 25 years since I was given three months to live. It’s also been 25 years since I found an experimental treatment program that saved my life.

That’s why this issue of Az Business magazine is so meaningful to me.

Recognizing and identifying the 100 best doctors in Arizona inside this issue highlights those medical marvels who are shaping the future of healthcare while providing life-changing care to patients across the state. These physicians represent the highest levels of expertise, compassion and innovation, ensuring Arizona communities have access to exceptional medical services. By spotlighting the very best in medicine, patients gain trusted insight when making critical healthcare decisions, helping them connect with doctors who are not only skilled in their specialties but also deeply committed to patient well-being.

Acknowledging these top doctors also strengthens Arizona’s medical community. Recognition fosters a culture of excellence, motivating healthcare providers to continually pursue advanced training, adopt groundbreaking treatments and embrace patient-centered practices. Beyond individual achievement, it showcases Arizona as a hub for medical innovation and excellence, attracting talent and investment that benefits the state’s healthcare system overall.

Furthermore, honoring the 100 most skilled doctors in the state demonstrates appreciation for the demanding, lifesaving work these professionals perform daily. It reinforces public trust in healthcare at a time when access, quality and transparency are more important than ever. Celebrating these leaders ensures that Arizona patients, families and communities are supported by the very best in care.

Enjoy learning more about Who’s Who in Arizona Healthcare in this issue of Az Business. It could be a life-saver.

SHOUT-OUTS

Rosie’s House celebrates 30 years of free music education

As Rosie’s House launched its 2025–2026 school year, its is celebrating 30 years of transforming lives through free, high-quality music education.

With 820 students currently enrolled and a goal of serving 1,000 youth by 2027, Rosie’s House continues to grow its reach, impact and community footprint.

To mark this milestone year, Rosie’s House is investing in long-term growth and expanded access:

• Early childhood music program expands to the East Valley through a partnership with the Child Crisis Center’s Center for Child & Family Wellness in Mesa, alongside classes offered at Rosie’s House in downtown Phoenix.

• Expanded campus is opening in 2026. The campus expansion will include a community gathering space, a nursing mothers’ room, a conference center, staff offices and a flexible classroom for private lessons or group classes.

• Two additional full-time staff and two additions to the faculty including a mariachi armonía instructor and new string ensemble instructor.

• Fermata Circle is a new legacy giving program to ensure sustainability and long-term impact.

Alongside music instruction in general music, guitar, mariachi, voice, strings, winds, digital music, piano and percussion, Rosie’s House offers resources for success such as mentoring programs, community performances at hospitals and senior centers, college path/readiness guidance, homework help and a partnership with St. Mary’s Food Bank to provide free healthy meals for students.

SHOUT OUT

“I’d like to congratulate the individuals and organizations who are Az Business Angels for 2026. Thank you for making this a great state in which to live.”

publishes Az Business magazine

President and CEO: Michael Atkinson

Vice president and publisher: Amy Lindsey

EDITORIAL

Editor in chief: Michael Gossie

Associate editor: Kyle Backer

Staff writer: Lux Butler

Contributing writers: Mary O’Driscoll | Christy Ray

Lisa Stevenson | Erin Thorburn | Cole Tsonis

Interns: Ashley Aros | Senna James

ART

Creative services manager: Bruce Andersen

Chief photographer: Mike Mertes

Graphic designer: Leslie Durazo

MARKETING/EVENTS

Marketing and events director: Jacque Duhame

OFFICE

Director of finance: Sara Fregapane

Operations coordinator: Michelle Zesati

Database solutions manager: Amanda Bruno

AZRE | PTK

Director of sales: Ann McSherry

AZ BUSINESS | AZ BUSINESS LEADERS

Sales manager: April Rice

Account executives: Tom Allen | Maria Hansen | Lula Hunteman

EXPERIENCE ARIZONA | PLAY BALL

Director of sales: David Harken

Account executive: Lisa Allen

RANKING ARIZONA

Director of sales: Sheri King

Az Business magazine is published bi-monthly by AZ Big Media, 3101 N. Central Ave. Suite 1070, Phoenix, Arizona 85012, (602) 277-6045. The publisher accepts no responsibility for unsolicited manuscripts, photographs or artwork. Submissions will not be returned unless accompanied by a SASE. Single copy price $4.95. Bulk rates available. Copyright 2025 by AZ Big Media. All rights reserved. No part of this publication can be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from AZ Big Media.

100 FASTEST-GROWING COMPANIES IN ARIZONA

Here are the 100 fastest-growing, Arizona-based companies in 2025, based on rankings from the 2025 Inc. 5000 list with their ranking, growth percentage, industry and hometown.

RANK COMPANY

GROWTH MARKET

3,547.

10 BEST HOSPITALS IN ARIZONA

U.S. News & World Report has released its 2025-2026 Best Hospitals rankings, the 36th edition of its annual study. The report identifies the top 10 hospitals in Arizona based on performance across specialties, procedures and conditions.

1. MAYO CLINIC–ARIZONA

Located in Phoenix, Mayo Clinic–Arizona appears on the Best Hospitals Honor Roll. It is nationally ranked in 10 adult specialties and rated high performing in 20 adult procedures and conditions. This teaching hospital is a leading general medical and surgical facility.

2. BANNER–UNIVERSITY MEDICAL CENTER PHOENIX

Nationally ranked in one adult specialty and rated high performing in three adult specialties and 10 procedures and conditions, this Phoenix teaching hospital is a major general medical and surgical center.

3. BANNER–UNIVERSITY MEDICAL CENTER TUCSON

Rated high performing in five adult specialties and nine procedures and conditions, this Tucson teaching hospital also incorporates data from Diamond Children’s Hospital.

4. CHANDLER REGIONAL MEDICAL CENTER

This Chandler facility is rated high performing in 11 adult procedures and conditions and serves as a general medical and surgical hospital.

5. TMC HEALTHCARE–TUCSON

Rated high performing in nine adult procedures and conditions, this Tucson hospital also includes data from TMC for Children.

These rankings reflect U.S. News’ comprehensive evaluation of hospital quality, including patient outcomes, staffing and advanced technologies. They serve as a guide for patients seeking top-tier care in Arizona’s rapidly growing healthcare landscape.

6 (TIE). HONORHEALTH SCOTTSDALE SHEA MEDICAL CENTER

Scottsdale’s HonorHealth Scottsdale Shea Medical Center is rated high performing in nine adult procedures and conditions.

6 (TIE). ST. JOSEPH’S HOSPITAL AND MEDICAL CENTER

Located in Phoenix, St. Joseph’s is nationally ranked in one adult specialty and rated high performing in one specialty and nine procedures and conditions.

6 (TIE). BANNER BOSWELL MEDICAL CENTER

This Sun City hospital is rated high performing in eight adult procedures and conditions.

9 (TIE). BANNER DEL E. WEBB MEDICAL CENTER

Located in Sun City West, this facility is rated high performing in seven adult procedures and conditions.

9 (TIE). MERCY GILBERT MEDICAL CENTER

Mercy Gilbert, in Gilbert, is rated high performing in eight adult procedures and conditions.

THE

EMPLOYERS IN ARIZONA 20 BIGGEST

Knowing the 20 largest employers in Arizona offers valuable insight into the state’s economic drivers, workforce trends and key industries shaping growth. Whether you’re a job seeker, policymaker, or business leader, understanding

1. BANNER HEALTH

Industry: Healthcare

Arizona employees: 46,731

2. WALMART

Industry: Department stores

Arizona employees: 37,979

3. AMAZON

Industry: Online retailer

Arizona employees: 36,000

4. KROGER CO.

Industry: Grocery stores

Arizona employees: 19,920

5. HONORHEALTH

Industry: Healthcare

Arizona employees: 17,053

6. DIGNITY HEALTH

Industry: Healthcare

Arizona employees: 14,667

7. ALBERTSONS COS.

Industry: Grocery stores

Arizona employees: 14,275

8. WELLS FARGO

where the jobs are — and where opportunity is growing — can help you make smarter, more strategic decisions. Here are the 20 biggest employers in Arizona, based on data collected by Az Business magazine’s editorial team.

Industry: Financial services

Arizona employees: 13,000

9. RAYTHEON

Industry: Missiles and defense systems

Arizona employees: 12,500

10. CVS HEALTH

Industry: Retail pharmacies

Arizona employees: 12,000

11. MAYO CLINIC

Industry: Healthcare and healthcare education Arizona employees: 11,315

12. THE HOME DEPOT

Industry: Home improvement stores

Arizona employees: 11,000

13. FREEPORT-MCMORAN

Industry: Copper and gold mining Arizona employees: 10,800

14. GRAND CANYON UNIVERSITY

Industry: Higher education

Arizona employees: 10,631

15. MCDONALD’S

Industry: Fast-food restaurants Arizona employees: 10,600

16. TENET HEALTHCARE

Industry: Healthcare Arizona employees: 10,350

17. TARGET

Industry: Department stores Arizona employees: 10,000

18. INTEL

Industry: Technology services Arizona employees: 9,400

19. BANK OF AMERICA

Industry: Financial services

Arizona employees: 9,330

20. PHOENIX CHILDREN’S HOSPITAL

Industry: Pediatric healthcare

Arizona employees: 8,623

Top 10 places to work in technology

Here are the Top 10 best places to work in Arizona’s technology sector, based on voting by readers that was conducted at azbigmedia.com. 1 | WebPT

Background: WebPT is a great place to work in technology because it combines purpose-driven innovation with a collaborative culture. As the leading rehab therapy platform, WebPT empowers technologists to solve meaningful problems that directly improve patient care and outcomes. Employees thrive in a supportive, growth-oriented environment that values curiosity, adaptability, and teamwork. WebPT encourages creativity, embraces modern technology and invests in professional development, allowing team members to advance their skills while building impactful solutions. With a strong commitment to inclusion, work-life balance and continuous improvement, WebPT offers a dynamic workplace where technology professionals can make a real difference.

MEMS and sensors turn motion, sound and environmental inputs into data that powers AI and edge AI across industries. From safer vehicles and predictive automation to intuitive tech, they drive real-time decisions that connect and elevate our world.

Top 10 commercial real estate brokerage firms

Here are the Top 10 commercial

1 | Phoenix Commercial Advisors

Background: Phoenix Commercial Advisors is one of Arizona’s premier commercial real estate brokerage firms because of its deep market expertise, client-focused approach, and proven track record of results. Specializing in retail properties, the firm has played a pivotal role in shaping some of the Valley’s most prominent shopping centers and mixed-use developments. Their brokers combine local knowledge with national reach, offering clients valuable insights into site selection, leasing, acquisitions, and investment sales. Known for integrity, collaboration, and long-term relationships, Phoenix Commercial Advisors consistently delivers creative solutions that drive value, making them a trusted partner for retailers, developers, and investors across

POWERING ARIZONA’S FUTURE

TSMC and Rose Castanares help spark America’s chip revolution.

Semiconductors — also known as microchips — are the brains behind everything essential to modern life—smartphones, computers, cars, the internet, GPS and artificial intelligence. And one of the brains behind Taiwan Semiconductor Manufacturing Company’s Arizona operations is Rose Castanares, president of TSMC Arizona.

“Our customers design and sell the chips; we manufacture them,” Castanares says. “That means they trust us with their crown jewels — their intellectual property. There is a great deal of trust and collaboration between TSMC and our customers, which is unique in the industry. Most semiconductor companies design, manufacture and sell. TSMC strictly focuses on manufacturing.”

TSMC’s focus on manufacturing led the company to Arizona, where the company’s $165 billion investment is the largest foreign direct investment in U.S. history. Az Business talked with Castanares about how the company is changing the hame in Arizona.

IMPACT OF TSMC: “For every job that we have direct, we expect at least two or three times that in long run to be able to supply directly to us for the long term,” says Rose Castanares, president of TSMC Arizona. “That doesn’t even include all of the construction work and trades that we need to build the factories, which is a far bigger percentage.” (Photo by Mike Mertes, Az Business, a publication of AZ Big Media)

“We have 198 interns from 60 colleges nationwide and our technician pipeline is focused on Arizona.

Az Business: Why did TSMC choose Arizona?

Rose Castanares: Our customer initially wanted us to build an advanced manufacturing fab in the U.S. We were skeptical at first, knowing the time and financial investment involved. But they were visionary and emphasized the importance of supply resiliency. After evaluating multiple states, Arizona had everything we were looking for: infrastructure, land, power and most importantly, a strong pipeline of engineering talent.

ASU has the largest engineering enrollment in the U.S., and the community colleges are fantastic. We need many technicians and they often come from community colleges. Arizona already had a semiconductor ecosystem in place, which was also important.

What truly sealed it was the support from the governor’s office, local agencies, the City of Phoenix and Mayor Kate Gallego. We felt welcomed and supported for the long-term. Relationships are at the heart of TSMC — with customers, suppliers and the communities we serve.

AB: You began manufacturing in 2024. How are things going so far?

RC: It’s going great. From the very first lot, the quality, yield and reliability matched our mother fab in Taiwan. That success came from collaboration between Taiwan experts and a highly adaptable local workforce who embraced our unique processes.

AB: What are some challenges unique to semiconductor manufacturing?

RC: It’s completely different. It’s not an assembly line. Semiconductor manufacturing takes place in clean rooms — you could eat off the floors. We’re manipulating atoms, creating structures, channeling electrons. It’s all done at a

microscopic level requiring near perfection.

An engineering manager once said: “Even with a 99% yield per layer, after thousands of layers, you get nothing. You need 99.999% or better.” That level of precision is extremely demanding.

AB: How do you maintain that kind of perfection?

RC: We need people who thrive on challenges and have a perfectionist mindset. It’s about constantly improving, working in teams, and staying agile as our customers frequently change their requirements. It’s fast-paced and demands commitment to excellence.

AB: How is the recruitment process going?

RC: We’ve grown from about 2,000 to 3,000 employees in a year, ramping up for Phase 2. We have three fabs underway. Fab 1 began production in 2024. Fab 2 will feature our N3 technology. Fab 3 began construction in April. We expect to need around 6,000 people, half engineers, half technicians.

We have 198 interns from 60 colleges nationwide and our technician pipeline is focused on Arizona. We partnered with Maricopa Community Colleges and the City of Phoenix on a federally registered apprenticeship program. Many of our current job postings are for technician roles across various specialties.

AB: Have there been any challenges with aligning the American and Taiwanese workplace cultures?

RC: Well, there is that different culture aspect, but what I found is that it’s not just two cultures. You’re talking about many different cultures because we have people coming in from all different aspects of life — different generations, different countries. We have people from Vietnam, from Ghana, from Brazil, from Greece, as well as Connecticut and Alaska and

everywhere in between. So it’s not just one culture. It’s really a melting pot of many different cultures. We want the best and the brightest and bringing them all together is really interesting. At TSMC, we have a certain value system. Even though people can come from different cultures, it all comes down to what is important to the workplace, which is integrity and commitment to our customers, to our products and to each other.

AB: What kind of qualities make for an ideal TSMC employee?

RC: An ideal employee is someone who embraces challenges, works well in a team, and is committed to problem-solving. We look for people who are humble enough to know they don’t have all the answers and willing to collaborate. Our equipment is highly sophisticated and must run 24/7. Many of our employees treat their machines like their “babies” — they don’t leave until they’ve solved the issue or ensured a perfect handoff to the next shift. That level of ownership, combined with TSMC’s core values — Innovation, Commitment, Integrity and Customer Trust (ICIC) — defines our ideal team member.

AB: How can people learn more about opportunities at TSMC?

RC: I’d say start with our website. Go to tsmc.com/careers, filter for Arizona, and look at the jobs currently available. Review the requirements for each role and see what interests you. Even if you don’t have direct experience, apply anyway. If you’re not selected, consider attending one of our partner community colleges or trade schools. We also have an apprenticeship program, registered with the federal government and run in partnership with the City of Phoenix. We’ll be recruiting for our next cohort this fall, so it’s a great time to get involved.

BANKING

Question: How are banks adapting their services to support the evolving needs of small businesses in 2025?

Answer: In 2025, banks are transforming their services to meet the increasingly digital needs of small businesses while preserving the invaluable human experience. Here’s how they’re evolving:

• Strategic digital solutions: Banks offer sophisticated online platforms powered by Artificial Intelligence (AI), helping small businesses better manage cash flow, anticipate market trends, and make data-informed decisions.

• Integrated business services: Modern treasury management platforms combine banking, accounting, invoicing, and inventory tools, simplifying small business day-to-day operations.

• Enhanced mobile capabilities: Next-generation mobile apps allow business owners to manage accounts, approve transactions, and apply for loans from anywhere, increasing efficiency and flexibility.

• Unique industry expertise: Many banks have developed sector-specific teams to offer products and solutions for niche industries like manufacturing, healthcare, and real estate development.

• Flexible financing options: Banks are also expanding access to capital with innovative lending models, such as revenue-based financing or microloans, designed for gig economy workers.

602-431-4653

Lindsay.Shaw@efirstbank.com

Question: How can entrepreneurs capitalize on the “Silver Tsunami” in the business world?

Answer: The “Silver Tsunami,” referring to the mass retirement of baby boomers, creates significant opportunities for entrepreneurs in 2025. This demographic shift reshapes the business landscape, offering three key avenues for growth and innovation:

1. Buyers’ market for established businesses: With 40% of small business owners being baby boomers and 53% planning to sell or transfer ownership within a decade, aspiring entrepreneurs can acquire established businesses without the risks of starting from scratch.

2. Leadership opportunities: The talent gap left by retiring boomers opens doors for younger professionals to step into leadership roles, allowing companies to promote from within and boost employee morale.

3. Dynamic business models: As industries adapt to changing demographics, entrepreneurs can develop new products and services to satisfy the evolving needs of younger generations.

Sebastian.Porchini@efirstbank.com

TAFT MERGER WITH SHERMAN & HOWARD POSITIONS IT AS SUPER MIDDLE-MARKET LAW FIRM

In January, Taft combined with Sherman & Howard, Denver’s oldest and thirdlargest firm, expanding Taft’s distinctive business model across the Mountain West – including Colorado, Arizona, New Mexico and Nevada – adding approximately 125 lawyers and annual revenues in excess of $100 million. This strategic move strengthens Taft’s position as a super middle-market leader, delivering sophisticated legal services with deep regional insight.

Sherman & Howard’s 132-year legacy in the Mountain West complemented the rich history of Taft. For more than 140 years, clients have entrusted Taft to handle their most important legal matters from small county courthouses to corporate boardrooms to the Supreme Court.

Investing in strategic growth throughout the Mountain West

Since the announcement of the Sherman & Howard merger in September 2024, more than 20 additional lawyers have joined Taft

throughout the Mountain West, further accelerating its strategic growth in the region. Building on this momentum, Taft has made Colorado, Arizona – Phoenix in particular – and New Mexico focal points of its expansion. In June, Taft added a highprofile team of six lawyers to its Phoenix office, representing the largest group of lawyers to move to a new firm in Phoenix in more than five years. Expecting even further growth in Phoenix in the near future, Taft signed a lease for nearly 25,000 square feet –doubling its office footprint – to occupy one full floor at Esplanade II, located in Phoenix’s prestigious Biltmore neighborhood.

“We see a variety of growth opportunities across the Mountain West as we continue to attract more and more lawyers in virtually all of our offices,” said Stefan Stein, Taft’s Mountain West Chairman and Colorado Partner-in-Charge. “It’s an exciting time for Taft, and by leveraging our national platform, we continue to view this as a high-growth region for the firm in the coming years.”

A growth story unlike any other

The cornerstone of Taft’s philosophy toward growth and expansion is the firm’s “One Taft” model, which focuses on the autonomy of local leadership to manage and run their respective markets, while at the same time providing representation and input into the firm’s strategic direction. As a modern law firm, Taft operates without a headquarters, using this shared leadership model across its offices.

“Our model reflects our culture, and our culture reflects our model, where our leaders are empowered to run their local markets,” said Taft Firmwide Chairman and Managing Partner, Robert J. Hicks. “At Taft, each time we merge into a new market, we view ourselves as a new firm, together. As a result, we’re truly and uniquely a combination of all our markets, and it’s important for us to have our local leaders at the table to help us decide what we do next.”

Today, Taft is among the fastest-growing law firms in the country with a reputation for building a truly unique national platform that is home to more than 1,100 lawyers (and growing). Following a longterm strategic plan to become one of the leading national middle-market firms, Taft has focused on purpose-driven mergers in new geographic markets which have substantially expanded its client service offerings, increasing lawyer headcount by more than 300% and revenues by more than 500% since 2017.

To learn more, visit taftlaw.com.

LEGAL LEADERS: Stefan Stein, Taft’s Mountain West chairman and Colorado partner-in-charge, left; and Robert J. Hicks, Taft chairman and managing partner. (Photo provided by Taft)

Who’s Who in Arizona Healthcare

Here’s how Robert Meyer helped build a world-class children’s hospital in Arizona

When Robert Meyer stepped into the CEO role at Phoenix Children’s Hospital in 2003, the organization was on the brink of bankruptcy. Facing a $68 million loss and pressure from bondholders, many doubted the hospital’s ability to survive as an independent institution. Meyer, then a consultant with Ernst & Young, had already seen the depth of the challenges. But when the board asked if he believed Phoenix Children’s could be turned around, his answer — and the course of Arizona’s pediatric healthcare — changed forever.

GAME-CHANGING LEADERSHIP: Robert Meyer, who was a recent guest on the AZ Big Podcast with Michael and Amy, retired this after providing the vision, leadership and innovation that turned Phoenix Children’s into a quaternary pediatric health system with more than 50 sites of service, 75 sub-specialties, 8,000 employees and a thriving Research Institute. (Photo by Bruce Andersen, Az Business, a publication of AZ Big Media)

“Phoenix Children’s was the dream of the Maricopa County pediatric association,” recalls Meyer, who retired from Phoenix Children’s in October. “The physicians were 100% committed to the future of Phoenix Children’s. That support gave us time and we made it work.”

Within a year, Meyer and his team transformed the hospital’s finances, swinging from a $68 million loss to a $3 million profit. By 2007, the hospital was back in the bond market, securing $450 million to build a state-of-the-art facility on Thomas Road. That bold bet laid the foundation for a children’s hospital unlike any other in the region.

From survival to growth

Meyer’s vision was never just about financial stability—it was about building a hospital capable of offering world-class pediatric care in one of the fastest-growing counties in the nation. At the time, Arizona families were often forced to travel out of state for complex procedures such as heart surgery, organ transplants, and advanced cancer care.

“Our strategy from the beginning was to build programs so families didn’t have to leave Arizona,” Meyer says. “The goal was to deliver world-class care right here.”

Under his leadership, Phoenix Children’s opened its 11-story tower in 2011, complete with cardiac ICUs, neurosurgical operating rooms, and specialized cancer facilities. That same year, the hospital finalized a pivotal partnership with St. Joseph’s Hospital, combining volumes and expertise to create nationally ranked programs in neurosciences, hematology/ oncology, and cardiology.

The impact was immediate. Phoenix Children’s rapidly rose in national rankings, becoming recognized year after year by U.S. News & World Report as one of the nation’s top children’s hospitals. More importantly, children from across Arizona — and increasingly, across the world — began coming to Phoenix for care.

Centers of Excellence

During Meyer’s 22-year tenure, Phoenix Children’s grew from a struggling local hospital into a network of nationally recognized centers of excellence. The hospital now leads the country in programs like spine surgery, hematology/oncology, and neurology.

One standout is the Pectus Program, which treats children with inverted rib cages using the Nuss procedure. “We’ve become a global destination for this,” Meyer notes. “We’ve treated kids from 15 different countries, and we’re now recognized internationally as the leader.”

Another milestone came with the hospital’s groundbreaking artificial heart surgery in the youngest patient ever—an eight-year-old who successfully received a heart transplant after 90 days on the device.

“These aren’t just medical advances,” Meyer emphasizes. “They are life-changing experiences for families who once had nowhere else to turn.”

Listening to families

Beyond facilities and programs, Meyer is quick to credit families for shaping Phoenix Children’s evolution. Early on, the hospital pioneered family advisory councils, ensuring parents had a voice in everything from facility design to patient experience.

“Families told us traffic was a challenge. They wanted care closer to home,” Meyer explains. “That feedback drove our geographic expansion.”

The result was new campuses and specialty centers across the Valley, including Arrowhead, Avondale, and a joint venture women’s and children’s hospital in Gilbert, slated to open in 2026.

Workforce and training

Meyer also prioritized workforce development, recognizing Arizona’s severe physician and nurse shortages. When he arrived, the state had no pediatric fellowship programs. Today, Phoenix

Children’s sponsors 28, training the next generation of specialists in cardiology, oncology, neurosurgery, and more.

“We had to grow our own,” Meyer says. “Developing fellowship programs was essential—not only for Arizona but also for building our own workforce.”

The hospital has also become a vital partner in training medical students and residents from across the Valley’s medical schools, reinforcing Phoenix’s role as a hub for pediatric care and education.

Defining moments

Looking back, Meyer cites the partnership with St. Joseph’s as the most defining decision of his tenure. The combination vaulted Phoenix Children’s into the national spotlight and created the scale necessary to recruit top specialists and expand advanced care.

“That was the moment we went from being a regional player to being recognized nationally,” Meyer says. “It gave us the critical mass to compete at the highest level.”

A bold legacy

As Meyer prepares for retirement, his focus remains on the future. Ongoing projects include a new pediatric behavioral health hospital in partnership with Shepherd Pratt and Arizona State University, a response to one of the community’s most pressing needs.

His advice to the next generation of healthcare leaders: “Be bold. Growth is the right answer. This community is exploding, and children’s healthcare must keep pace.”

Meyer takes pride not only in the programs built but in the families kept close to home. “When I arrived, families had to leave Arizona for care. Now families come here from around the world. That’s the legacy I’m proud of—that Phoenix Children’s is world-class, and children no longer have to leave home for the care they deserve.”

BOOSTER SHOT

Here’s how Arizona’s technology community is redefining health care

Here in Arizona, we don’t just talk about transforming healthcare. We build the platforms, partnerships and products that do it.

Spend a morning at the Phoenix Bioscience Core and you’ll see why. Within just a few blocks downtown, world-class clinicians work shoulder-to-shoulder with genomics pioneers and university researchers, turning discovery into deployment at a pace that would make many hubs found on both coasts blink. The concentrated density of talent and translational science in Phoenix is no accident. It’s the result of more than a decade of aligned investment by our hospitals, universities, civic leaders and technology companies.

What’s different now is the stack. Arizona companies are layering data infrastructure, AI and advanced computing on top of a deep clinical and research base. The result is measurable improvement in

patient experience, clinician workflow and health equity.

Care delivery powered by AI

Take care delivery. Banner Health, also headquartered downtown, has been methodically rolling out AI tools that pull together context for clinicians so they can focus on patients, not keyboards. This isn’t hype. It’s ambient documentation, clinical

summarization and decision support embedded directly into electronic health records across dozens of hospitals. With Arizona systems proving AIenabled workflows at scale, providers are spending less time documenting and more time healing. This human-centered application of AI reflects a broader emphasis on responsible innovation, where technology empowers rather than replaces clinicians.

Precision medicine and high-performance computing

Arizona is also redefining precision medicine. Mayo Clinic’s expansion in North Phoenix is not simply about adding beds. The new build-out marries inpatient and outpatient care with advanced research and high-performance computing. Mayo’s campus sits alongside an AI computing collaboration designed to accelerate foundation models in digital pathology,

drug discovery and advanced diagnostics.

That proximity means faster translation from lab to clinic, with Arizona patients among the first to benefit. According to the Arizona Technology Council’s HealthTech updates, these initiatives are part of Arizona’s larger goal to position itself as a “living lab” for healthcare innovation, where discoveries don’t wait years for commercialization but are piloted in realworld settings with local patients.

Genomics: A statewide edge

Arizona has long been a leader in genomics, thanks to the Translational Genomics Research Institute (TGen), part of City of Hope. TGen helped put Arizona on the global map with its breakthroughs in cancer, neurological disease, infectious disease and rare disorders. With a major footprint at the Phoenix Bioscience Core, TGen connects startups, clinicians and researchers to world-class sequencing and

bioinformatics resources.

This access shortens the path from variant discovery to therapeutic intervention. The Council has often highlighted how genomics partnerships in Arizona often include direct clinical trial networks, translating into patients accessing cutting-edge treatments in state.

Startups driving health equity

Perhaps the most exciting proof points are where software meets bedside. Arizona startups are tackling some of healthcare’s most stubborn challenges. For example, several local firms are partnering with major healthcare systems to build software that flags potential bias and health equity risks within routine workflows.

Consider how a pulse oximeter reading levels of oxygenated hemoglobin in the blood may be unreliable for certain populations. The software can flag the risk and prompt a confirmatory test. That’s

how you operationalize equity: by making it the default experience inside the tools clinicians already use.

The Venture Scale accelerator program, powered by the Arizona Commerce Authority and supported by Council partners, has included multiple companies addressing these equity-driven innovations, showing how entrepreneurship and clinical partnerships intersect in Arizona.

Geographic strengths: The Valley as a HealthTech hub

Greater Phoenix has matured into a true bioscience hub with assets spread across the region. From Discovery Oasis and the Phoenix Bioscience Core in the urban center to neuroscience institutes and children’s health anchors to growing corridors in the East and West Valley, Arizona’s healthcare infrastructure is increasingly comprehensive.

This “close-to-everything” ecosystem

(Images licensed from ©Adobe Stock)

WHO’S WHO IN HEALTHCARE FOR 2026

lowers the cost and time to partner, which is a critical advantage for early-stage companies that need quick pilots and rapid customer feedback. We often emphasize that the state’s collaborative ecosystem, where startups can walk from a lab bench to a health system partner in minutes, is a defining differentiator from traditional coastal hubs.

Arizona’s HealthTech ecosystem is not innovation for its own sake. The focus is on outcomes, access and affordability. The local technology community is already demonstrating how to deliver in these areas:

• Reducing time-to-treat: AI-enabled triage and care coordination tools help Arizona health systems cut minutes from critical pathways in stroke and vascular care. Every minute saved can mean preserved brain function or limb viability.

• Scaling clinicians: Ambient documentation and automated summarization free up scarce clinical capacity. In a staffing-constrained world, this is the most humane way to expand access while giving clinicians back the work they trained to do.

• Personalizing medicine: From genomicspowered tumor boards to digital pathology AI models, Arizona patients increasingly receive care tailored to their biology, not

just their diagnosis.

• Closing equity gaps: Embedding evidence-based prompts into everyday workflows ensures equity isn’t just aspirational but operationalized.

Why Arizona? 3 key drivers

1. Alignment across sectors: Arizona has built unusual alignment between industry, academia and care delivery. Walk a few blocks in Downtown Phoenix and you can pass by a university research lab, a hospital and a startup accelerator. That proximity accelerates pilots, procurement and scale.

2. Digital foundations: The state has quietly assembled modern data platforms and interoperability initiatives, supported by partnerships with cloud providers and semiconductor leaders. This makes Arizona’s health systems unusually “AIready.” When hospitals can actually use their data, innovation compounds.

3. Culture of execution: Arizona prefers action over theory. Whether it’s piloting a new AI use case in a community hospital or co-authoring translational research between a startup and a university, local partners move from idea to implementation with refreshing speed.

The momentum is real but so are the challenges. Arizona must continue training and attracting health-data talent,

ensure that AI deployments are safe and transparent, and expand broadband and device access so digital care reduces disparities instead of widening them.

And as Arizona scales data-center capacity to fuel healthcare AI, it must also ensure an abundance of affordable clean energy, a sector where the state is also emerging as a leader. The Council frequently connects these dots. HealthTech innovation, renewable energy and semiconductor leadership all feed into one another, creating an integrated vision of Arizona as a future-ready state.

The future Is here

The trajectory is clear. The same ecosystem that has made Arizona a national force in semiconductors and advanced manufacturing is now redefining what a health-innovation state looks like: hospitals as platforms, labs as launchpads, startups as system partners and patients as the ultimate beneficiaries.

If you want to see the future of healthcare, you don’t have to fly to the coasts. It’s being built in clinics, labs, accelerators and code repositories right here in Arizona.

Steven G. Zylstra is the president and CEO of the Arizona Technology Council.

Who’s Who in Arizona Healthcare for 2026

In 2026, Arizona’s healthcare landscape will continue to grow in scope and complexity, making it imperative to know who the 100 most impactful healthcare industry leaders and the 100 best doctors are. These individuals shape policies, lead organizations and drive innovations that directly affect patient care, access and outcomes across the state. Recognizing the most impactful leaders provides insight into where the industry is heading — from advancements in technology and telemedicine to strategies for addressing workforce shortages and health equity.

At the same time, knowing the top doctors ensures patients and families have access to the highest standards of clinical excellence, compassion and expertise. These physicians set benchmarks for

quality care and often pioneer new approaches to treatment and prevention. Together, these two groups not only represent Arizona’s healthcare excellence but also serve as guides for patients, professionals and policymakers navigating a rapidly evolving health environment in 2026.

The healthcare leaders chosen to be featured in Who’s Who in Arizona Healthcare for 2026 — as selected by the Az Business magazine editorial board in consultation with industry experts and industry associations — truly represent the best, the brightest and the most innovative healthcare leaders in the state. Enjoy meeting these groundbreaking experts on the pages that follow.

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THE 100 BEST DOCTORS IN ARIZONA FOR 2026

100 BEST DOCTORS IN ARIZONA FOR 2026

Identifying Arizona’s 100 Best Doctors for 2026 is vital — it spotlights medical excellence, boosts public trust, helps patients find top care, encourages healthy competition and elevates standards across the state’s healthcare system. Here are Az Business

Joshua Abrams, DO

magazine’s 100 best doctors in Arizona for 2026. Please note that this list — while compiled in collaboration with industry experts — is for informational purposes only and is not an endorsement of any of the physicians profiled in this editorial feature.

Desert Institute For Spine Care: Orthopedic spine surgeon specializing in minimally invasive surgery, artificial disc replacement, and cervical and lumbar spine

Nazila Adib, MD

Denova Collaborative Health: Board‑certified psychiatrist with expertise in addiction, mental health therapy, psychopharmacology, LGBTQ+ care and integrated behavioral health.

Ashley Albert, MD

Arizona Center for Cancer Care: Radiation oncology, with expertise in IMRT and IGRT.

Gretchen Alexander, MD

District Medical Group: Board certified in adult psychiatry and addiction psychiatry, serving as medical director of psychiatric consultation at District Medical Group.

Anthony A. Admire, MD

Amanda K. Arrington, MD

Canyon Vista Medical Center: General surgery and surgical oncology, with particular expertise in hepatopancreatobiliary (liver/pancreas), colorectal and cancer-related procedures.

Wazhma Aslamy, MD

HonorHealth: Cardiologist specializing in cardiovascular disease, with expertise in general cardiology, echocardiography, valvular heart disease, congestive heart failure and preventive cardiology.

Samina Ayub, MD

Dignity Health Medical Group-Ahwatukee: Family medicine with a focus on family and sports medicine in Ahwatukee.

Owner, AdmireMD Plastic Surgery + Skin Clinic: Dr. Admire is an internationally recognized, boardcertified plastic surgeon and facelift expert based in Scottsdale. Dedicated to patient education, he is an active leader and speaker with the American Society of Plastic Surgeons, The Aesthetic Society and the International Society of Aesthetic Plastic Surgery. In 2020, AdmireMD Plastic Surgery + Skin Clinic expanded into a state of the-art facility offering the most advanced aesthetic, laser and skincare treatments in a luxurious, spa-like setting. The following year, Dr. Admire founded a state-of-the-art ambulatory surgery center in Paradise Valley, where he now performs all outpatient procedures. Specializing in facial, breast and body aesthetic surgery, Dr. Admire is nationally sought after for his expertise in deep-plane face and neck lifts, delivering natural, balanced results. He has been recognized by Castle Connolly for more than 10 years, a distinction awarded to fewer than 10% of U.S. physicians. An Arizona native and former chief of plastic surgery at HonorHealth, Dr. Admire also serves as faculty for the University of Arizona College of Medicine – Phoenix, reflecting his ongoing commitment to education, excellence and the community he serves. Learn more: admireplasticsurgery.com

BEAUTY BROKER: Anthony A. Admire, MD, is a board-certified facial plastic surgeon in Scottsdale who specializes in facial rejuvenation, body contouring and advanced aesthetic procedures. (Photo provided by AdmireMD Plastic Surgery + Skin Clinic)

Faisal A. Bahadur, MD

Chandler Regional Medical Center: Interventional cardiology, general cardiology, vascular and nuclear cardiology.

Marwan M. Bahu, MD

Abrazo Arrowhead Campus: Cardiac electrophysiology/ electrophysiology (heart rhythm disorders).

Kathryn L. Bates, DO

Carondelet St. Joseph’s Hospital: Cardiologist (internal dedicine, echocardiography, nuclear cardiology).

Rajesh Bhakta, MD

Optum - Arizona: Internal medicine.

Robert Cercek, MD

The CORE Institute: Orthopedic surgeon specializing in hip and knee care, joint replacement (primary and revision), fractures and trauma.

Michael Choti, MD

Banner MD Anderson Cancer Center: Surgical oncology, especially gastrointestinal, hepatobiliary and pancreatic surgery.

Tania Cortas, MD

City of Hope Phoenix: Dr. Cortas is a trusted medical oncologist and hematologist at City of Hope, specializing in breast cancer care and the treatment of a wide range of malignancies and blood disorders. Fluent in English and Arabic, she brings a global perspective to personalized medicine. Triple board certified and trained at Case Western Reserve University, Dr. Cortas is an active member of leading professional organizations, including the American Society of Clinical Oncology, American Society of Hematology and American Association for Physician Leadership. She is passionate about precision medicine and tailoring treatment to each patient’s unique needs, offering expert, compassionate care through every stage of their cancer journey. Learn more: cityofhope.org

Judd E. Cummings, MD

HonorHealth Orthopedics: Hip, knee, shoulder orthopedic surgery and orthopedic oncology.

Cameron Dick, MD

Banner Lung and Sleep Institute: Pulmonology, critical care medicine and sleep medicine.

Kenith Fang, MD

Phoenix Cardiac Surgery: Cardiothoracic surgery, including transcatheter valve therapies (TAVR).

Kevin Foster, MD

Diane & Bruce Halle Arizona Burn Center at Valleywise Health: Dr. Foster has dedicated his career to providing first class care to those in need. The Cave Creek resident is one of the preeminent burn specialists in the nation. From innovative treatments to pioneering medical research, he has proven to be an invaluable asset to the medical community. He also has become the face of the Diane & Bruce Halle Arizona Burn Center, one of the busiest burn centers in the country. Dr. Foster, who joined the burn center in 1999, is board certified by The American Board of Surgery and a Fellow of the American College of Surgeons. He also has a master’s degree in business administration.

Source of pride: “I am most proud of developing an outstanding team of clinicians, researchers and educators who are dedicated to patient care.”

Learn more: valleywisehealth.org/burn

ON A MISSION: Tania Cortas, MD, is a medical oncologist and hematologist who joined City of Hope Cancer Center Phoenix in November 2023. (Az Business photo, a publication of AZ Big Media)

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

KRISTOPHER ALPERS, DDS

OWNER // Alpers Family and Cosmetic Dentistry

Background: Dr. Alpers is the owner of Alpers Family and Cosmetic Dentistry in Scottsdale, where he delivers general, cosmetic and implant dentistry with an unwavering focus on patient experience. Recognized as one of Arizona’s Best Doctors for two consecutive years, Dr. Alpers is known for blending cutting-edge technology with a personalized, patient-centered approach. Beyond the clinic, he mentors fellow dentists nationwide and gives back through ongoing service at The Neighborhood Christian Clinic. His vision is reshaping modern dentistry: one that prioritizes trust, early detection and whole-body health, all while helping patients feel seen, heard and truly cared for.

Pivotal moment: “A pivotal moment for me came in high school, when former NBA player Chris Carr mentored me and believed in me at a time I needed it most. His generosity helped me earn a college basketball scholarship, but the deeper lesson was about investing in others. That experience shaped everything — how I lead my team, how I care for patients and why I coach other dentists. I’ve seen firsthand how one mentor can change the trajectory of someone’s life. Now, it’s my mission to do the same — for patients, for my team and for future healthcare leaders.”

Source of pride: “While I’m proud of being named one of Arizona’s Best Doctors, what brings me the greatest pride is the ripple effect of mentorship. Coaching other dentists, whether through The Pathway’s implant program or the Bulletproof Dental community, allows me to multiply impact. When one dentist improves their skills or systems, hundreds of patients benefit. Helping my team grow professionally has also created a culture where people love coming to work and patients feel the difference. That kind of shared success is powerful. It’s not just about building a practice; it’s about elevating care for entire communities.”

Trends to watch in healthcare: “I believe the future of healthcare must move toward personalization and prevention. Patients want providers who look at the whole picture, not just isolated symptoms. In our practice, we’re already leaning into this shift, using tools like 3D imaging to detect issues early and smile simulations to personalize care by allowing patients to preview and adjust results in real time.”

Learn more: alpersdentistry.com

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

Tyler Francis, DMD

Francis Dental AZ: General and cosmetic dentistry (oral health, implants, veneers, preventive care).

Brandon E. Gough, MD

Gough Surgical: General surgery.

Erica Grabinski, DO

Optum Arizona: Primary care provider, practicing in internal medicine.

Jerome J. Grove, MD

Pain Consultants Of Arizona: Pain medicine and anesthesiology with emphasis on acute and chronic pain treatments.

Lourdes M. Guerrero-Tiro, MD

Emily Ho, MD

Ironwood Cancer & Research

Women’s Centers: Dr. Ho began her journey to medicine through engineering. She obtained her bachelor’s degree at the California Institute of Technology and a master’s degree in engineering at UCLA. After a successful career as a software engineer, she returned to school to complete her medical degree at Wayne State University and Breast Surgical Oncology Fellowship at the John Wayne Cancer Institute.

District Medical Group: Pediatric cardiology.

Helen Hall, MD

Banner Health Center Plus: Colon and rectal surgery

Matthew L. Hansen, MD

OrthoArizona: Orthopedic surgery and musculoskeletal specialist.

Kristi L. Harold, MD

Mayo Clinic: Bariatric surgery, hernia repair and laparoscopic surgery.

Jason S. Hauptman, MD, PhD

Phoenix Children’s: Nationally and internationally recognized expert in the use of robotic stereo-electroencephalography (sEEG), awake surgery in children.

James J. Hines, MD

Arizona Cardiology Group: Cardiology — specializing in heart disease, interventional or general cardiology.

Pivotal moment: “A defining moment in my healthcare journey came when a grateful patient thanked me not only for their care, but for helping them truly understand their condition. That experience revealed the healing power of clear, compassionate communication. I recognized that explaining complex medical concepts in a relatable way was a valuable skill — and one I could pass on. I began mentoring others, emphasizing empathy and clarity in patient interactions. Seeing those I’ve guided grow into confident, caring providers has been deeply rewarding.”

Learn more: ironwoodcrc.com/

Vincent J. Honan, MD

Arizona Digestive Health: Gastroenterology, specializing in digestive disease, internal medicine.

Todd Hobgood, MD

Hobgood Facial Plastic Surgery: Facial plastic and reconstructive surgery, esthetic facial procedures.

Saurabh Jauhari, MD

Healing Horizons Psychiatry: Adult psychiatry an mental health.

Sunny Jhamnani, MD

Tri-City Cardiology: Cardiology and cardiovascular medicine.

Seth M. Kaufman, MD

Scottsdale Neurology: Neurology (including vascular neurology and neuromuscular medicine).

Kiranjit Khalsa, MD

Premier Allergy Asthma & Immunology: Allergy, asthma and immunology.

Max C. Kim, MD

Arizona Glaucoma Specialists: Ophthalmology with subspecialty in glaucoma.

LEADING THE WAY: Erica Grabinski, DO, is team lead physician at Optum Primary Care and her top areas of expertise are Gardner-Diamond Syndrome, autoerythrocyte sensitivity, purpura and insomnia. (Photo by Bruce Andersen, Az Business, a publication of AZ Big Media)

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

John Davitt, MD

SHABNAM GUPTA, MD

Surgeon, Arizona Gynecology Consultants: Dr. Gupta completed advanced minimally invasive surgical training at Harvard. She specializes in treating complex benign gynecologic conditions — including fibroids, endometriosis and abnormal bleeding — and offers laparoscopic abdominal cerclage for women with cervical insufficiency and recurrent pregnancy loss. Born in London and raised in Atlanta, Dr. Gupta developed a special interest in surgical innovation and medical devices early on. She earned a bachelor’s degree in Biomedical Engineering from the Georgia Institute of Technology and completed medical school and OB/GYN residency at the Emory University School of Medicine. Dr. Gupta currently holds academic appointments as Assistant Professor at Creighton University and Clinical Instructor at the University of Arizona College of Medicine.

Pivotal moment: “My grandfather, a physician who trained in post-partition India and worked in the U.K.’s National Health Service, dedicated his life to caring for others. Growing up, I developed a deep appreciation for his vast knowledge, unwavering kindness and meaningful relationships with his patients. Witnessing how his career enriched his life and gave him purpose was a huge catalyst for my own desire to pursue medicine. Additionally, my father’s encouragement and support have been instrumental in my own development. He taught me about the many roles leaders can play, and his guidance has shaped me into the person I am today.”

Learn more: azgyn.com

Surgeon, Arizona Gynecology Consultants: Dr. Davitt completed his residency in obstetrics and gynecology at Georgetown University Hospital and Washington Hospital Center. Following residency, he pursued a fellowship in Minimally Invasive Gynecologic Surgery at the Mayo Clinic Hospital in Phoenix. A board certified gynecologist, Dr. Davitt specializes in complex pelvic surgery including excisional treatment of endometriosis, treatment of adenomyosis, fibroids and pelvic pain. He has published articles and videos on various minimally invasive surgical techniques, female pelvic pathology, anatomy, and medical student education.

Trends to watch: “We will need to evaluate the tremendous impact on our country’s health from decreases in funding for public healthcare. We will also need to determine how best artificial intelligence can be integrated into our system to improve patient outcomes and provider capabilities.”

Source of pride: “Being able to take the time to listen to my patients, validate their experiences and offer options that fit their needs best.”

Learn more: azgyn.com

Tom Waliser, MD

Owner, Arizona Gynecology Consultants: Dr. Waliser started his medical career at age 18 in the Navy as a surgical technologist. After medical school and residency, he was accepted into a newly developed fellowship in Advanced Laparoscopy and Hysteroscopy and has been performing minimally invasive gynecologic surgery for over 25 years.

Trend to watch: “I am concerned that private practice will continue to dwindle due to increasing costs of running a private practice and decreasing reimbursement from insurance companies. Fortunately, at Arizona Gynecology Consultants, we are continuing the fight to thrive in a private practice setting.”

Source of pride: “I was one of the pioneers in advancing the benefits of minimally invasive surgery, which resulted in smaller scars, less pain and a much quicker recovery. Today the majority of gynecologic surgeries are performed using minimally invasive techniques.”

Learn more: azgyn.com

HEALTHCARE BANKING

Question: How can banking solutions help improve cash flow and reimbursement timing for healthcare services?

Answer: Banking solutions can help streamline healthcare revenue cycles, creating more predictable cash flow despite the industry’s complex reimbursement systems. Here’s how:

• Treasury management services can automate payment processing and reconciliation, significantly reducing the time between service delivery and payment receipt.

• Digital banking platforms give healthcare administrators realtime visibility into their financial position, allowing them to make data-driven decisions quickly.

• Automated Clearing House (ACH) capabilities accelerate electronic payments from insurance companies and patients, while remote deposit capture eliminates physical trips to the bank.

• Business lines of credit serve as a financial safety net during reimbursement delays, helping healthcare providers cover operational expenses and payroll without disruption.

With local decision-making, FirstBank’s banking solutions ensure quick access to funds when needed. Visit efirstbank. com/goodbusiness to learn more. Member FDIC.

Question: What financing strategies are available to support expansion, facility upgrades, or equipment purchases for healthcare organizations?

Answer: FirstBank offers flexible financing solutions to help healthcare organizations grow. Here are three options:

1. Healthcare Practice Loans support medical, dental, and other providers with funding for equipment, tenant improvements, practice purchases, or expansions.

2. Owner Occupied Commercial Real Estate (OOCRE) Loans enable healthcare practices occupying at least 51% of their property to build equity while benefiting from favorable rates and even generating rental income from renting out the unused space.

3. Equipment and Fleet Loans help finance medical machinery and vehicles, also serving as collateral for future growth opportunities. These loan terms often align with the equipment’s expected lifespan, creating practical repayments structures for health care providers.

FirstBank’s industry-specific teams have the knowledge to help healthcare organizations make informed and timely decisions to grow their business. To learn more, visit efirstbank.com/goodbusiness or speak with a banker at your nearest FirstBank location. Member FDIC.

Note: FirstBank determines actual loan qualification only after receipt of a complete loan application and analysis of pertinent information, such as (but not limited to) credit history, income documentation, and property valuation. Subject to approval. Fees and restrictions may apply. See any FirstBank location for complete details.

602-508-4601

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

Sujith Kalmadi, MD

Ironwood Cancer & Research Centers: Dr. Kalmadi completed medical school in India, followed by residency and fellowship at the Cleveland Clinic, where he later served on the academic faculty. He has led innovative clinical trials that have received national recognition and been published in peer-reviewed journals, contributing to the development and FDA approval of groundbreaking cancer therapies.

Pivotal moment: “My path shifted the day I recognized that my greatest impact would not come solely from the exam room, but from reshaping the systems that surround patients. Early in my career, I saw how fragmented care could delay treatment or leave families overwhelmed. That realization pushed me to step into leadership — first reluctantly, but then with purpose — so I could help design solutions rather than simply work around problems. Choosing to focus on system-level transformation, while staying grounded in patient care, was the turning point that defined my journey as a physician leader.”

Learn more: ironwoodcrc.com/

Gary Knighton, MD

Arizona Medical Weight Loss: Obesity medicine and medical weight loss.

Lavanya Kodali, MD

Mayo Clinic: Transplant nephrology and kidney and pancreas transplant specialist.

Todd M. Kravetz, MD

Wickenburg Community Hospital Clinic: Family medicine physician.

Kelly Krohn, MD

The CORE Institute: Orthopedic surgeon (musculoskeletal and orthopedic procedures).

Karan Lal, DO

Affiliated Dermatology North Scottsdale: Dermatology (skin, hair, cosmetic, medical dermatology).

Kristin K. Lau, MD

Desert Ridge Family Physicians: Family medicine and primary care.

Michael T. Lawton, MD

Barrow Neurological Institute: Dr. Lawton’s neurosurgical expertise includes cerebrovascular disorders (aneurysms, arteriovenous malformations, cavernous malformations and stroke) and skull base tumors. He has experience in treating more than 5,350 brain aneurysms, 1,300 arteriovenous malformations (AVMs), 1,400 cavernous malformations and more than 800 cerebrovascular bypasses performed. He is a member of the the American Academy of Neurological Surgery, the American Association of Neurological Surgeons, the Congress of Neurological Surgeons, the Society of Neurological Surgeons and the World Academy of Neurological Surgery.

Learn more: barrowneuro.org

Mark J. Leber, MD

Arizona Hand & Wrist: Orthopedic surgery with subspecialty in hand, wrist and upper extremity surgery.

Ben Leff, MD

Advanced Ear Nose & Throat: Otolaryngology and ENT (ears, nose, throat, head and neck).

Steven Lester, MD

Discovery Oasis: Cardiology and cardiovascular medicine, including imaging and advanced cardiac care.

Todd D. Levine, MD

Phoenix Neurological Associates: Neurology (nervous system, brain, spinal cord).

INNOVATOR: Michael T. Lawton, MD, is a world-renowned neurosurgeon advancing groundbreaking treatments and research at Barrow Neurological Institute. (Photo provided by Barrow Neurological Institute)

TMC Health is Southern Arizona’s premier nonprofit, community-based health system. Lead by innovative and compassionate leaders including Jennifer Mendrzycki and Mimi Coomler, TMC Health is dedicated to providing exceptional health care with compassion for our community.

Jennifer K. Mendrzycki, JD, MHA, FACHE
TMC Health President and CEO
Mimi Coomler, R.N. Tucson Medical Center CEO & Chief Hospital Executive

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

Shayna Mansfield, DO

Manzanita Medical: Osteopathic family medicine and primary care (general practice).

Carlos Mata, MD

Natural Results Plastic Surgery: Plastic surgery, aesthetic and reconstructive surgery.

Diane K. Matsumoto, MD

TLC Pediatrics: Pediatrics (general pediatric care).

Michael McBride, DO

Saguaro Dermatology: Cosmetic procedures and complex medical dermatology.

James Nachbar, MD

Scottsdale Plastic Surgery: Dr. Nachbar is double board certified by the American Board of Plastic Surgery and the American Board of Surgery. His practice is limited to cosmetic plastic surgery, where he is renowned for his expertise in body and facial plastic surgery. He is strongly committed to a collaborative relationship with his patients, with an emphasis on patient education and autonomy, and the goal of producing a natural result. As an innovator, Dr. Nachbar is the inventor of the Mommy Makeover, and has used the No-Drain technique for all of his tummy tucks since 2008. He has also been elected president of the Arizona Medical Association, a position he will start in 2026.

Learn more: plastic.org

Michael McKernan, MD

The CORE Institute: Orthopedic surgery, specializing in hand and upper extremity surgery.

Michael E. Manning, MD

Allergy, Asthma & Immunology Associates: Allergy and immunologic disorders.

Frederick Marciano, MD

Barrow Brain and Spine: Neurosurgery, brain and spine surgery.

Thomas A. Mattioni, MD

Arizona Arrhythmia Consultants: Cardiac electrophysiology, arrhythmia, heart rhythm specialty.

Randall W. Porter, MD

Barrow Brain and Spine and Barrow

Neurological Institute: Dr. Porter is a neurosurgeon and the director of the Acoustic Neuroma Program at Barrow Neurological Institute. He is board certified by the American Board of Neurological Surgery. Dr. Porter’s expertise includes the diagnosis and treatment of acoustic neuromas and other skull base tumors, degenerative spinal disorders and spinal trauma. He serves as the team neurosurgeon for the Arizona Cardinals. Dr. Porter has published more than 100 peer-reviewed papers and more than 40 chapters in major medical textbooks. He has served as associate editor of the Journal Skull Base Surgery and has been invited to review numerous articles for the scientific literature.

Learn more: barrowneuro.org

Drew V. Moffitt, MD

Arizona Reproductive Medicine: Reproductive endocrinology, fertility, assisted reproductive medicine.

Ana Moran, MD

Arizona Pulmonary Specialists: Pulmonology, lung and respiratory medicine.

Tiffany Nelson, MD

Desert Ridge Family Physicians: Family medicine and primary care.

Macelle Neuwirth, MD

Children’s Medical Group: Pediatrics or pediatric medicine.

Irina Nistor, MD

Southwest Diagnostic Imaging: Radiology and diagnostic imaging

MICHAEL WHITE, MD

Background: In his role, Dr. White works to advance the Mission, Vision and Values of Valleywise Health to improve clinical outcomes, enhance patient experience and grow key programs. He also serves as a liaison with Valleywise Health’s partners at District Medical Group and the Creighton University Arizona Health Education Alliance.

Pivotal moment: “The pivotal moment came early in my career when I expanded working from direct patient care to administrative leadership. I realized that to truly influence outcomes at scale, I needed to help shape the systems behind the care. Accepting a role that bridged clinical expertise with strategic oversight allowed me to advocate for both patients and providers. That decision sparked a passion for transforming healthcare delivery, aligning clinical excellence with operational efficiency and mentoring future leaders. It taught me that leadership is not about authority — it’s about service, vision and the courage to challenge the status quo.”

Trends to watch in healthcare: “In 2026, healthcare will continue its shift toward personalized, data-driven care. AI and predictive analytics will enhance diagnostics and operational efficiency, but human-centered design will remain critical. Workforce challenges will persist, requiring innovative staffing models and renewed focus on clinician well-being. Behavioral health integration, value-based care and health equity will dominate strategic priorities.”

Learn more: valleywisehealth.org

Valleywise Health celebrates excellence in care and leadership

We’re proud to honor three leaders named among Arizona’s Best Doctors and Who’s Who in healthcare: Dr. Michael White, Dr. Kevin Foster and Steve Purves.

As Chief Clinical Officer and interventional cardiologist, Dr. Michael White is driving innovation that improves outcomes, enhances patient experience and expands the next generation of medical learners through the Creighton University Arizona Health Education Alliance.

Dr. Kevin Foster, director of the Diane & Bruce Halle Arizona Burn Center, the state’s only nationally verified burn center, has revolutionized burn care during his nearly 30 years of leadership. This year, the center celebrates its 60th anniversary and continued reputation as one of the busiest and best in the nation.

Together, these leaders are redefining what it means to serve. Their commitment ensures a stronger, healthier community for every Arizonan. valleywisehealth.org

Under the leadership of Steve Purves, President and CEO, Valleywise Health has transformed into a national model for public health care. His vision led to the opening of the new Valleywise Health Medical Center in 2024 and the expansion of community health clinics across Maricopa County, strengthening access to exceptional care for all.

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

Samir P. Patel, DO

Arizona Pain Care Center: Pain management and pain medicine

Paul M. Petelin Jr., MD

Scottsdale Center For Sight: Ophthalmology, specializing in refractive surgery, LASIK, cornea and vision correction.

Francisco Ponce, MD

Barrow Neurological Institute: Dr. Ponce serves as director of the Neurosurgery Residency Program at Barrow and is board certified by the American Board of Neurological Surgery. Dr. Ponce’s expertise includes deep brain stimulation (DBS) surgery for Parkinson’s disease, essential tremor and dystonia, as well as focused ultrasound for essential tremor and tremor-dominant Parkinson’s. He is also active in the operative management of cranial and spinal trauma.

Learn more: barrowneuro.org

James L. Plotnik, MD

Arizona Pediatric Eye Specialists: Pediatric ophthalmology, eye specialist for children.

Marwan Sabbagh, MD

Barrow Neurological Institute: Dr. Sabbagh is a behavioral neurologist and the Moreno Family Chair for Alzheimer’s Research in the Alzheimer’s and Memory Disorders Program at Barrow Neurological Institute. He is also a professor and the Vice Chair of Research in the Institute’s Department of Neurology. He is board certified in neurology by the American Board of Psychiatry and Neurology. Dr. Sabbagh’s expertise includes the diagnosis and treatment of Alzheimer’s disease and other memory disorders. He is a fellow of the American Academy of Neurology.

Learn more: barrowneuro.org

Nader Sanai, MD

Ivy Brain Tumor Center: Dr. Sanai is the Francis & Dionne Najafi Chair in Neurosurgical Oncology at Barrow Neurological Institute. An internationally acclaimed neurosurgeon and one of the nation’s highest-volume brain tumor surgeons, Dr. Sanai has built a specialty clinical practice devoted to patients with benign and malignant brain tumors, particularly those in high-risk areas. He is an expert in intraoperative brain mapping techniques, which identify and preserve areas of motor, sensory, and language function during brain surgery. In 2016, Dr. Sanai was elected to the American Academy of Neurological Surgeons, the most respected academic organization in neurosurgery.

Learn more: barrowneuro.org

John Shufeldt, MD

Xcellerant Ventures: Dr. Shufeldt made a $100 million donation to the ASU school of medicine and is fueling Phoenix’s bio-tech boom with early-stage investments in high-tech startups via Xcellerant Ventures.

CHANGE-MAKER: Nader Sanai, MD, oversees all brain tumor research at Barrow Neurological Institute. (Photo by Bruce Andersen, Az Business, a publication of AZ Big Media)

Alyx B. Porter, MD

Mayo Clinic Hospital: Professor of Neurology with a subspecialty certification in neuro oncology.

Alessandra Puggioni, MD

Scottsdale Vascular Services: Vascular surgery, vein and venous disease specialist, including minimally invasive endovascular techniques and lymphedema care.

Priya Radhakrishnan, MD

HonorHealth: Primary care physician.

Venkatesh G. Ramaiah, MD

HonorHealth: Vascular surgery.

Eric M. Reuss, MD

Scottsdale Obstetrics: Obstetrics and gynecology.

Mitchell J. Ross, MD

Arizona Cardiology Group: Cardiology.

William S. Robertson, MD

Scottsdale Cardiovascular Center: Cardiology and vascular medicine.

Mark J. Rubin, MD

Pain Consultants Of Arizona: Pain medicine and interventional pain management.

Jonathan D. Ruzi, MD

Arizona Pulmonary Specialists: Pulmonology and respiratory medicine.

Michael Saavedra, MD

Phoenix Allergy & Asthma: Allergy and immunology; asthma and allergist.

Nima Salari, MD

Desert Institute for Spine Care: Spine surgery and orthopedic spine or neurosurgery with spine focus.

Jeremy M. Shefner, MD, PhD

Barrow Neurological Institute: Dr. Shefner is a neurologist in the Gregory W. Fulton ALS & Neuromuscular Disease Center and professor in the Department of Neurology at Barrow Neurological Institute. He is board certified in neurology by the American Board of Psychiatry and Neurology and he specializes in ALS and neuromuscular disorders. Dr. Shefner’s research focuses on biomarker development and the clinical therapeutics of amyotrophic lateral sclerosis (ALS) and spinal muscular atrophy. Learn more: barrowneuro.org

Craig Saran, DO

Arizona Pain Doctors: Pain medicine and osteopathic pain management.

Mark J. Seifert, MD

Honorhealth Medical Group: Clinical cardiac electrophysiology.

Lawrence W. Shaw, MD

Shaw Center: Cosmetic and reconstructive plastic surgery.

Suzanne Sorof, MD

Dignity Health: Interventional cardiology.

Susan C. Sorosky, MD

Desert Spine and Sports Physicians: Physical medicine and rehabilitation, specializing in musculoskeletal rehabilitation.

Jay Turner, MD, PhD

Barrow Neurological Institute: Dr. Turner joined Barrow Neurological Institute at Dignity Health St. Joseph’s Hospital and Medical Center in Phoenix as a neurosurgeon after completing his neurosurgery residency at Barrow. During his training, he developed an interest in spinal deformities and complex spinal reconstructions. He completed fellowships in complex spine surgery in San Diego, California, and Zurich, Switzerland. His fellowship training specifically focused on scoliosis, spinal deformity, spinal tumors and minimally invasive surgical techniques.

Learn more: barrowneuro.org

Karen S. Stark, MD

Scottsdale Heart Group: Cardiology.

Danielle Stearns, DO

Cardiovascular Institute of Scottsdale: Cardiology, including echocardiography and nuclear cardiology.

Anna Svatikova, MD

Mayo Clinic: Cardiology.

Irene K. Taw, MD

Arizona Oncology Associates: Radiation oncology.

Ann Thomas, MD

Arizona Kidney Disease: Nephrology.

Lori H. Travis, MD

Phoenix Neurological Associates: Neurology (with work in neuroimmunology/multiple sclerosis).

THE 100 BEST DOCTORS IN ARIZONA FOR 2026

Samuel Unzek Freiman, MD

Astra Healthcare: Double board certified in cardiology and internal medicine.

Juan Uribe, MD

Barrow Neurological Institute: Dr. Uribe is chief of the Division of Spinal Disorders, Volker K. H. Sonntag Chair for Spine Research, and vice chairman of neurosurgery at Barrow Neurological Institute. He is board certified by the American Board of Neurological Surgery. He was named president and chair of the AANS/CNS Section on Disorders of Spine and the Peripheral Nerves in 2024. Dr. Uribe’s expertise includes the surgical treatment of scoliosis, spinal trauma, herniated thoracic disc and spinal tumors, particularly with minimally invasive spine surgery.

Learn more: barrowneuro.org

Allan M. Wachter, MD

Ahwatukee Foothills Allergy: Treats asthma, nasal allergy, hives, food allergies and related immunologic conditions.

Thomas J. Wall, MD

Athletic Institute Of Medicine: Board certified orthopedic surgeon with specialization in sports medicine.

Maegen J. Wallace, MD

Phoenix Children’s: Pediatric orthopaedic surgery.

Molly F. Walsh, DO

Niagara Plastics: Cosmetic and reconstructive procedures of the breast, body, face and aesthetics.

Mark Wang, MD

Desert Institute for Spine Care: Spinal care.

Michael W. Wolff, MD

Southwest Spine & Sports: Regenerative medicine and biologics are the future. They can repair, promote healing and restore function. Dr. Wolff has dedicated his medical career to returning his patients to activities they love using non-surgical solutions. By treating the root cause of pain and not just the symptoms he helps achieve optimal functional health. Dr. Wolff leads the Southwest as the first Master Instructor for Discseel® — a patented, minimally-invasive procedure that seals and heals spinal disc tears with an injectable biologic. With more than 29 years safely performing thousands of intradiscal procedures, he helps his patients with low back pain avoid surgery.

Learn more: swspineandsports.com

Tonia Young-Fadok, MD

Mayo Clinic: Colorectal surgery (colon and rectal disease, minimally invasive surgery)

Michael Zawaneh, MD

Banner Health Center: Cardiology, electrophysiology (structural heart disease, arrhythmia disorders).

BACK-UP: Michael W. Wolff, MD, is a specialist in physical medicine and rehabilitation, focusing on spine and sports-related conditions, helping patients recover and regain function through non-surgical and therapeutic interventions. (Photo provided by Southwest Spine & Sports)

POWERING SMALL BUSINESS GROWTH

With personalized support and tailored rebate programs, SRP helps Arizona businesses reduce energy costs and achieve long-term sustainability goals

SRP has more ways to support small and mid-size businesses than ever. Rebates and resources on energy efficiency are helping companies across all industries to save money and optimize sustainability initiatives. And, there’s even more good news: Each SRP commercial customer has a dedicated Strategic Energy Manager (SEM) to guide and assist them with their account.

Strategic Energy Managers help businesses optimize energy and savings

SRP’s team of SEMs help small and midsize businesses navigate energyefficiency programs and the rebate process. These experts aid small and midsize businesses in navigating energy-efficiency programs and the rebate process, and answer general questions they have about their accounts and services.

“If they’re a commercial customer, they have an assigned energy manager and our names and numbers are printed on their bills,” says Bryant Slade, SEM at SRP. “So they should never have any question about who their main point of contact at SRP is.”

Triple-benefit rebates: Cost savings, improved energy efficiency and sustainability

Not only do small businesses qualify for

rebates such as lighting upgrades, providing savings for LED upgrades and HVAC tuneups, SRP has additional rebates tailored to the needs of specific business types.

“A lot of customers aren’t aware that they can get rebates for replacing lighting for LED options, something that’s more sustainable and more energy efficient,” Slade says. “And not only will SRP help pay for that through the rebate, but then the business will be more energy efficient and will save on their electric bill, and become more environmentally friendly also.”

Industry-specific small business rebates

Slade, who manages SRP’s restaurant and bar customers, explains how his client base also benefits from taking advantage of industry-specific rebates. “A lot of times, my restaurant customers say, ‘We go through gaskets like crazy, and so we have a rebate for that. It’s per linear foot. If they’ve got to replace those, we can get the invoices and information from them and submit it for rebate approval.”

An SEM manager helps their assigned businesses identify the best rebates, find a Small Business Solutions Alliance contractor, gather the necessary information for each rebate and answer questions along the way.

“We have rebates for HVAC controls and thermostats,” Slade explains. “There’s a whole slew of available rebates.”

Eligibility for the SRP Small Business Solutions program

Slade explains that SRP bases smallbusiness eligibility on total kilowatt-hour usage — less than or equal to 300,000 kilowatt-hours of total energy usage — over an annual 12-month period.

Additional requirements are that the business facility must be served by a qualifying SRP nonresidential retail electric price plan and the space must have been occupied by the same account holder for the previous 12 months.

“We also have rebates for large commercial customers, but we want to make sure we’re helping all customers, especially when dollars get tight,” Slade notes. “We want to spread that love for everybody.”

Slade adds, “Our program managers are always tweaking these rebates and looking for ones that are going to be meaningful to customers.”

Explore how your small business can save at //srpnet.com/energy-savings-rebates/ business/rebates/small-businesses

Arizona healthcare power players

Knowing the leaders in Who’s Who in Arizona Healthcare matters because they shape innovation, access and community impact, guiding the future of medicine and patient well-being statewide. Here are the Arizona healthcare innovators you need to know for 2026:

Ann-Marie Alameddin

Arizona Hospital and Healthcare

Association: Alameddin advocates for Arizona hospitals and health systems, championing policies that improve healthcare access, quality and sustainability statewide.

Tracy Altemus

REsource Commercial: Altemus leverages her real estate expertise to deliver innovative healthcare facility solutions that support providers, patients and community growth.

Traci Beagley

Sunland Home Care: Beagley leads Sunland Home Care with a mission to provide compassionate, personalized in-home care that enhances quality of life for seniors.

Jasmine Bhatti

Navi Nurses: Bhatti empowers patients through Navi Nurses, connecting them with skilled nurses who deliver personalized, home-based healthcare support.

Rajan Bhatt

OrthoArizona: Bhatt drives OrthoArizona’s growth and innovation, ensuring access to comprehensive orthopedic care across the Valley.

Paul Binsfeld

Company Nurse: Binsfeld pioneered nurse triage services with Company Nurse, streamlining workplace injury response and improving outcomes for employees and employers.

Tami Bohannon

AllThrive 365: Bohannon leads AllThrive 365 in providing housing, healthcare,and support services that promote independence and dignity for Arizona’s most vulnerable populations.

Dave Bourdon

LifeStance Health Group: Bourdon guides LifeStance Health Group’s efforts to expand access to affordable, high-quality behavioral health services.

Tim Bricker

CommonSpirit Health Central Region: Bricker oversees CommonSpirit Health’s Central Region, advancing clinical excellence and community health initiatives across Arizona and beyond.

Raelene Brooks

University of Phoenix College of Nursing: Brooks leads the University of Phoenix College of Nursing, preparing the next generation of nurses through innovative education and a strong focus on patient-centered care.

Joshua Carzoli, MD

MHC Healthcare: Dr. Carzoli drives MHC Healthcare’s mission to deliver accessible, community-based primary and specialty care across Southern Arizona.

Kote Chundu, MD

District Medical Group: Dr. Chundu oversees District Medical Group, advancing integrated, academic-based care while supporting teaching and research for future healthcare leaders.

Wendy Cohen

Kitchell: Cohen leads Kitchell, delivering stateof-the-art healthcare construction projects that transform patient experiences and support medical innovation.

Victoria Coley

Banner|Aetna: Coley guides Banner|Aetna in reimagining healthcare delivery through valuebased care, collaboration and improved member outcomes.

HEALTHCARE INNOVATOR: Jasmine Bhatti is the founder and CEO Navi Nurses, a rapidly growing Arizona-based healthcare company that was named to the Inc. 5000 list this year. (Photo by Bruce Andersen, Az Business, a publication of AZ Big Media)

Heather Boysel

Gammage & Burnham: Boysel is an experienced litigator and a leader for a wide range of clients in the healthcare space. Having secured millions of dollars for hospital clients from healthcare insurers, she is adept at navigating complex medical reimbursement disputes on clients’ behalf. Boysel combines her legal savvy with a strong understanding of healthcare payment methodologies, ensuring her clients receive unmatched service and industry insight. Her comprehensive understanding of the legal protections and intricacies of healthcare payment methodologies — including AHCCCS, Medicare DRG payments, per diem payments and healthcare provider liens — enables her to effectively advocate for her clients’ interests.

Learn more: gblaw.com

Mimi Coomler

Tucson Medical Center: Coomler leads with a deep commitment to advancing patient care, community health and organizational excellence. With more than 25 years of healthcare leadership experience, she has held senior roles in hospital operations, strategy and nursing. Coomler is recognized for her collaborative leadership style, strong advocacy for workforce development and dedication to ensuring access to high quality care across Southern Arizona. Under her guidance, Tucson Medical Center continues to expand services, embrace innovation and strengthen its role as a trusted healthcare partner for families throughout the region.

Learn more: tmcaz.com

Andrei Damian, MD

Cardiovascular Consultants: Dr. Damian leads Cardiovascular Consultants, providing advanced cardiac care and pioneering treatments for heart health.

Allison Davis

Snell & Wilmer: Davis advises healthcare organizations as a partner at Snell & Wilmer, guiding clients through complex legal and regulatory challenges.

David A. Dexter

Sonora Quest Laboratories: Dexter drives innovation and quality at Sonora Quest Laboratories, expanding access to diagnostic testing that supports better patient care statewide.

Kristina Diaz

Onvida Health Medical Group: Diaz leads Onvida Health Medical Group, driving patient-centered care and advancing innovative medical solutions to improve community health outcomes.

Sean Doyle

Cypress Development Partners: Doyle supports the development of healthcare and medical facilities with Cypress Development Partners, helping expand access to modern, patient-focused spaces.

Erika Du Mond, DMD

DMD Dental: Dr. Du Mond provides compassionate, personalized dental care through her practice, DMD Dental, enhancing oral health and patient well-being.

Brian Elisco

Abrazo Health: Elisco oversees Abrazo Health, guiding its hospitals and care networks to deliver high-quality, accessible healthcare across Arizona.

Mark El-Tawil

Humana: El-Tawil leads Humana’s Arizona operations, advancing value-based care and innovative health solutions to better serve members and communities.

INDUSTRY ICON: Wendy Cohen, CEO of Kitchell, was named one of AZRE magazine’s Most Influential Women in Commercial Real Estate in 2024. (Photo by Mike Mertes, Az Business, a publication of AZ Big Media)

WHO’S WHO IN HEALTHCARE FOR 2026

Scott Filion

Embark Behavioral Health: Filion directs Embark Behavioral Health’s nationwide efforts to provide accessible, effective care for adolescents and young adults facing mental health challenges.

Gregg Florentin

Tri-City Cardiology: Florentin leads Tri-City Cardiology, ensuring excellence in cardiovascular care while expanding services to meet growing patient needs.

Perry Gabuzzi

Kidder Mathews: Gabuzzi specializes in healthcare real estate at Kidder Mathews, helping providers find spaces that enhance care delivery and community access.

Tad Gary

Mercy Care: Gary heads Mercy Care, advancing integrated healthcare programs that support vulnerable populations and improve whole-person health outcomes.

David Gerovac

Canyon Building and Design: Gerovac leads Canyon Building and Design, delivering state-ofthe-art healthcare facilities that improve patient experiences and community care.

Robert “Chris” Grant

JE Dunn Construction Company: Grant oversees major healthcare construction projects for JE Dunn, ensuring quality, safety and innovation in building critical medical facilities.

Richard Gray, MD

Mayo Clinic Hospital: Dr. Gray leads Mayo Clinic Hospital in Arizona, advancing world-class patient care, groundbreaking research and medical education.

Charlie Hall

Princeton Construction: Hall drives healthcare construction innovation through Princeton Construction, building facilities that enhance care delivery and patient experiences.

Zack Harris

Kidder Mathews: Harris supports healthcare providers with tailored real estate solutions, helping organizations expand and thrive across Arizona.

Will Humble

Arizona Public Health Association: Humble advocates for stronger public health policies, education and equity as leader of the Arizona Public Health Association.

David J. Jakofsky, MD

The CORE Institute: Dr. Jakofsky guides The CORE Institute’s growth, advancing orthopedic excellence and innovation in musculoskeletal care.

Heidi Jannenga, DPT

WebPT: Dr. Jannenga co founded WebPT, transforming rehab therapy with technology that improves efficiency, outcomes and patient engagement.

Jeff Johansen

Johansen Interiors: Johansen leads Johansen Interiors, designing healthcare spaces that foster healing, efficiency and innovation.

Michael Jones

Delta Dental of Arizona: Jones oversees Delta Dental of Arizona, expanding access to affordable oral healthcare and supporting community wellness.

COMMUNITY IMPACT PLAYER: Michael Jones, president and CEO of Delta Dental of Arizona, has focused on strengthening community wellness initiatives. (Photo by Bruce Andersen, Az Business, a publication of AZ Big Media)

MICHAEL DOLAN

PRINCIPAL // FFKR Architects

Background: Dolan is a board-certified healthcare architect driven by a passion for creating environments of healing and hope. He specializes in the planning and design of complex healthcare projects, approaching each one with creativity and a collaborative spirit. With a foundational belief that thoughtful design can positively influence individuals during their most vulnerable moments, Dolan excels at listening and building consensus among all stakeholders to translate a client’s vision into reality. His work is defined by a commitment to finding elegant, evidence-based solutions that are as effective as they are inspiring.

Source of pride: A point of immense professional pride is the design of the Kem and Carolyn Gardner Mental Health Crisis Care Center. This project challenged the traditional notion of psychiatric facilities as hard, institutional spaces. By working collaboratively with a diverse group of stakeholders, Dolan helped build consensus around a shared vision: creating an environment of hope, dignity and healing. The facility’s success lies in its ability to soften the patient experience through thoughtful design, demonstrating how a human-centered approach can reduce stigma and positively influence patient outcomes at their most vulnerable moments.

Trend to watch: “The key trend for 2026 will continue to be the rapid, necessary shifting towards a more human experience in healthcare.”

Learn more: ffkr.com

WHO’S WHO IN HEALTHCARE FOR 2026

Cindy and Anne Jordan

Pyx Health: Cindy and Anne Jordan founded Pyx Health, leveraging technology and compassion to combat loneliness and improve patient outcomes.

Sujith Kalmadi, MD

Ironwood Cancer & Research Centers: Dr. Kalmadi leads clinical innovation at Ironwood Cancer & Research Centers, ensuring cutting-edge cancer care and research excellence.

Heather Kane

UnitedHealthcare of Arizona/New Mexico: Kane directs UnitedHealthcare operations across Arizona and New Mexico, advancing access, affordability and quality of care.

Pam Kehaly

Blue Cross Blue Shield of Arizona: Kehaly is president and CEO of Blue Cross Blue Shield of Arizona, where she leads the state’s largest locally based health insurer with a mission to inspire health and make it affordable. With decades of healthcare leadership experience, she focuses on improving access, driving innovation, and advancing community health initiatives. Under her leadership, BCBSAZ invests in programs addressing chronic disease, behavioral health and social determinants of health, strengthening Arizona’s healthcare landscape for future generations.

Learn more: azblue.com

Parvinderjit Khanuja, MD

Ironwood Cancer & Research Centers: Dr. Khanuja advances cancer treatment and patientcentered care as president of Ironwood Cancer & Research Centers.

Shaun Kirkpatrick

Research Corporation Technologies: Kirkpatrick fosters biotechnology innovation and commercialization, advancing life sciences research and healthcare solutions.

Juliana Kling, MD

Mayo Clinic Alix School of Medicine in Arizona: Dr. Kling leads medical education at Mayo Clinic Alix School of Medicine, preparing the next generation of physicians.

Joan Koerber-Walker

Arizona BioIndustry Association (AZBio): Koerber-Walker drives Arizona’s bioscience growth, supporting innovation, collaboration and investment in life sciences through AZBio.

Crystal Krueger, DBH

Dawn Institute of Arizona: Dr. Krueger leads Dawn Institute of Arizona, providing traumainformed mental health services to children and families.

Douglas Laher

Arizona Medical Association: Laher guides the Arizona Medical Association, advocating for physicians and advancing healthcare policy statewide.

Nathan Lentz

DPR Construction: Lentz oversees DPR Construction’s Arizona healthcare projects, delivering cutting-edge medical facilities that support innovation and patient care.

Michael Morton

Medical Office Brokers: Morton’s expertise covers all aspects of healthcare real estate with an emphasis on third party listings.

TRAILBLAZER: Pam Kehaly has significantly impacted Arizona by expanding access to affordable healthcare, championing community health initiatives and positioning Blue Cross Blue Shield of Arizona as a leader in innovation and social responsibility. (Photo by Mike Mertes, Az Business, a publication of AZ Big Media)

KATHY MILLS

PRESIDENT AND CEO // Donor Network of Arizona

Background: Mills, president and CEO of Donor Network of Arizona (DNA), has served the organization for 33 years. She holds CPA credentials, a bachelor’s in business and master’s degrees in both healthcare management and business administration from the University of Arizona’s Eller College of Management. Rising from CFO to CEO, she provides strategic leadership to advance organ and tissue donation for transplantation while ensuring financial stewardship and regulatory compliance.

Source of pride: “I take pride in the fact that I helped build DNA from its early days into what it is now — a recognized leader in organ and tissue donation. I’ve been part of a leadership team that’s grown alongside the organization through adapting, improving systems, focusing on relationships and refining our processes to earn this long-term success. As CEO, I restructured the executive team to align the right people in the right roles to meet external challenges and drive growth. Watching that foundational team and DNA staff support more lives being saved and healed through donation is deeply rewarding.”

The future of leadership: “Current and future leaders must be adaptable, curious and agile to keep up with rapid change. They have to do all that while remaining grounded in the mission and the people who serve it.”

Learn more: dnaz.org

WHO’S WHO IN HEALTHCARE FOR 2026

Todd LaPorte

HonorHealth: LaPorte leads HonorHealth, guiding its mission to deliver high-quality, integrated healthcare services across Arizona communities.

Tomás León

Equality Health Foundation: León drives health equity initiatives through the Equality Health Foundation, expanding access and improving outcomes in underserved communities.

Stephanie Lewis

Denova Collaborative Health: Lewis leads operations at Denova Collaborative Health, ensuring efficient, patient centered delivery of behavioral and primary care services.

Kevin Longoria

Drive Health: Longoria guides Drive Health in advancing data-driven healthcare solutions that improve patient outcomes and system performance.

Imen Maaroufi Clark

Prickly Pear Health: Clark founded Prickly Pear Health to deliver accessible, patient-focused healthcare with innovative service models.

Stephen A. Macias

Optum Arizona: Macias leads Optum Arizona, integrating care delivery and technology to improve health outcomes statewide.

Kirsten Markson

Spear Education: Markson drives growth at Spear Education, providing dental professionals with advanced training and practice solutions.

David J. McIntyre Jr.

TriWest Healthcare Alliance: McIntyre leads TriWest Healthcare Alliance, expanding access to quality healthcare for military and veteran communities.

Sarah McLeod

Activate Health: McLeod heads Activate Health, guiding innovative healthcare communications strategies that amplify industry voices and improve engagement.

Leslie McReynolds

National Kidney Foundation of Arizona: McReynolds directs the National Kidney Foundation of Arizona, advancing kidney health education, prevention and patient support programs.

Jennifer K. Mendrzycki

TMC Health: Mendrzycki oversees TMC Health, expanding services and championing compassionate care for Southern Arizona communities.

Charnise V. Moore, DrPH

AllThrive 365: Dr. Moore advances community wellness at AllThrive 365, designing programs that improve health equity and resilience.

Shar Najafi-Piper, PhD

Copa Health: Dr. Najafi Piper leads Copa Health, delivering integrated behavioral and physical health services that empower individuals and families.

Carmen Neuberger

Phoenix Children’s: Neuberger provides strategic legal leadership at Phoenix Children’s, supporting growth, compliance, and patient advocacy.

John R. Nickens IV

Phoenix Children’s: Nickens oversees Phoenix Children’s, driving innovation, expansion and excellence in pediatric care.

Craig Norquist, MD

HonorHealth: Dr. Craig Norquist advances healthcare technology at HonorHealth, optimizing clinical systems to improve patient outcomes.

Jaime Northam

Ryan Companies US: Northam guides Ryan Companies’ healthcare development, creating modern facilities that enhance care delivery and patient experiences.

GROWTH LEADER: Todd LaPorte has strengthened Arizona’s healthcare landscape by guiding HonorHealth’s growth, expanding access to high-quality care, and fostering community well-being through innovation, collaboration and compassionate leadership. (Photo provided by HonorHealth)

ANGIE SCHMIDT

Leadership path: “Construction is in my DNA. My father, Dominic Spagnuolo, founded the company in 1980, and I grew up watching his dedication to hard work, people and integrity. Those early lessons shaped who I am as a leader today. I officially joined SDB in 2012, starting in the finance department, and had the privilege of learning the business from the inside out. In 2017, I became CEO, carrying forward my father’s legacy while leading SDB into a new era of growth and innovation. SDB has expanded across commercial, industrial and healthcare markets. For me, leadership is about more than projects; it’s about people. I’m proud to lead a team that builds spaces with purpose — places that inspire, connect and strengthen communities.”

Trends to watch in healthcare: “In 2026, the healthcare industry continues to evolve, and with it comes incredible opportunity. Rising costs and workforce challenges remind us how vital innovation and collaboration are to building a stronger system. Technology and AI are reshaping how care is delivered, while equity and access guide every decision. At SDB, we’re proud to build spaces that do more than meet today’s needs — they inspire hope, support healing, and create environments where people and communities can truly thrive.”

Learn more: sdb.com

With more than four decades of experience in healthcare construction, SDB understands the technical, operational, and budgeting requirements of medical facilities. We provide solutions and add project value so our clients can focus on patient care. BUILDING INNOVATIVE HEALTHCARE SOLUTIONS

¥ Expansions and Renovations

¥ Healthcare Tenant Improvements

¥ Pharmacies

¥ Imaging Suite Upgrades

¥ Critical Infrastructure Units

¥ Targeted Value Design-Build

¥ Labs and Wet Labs

¥ Equipment Replacements ROC 070507 | 175022

WHO’S WHO IN HEALTHCARE FOR 2026

Steve Purves

Valleywise Health: Purves became president and CEO of Valleywise Health in September 2013. Purves works with the publicly elected five member board of directors who represent the Maricopa County Special Health Care District, to provide executive leadership for the growth and development of Valleywise Health. Since 2013, Purves led a $120 million financial turnaround at Valleywise Health and helped secure $935 million in general obligation bonds passed by voter referendum in 2014. These funds have allowed Valleywise Health to build a new medical center and to reinvent its care model to better serve the public in the years to come.

Trends to watch: “The rate of deployment and the tremendous potential for the use of artificial intelligence in healthcare will absolutely be the thing to watch. It’s use in transforming the healthcare industry is limited only by the capacity of the human mind to understand the ways it can improve clinical care and the health of communities. The organizations that can successfully harness the power of AI will have clear advantages in their ability to lower healthcare cost and improve quality.”

Learn more: valleywisehealth.org/

Erik Osland

evolvedMD: Osland co-founded and leads evolvedMD, integrating behavioral health services directly into primary care practices.

Tim Palus

Sierra Tucson: Palus directs Sierra Tucson, a nationally recognized leader in behavioral health and addiction treatment.

Kevin Parker

CND Life Sciences: Parker oversees operations at CND Life Sciences, advancing diagnostic innovation in neurological diseases.

Randy R. Richardson, MD

Creighton University School of Medicine’s Phoenix campus: Dr. Richardson has been regional dean and tenured professor of radiology for Creighton University School of Medicine in Phoenix since 2012. The four year medical school campus has flourished since 2021 through its partnerships with Dignity Health and Valleywise Health. As regional dean, Dr. Richardson is most proud of the collaboration between Creighton and the St. Vincent de Paul Virginia D. Piper Medical and Dental Clinic. The clinic provides multispecialty healthcare for the uninsured in the Phoenix area. Prior to his arrival at the Jesuit, Catholic university, Dr. Richardson served as chair of radiology and residency program director at St. Joseph’s Hospital and Medical Center in Phoenix. He earned his medical degree from Loma Linda University in 1995, and BA degree in Spanish Literature from Brigham Young University in 1991.

Learn more: creighton.edu/medicine

Craig Passey

SmithGroup: Passey leads SmithGroup’s Phoenix Healthcare Studio, designing advanced medical facilities that shape the future of care.

Amy Perry

Banner Health: Perry guides Banner Health, one of Arizona’s largest health systems, advancing innovation, quality and patient-focused care statewide.

Klaus Romero, MD

Critical Path Institute: Dr. Romero directs the Critical Path Institute, driving scientific collaboration and regulatory innovation to accelerate the development of lifesaving therapies.

Debbie Shumway

Hospice of the Valley

Background: Shumway is the executive director of Hospice of the Valley. She has dedicated 30 years to the organization’s mission: Bringing comfort, dignity and compassionate care to the community. Starting as CFO in 1994, she rose through leadership roles to her current position in 2016. Under her guidance, Hospice of the Valley, one of the nation’s largest nonprofit hospices, has grown significantly, now serving over 7,000 patients and families daily with a continuum of care, including support from an innovative Dementia Care and Education Campus. Her leadership prioritizes a culture of kindness and commitment to meeting the unique needs of every patient and family.

Source of pride: “I am most grateful for the way that our agency has evolved and expanded programs to help support patients at every stage of illness, well before they need hospice care. Families living with chronic illnesses, including dementia, need help earlier and we are honored to be there for them. It is also a privilege to be a safety net for our community. As the only nonprofit hospice in Maricopa County, we care for all in need.”

Learn more: hov.org

Melissa (Mel) Soliz

Coppersmith Brockelman

Background: Recognized nationally for her leadership in health data privacy and interoperability, Soliz advises clients on a wide range of regulatory health law and consumer data matters. Her practice focuses on compliance with data privacy, security, access and interoperability laws, health information networks/exchanges (HIN/HIEs), development and use of artificial intelligence solutions, behavioral health/ substance use disorder law issues, data breaches and OCR/OIG investigations, as well as technology vendor contracts and clinical research compliance/contracting. Soliz regularly speaks in local and national forums on these topics and has been active in state and federal policymaking on data privacy and HIN/HIE issues.

Source of pride: “My greatest accomplishments lie in helping clients launch care coordination and consent management platforms for individuals struggling with substance use disorders while protecting their privacy. By bridging gaps in care and support services, these platforms empower communities to provide holistic care, fostering resilience and recovery among the most vulnerable individuals.”

Learn more: cblawyers.com

Molly Stockley

City of Hope Phoenix

Background: Stockley creates outreach strategies to educate the community and expand access to quality cancer care, collaborating with philanthropy and TGen to support City of Hope’s mission. Stockley began as an on air sportscaster on multiple television stations and worked in public relations for the Los Angeles Angels. She created advertising campaigns for major brands in Seattle and Phoenix. A recognized public speaker, Stockley has received multiple awards for leadership and philanthropy. She holds an M.S. in Health Communication from Boston University.

Pivotal moment: Stockley is motivated by a desire to ensure no person suffers as her dear friend Kristi did in her battle with cancer, succumbing to the disease at just 28 years old. That devastating moment redirected Stockley’s career, dedicating her life to cancer prevention and treatment.

Learn more: cityofhope.org

WHO’S WHO IN HEALTHCARE FOR 2026

JULIE JOHNSON

Background: Johnson is an industry leader in providing comprehensive healthcare, life sciences and seniors housing real estate services throughout the greater Phoenix region. She represents landlords, tenants, investors and owner/users, providing acquisition, disposition, leasing and site selection services. Johnson’s 35-plus years of experience and longstanding relationships throughout the industry are demonstrated in her comprehensive understanding of complex challenges. She is recognized for her in-depth knowledge, unique perspective and ability to create solutions to the most complex real estate needs.

Source of pride: “Over my career I am deeply committed to creating the best outcomes for my clients not only for their real estate requirements but for their business overall as well as my clients personally. As a result, many of my clients have become my personal friends over the years.”

Game-changer: “Being involved with commercial real estate organizations such as ULI, NAIOP, AZCREW and others has been instrumental to developing relationships with both current and future clients. Also attending national healthcare conferences such as Colliers National Healthcare Conference, BOMA, Globe St., Revista, Interface and Connect and learning national healthcare trends and meeting with national healthcare developers and providers has kept me on top of the healthcare industry’s fast-moving directions.”

Trends to watch: “The aging population is creating additional needs for healthcare along with senior housing. In addition, continued population growth in the Phoenix metro area creates the need for more healthcare services from hospitals to medical outpatient buildings. Outpatient care is a growing segment of providing healthcare and there will be more development of these facilities. Surgery centers, primary care networks, urgent care, telehealth and other healthcare services that make healthcare more accessible and affordable to the population to keep them healthy aligns with prevention, wellness and chronic disease management.”

Learn more: colliers.com

OUTLOOK: “To create a creative environment where everyone can do more with less will be the goal of every healthcare provider and those of us in healthcare real estate will be assisting them to do this,” says Julie Johnson, executive vice president of Colliers. (Photo provided by Colliers)

WHO’S WHO IN HEALTHCARE FOR 2026

CAROLANN TUTERA

Tutera is the first woman entrepreneur who brought bio-identical hormone pellet therapy to the forefront. As the cofounder with her late husband Dr. Gino Tutera, she dedicated over 30 years positioning the company as the industry leader, setting the gold standard for pellet therapy practices across America. Tutera has expanded SottoPelle® internationally, with over 3,500 providers helping 250,000 people worldwide age gracefully and enjoy happier, healthier lives. Her success is a testament to the power of perseverance as a solo female medical CEO blazing new trails in a male-dominated industry, with a passionate commitment to putting patients first.

Pivotal moment: “I co-founded this company with my late husband, Dr. Gino Tutera, who innovated a proprietary method using bio-identical hormone pellets. We worked together for over 25 years as pioneering industry leaders, setting the gold standard for pellet practices across America. As the company CEO, I became the first and only woman entrepreneur to start the pellet industry. After my husband’s untimely passing, I faced the enormous challenge of building the company and carrying on his medical legacy. I knew he would want me to continue the work we started together and the only thing that matters to us — helping people.”

Source of pride: “Under my leadership, the company has been named the No. 1 Hormone Practice in Arizona for 10 consecutive years … But for me, it’s not just about awards, but the reward of knowing we are making a difference in human health, preventing disease, saving marriages, and helping our patients to age gracefully and enjoy better quality of life.”

Trends to watch in healthcare: “Brain health is the most critical industry health trend. Since the U.S .now has the largest generation of older adults in its history, the medical industry faces huge surges in neurodegenerative conditions like Alzheimer’s, Parkinson’s, dementia and mental health issues. My company began treating patients for these conditions over a dozen years ago with remarkable results, but the medical profession needs greater awareness of how hormones regulate all body conditions including the brain and mental functions. My company is collaborating with the Amen Clinics to conduct further studies on the impact of hormone pellet therapy on brain health.”

sottopelletherapy.com and tuteramedical.com

WHO’S WHO IN HEALTHCARE FOR 2026

Steven Sheets

President and CEO, Southwest Behavioral & Health Services: Sheets heads Southwest Behavioral & Health Services, expanding access to integrated mental health and substance use treatment programs that strengthen communities statewide.

Sarah Stockwell

Executive director, Rock Steady Boxing Phoenix for Parkinson’s: Stockwell directs Rock Steady Boxing Phoenix, empowering people with Parkinson’s through fitness programs that improve strength, balance and quality of life.

Kristen Swingle

President and chief operating officer, Critical Path Institute: Swingle drives innovation at the Critical Path Institute, fostering global collaboration to accelerate drug and medical product development.

Thiru Thangarathinam

Founder and CEO, Keenstack: Thangarathinam founded Keenstack to deliver advanced healthcare data solutions that enhance efficiency, insight and patient outcomes.

Lolita Tramel

Founder and CEO, Hearts for Dementia: Tramel leads Hearts for Dementia, providing compassionate in-home care and support services for individuals living with dementia and their families.

Nick Veldman

Owner and president, Venn Construction: Veldman guides Venn Construction, specializing in healthcare facility projects that create modern, patient-centered environments.

Kanchan Verandani

Director of clinical operations, Advanced Foot Care: Verandani oversees clinical operations at Advanced Foot Care, ensuring quality podiatric services and patient care.

Chelsea Vickers

CEO, Aurora Behavioral Health System: Vickers leads Aurora Behavioral Health System, Arizona’s largest free-standing psychiatric hospital, expanding access to mental healthcare.

Dave Voepel

CEO, Arizona Health Care Association: Voepel advocates for long-term and post-acute care providers as CEO of the Arizona Health Care Association.

Jessica Yanow

President and CEO, Arizona Alliance for Community Health Centers: Yanow champions community health centers statewide, expanding access to affordable, equitable healthcare for underserved populations.

Joe Yeargan

Design phase executive, Mortenson Company: Yeargan leads healthcare construction design at Mortenson, ensuring efficient, innovative facilities that meet evolving patient needs.

Michael Yudell

Dean, Arizona State University’s College of Health Solutions: Yudell advances public health education and research as dean of ASU’s College of Health Solutions.

Aaron Warnecke

Vice president, relationship manager, PNC Healthcare: Warnecke supports healthcare organizations with financial solutions as a vice president and relationship manager at PNC Healthcare.

Kerri White-Singleton

COO, Gawley Companies: White Singleton oversees operations for Gawley Companies, advancing integrated healthcare and aesthetics services.

Claudia Whitehead

Bioscience Healthcare Program Manager, City of Phoenix: Whitehead promotes Phoenix as a hub for bioscience and healthcare innovation, fostering growth and investment in the sector.

ARIZONA ADVOCATE: Steven Sheets has advanced Arizona’s behavioral health landscape by expanding access to integrated mental health and substance use services, strengthening communities through compassionate care, and championing innovative programs at Southwest Behavioral & Health Services.

WHO’S WHO IN HEALTHCARE FOR 2026

Smarter benefits decisions

4 ways employers can improve open enrollment to reduce HR strain and contain costs

Nearly seven in 10 employees spend fewer than 30 minutes reviewing their benefits options, according to a Voya Financial survey. That’s barely enough time to pick a dinner spot, let alone a health plan.

What’s more, an Equitable survey found that 53% of employees ultimately regret the choices they made during open enrollment. Those rushed decisions don’t just affect the employees making them — they increase employer costs through higher premiums, create risk imbalances in the pool and add hours of preventable admin work.

As leaders navigate their next open enrollment period, strategic adjustments to their approach can mean the difference between an engaged, cost-controlled process and another cycle of confusion. Here are four practical ways employers can make a challenging season smoother while minding the bottom line.

1. Define goals first, then measure what matters

Open enrollment works best when leadership and HR teams are aligned on what “success” looks like — and it’s rarely as simple as hitting a participation target. Clear, specific goals provide the foundation for smarter communication, better plan adoption and effective cost control.

These goals should reflect the unique needs of a company’s workforce and existing open enrollment challenges. For example:

• Promoting enrollment in cost-effective plans. High-deductible health plans and health savings accounts can save employers money long term, but only if employees understand and select them. If participation lags, the issue may be communication or incentives.

• Boosting awareness of underutilized offerings. Whether it’s mental health support, fertility benefits or telehealth, underused offerings can represent wasted investment. Greater visibility among target employee groups drives engagement and ROI.

• Engaging uninvested demographics. Employees without immediate health needs are most likely to skip or opt out of enrollment — but they’re essential to balancing the risk pool and stabilizing premiums.

Tracking plan selections, opt-outs and cost trends not only informs this year’s success, but also sharpens strategies for the next cycle.

2. Make benefits education strategic, not reactive

When benefits communications miss the mark, HR feels it first — inboxes fill with questions and productivity suffers. But the ripple effects hit the business, too: employees make uninformed enrollment elections, talent satisfaction dips and premiums rise.

The challenge isn’t as much in what employers say, but in how and when they say it. Employees absorb information differently based on role, age and even household dynamics. Industries like construction face added complexity — getting information to field crews on job sites while also tailoring communications for office staff.

Reaching employees where they are, with communication they can act on, is essential. Best practices include:

• Multi-channel outreach. Mix digital, print and in-person touchpoints to reach office staff, field employees and hybrid workers alike.

• Staggered communication. Build momentum over weeks, starting early and reinforcing key dates and decisions along the way.

• Plain language. Wherever possible, reduce or eliminate jargon. Employees act when they clearly understand their options. Employers should also remember that the employee isn’t always the final decisionmaker. In many households, a spouse or partner may drive healthcare choices. Employers that mail packets and postcards home or invite spouses to info sessions may see higher engagement and better enrollment outcomes.

3.

Use digital tools to drive better decisions

While a mix of communication approaches is critical to serving different employee groups, investing in the right technology is also essential for easing common open enrollment frictions and making the process more accessible in general.

One area where tech is proving particularly valuable is education. These tools help ensure people actually understand their options before

committing to a plan:

• Decision support calculators can allow employees to compare costs and coverage side by side.

• Artificial intelligence-powered chat tools trained on company benefits can answer questions quickly and reduce HR load.

• On-demand resources like short videos or recorded presentations can provide employees a tool to revisit communications or even share information with other household decision makers.

These strategies won’t erase every enrollment headache, but they do make a dent. Employees make smarter choices, HR spends less time untangling confusion and the process moves forward with minimal friction.

4. Seek feedback to strengthen the next open enrollment cycle

One of the best ways to make open enrollment stronger each year is to treat it as a learning process. That starts with asking for feedback while the experience is still fresh.

A quick post-enrollment survey can uncover a lot. Ask questions like:

• Did you feel prepared when making your decision?

• Did you attend a session or use the resources provided?

• Do you know who to turn to for ongoing questions?

Leveraging feedback and comparing open enrollment outcomes against industry peers can reveal whether the process is working and if participation rates and plan costs are competitive.

Just as important is walking through the process from an employee’s perspective, whether that’s testing out how it works without access to a computer or phone, or going through the digital enrollment process from end to end. Notice where instructions are unclear, where steps take too long or where access breaks down. Those pressure points reveal the biggest opportunities to make open enrollment easier and more cost-effective next season.

Done well, the process should leave employees with confidence that they can protect their health, their families and their futures, strengthening the organization in return.

Cole Tsonis, GBA, is an associate vice president at Marsh McLennan Agency, specializing in tailored health and benefits program design for organizations and their employees. He is based in Arizona.

ARIZONA’S BUSINESS LEADERS TO WATCH IN 2026

Arizona’s greatest business leaders aren’t all about the numbers.

“For me, it’s the people,” says Kara McNamara, president and CEO of Corporate Interior Systems (CIS). “While I love seeing a project come to life — from plans to a finished space and happy clients — what really drives me is helping our employees grow. I want CIS to be a place where people can build lifelong careers, move into leadership and feel fulfilled. Every day, I think about how to make that happen.”

Hearing different perspectives from Arizona’s business leaders to watch in 2026 is invaluable for anyone looking to strengthen their own leadership approach or business strategy. These leaders represent a diverse cross-section of industries — from finance and healthcare to construction, technology and hospitality — each facing unique challenges and opportunities in Arizona’s rapidly evolving economy. By understanding how they navigate growth, talent retention, innovation and community impact,

business owners and professionals can uncover strategies that transcend industries.

Learning from Arizona’s top leaders offers a front-row view of what’s driving success in the state’s most competitive sectors. Their stories reveal the importance of adaptability, emotional intelligence and culture-building — qualities essential for thriving in an uncertain economy. Whether it’s a CEO who’s reinvented company culture, a startup founder who’s scaled sustainably or a construction executive

leveraging technology for efficiency, each perspective provides actionable insight into decision-making, resilience and leadership under pressure.

“I’ve had great mentors throughout my career and have worked hard to incorporate their lessons into my own leadership style,” says Ryan Park, director of construction for Stevens-Leinweber Construction.

“Construction is a fluid and demanding environment, and I try to be the calm in the storm. I want those I work with to always feel comfortable bringing challenges to

me so that we can work together toward the best possible outcome. Many of the challenges we face in our industry have a more favorable outcome if we address them sooner than later.”

Equally important to facing challenges head-on, engaging with different viewpoints broadens understanding of Arizona’s economic landscape. These leaders not only shape their companies but also contribute to regional development, workforce advancement and community well-being. Their experiences highlight

emerging trends and best practices others can emulate to grow responsibly and sustainably.

Ultimately, hearing from Arizona’s business leaders to watch isn’t just inspiring — it’s instructive. Their collective wisdom helps rising leaders and entrepreneurs refine their vision, challenge their assumptions and apply proven strategies to build stronger businesses and a more resilient economy for Arizona’s future.

Meet some of Arizona’s business leaders to watch in 2026 on the pages that follow.

BUSINESS LEADERS TO WATCH IN 2026

Matt Ofman

PRIVATE BANKER // Alerus

BACKGROUND: As a private banker at Alerus, Ofman works closely with high-net worth individuals and families to deliver customized lending, banking and wealth management services that meet their unique and complex needs. With 25 years of industry experience, Ofman shares his expertise by providing a thoughtful and thorough client experience, encompassing education, guidance, implementation and professional service focused on achieving both short- and longterm goals.

LEADERSHIP PHILOSOPHY: “My leadership philosophy is built on trust, clarity and empowerment. Early in my career, I focused on driving results, but I’ve learned that listening, mentoring and fostering collaboration are key to long-term client and team success. By combining strategic guidance with empathy, I create an environment where advisors thrive, deliver exceptional client experiences, and uphold the highest standards of professionalism and integrity.”

DEFINING MOMENT: “The defining moment of my career was choosing to leave the mortgage business and return to private banking. While mortgages strengthened my financial acumen and ability to guide clients through complex lending decisions, I realized my true passion was building lasting relationships and delivering holistic wealth solutions. That transition not only reaffirmed my path but also made me a stronger private banker. I can pair deep credit knowledge with strategic wealth management to better serve clients’ diverse financial needs.”

OUTLOOK: “By 2030, private banking will merge advanced technology with human insight to deliver seamless, hyper-personalized experiences. Clients will expect real-time access, digital-first platforms and guidance that extends beyond wealth growth to sustainability, impact investing and family legacy planning. While AI and blockchain will streamline efficiency, trust and relationships will remain the differentiator. Our goal is to lead this shift — combining innovation with our proven track record of relationship-based service to be the trusted partner for the next generation of wealth holders, helping them grow, preserve, and purposefully deploy capital in alignment with their financial goals and personal values.”

LEARN MORE: alerus.com

Behind every bold business is a bank that believes.

BUSINESS LEADERS TO WATCH IN 2026

Kara McNamara

BACKGROUND: McNamara leads CIS with more than 25 years of expertise in workplace strategy, design and client experience. She drives CIS’s mission to create innovative, functional and inspiring environments that enhance productivity, collaboration and well-being across Arizona’s evolving commercial landscape.

LEADERSHIP STYLE: “Everything in my world starts with core values and making sure that I’m representing the core values of the company that we’ve laid out — the same ones we expect everyone else to follow. I believe in having fun and showing passion every day, staying involved and helping everyone maintain their desire to win and passion for what we do.”

PERSONAL STRENGTHS: “My commitment to my vision is unwavering. It doesn’t matter how many rocks people throw or how many opinions they have — I stay focused. I believe in the vision I have for this company and for the success of everyone who works here.”

LEADERSHIP LESSONS: “Every day is an opportunity to learn something new from people. I believe leaders are often born, not made — but you only become a true leader if people are willing to follow you. Over the years, I’ve learned it’s not just what you say, it’s how you say it. You have to meet people where they are. You can’t just tell someone what to do and expect they’ll know how. You have to help them see the vision and guide them toward success.”

SOURCE OF PRIDE: “The team we’ve built at Corporate Interior Systems. Building a positive, engaged, high-performing team is incredibly hard and I’m proud of the culture we’ve created together.”

TRENDS TO WATCH IN 2026: “Phoenix is on fire — and that’s a great thing. Construction is steady, and with people returning to offices, companies are rethinking their spaces. The focus now is on creating inspiring, flexible environments that attract younger workers who want mobility, collaboration and amenities — places that feel as comfortable as home but foster connection and productivity.”

QUALITIES NEEDED TO BE A LEADER IN 2026: “Commitment. You need a clear vision and unwavering dedication to it. But you also have to recognize that today’s workforce spans four, sometimes five generations — each with different expectations, communication styles and ideas about work-life balance. Great leaders must be adaptable — chameleons, really — able to motivate and connect with each group in unique ways.”

LEARN MORE: cisinphx.com

Anyone can work at a desk.

Create a workspace that reflects your team’s ability to get the job done in style.

BUSINESS LEADERS TO WATCH IN 2026

Kiersten Murphy

SHAREHOLDER // Gallagher & Kennedy

BACKGROUND: Murphy provides top-notch legal counsel to Arizona business owners seeking revenue-generating opportunities with local and state governments. Working with mid- and large-sized companies in virtually any industry, she helps clients navigate the complex and specialized area of public bidding and procurement, from reviewing proposals prior to submission, to post-award defense of, or challenges to contract awards.

LEADERSHIP PHILOSOPHY: “My mentors, who have shaped my leadership philosophy, share three consistent qualities: they lead by example — modeling the skills, traits and ethics they expect from others; they’re humble — listening, remaining eager to learn and sharing wins with others; and they are prepared — never shying away from the hard work that inevitably leads to success.”

LEADERSHIP LESSON LEARNED: “The importance of delegation! I’ve had to learn over time the importance of allowing others to help, to take risks and even to make mistakes. It’s important for leaders to provide guidance and opportunities without being overbearing and to allow others’ creativity, growth and skills to thrive.”

TRENDS TO WATCH: “Artificial intelligence will be a major disruptor in every industry, and the legal industry is no exception. I do think AI will largely supplement what lawyers do — assisting with research and writing — rather than supplanting it. Lawyers are asked to find creative solutions on a personal level, counseling clients through complex decision making, something I don’t think AI will touch in the near term, if ever!”

FUTURE WORKFORCE: “Our firm is focused on providing top notch legal counsel to our clients, which means finding and retaining outstanding legal talent. Part of that effort means we are actively responding to generational shifts — providing robust mentoring, a welcoming firm culture, flexible schedules, work from home opportunities and ways for new lawyers to get involved in the community.”

LEARN MORE: gknet.com

BILLIONS

IN ARIZONA OPPORTUNITY:

NAVIGATING ARIZONA’S PUBLIC BIDDING PROCESS SHOULDN’T BE GUESSWORK.

Billions of dollars in contracts are awarded each year by Arizona’s state, county, and municipal governments. And each jurisdiction has its own bidding rules and procedures. We’re here to help businesses navigate the process of identifying, pursuing, winning, and defending public contracts with clarity and confidence.

Whether you’re pursuing your first government contract or refining your approach, the Public Bidding & Procurement team at Gallagher & Kennedy can help you through this complex process so you can focus on growing your business, not navigating bureaucracy.

MARK DANGERFIELD mark.dangerfield@gknet.com (602) 530-8054

MARK FULLER mark.fuller@gknet.com (602) 530-8185

KIERSTEN A. MURPHY kiersten.murphy@gknet.com (602) 530-8547

KEVIN O’MALLEY kevin.omalley@gknet.com (602) 530-8430

HANNAH PORTER hannah.porter@gknet.com (602) 530-8175

CHRISTOPHER THOMPSON chris.thompson@gknet.com (602) 530-8393

BUSINESS LEADERS TO WATCH IN 2026

Ryan Park

DIRECTOR OF CONSTRUCTION // Stevens-Leinweber Construction

BACKGROUND: Park oversees all SLC construction activity and supervises and mentors project management and field staff to ensure long-term success. This includes SLC’s full portfolio of active, awardwinning projects — a pipeline that in 2024 comprised almost 12 million square feet of industrial, office, retail and medical development and tenant improvements.

LEADERSHIP STYLE: “I’ve had great mentors throughout my career, and have worked hard to incorporate their lessons into my own leadership style. Construction is a fluid and demanding environment, and I try to be the calm in the storm. I want those I work with to always feel comfortable bringing challenges to me so that we can work together toward the best possible outcome. Many of the challenges we face in our industry have a more favorable outcome if we address them sooner than later.”

DEFINING MOMENT: “Seven years ago, I moved from a smaller general contractor, where every project consisted of one project manager and one superintendent, to a larger firm where I found myself working on larger and more complicated projects, and leading a project team of eight to 12 people. Although I’m the son of a schoolteacher, I never considered myself much of a teacher until my career transitioned to a leadership and mentoring role. I realized that I not only love building projects, I love building teams. I’ve found it more personally rewarding to pour into others and share in their growth and success than in my own.”

TRENDS TO WATCH: “Labor shortages have forced the construction industry to find new ways to increase the efficiency of its existing workforce. Historically, our industry has been slow to adapt to emerging technologies, but that trend is changing as the profession is increasingly comprised of more tech savvy individuals. AI has already found its way into the market with software that’s capable of automating time-consuming tasks such as quantity take offs. Automation is also becoming more prevalent. We have robots capable of laying out floorplans on slabs using one-third the crew size, in half the time, and with greater accuracy. Pre-manufactured or pre-assembled systems are constantly in development as well, reducing onsite fabrication time. Whether it’s our team, our trades or our construction equipment manufacturers, there is a rising focus on automation that can reduce the time or labor needed to complete a given task without compromising safety or quality.”

LEARN MORE: stevensleinweber.com

FLOWER POWER

As the industry turns 5, what is the ‘next generation’

of Arizona cannabis?

Arizona’s cannabis industry celebrates its fifth anniversary in November, marking half a decade since voters in 2020 overwhelmingly approved legalized retail sales of cannabis products here.

Since then, the state’s cannabis industry has been a “Wild West” of sorts, riding the business cycles of jackrabbit-quick growth, regulatory confusion and market volatility into today’s intense competition and consolidation. This has required industry players to focus on efficiency and product differentiation to appeal to an array of consumers.

While these are all hallmarks of a developing and maturing business, they don’t make it easier to navigate. Companies born in Arizona have grown and evolved, or have left or been bought out. Companies from other states are seeking opportunities here. Some companies are either entering into product alliances or eschewing the

traditional consumption market for wellness products.

In the midst of all this, we asked some executives: What will the next generation of cannabis look like in Arizona?

“The Arizona cannabis industry is in a full-swing market correction,” says Carolyn Riggs, vice president for sales and marketing at Copperstate Farms, an Arizona-grown brand and largest greenhouse cultivator in the country with an array of products and nine dispensaries around the state. The company’s flagship dispensary in Tempe is the site of a new 20,000 square-foot, state-of-the-art manufacturing, distribution and commercial kitchen facility.

Needs of the industry

Riggs says that while the industry right now is resizing “to match real demand instead of inflated projections,” future success will require

“lean operations, controlled inventory, product segmentation and retail innovation.

“Leaders in this evolving space must be a relentless student — being agile, curious and disciplined are vital to the state’s market sustainability,” she adds.

What would Riggs do to help get Arizona there? “Establish wholesale standards to prevent race-to-the-bottom pricing,” she says. “Lean into retail procurement discipline with a focus on proven strain diversity, and consumer education.”

Jeff Freeman, co-founder of Mfused, which moved into Arizona after establishing itself as one of the largest cannabis companies in the Pacific Northwest, agrees — but stresses Arizona’s cannabis industry already is transforming into a consumer-driven market.

“The future of Arizona cannabis will be built on three pillars: consolidation, innovation and consumption,” he says. “The companies that can scale, introduce new formats and integrate into mainstream culture will be the ones shaping this market.”

Consumer focus already is shifting toward innovative technology, new creative products and small-batch craft, Freeman adds. “It used to be a one-size-fits-all market, now customers are rewarding risktakers and innovators, where brands either evolve and double down, or get left behind.”

To Thomas Rimbach, a U.S. military veteran and the founder and CEO of gummy and syrup maker Baked Bros and who has been in the business for nearly 10 years, Arizona has become a blueprint for

CANNABIS

how to build lasting cannabis operations that can weather both regulatory and economic challenges.

The next decade, Rimbach says, “will be defined by efficiency, authenticity and brand loyalty. As prices continue to compress and the market consolidates, only the companies with operational excellence and a clear identity will thrive.”

And while technology and automation will transform production, the real differentiator will be trust: “Brands that consumers know, love and return to again and again,” he says.

The cannabis industry is working to meet customers where they are now, with an eye to where they will be. Today’s challenging economic climate and evolving consumer tastes require companies to focus on what consumers want and nimbly anticipate

the next trend. And they must do that as efficiently as possible.

Changing industry

Analyses already point out how consumers’ preferences are changing. For instance, the market is rising for concentrates and infused pre-rolled products, but plateauing for flower, the traditional cannabis product. This is requiring companies to pivot.

According to Headset, which analyzes cannabis markets across the country, Arizona-wide cannabis sales for July were $85.53 million, representing a slight increase in sales and unit growth month over month; however, on a year-over-year basis that translates into a 13.1% decline in sales, and a 3.6% drop in units sold.

Nevertheless, that is not out of step with

what is going on in California and Colorado. And it’s reflective of all kinds of markets that are relatively young, yet maturing.

There are ,of course, major hurdles to overcome to improve the market for cannabis and counter the stereotype of cannabis as unsafe and unregulated.

One of them is the need to close the “hemp loophole” in the most recent Farm Bill, which allows even children to buy intoxicating hemp products online with no testing, regulation or consumer protection. Baked Bros’ Rimbach says this is a must-do.

“Hemp should be legal everywhere, but the highly processed conversion of hemp into intoxicating cannabinoids should never be allowed,” he says. “The only place consumers should be able to purchase intoxicating cannabis products is through legal, regulated,

INDUSTRY LEADERS: Thomas Rimbach of Baked Bros, Jake Ritter of Aeriz, Caroline Riggs of Copperstate Farms, Leah Sigety of Consensus Holdings, Andrea Sandoval of Pure Edibles and Jeff Freeman of Mfused. (Photo by Carl Schultz)
“Leaders in this evolving space must be a relentless student – being agile, curious, and disciplined are vital to the state’s market sustainability.

licensed dispensaries.”

To protect consumers and the credibility of the industry, “all intoxicating products must be tested, regulated and sold only through dispensaries that are held to the highest standards,” Rimbach says.

While 41 states, the District of Columbia and Puerto Rico allow cannabis use for medical purposes and 23 states have legalized cannabis for adult recreational use, each state market must operate on its own, under state regulation and oversight. This means no interstate sales, and no applicable federal standards, regulations or even income tax policies.

All eyes are on Washington, D.C., where there are hopes that the current administration could signal that tight restrictions are lifted. But it remains unclear when, or if, it will happen.

Those anticipated changes “will force Arizona operators to elevate standards to compete on a national stage,” Baked Bros’ Rimbach says. “The companies that build scalable, disciplined systems today will lead tomorrow.”

Can the evolving Arizona market accommodate both big players and smaller independents? Andrea Sandoval, vice president of sales for PURE Edibles, a cannabis infusion company whose products are available throughout the Valley, thinks so.

“If independent operators continue to support one another, I believe it will keep the Arizona market healthy and ensure strong retail experiences for consumers,” she says. “Independent stores tend to really listen to their customers and remain closely connected to their communities, which is vital for the industry’s growth.

“At the same time, corporate players have a role to play too,” Sandoval adds. “Like any thriving community, we need a balance — just as chain restaurants and mom-and-pop shops both bring value. A healthy mix of independents and larger operators is what will

– Caroline Riggs of Copperstate Farms

define a strong, sustainable future for cannabis in Arizona.”

Hope for the future

Leah Sigety, COO of Consensus Holdings, an Arizona-based company involved in cultivation, production and branded products with partner operations here and in Oregon, Missouri and New Mexico, says it is all about the product, and the industry must collectively remember “why we are here” in the first place.

“Cannabis will be defined by the individuals that stand up for what is right; those that choose education and inclusion over profit,” she says. Sigety adds she wants to “encourage the next generation and pave a path for my replacement, like folks have done for me. I would try to open up the truth of where the cannabis dollar is landing and the good people backing this plant and these organizations.”

To Jake Ritter, Arizona sales director for Aeriz, a nationally known aeroponic cannabis cultivator operating in Arizona and Illinois and whose operations use 30% less water than hydroponic growers and 95% less water than soil-based cultivation, the Arizona market of the future will be defined by “players that will be able to weather the storm on minimal profit overhead and can withstand the lack of [accounts receivable] being paid by current Arizona retails,” he says.

And if there were anything he could do to help move the Arizona industry into the future? “Create a canopy cap on how many pounds a company can produce,” he says. “Create a limit on the amount of brands that can be established under one license.”

Marvina Thomas started FourTwenty Collections as a nurse with a single bar of soap and an interest in how cannabis-based products can help promote a healthy body and mind. She infused her skin care products to provide relief to clients and give back to those in need. Today, her Goddess Boutique in Glendale offers her skin care and clothing lines, while her FourTwenty Collections Dispensary

and consumption lounge in Las Cruces, New Mexico, features specialty items from her collection as well as “medibles,” pre-roll packs and skin care products.

“The Arizona industry will continue to grow and change,” Thomas says. “While we are experiencing a slight downturn today, as rescheduling and possible federal legalization take place in the future, the industry will continue to grow. More and more, the stigma is being replaced by an understanding of the medical and healthier aspects of the plant.”

Others echo the hope, and expectation, that removing legal restrictions that serve to set cannabis apart from other industries is necessary for the future.

“I think if we had the ability to market cannabis more like other regulated products, we could help normalize it and give consumers a clearer understanding of what cannabis does — and what it doesn’t do,” said PURE Edibles’ Sandoval. “Responsible marketing would allow us to better educate the public, reduce stigma, and build consumer confidence. It’s about meeting people where they are with honest information, so cannabis can be seen for what it is: a product that can enhance wellbeing, social experiences and quality of life when used responsibly.”

Mfused’s Freeman agrees. “It’s time to demystify cannabis, increase access, and focus on different product types and new places to share the products,” he says.

“Arizona deserves the same level of connectivity between retailers, brands and consumers that you see in adjacent industries like food and alcohol,” he adds. “Opening up new industry-related businesses could significantly boost the local economy and create jobs. I see entertainment venues, restaurants and in-person tastings playing a huge role in the local industry, helping each person experience the product the way local talent intended — comfortably and without overwhelm.”

FOCUS ON THE MISSION

Here are 12 financial best practices for nonprofit leaders

When nonprofit leaders call or are referred to me, the first question I often hear is: “What are the best financial/accounting practices for nonprofits?” My usual reply is honest and direct: “Where should I begin and how much time do you have?” A complete answer can take hours, but there are highimpact practices that every nonprofit leader should adopt right away. Below I lay out the top, practical steps I advise executive leaders to prioritize. These are written for busy executives who need clarity, not theory.

1. Set the tone at the top. Leadership shapes culture.

If the executive team and board treat financial accuracy and transparency as priorities, staff will mirror that behavior. As a nonprofit leader, your words and actions signal what matters. Make financial stewardship part of staff and board conversations.

2. Focus on your role.

Don’t be the accountant. Your job is to lead the organization, not run the ledger. Hire or outsource accounting tasks and ensure accuracy and completeness of the accounting records. For many small-to-midsized nonprofits, outsourcing provides them with an accounting team, without the higher cost of hiring and training multiple staff persons. Also, outsourcing can be a part of your plan for continuity and capacity.

Outsourcing to a firm that provides teambased coverage rather than relying on one person will allow for operations to continue if an employee is absent.

3. Hire people who understand nonprofit accounting.

Nonprofit accounting has unique needs: fund accounting, restricted vs. unrestricted funds, grant compliance, functional allocations and more. When vetting CPAs or bookkeepers, prioritize nonprofit specific experience over the lowest hourly rate. A wrong hire can create costly problems later.

4. Pick software that fits your needs — and people.

Choose accounting software that supports grant tracking, fund and functional reporting, and audit trails. Expensive isn’t always better; usability matters. Avoid systems so arcane that only

one person knows how to run them. Think ahead to contingencies or succession. Your system should enable multiple staff to step in when needed.

5. Understand your reports and demand clarity.

Nonprofit leaders must be able to read the statements of financial position, activities, cash flows and functional expenses. If those four reports are not present every month or don’t tell a clear story, say something. Request the standard nonprofit reports and any other reports you would find useful in decision making. If accounting isn’t your thing, you are not alone. Get training or ask your accountant for a walkthrough. A consistent set of monthly reports and key performance indicators helps the board and leadership make timely decisions.

6. Audit readiness is a year-round practice. Treat audits and reviews as ongoing processes. Document policies, retain receipts, reconcile accounts monthly and maintain timely accruals. Trying to “magically” prepare at year-end invites material misstatements. If your organization reports on an accrual basis, use it consistently throughout the year.

7. Document everything. Good documentation is nonnegotiable. Keep receipts for every purchase, retain

written donor commitments of pledges (email suffices), and maintain a clear file for grants and contracts. Not documented means not done.

8. Adopt written financial policies and review annually.

Start with IRS-recommended policies and expand to include general policies, such as capitalization thresholds and internal control processes. You will need other policies as you grow such procurement processes and investment and spending guidelines. Review your policies annually and update as needed.

9. Design internal controls to prevent and detect problems.

Nothing will take the place of a proper segregation of duties. Limit any individual’s control over entire transactions and set up checks and balances that make fraud or errors harder to make or hide. A proper segregation of duties involves three persons assigned in some capacity for every accounting process.

10. Make the board an active financial partner. Every board member shares fiduciary responsibilities. Encourage the full board

to engage, not just the finance committee. Invite the CPA who performs the audit or review to present the financials and report any findings or red flags. Ask the CPA who prepares your Form 990 to walk the board through the key information in the 990; it’s long and complex, and there’s no shame in asking for explanations.

11. Prioritize timeliness and accuracy. Aim to close the prior month’s books within 3 to 4 weeks. Annual closes may take longer but typically should be complete within 6 to 8 weeks of the fiscal year close. Closes not made in a timely manner indicate understaffing, process gaps or skill shortages. Timely and accurate financials allow for prudent decision making.

12. Know reporting and compliance deadlines. State filings, grant reports and the Form 990 have different deadlines and requirements. Build them into an annual compliance calendar and assign ownership. If you’re a nonprofit leader looking to build immediate momentum, start with this condensed checklist to get started:

• Confirm your accounting department is set up for success with software and staffing.

• Ensure bank reconciliations, month end

processes and financial reports are current.

• Consider risk areas and design internal controls to ensure proper segregation of duties for key processes.

• Develop written financial policies; start with the five IRS recommended ones. (See page six of IRS form 990)

• Engage your board by scheduling a financial literacy training and invite your CPA to present.

• Create a financial reporting calendar for reporting and filing due dates.

These key elements will reduce risk, improve decision-making and free you to focus on what matters most, your mission.

My upcoming book, “Nonprofit Lifecycles: Finances Made Easy for Board Members,” provides a practical guide with tools to help boards and executives fulfill their financial stewardship responsibilities. If your board needs a financial policy checklist or tailored training session, I’m happy to help. Contact NPO Accountants for more information.

Lisa Stevenson, MBA, CPA, is the managing partner and founder of NPO Accountants, a firm that works exclusively with nonprofits. She and her team provide consulting services, monthly accounting support and Form 990 preparation.

MEET THE AZ BUSINESS ANGELS FOR 2026

Az Business Angels, featured each year in the November issue of Az Business magazine, is an editorial awards program honoring Arizona’s nonprofit community and the business leaders who champion them. These annual recognitions highlight nonprofits, individual leaders and organizations making significant local impact through philanthropy and community engagement. Following an open nomination period in which the public submits nominees, the Az Business magazine editorial board analyzes the nomination forms and determines the individuals and organizations that are honored. By spotlighting those who support essential causes — from education and healthcare to environmental sustainability — Az Business Angels underscores the powerful synergy between business and nonprofit sectors in building a stronger, more resilient Arizona. You can meet the 2026 Az Business Angels on the pages that follow.

OUTSTANDING COMMUNITY IMPACT Business

Harrah’s Ak-Chin

Delta Dental of Arizona

Delta Dental of Arizona made a profound impact in 2024, investing $1.8 million to improve health and wellness across all 15 Arizona counties. Its efforts touched over 426,000 lives through partnerships with 135 nonprofits, free dental screenings for more than 55,000 children, and the distribution of hundreds of thousands of dental care items — plus 1.5 million meals for families — demonstrating deep, statewide commitment to community health.

Gameday Men’s Health North Scottsdale

Since opening in 2023, Gameday Men’s Health North Scottsdale — led by Cristi Harris — has donated over $65,000 to uplift the North Scottsdale, Cave Creek and Carefree communities. From supporting veterans and schools to providing food, toys and vital services, Harris’ impact is hands-on and heartfelt. Through leadership, philanthropy and advocacy, she proves how local healthcare businesses can become true pillars of community support.

Roman Empire Agency

Harrah’s Ak-Chin demonstrates deep community commitment through impactful partnerships and local investment. From supporting youth education and tribal initiatives to volunteering with nonprofits and hosting charity events, the resort actively uplifts the Maricopa and Ak-Chin Indian Community. Its philanthropic efforts, team member engagement and focus on cultural preservation make Harrah’s Ak-Chin a powerful force for positive change across Central Arizona.

Keeley Construction

Keeley Construction is making a powerful impact in Arizona by building more than structures — it’s building community. Through its KeeleyWay culture of purposedriven leadership, Keeley partners with local nonprofits, supports workforce development and actively engages in volunteerism across the Valley. Their commitment to safety, innovation and community betterment helps shape a stronger, more inclusive Arizona for future generations.

Roman Empire Agency is redefining inclusion in Arizona through innovative behavioral health partnerships. In 2025, founder Gabriela Salcido led a first-of-its-kind collaboration with the Arizona Diamondbacks to launch Major League Baseball’s first sensory room supported by licensed clinicians. This game-changing initiative ensures neurodiverse fans can enjoy live sports in a safe, welcoming space — setting a new national standard for accessibility and community impact.

SOCIAL SERVICES ORGANIZATION of the year

Family Promise of Greater Phoenix

Family Promise of Greater Phoenix provides innovative solutions to family homelessness through prevention, shelter and stabilization programs. Partnering with 38 congregations and 7,500 volunteers, they offer meals, shelter and support services. Unique programs like Promise for Pets keep families — and pets — together. With 80% of families securing housing and employment, Family Promise turns crisis into stability and community into lasting change.

Wildfire

Wildfire combats poverty statewide through policy, advocacy and emergency support. From securing a 60% utility discount for low-income Arizonans to ensuring mobile home residents can install cooling systems, Wildfire drives systemic change. In 2024 alone, it helped over 22,000 households access food assistance and funded HVAC and utility support for thousands — proving its unwavering commitment to safety, equity and economic stability across Arizona.

One Step Beyond

One Step Beyond, Inc. empowers adults with intellectual disabilities through person-centered programs in education, employment, life skills and community inclusion. With a focus on individualized goals, OSBI breaks barriers and champions independence. From helping Monica earn her college degree to launching Chris’s IT career, OSBI has transformed thousands of lives over 21 years — proving that with the right support, everyone can thrive.

Televerde Foundation

Televerde Foundation transforms lives by preparing incarcerated women for successful reintegration through workforce development, education and empowerment. Since 2020, it has maintained a 0% recidivism rate and 96% employment rate among graduates. Through programs focused on job readiness, financial literacy and personal wellness — along with strategic partnerships and certifications — Televerde breaks cycles of incarceration, fosters economic mobility and inspires lasting change for women and their families.

The Worker (formerly St. Joseph the Worker) empowers individuals facing homelessness, poverty and incarceration through job placement, housing and wraparound support. With a record-breaking 10,000 clients served last year and an 81% ReEntry success rate, its model fuels economic impact and dignity. Strategic grants and community partnerships further expand its reach, turning hope into lasting employment, independence and meaningful transformation across Arizona.

OUTSTANDING COMMUNITY IMPACT Nonprofit

Arizona Sustainability Alliance

The Arizona Sustainability Alliance (AZSA) creates lasting community impact by advancing sustainable solutions across underserved areas of the state. From planting thousands of trees to combat urban heat, to fostering food resilience, clean energy access and youth education, AZSA empowers communities to thrive. Through collaboration, equity-driven programs and environmental leadership, AZSA is building a more just, climate-resilient Arizona for all.

Mercy Care

Mercy Care has been advancing health equity in Arizona for 40 years, ensuring access to care for underserved populations and individuals with complex needs. Through its Mercy C.A.R.E.S. initiative, the organization has reinvested nearly $40 million into programs addressing mental health, chronic conditions, housing security and substance use recovery — strengthening communities statewide and helping Arizonans live healthier, more empowered lives.

Circle the City

Circle the City delivers transformative community impact by providing compassionate, dignified healthcare to people experiencing homelessness. Through medical respite centers, mobile units and street medicine teams, they bring care directly to those in need. In 2023 alone, they provided over 54,000 medical visits and launched critical new programs — creating real pathways to healing, housing and hope for Arizona’s most vulnerable residents.

The Joy Bus

The Joy Bus, founded by Jennifer Caraway, brings comfort and compassion to homebound cancer patients across Arizona. Through nutritious, chef-crafted meals delivered with love, The Joy Bus nourishes both body and spirit. Powered by volunteers and proceeds from The Joy Bus Diner, the nonprofit provides critical support and companionship — turning everyday meals into powerful acts of kindness and strengthening the community one delivery at a time.

Girl Scouts–Arizona Cactus-Pine Council

Girl Scouts–Arizona Cactus-Pine Council made a powerful community impact during the 2025 Cookie Season, with over 2.7 million boxes sold by 7,279 Girl Scouts. Proceeds stayed 100% local, fueling year-round STEM, outdoor and entrepreneurial programs across Central and Northern Arizona. From summer camps to financial aid, the cookie program empowers girls while strengthening communities statewide through leadership, service and opportunity.

ANGELS OF THE YEAR Businesses

Desert Financial Credit Union

Arizona Diamondbacks

The Arizona Diamondbacks make a powerful impact through their charitable arm, the Arizona Diamondbacks Foundation. Since its inception, the foundation has donated tens of millions to nonprofit organizations across Arizona. The team supports youth programs, education, veterans and health initiatives. Through grants, playerled efforts, community events and partnerships, the Diamondbacks create meaningful change, using baseball as a vehicle to uplift Arizona communities.

Delta Dental of Arizona

Delta Dental of Arizona invested $1.8 million in 2024 to improve health and wellness, reaching over 426,000 people statewide. Efforts included donations to 135 nonprofits, nearly 452,000 oral care items distributed, 1,100 volunteer hours and 1.5 million meals provided. Through programs with Arizona PBS, St. Vincent de Paul, and Phoenix Children’s, Delta Dental continues expanding access to care and education across Arizona.

Lerner & Rowe

Desert Financial Credit Union and its Foundation impacted over 365,000 Arizonans in 2024 through $5.2 million in giving, including $2.25 million to 1 Darn Cool School. In 2025, over $3 million has already been distributed and employees have logged 7,896 volunteer hours. With programs like Adopt-A-Teacher and free financial education, Desert Financial continues to champion education, community well-being and financial empowerment across Arizona.

KeenStack

Thiru Thangarathinam, founder and CEO of KeenStack, exemplifies what it means to be an AZ Business Angel. His $1 million gift to Banner Children’s advanced pediatric cardiac care, while his leadership empowers KeenStack employees to give back through paid volunteer time. Thangarathinam’s mission-driven approach— rooted in service, impact and compassion — continues to transform communities and inspire a culture of purposedriven leadership.

Lerner & Rowe Gives Back extends the firm’s mission beyond the courtroom, supporting accident victims and vulnerable families statewide. A $150,000 donation helped Valleywise Hospital’s Pediatric Burn Unit deliver world-class care and their support of Ryan House also enabled respite care for a critically ill child. Through compassion and philanthropy, Lerner & Rowe helps build a stronger, more supported community for those facing life’s most difficult moments.

Northern Trust

Northern Trust partners in Arizona have contributed 2,995.5 volunteer hours from January 2024 to August 2025, engaging over 300 employees. Through its Achieving Greater Together initiative, the firm supports nonprofits like UMOM, Ronald McDonald House and United Food Bank. With monthly events and Volunteer Time Off, employees give back year-round — donating time, clothing and compassion to strengthen the communities where they live and work.

Rafi Law Group

Rafi Law Group, Arizona’s premier personal injury firm, makes giving back a core value through its Rafi’s Hope initiative. With over 2,770 volunteer hours and $500,000 donated to Valleywise Health, the firm supports food drives, backpack giveaways and community celebrations. From Día del Niño to St. Mary’s Food Bank, Rafi’s culture of service proves business success and social impact can go hand in hand.

Plexus Worldwide

Plexus Worldwide champions hope, health and happiness through award-winning philanthropy. Its Nourish One initiative has provided over 44 million meals globally, including 1 million through St. Mary’s Food Bank. Plexus also supports Phoenix Children’s, Junior Achievement, and reforestation via One Tree Planted. With 2,000-plus employee volunteer hours in 2023, Plexus earned top honors for social responsibility and employee giving.

WillScot

Headquartered in Phoenix, WillScot champions a culture of giving through its Give Where You Live program, supporting causes in shelter, hunger, education and health. Since 2021, more than 1,000 employees have donated $183,000, matched by $1.6 million in company giving and more than 12,000 volunteer hours. With inkind donations exceeding $675,000, WillScot partners with nonprofits like Habitat for Humanity and Junior Achievement across North America.

Southwest Gas Corporation

For over 90 years, Southwest Gas has been Arizona’s trusted energy partner and a catalyst for community impact. Through philanthropic giving, employee volunteerism, and strategic partnerships with nonprofits like St. Mary’s Food Bank and CASS, the company supports hunger, housing, education and sustainability. With deep Arizona roots and a culture of giving, Southwest Gas continues to build stronger, more resilient communities across the state.

COLLABORATION of the year

Arizona Humane Society and Day & Night Air Conditioning, Heating and Plumbing

Child Crisis Arizona, SRP and State Farm

To prevent childhood drowning, Child Crisis Arizona partners with SRP, State Farm and local groups to offer free pool fences through its Pool Fence Safety Program. Now in its fourth year, the initiative equips vulnerable families with life-saving protection. This year, 17 Valley households — many with young children or special needs — received fences, reinforcing the program’s mission to build multiple layers of defense and promote water safety.

Achieve and Tempe Community Action Agency

Achieve’s annual H2O for Humanity water drive, in partnership with Tempe Community Action Agency, reflects its core value of care. In 2024, employees donated 866 cases of water — far surpassing the 500-case goal — to help hydrate Arizona’s most vulnerable residents. This spirited, company-wide initiative supports TCAA’s outreach programs and showcases Achieve’s commitment to compassion, collaboration and creating meaningful impact across the communities it serves.

The Arizona Humane Society and Day & Night Air Conditioning, Heating and Plumbing have partnered for nearly a decade to protect vulnerable pets. In 2024, Day & Night donated a new $18,000 A/C unit — bringing total support to nearly $200,000. This vital partnership helps keep animals safe and cool during Arizona’s harshest months, supporting AHS’ trauma hospital, intensive care units, public clinics, adoption areas and more.

Delta Dental of Arizona and Children’s Museum of Phoenix

For 17 years, Delta Dental of Arizona and the Children’s Museum of Phoenix have teamed up each February for Children’s Dental Health Month. The collaboration features fun, interactive activities and educational programming on oral health — free with paid admission and features everything from magic shows and giant tooth brushing to “Toothsaver” crafts and Smile Bag giveaways.

Girl Scouts and the State Forty Eight Foundation

The Girl Scouts–Arizona Cactus-Pine Council and State Forty Eight Foundation teamed up to host the “Bring Home the Cookies” 5K, celebrating young entrepreneurs during cookie season. Held at Westgate, the fun run/walk welcomed all ages and raised funds for both nonprofits. Born from a shared passion for community impact, this collaboration inspires the next generation of Arizona leaders in business, health and giving back.

CHILD CRISIS ARIZONA: THANKING THE ‘ANGELS’ AMONG US

For more than 48 years, Child Crisis Arizona has worked to prevent child abuse and neglect through prevention and intervention. We provide emergency shelter and residential care for children and youth from birth to 21, foster care and adoption services, early education programs, parenting classes, workshops, and support groups that strengthen families across our community.

But we couldn’t have done it alone.

Every milestone, every child reached, every family supported — it all happens because of you. Arizona businesses, families, and individuals have stood beside us, sharing our belief that it takes a village to raise strong, happy, thriving children. This year, as we are honored to be recognized by the Arizona Business Angels program, we dedicate that recognition to our village — to YOU.

Thanks to your partnership and generosity, Child Crisis Arizona has positively impacted over 180,000 children and families since its inception, and the momentum continues.

This spring, the community came together to raise more than $1 million during our Annual Gala to support our prevention, intervention, and early

education programs. This success was made possible by generous partners including General Dynamics, Olsson Family Foundation, BOK Financial, CHASSE Building Team, Enterprise Bank & Trust, The Mahoney Group, Nationwide, Nautilus Insurance, Wilde Wealth Management, Blue Cross Blue Shield, Dickinson Wright, Snell & Wilmer, and the Brad & Ellen Soultz Foundation.

We are also deeply grateful for our partnership with SRP, State Farm, the Independent Pool & Spa Service Association, Inc., and local firefighter charities, who together have pioneered the Pool Fence Safety Program. Now in its fourth year, this vital collaboration equips families with free pool fences, providing life-saving protection and peace of mind to parents across the Valley.

We extend heartfelt thanks as well to our 2025 Legacy of Love honorees, Roger Hill and Yvonne DeBeauville. Together, they have become incredible champions for children, carrying forward a legacy of compassion and commitment that continues to shape lives. They join past Legacy of Love inductees Kathye Brown, Janis Merrill, the Earnhardt Family,

Thunderbirds Charities, and Louis and Tracy Basile as a testament to the power of giving in Arizona.

This fall, hundreds gathered at our Lunch for Love event to hear powerful testimonials from families we serve. Featuring stories of hope, resilience, and transformation. The generosity shown at this inspiring gathering sustains our programs year-round, ensuring more children and families receive the support they need to thrive.

We are also proud to collaborate with nonprofit partners at the Child Crisis Arizona Center for Child & Family Wellness, including Helping Families in Need, Friendly House, NAMI, Hope Women’s Center, one•n•ten, Big Brothers Big Sisters of Central Arizona, Encircle Families, Free Arts, Rosie’s House, Ballet Arizona, and United Food Bank. Together, we are building a stronger, healthier Arizona.

From all of us at Child Crisis Arizona — thank YOU for believing in our mission, for standing with us, and for helping us build brighter futures for every child.

Learn more or schedule a tour of our new net-zero energy campus at childcrisisaz.org.

OUTSTANDING CORPORATE RESPONSIBILITY

CHASSE Building Team

Desert Financial Credit Union

Desert Financial Credit Union leads with purpose, impacting more than 365,000 Arizonans in 2024 through its robust Corporate Social Responsibility efforts. In 2024 alone, it contributed $5.2 million in giving, including $2.25 million to Phoenix Children’s. In 2025, its efforts continue — employees have logged 7,896 volunteer hours and supported hundreds of teachers, students, and local nonprofits, reinforcing its deep commitment to community empowerment and education.

Arizona Financial Credit Union

Arizona Financial Credit Union exemplifies corporate responsibility by embedding community impact into its core operations. Through its Local Causes Visa debit card program, over $300,000 has been directed to more than 80 small nonprofits across Arizona. Beyond financial support, Arizona Financial builds lasting relationships and provides financial education through partnerships like Local First Arizona, while fostering internal employee-led initiatives that extend community care beyond its branches.

Local First Arizona

CHASSE Building Team exemplifies corporate responsibility through CHASSE-Giving, an annual tradition where employees volunteer to support local families. In 2023, over 60 team members assembled nearly 1,600 holiday meal boxes distributed via school district partners. Beyond this initiative, CHASSE has contributed $4.5 million and 4,000 volunteer hours annually to more than 100 Arizona organizations — reflecting a deep commitment to building stronger communities statewide.

Lerner & Rowe

Lerner & Rowe’s commitment to corporate responsibility is deeply personal and impactful. Through its nonprofit arm, Lerner & Rowe Gives Back, the firm donated $150,000 to Valleywise Hospital’s Pediatric Burn Unit and supported respite care for families at Ryan House. These efforts reflect the team’s desire to support the same communities they serve in the courtroom — especially those recovering from life-altering accidents.

Local First Arizona leads with purpose, building an inclusive and sustainable economy rooted in local ownership, equity and opportunity. Through initiatives that expand access to capital, support rural and Tribal communities, champion climate-smart food systems and reduce environmental impact, the organization transforms corporate responsibility into real, measurable progress that uplifts small businesses and drives positive change across every corner of Arizona.

CONGRATULATIONS ALLYSE HAZELTINE,

EXECUTIVE DIRECTOR OF AZURA LITERACY!

Azura is proud of the recognition of the transformative tutoring Allyse created.

During the pandemic, Allyse Hazeltine created a way to tutor children struggling with reading. Azura Literacy started in 2021 with a pilot group of 10 children. This year, Azura Literacy is projecting 240 students in the project, and has created a collaborative powerhouse with Compudopt, Kids Need to Read, and Arizona State University. Allyse’s dedication to innovative, sustainable programming ensures that children and families receive the support and training necessary to build successful students who will be prepared for the workforce of the future.

Azura Literacy meets children and families where they are with online tutoring. Children are pre and post tested, and by the end of their 14 weeks, they achieve higher reading scores.

FOSTER 360

Foster360’s mission is to break the cycle of homelessness and adversity for youth aging out of foster care by providing clients with holistic services that empower them with the necessary tools, education, and mindset to succeed. Foster360 provides safe housing, traumainformed life skills, and wrap-around services.

Allyse’s experience as a 3rd grade teacher, her insight into the needs of children who struggle, and her commitment to serving the underserved exemplifies everything that Azura believes.”

HELEN’S HOPE CHEST

This program was created to reduce the financial burden on foster and kinship families while creating a safe, welcoming, and dignified space for the children in their care to pick out essential needs (clothing, shoes, backpacks, hygiene products, etc.)

VITA (VOLUNTEER INCOME TAX ASSISTANCE)

VITA and its volunteers work with low-income clients and community partners to provide access to financial wellness, economic justice, and wealthbuilding opportunities through free tax preparation, financial services, products, and coaching.

This program is designed to prevent poverty and improve life outcomes for disadvantaged children in Arizona by providing literacy resources and support critical for 4th grade reading proficiency.

AVC provides a centralized location offering comprehensive resources for Veterans to access services and personal assistance, including employment assistance, soft skills training, resume building, and health care. They provide non-clinical counseling, navigation for housing and rental assistance, addiction counseling, transportation assistance, veteranfocused support groups, and more.

AZURA LITERACY
AZURA VETERANS COALITION

FUNDRAISING EVENT of the year

Child Crisis Arizona Disco in the Desert

Compassion with Fashion

Compassion with Fashion, the Arizona Humane Society’s signature fall fundraiser, blends fashion, philanthropy and furry friends. Guests enjoy a chic runway show featuring adoptable pets and the heroes who saved them. From silent auctions to ASU student designs and a lively paddleraise, the event raised $2 million in 2024 — funding trauma care, ICUs and rescue services for Arizona’s most vulnerable animals.

Child Crisis Arizona’s 47th annual gala, “Disco in the Desert,” raised over $1 million to support vulnerable children and families. Held at JW Marriott Camelback Inn, the event honored longtime supporters Roger Hill and Yvonne DeBeauville, spotlighted a moving testimony from a foster youth, and dazzled guests with music, entertainment, auctions and heart. The evening celebrated impact, resilience and a shared commitment to brighter futures.

Birdcall and Stop Our Stigma

Birdcall and Stop Our Stigma teamed up for a lighthearted yet powerful campaign supporting first responder mental health. Their 2025 firefighter calendar — featuring real Mesa firefighters and Birdcall’s mascot — raised $1,540 for suicide prevention efforts. Sold at Arizona locations, the calendars included mental health resources and discounts, blending humor with heart to spotlight an urgent cause and show how cross-sector partnerships can drive meaningful impact.

Go Red for Women Luncheon

Wish Ball

The Make-A-Wish Arizona Wish Ball is the organization’s premier fundraising gala, bringing together community leaders, donors and wish families to celebrate the lifechanging power of a wish. The elegant evening raises millions to grant transformational wishes for Arizona children with critical illnesses. Each dollar raised helps create hope, strength and joy — fueling Make-A-Wish Arizona’s mission to enrich lives, one unforgettable wish at a time.

The Go Red for Women Luncheon in Arizona is a powerful fundraising event that supports the American Heart Association’s mission to fight heart disease in women. Through inspiring survivor stories, educational programming and generous community support, the luncheon raises critical funds for research, prevention and local health initiatives — empowering women across Arizona to take charge of their heart health and build longer, healthier lives.

Become a Ballet Arizona Angel

At Ballet Arizona, we believe that the joy of the arts and the power of a single performance can change lives.

That’s why we created Angel Night—a program that offers exclusive, free performances throughout our season, made possible by the generosity of our donors. Thanks to this incredible support, more than 2,200 children and families across Arizona get the chance to experience the enchantment of ballet, without financial barriers. Interested in learning more or making a difference? Scan the QR code!

Ballet
Arizona dancers.
Photos by Michael Higgins.

NONPROFIT HEALTHCARE ORGANIZATION of the year

Circle the City

Cancer Support Community Arizona

Cancer Support Community Arizona (CSCAZ) has been a beacon of hope for over 25 years, offering free, bilingual and holistic support services to those affected by cancer. Through its Five Pillars — support, navigation, education, healthy lifestyles and connection — CSCAZ empowers individuals across Arizona. With programs offered in-person and virtually, CSCAZ ensures no one faces cancer alone, fostering dignity, compassion and community every step of the journey.

Circle the City is transforming healthcare for individuals experiencing homelessness through a compassionate, equity-driven model. Offering a full continuum of care — including medical respite, outpatient clinics, mobile units and street medicine — Circle the City provided 54,000plus medical visits and more than 7,000 behavioral health sessions in the past year. With innovation and dignity at its core, the organization creates real pathways to healing, housing and hope.

Arizona Women’s Recovery Center

Arizona Women’s Recovery Center (AWRC) has empowered women in Greater Phoenix for 65 years through outpatient substance use treatment and supportive housing. With personalized, gender-specific care, AWRC helps women — including those pregnant, postpartum or parenting — achieve lasting recovery. Programs support family reunification and independence, while alumni and community partnerships expand access, education and healing. AWRC transforms lives and fosters long-term change for women, families and communities across Arizona.

National Kidney Foundation

Mercy Care

Mercy Care is celebrating 40 years of improving the health and well-being of all Arizonans, especially those with complex needs. Through its community giving initiative, Mercy C.A.R.E.S., the organization has invested nearly $40 million in projects that promote health equity. By supporting housing security, mental health, chronic condition management and recovery, Mercy Care champions whole-person care for underserved communities statewide.

The National Kidney Foundation (NKF) impacts Arizona residents by providing critical education, early screening and support services to individuals at risk for or living with kidney disease. Through community outreach, public health initiatives and advocacy, NKF helps thousands across the state prevent kidney failure, access treatment and improve quality of life — especially underserved populations facing higher risks due to diabetes, hypertension and limited healthcare access.

ANGELS OF THE YEAR Individuals

Jeff Artzi, CEO, OOROO Auto

OOROO is dedicated to creating a positive impact in every community it serves, extending beyond vehicle maintenance and repair. Through its philanthropic arm, OOROO Cares, the company partners with local organizations to support those in need. OOROO launched Joyride in 2017 and has continued the program for eight consecutive years, which offers free vehicle repairs to families in need during the holiday season.

Susan Brichler Trujillo partner, Quarles

Trujillo practices in health law and has been an active supporter of the Girl Scouts, serving many years as a board member and is serving a three-year term as chair of the Arizona Cactus-Pine Council, the council where she participated as a Girl Scout. She is also vice president of the Arizona Foundation for Legal Services and Education board of directors.

Troy Foster, partner, The Foster Group

Foster made a lasting impact in community health by establishing Arizona’s first Medical-Legal Partnership, embedding legal advocates in healthcare to address systemic barriers. In 2008, after two of his adopted children were diagnosed with mitochondrial disease, he founded Henry’s Hope, a nonprofit that helps families access life-saving treatment for critically ill children without overwhelming financial strain.

Tommy Mello, founder and CEO, A1 Garage Door Service

In the past year, Mello donated over $1 million to nonprofits like Feed My Starving Children and the Leukemia and Lymphoma Society, while also volunteering with PLEA Charities and Make-A-Wish. After learning about a local family with a daughter battling cancer, he gifted them a new garage — plus a surprise $10,000 to help fund their twin daughters’ education.

Abbie Fink, president, HMA Public Relations

Fink serves as president of the board for Valley Youth Theater and serves as the marketing committee cochair at Congregation Beth Israel. She is a member of the Common Sense Media Advisory Council. She is a past board member for the Boys and Girls Clubs of Greater Scottsdale and Florence Crittenton Services of Arizona and is the recipient of the Junior League’s Valley Impact Award.

Jeff Meshey, president and CEO, Desert Financial Credit Union

Under Meshey’s leadership, Desert Financial Credit Union contributed over $5.2 million in corporate, foundation and employee giving in 2024, impacting 365,232 Arizonans. In October, 1,300 team members volunteered at the annual allemployee event, assembling and donating 430 bikes to The Foster Alliance — Desert Financial’s largestever bike donation — fulfilling all the nonprofit’s birthday and holiday requests through the end of 2024.

Justin

Naber, vice president of business development, Brix Paving Northwest Naber is a relentless force for good. A fixture with Fiesta Bowl Charities since 2018, he’s chaired key committees and earned Committee Member of the Year. He co-leads Big Dig for Kids, helping raise more than $2 million for Phoenix Children’s. Nader donates more than 100 hours annually to causes like St. Mary’s Food Bank, Junior Achievement and more — impacting lives with purpose and heart.

Brandon Rafi, founder, Rafi Law Group

Rafi has built one of Arizona’s most recognized personal injury law firms with philanthropy as a core value. He established the firm’s charitable initiative, Rafi’s Hope, to focus on helping children, families and underserved communities throughout the state. Rafi’s Hope has contributed more than 2,770 volunteer hours since 2022, supported by major financial contributions to local causes, including a $500,000 gift to Valleywise Health Foundation.

Mike Stafford, president, LGE Design Build

Under the leadership of Stafford, the David R. Sellers Foundation has prioritized active employee participation and hands-on involvement in community service. Stafford has championed a culture of giving, encouraging team members to support local causes in ways that go beyond financial contributions. As a result, employees across both companies regularly take part in charitable projects and volunteer initiatives throughout the year.

Trevor Wilde, CEO, Wilde Wealth Management Group

“Through Wilde for Arizona, we empower our team to make a difference in our community through everything from the sponsorship of local sports teams to organizing fundraising events for nonprofits in need to simply donating to causes near and dear to the teams’ hearts,” says Wilde. One example: Team members from Wilde Wealth Management Group came together to support Child Crisis Arizona and its preschool program.

NONPROFIT ORGANIZATION of the year

Compudopt

Compudopt is tackling Arizona’s digital divide by equipping under-resourced families with the tools they need to thrive in a connected world. Since launching in May 2023, the nonprofit has distributed thousands of no-cost computers, connected households to affordable internet and delivered digital education to tens of thousands across Maricopa County — empowering youth, fostering economic mobility and ensuring everyone has a fair shot in today’s digital society.

Phillips Law Foundation

The Phillips Law Foundation is committed to making justice accessible for all Arizonans by supporting legal advocacy, education and community outreach. Through impactful partnerships and targeted giving, the foundation empowers underserved populations and fosters positive social change. Its mission-driven initiatives champion fairness, equity and legal support where it’s needed most — creating stronger, safer and more informed communities across Arizona.

Ballet Arizona

Ballet Arizona brings the transformative power of dance to more than 35,000 Arizonans annually through inclusive education and community engagement programs. From Dance for Parkinson’s and Creative Aging Through Dance to school-day performances and free Angel Night tickets, Ballet Arizona opens the world of ballet to all — fostering expression, confidence and connection through a universal language that enriches lives and strengthens communities.

White Tank Mountains Conservancy

White Tank Mountains Conservancy works to conserve vital wildlife corridors and promote sustainable development in Arizona’s West Valley. In the past year, 120-plus volunteers contributed 2,300 hours, including invasive species removal, trash cleanup and student education. WTMC’s partnerships, like its collaboration with Howard Hughes Holdings, spotlight its leadership in balancing growth and conservation — ensuring the White Tanks remain wild, resilient and teeming with life.

Helios Education Foundation

Helios Education Foundation stands out as a Nonprofit of the Year honoree for its 20-year commitment to educational equity. With over $350 million invested in Arizona and Florida, Helios drives change through research, policy and partnerships. From the Arizona Education Progress Meter to dual enrollment advocacy, Helios is a catalyst for progress, ensuring all students — especially those underserved — have access to high-quality education and economic opportunity.

WE ARE HONORED TO BE NOMINATED FOR THE OUTSTANDING COMMUNITY IMPACT AWARD.

At Harrah’s Ak-Chin Casino, our commitment to community is woven into everything we do, from supporting local organizations and tribal initiatives to empowering our Team Members to give back through volunteerism and outreach.

This nomination reflects the incredible partnerships we’ve built and the meaningful work our team has embraced to uplift our community. Whether it’s through charitable contributions, hosting community events, or investing in education and wellness programs, we strive to make a lasting difference.

Being recognized for our impact is both humbling and inspiring. It reinforces our belief that when businesses and communities come together with purpose, real change happens. We are grateful for the opportunity to serve and proud to stand alongside so many others who are making a positive difference every day.

A THANKSGIVING OF HEALING

St. Mary’s Food Bank provides nutritious food to families, children, and seniors facing food insecurity. Each year, we distribute food to millions of neighbors throughout Arizona. Our efficient operations and purchasing power allow us to turn $1 donated into five meals.

We provide food, at No COST, to hundreds of partner agencies, who, in turn, give food to people in need. Our agency partners are food pantries, homeless shelters, meal centers, domestic violence shelters, afterschool programs for at-risk children, low-income senior living centers, etc. By donating to St. Mary’s, you are supporting hundreds of local nonprofit organizations and helping millions of people each year.

Rebecca arrived at St. Mary’s Food Bank with her three young boys, their smiles masked a year marked by unimaginable heartache. Just weeks earlier, their family experienced the devastating loss of their youngest son.

This was Rebecca’s second time coming to St. Mary’s, she and her family came to last year’s turkey distribution, too. Her husband works hard to provide, while she stays home to care for the children. But this year, the weight of their loss and the rising cost of living made it harder to keep up.

Thanks to the compassion of donors like you, families like Rebecca’s are reminded that even in their darkest moments, they are not alone.

Today, St. Mary’s Food Bank is one of the largest food banks in the world, and is proud to be a Four Star charity with Charity Navigator and one of Americas Top 100 Charities by Forbes. St. Mary’s is also the Largest Phoenix-Area Nonprofit Organization for Service Assistance by Phoenix Business Journal.

BANKING ON HELP: Families like Rebecca’s family know the impact St. Mary’s Food Bank has on our community. (Photo provided by St. Mary’s Food Bank)

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Donations to St. Mary’s Food Bank qualify for the Arizona Charitable Tax Credit. Make a donation and get a dollar-for-dollar credit on your Arizona state taxes, up to $495 for individuals and $987 for married, filing jointly.

NONPROFIT EXECUTIVE of the Year

Kit Danley

Founder and president

Neighborhood Ministries

Danley founded Neighborhood Ministries in 1982 and continues to serve as its president. Her decades-long commitment to Phoenix’s urban core — where she and her husband raised their family — has fostered deep community trust. Under her leadership, The Neighborhood Center became a thriving hub for holistic outreach, building relationships that uplift children, families and partners across the city.

Steven R. Hansen, DVM

President and CEO

Arizona Humane Society

Dr. Hansen leads with compassion and innovation. Under his leadership, Arizona Humane Society has become one of the nation’s largest private shelter systems.

A board-certified veterinary toxicologist and national thought leader, Dr. Hansen champions lifesaving care for homeless pets while shaping the future of animal welfare across Arizona and beyond.

Melissa Steimer

CEO, Gabriel’s Angels

With more than 25 years in the nonprofit sector, Steimer began her career serving at-risk youth with emotional and behavioral challenges. She has held executive leadership roles in local and national organizations focused on family services, health and animal welfare. In June 2021, she brought her extensive experience to Gabriel’s Angels, where she now serves as CEO.

Allyse Hazeltine

Executive director, Azura Literacy

Hazeltine leads Azura Literacy, Arizona’s first all-digital mentorship program for struggling readers in low-income homes and foster care. Her visionary leadership delivers one-on-one virtual reading support, transforms households into learning hubs and tackles literacy inequity headon. Through strategic partnerships and proven outcomes, Hazeltine is rewriting Arizona’s literacy future — one reader, one family and one breakthrough at a time.

Katherine Cecala

President and CEO, Junior Achievement of Arizona

Cecala exemplifies purpose-driven leadership in Arizona’s nonprofit sector. As leader of Junior Achievement of Arizona, she’s expanded impact to more than 175,000 students annually. A fourthgeneration Arizonan and advocate for youth empowerment, she’s served on more than 40 boards and pioneered statewide initiatives in financial literacy, workforce readiness and philanthropy — earning her recognition as a true Business Angel.

Nicole Pogue

Founder and CEO, Azura Veterans Coalition

Pogue, a third-generation Navy veteran, leads Azura Veterans Coalition with unmatched authenticity and vision. Her “veterans helping veterans” approach transformed Mesa’s center into the East Valley’s hub for holistic veteran care. With trauma-informed services, 24/7 crisis response, and strategic partnerships, Pogue’s leadership is literally life-saving — recalibrating lives, restoring dignity and reshaping veteran support across Arizona.

Christina Spicer

Co-CEO, Girl Scouts–Arizona Cactus-Pine Council

Spicer is co-CEO of Girl Scouts–Arizona Cactus-Pine Council, where she and co-CEO Mary Mitchell pioneered a collaborative leadership model serving over 13,000 girls. A seasoned nonprofit leader and Athena Award finalist, Spicer is also founder of CAMEO, board chair of Project Copper and a dedicated civic leader committed to mentorship, equity and youth empowerment.

Daniel Stellar

State director, The Nature Conservancy in Arizona

Stellar leads The Nature Conservancy in Arizona, driving innovative, collaborative solutions to climate and conservation challenges. Under his leadership, TNC expanded efforts in land protection, urban resilience, forest health and climate action. With over 80 strategic partnerships statewide, Stellar’s visionary approach and awardwinning programs position him as one of Arizona’s most impactful environmental leaders.

Torrie A. Taj

CEO, Child Crisis Arizona

Taj is a visionary nonprofit leader whose strategic and heart-centered leadership has tripled Child Crisis Arizona’s size since 2015. She spearheaded a multimillion-dollar wellness center, expanded foster care and prevention programs and forged vital community partnerships. Her collaborative approach, statewide impact and deep commitment to children and families have made her one of Arizona’s most transformative CEOs.

Lorena Saldaña

Urban Forestry Programs senior manager, Arizona Sustainability Alliance

Saldaña is redefining local environmental leadership through her strategic, equity-driven work at Arizona Sustainability Alliance. In 2024, she led the planting of more than 1,000 trees in underserved communities. A trusted collaborator and chair of Arizona’s Urban Forestry Roundtable, Saldaña blends technical expertise with inclusive leadership, inspiring sustainable progress statewide and empowering others to lead with purpose.

OUTSTANDING SOCIAL RESPONSIBILITY Nonprofit

AllThrive 365

AllThrive 365 (formerly FSL) champions social responsibility through innovative programs that empower Arizonans to live independently and with dignity. From affordable housing and in-home health services to caregiver support and wellness programs, AllThrive 365 addresses social determinants of health head-on. By serving vulnerable populations — seniors, individuals with disabilities and low-income families — they foster community resilience, equity and lifelong well-being across the state.

Center for the Future of Arizona

The Center for the Future of Arizona (CFA) leads with purpose-driven social responsibility, working to create a vibrant, inclusive and prosperous Arizona for all. Through data-driven programs in education, workforce development, civic engagement and quality of life, CFA bridges divides and drives systems change. Their work ensures all Arizonans — regardless of background — have opportunities to thrive and actively shape the state’s future.

Arizona Community Foundation

The Arizona Community Foundation (ACF) is a pillar of social responsibility, directing philanthropic resources to address Arizona’s most pressing needs. Through strategic grantmaking, scholarships and community partnerships, ACF strengthens education, health, equity and economic opportunity statewide. By uniting donors, nonprofits and civic leaders, ACF amplifies local impact and fosters longterm, sustainable change for generations of Arizonans.

Jewish Family & Children’s Service

Jewish Family & Children’s Service (JFCS) of Arizona champions social responsibility by providing vital health and social services to individuals of all ages, backgrounds and faiths. From behavioral health support and domestic violence aid to senior care and foster youth services, JFCS uplifts vulnerable populations with dignity and compassion — ensuring that every person in the community has access to hope, healing and opportunity.

Habitat for Humanity of Central and Northern Arizona

Habitat for Humanity of Central and Northern Arizona exemplifies social responsibility by building affordable homes, revitalizing neighborhoods and fostering hope. Through volunteer-driven construction and community partnerships, the organization empowers families with safe, decent housing. Their commitment extends beyond construction — offering financial literacy, home repairs and sustainability efforts — creating lasting change and helping break the cycle of poverty for generations across Arizona’s diverse communities.

“AFTER MORE THAN 20 YEARS OF EVOLUTION, THIS NEW AMERICAN UNIVERSITY IS POSITIONED TO TAKE ON GLOBAL CHALLENGES.”
— ASU President Michael M. Crow

As society faces some of the most complicated issues in recorded history, Arizona State University must take bold action. Where some see grand challenges, we see great opportunities to make the world a better place. ASU is deeply committed — and uniquely equipped — to make a difference. As one of the largest research universities in the world, ASU has the presence, partnerships and impact this moment requires.

Changing Futures is Arizona State University’s campaign to shape a future that doesn’t yet exist, but must: a thriving world of opportunity, sustainability and transformational possibilities for people and communities everywhere.

Together we must:

• Transform global education. We can fundamentally change how education is delivered, creating a world where no one is excluded, bringing educational

opportunities to learners in Arizona and across the globe.

• Advance technology for good. We can make significant technological strides in all we do — and leverage them to create a more equitable future for everyone.

• Build the future of health. We can scale up innovative technologies and comprehensive approaches while empowering exceptional practitioners — ensuring that every person has equitable access, a high quality of life and confidence in their health and well-being.

• Empower community resilience. We can leverage the resources, ideas and partnerships that make our communities better, stronger and healthier.

• Reshape our relationship with the planet. We can deliver bold, comprehensive solutions that ensure a habitable Earth and a future in which well-being is attainable for all humankind.

• Inspire tomorrow’s game changers. We

can empower the dreamers, visionaries and revolutionary leaders chasing solutions to the world’s most pressing problems — and imagining possibilities yet to be discovered. This mission demands partners like you. This is our moment to change the future.

Changing Futures is for all of us, and your partnership will make an impact — for our students and for the world. Through service, learning and giving, at all levels and for the good of all, you can make a difference.

Learn more and join us at asuchanginfutures.org

TECH TEACHING: The Anatomage Table in ASU’s College of Integrative Sciences and Arts is a life-sized, 3D imaging system that allows students to virtually examine a human or animal anatomy. (Photo by Samantha Chow/Arizona State University)

This is our moment

As society faces the most complicated issues in recorded history, we cannot be bystanders. Arizona State University is uniquely committed — and uniquely equipped — to make a di erence.

Through Changing Futures, we will bring together people, resources, ideas and solutions, focusing on these six impact areas that will change the world for the better:

Transform global education Inspire tomorrow’s game changers

Reshape our relationship with the planet

Build the future of health

Empower community resilience

Advance technology for good

This mission, this moment, demands partners like you. Join us: asuchangingfutures.org

VOLUNTEER of the Year

Stephen Phair

Financial advisor, Edward Jones

Phair is a trusted financial advisor and tireless community leader rooted in Chandler. As a longtime Rotarian and past president of the Rotary Club of Sun Lakes, he’s expanded scholarships, launched statewide nonprofit funding through a custom license plate, and supports youth and veterans. Whether mentoring students or organizing blood drives, Phair leads with service, integrity and lasting impact.

Jarod Huston

Founder, United Contracting Group

Huston, founder of United Contracting Group, integrates giving back into the foundation of his business. Each year, he and his team donate full roof replacements to families in need and actively support local nonprofits. His community-first mindset reflects a deeper purpose behind his success — using his industry expertise and company resources to uplift others and make a lasting impact across Arizona.

Tracy Ryan

Volunteer, Family Promise of Greater Phoenix

Ryan’s 13-year volunteer journey with Family Promise of Greater Phoenix exemplifies transformational service. As host coordinator at St. Benedict’s, she organizes volunteers, supports families and contributes vital data for grants. Ryan’s advocacy brought new partners into the network, while her compassion, adaptability and leadership have helped serve over 3,000 families experiencing homelessness — proving one volunteer can create lasting, systemic change.

Rich Yado

Marketing director, Rafi Law Group

Yado leads with purpose through Rafi’s Hope, driving over 2,770 volunteer hours since 2022. From food drives and school supply donations to raising $125,000 for St. Vincent de Paul, his impact spans underserved communities across Arizona. Rooted in his South Phoenix upbringing, Yado’s personal dedication fuels year-round service, making him a true champion for families in need.

Justin Naber

Vice president of business development, Brix Paving Northwest Naber, of Keeley Construction exemplifies community leadership through his unwavering commitment to service. As a longtime Fiesta Bowl Charities Yellow Jacket Volunteer and key organizer for Big Dig for Kids, he’s raised millions and inspired countless smiles. Through Keeley’s #KeeleyCares foundation, Naber donates over 100 volunteer hours annually to causes like St. Mary’s Food Bank, Phoenix Children’s and Junior Achievement.

since 1985

We’re grateful to be named a 2025 AZ Business Angels honoree.

Together with our partners, we’re building a healthier Arizona. Because we care. mercycareaz.org

RAFI LAW GROUP AND RAFI’S HOPE

Rafi Law Group, Arizona’s premier personal injury law firm, has built a culture where giving back is not just encouraged but embedded in everyday operations. Through its charitable initiative, Rafi’s Hope, the firm channels its resources, skills and team spirit into causes that help children, families and underserved communities across Arizona.

Since Rafi’s Hope’s early efforts in 2022, the firm has grown into a year-round force for good. Attorneys, staff and community partners have contributed over 2,770 volunteer hours to date, with more than 1,300 logged in 2024 and already surpassing 1,100 in 2025. This hands-on work is matched by substantial financial support, including a $500,000 donation to Valleywise Health Foundation to advance programs that strengthen community health and wellness.

Rafi Law Group’s projects range from packing emergency food boxes at St. Mary’s Food Bank to assembling backpacks for Valleywise Health Foundation and hosting seasonal drives that directly serve local families. A standout 2025 effort was a monthlong food drive and Día del Niño celebration in partnership with St. Vincent de Paul, Univision Arizona and Los Altos Ranch Market, raising over $125,000 and uniting the community in joy and generosity.

By fostering a workplace that invests time, resources and creativity into service, Rafi Law Group demonstrates that a business can be both a legal leader and a true community cornerstone. Their consistent, impactful contributions prove that corporate responsibility is most powerful when it becomes part of a company’s identity.

Learn more: rafilawgroup.com

PHILANTHROPIC LEADER: Brandon B. Rafi, founder of Rafi Law Group, has built one of Arizona’s most recognized personal injury law firms with philanthropy as a core value. He established the firm’s charitable initiative, Rafi’s Hope, to focus on helping children, families and underserved communities throughout the state. (Photo provided by Rafi Law Group)

PURPOSE POWERS PROFIT

How authentic philanthropy can be both good citizenship and smart business strategy

Sandra Torre, one of Az Business magazine’s Most Influential Women of 2025, knows firsthand how philanthropic efforts can boost a business’ bottom line.

“Businesses can turn philanthropy into a growth driver when giving is authentic and tied to what the company stands for,” says Torre, LAVIDGE’s copresident and founder of IMPACT, the company’s employee volunteer program. “At LAVIDGE, our IMPACT – Giving and Sharing with Passion program shows how being deeply embedded in the community enhances reputation, sparks positive word-of-mouth and strengthens customer loyalty. It also attracts socially conscious clients and builds a stronger, more loyal team. Purposeful philanthropy like IMPACT isn’t just charity — it’s smart business that grows relationships and the bottom line.”

Many Arizona companies and business leaders — like those profiled in the Az Business Angels section in this issue of Az Business magazine — exhibit tremendous philanthropic qualities, both in terms of giving their time and their money. While some may think it’s always better to give than to receive, businesses and business leaders can leverage philanthropic efforts by aligning

charitable initiatives with their core values, building stronger community ties, enhancing brand reputation and fostering customer and employee loyalty — all of which drive long-term growth. Purposedriven giving not only creates social impact but also differentiates companies in competitive markets.

“Businesses that strategically invest in philanthropy don’t just do good; they gain a powerful competitive edge,” says Tim Harrison, vice president of corporate partnerships, special events and grants philanthropy at Phoenix Children’s. “By partnering with respected organizations like Phoenix Children’s, companies can dramatically elevate their brand, deepen customer loyalty and inspire employees.”

Harrison says today’s consumers are four times more likely to buy from purposedriven brands and six times more likely to retain their loyalty.

“Internally, almost 80% of employees prefer to work for companies with a strong social mission, fueling retention and engagement,” Harrison says. “Philanthropic initiatives also open doors to new networks and media exposure, positioning your business as a community leader. In short, giving back isn’t just the right thing to do — it’s smart business.”

Az Business talked with some of the most brilliant business and marketing minds in Arizona to get their advice on how businesses can best leverage their philanthropic efforts to boost their bottom line.

” Businesses can turn philanthropy into a growth driver when giving is authentic and tied to what the company stands for.
– Sandra Torre

Jennifer Adler McLaughlin, founder of Adler Public Relations:

“Corporate giving and philanthropic efforts are not only good for the community, but they’re good for business. Purpose-driven initiatives can strengthen brand reputation, build customer loyalty and attract socially conscious clients who want to support companies that share their values. To maximize impact, businesses should promote their efforts through PR, social media, newsletters, on their website and through collaboration with the beneficiary. When done authentically and shared tastefully, community involvement demonstrates leadership and corporate responsibility. It humanizes the brand, engenders goodwill and creates emotional connections that can influence buying decisions. Giving back to the local community isn’t just the right thing to do; it’s a strategic investment in your brand’s equity and reputation.”

Andrea Aker, CEO and president, Aker Ink:

“Philanthropic initiatives can strengthen the bottom line in numerous ways. For one, they support recruiting and retaining valuealigned team members. Many people want to work for companies that do good in the community and reflect their personal values. The same can be said for new prospects and referral partners, as philanthropic visibility often creates powerful networking and promotional

opportunities. Ultimately, people want to associate with organizations that reflect their passions and principles and charitable commitments can solidify trust while fueling meaningful growth.”

Sydney Cyrus, teammate owner and marketing director, CHASSE Building Team:

“When businesses commit to philanthropy, the impact often extends inward as much as outward. Teammates take pride in being part of organizations that support meaningful causes and it fuels a stronger culture where people want to stay and grow. Whether it’s volunteer programs, donation drives, or community partnerships, these shared experiences build teamwork and purpose beyond daily tasks. This results in an engaged team, stronger community ties and lasting goodwill that benefits everyone.”

Abbie S. Fink, president, HMA Public Relations: “Businesses need to align their philanthropic efforts with what is important to their mission. Done with intention and forethought, your community involvement will not only strengthen your reputation but will build trust and foster customer loyalty. Commitment to community has internal benefits as well — when your employees know you support causes and organizations that are meaningful to them, it has a positive impact on employee

engagement, recruitment and retention. When philanthropic efforts are part of your company’s DNA, you not only create a point of distinction among your competitors, but you also make a positive impact in the community, with your employees and on your bottom line.”

Jason Greenwood, chief marketing and strategy officer, Delta Dental of Arizona:

“Philanthropy is, of course, goodwill in action. It can also reinforce a brand’s identity and build trust with stakeholders. Supporting causes that resonate with customers and employees can strengthen loyalty and create positive associations with the brand. These efforts often lead to stronger community ties and increased visibility, which can influence purchasing decisions and talent recruitment. From a marketing standpoint, philanthropy offers a balance of social impact and business benefit, demonstrating how purpose and profit can work together.”

Greg Hague, founder and CEO, 72SOLD: “At 72SOLD we believe that giving back isn’t just goodwill, it’s good business. When a company invests in its community, it not only earns trust and loyalty, but it also creates a deeper purpose that inspires employees and attracts clients who want their dollars to make a difference. How you do business separates those of worth from those who strive simply for wealth.”

MARKETING

” Businesses that strategically invest in philanthropy don’t just do good; they gain a powerful competitive edge.
– Tim Harrison

Crystal Jennings, vice president of public relations, LT Agency:

“Philanthropy boosts business when it’s authentic, rooted in your values and focused on real impact. It’s not about boasting about monetary donations but showing how lives are improved. Most importantly, companies should show appreciation to their customers, as it’s their support and loyalty that make giving possible.”

Jennifer Kaplan, founder, Evolve PR and Marketing: “When businesses give back in ways that reflect their values, people notice. Those efforts strengthen reputation in the community and resonate with socially conscious clients who want to partner with purposeful brands. Over time, that authenticity deepens loyalty and creates lasting growth that benefits everyone.”

Peter Madrid, founder, MadridMedia:

“Philanthropy is more than goodwill. It’s also smart business. When companies authentically invest in causes that align with their values, they build trust and emotional connections with customers. These efforts humanize a brand, enhance its reputation and foster loyalty among clients who prioritize social responsibility. By spotlighting charitable initiatives through strategic PR and media outreach, businesses can differentiate themselves in competitive markets and attract like-minded partners and consumers. At MadridMedia, we’ve seen

firsthand how giving back not only uplifts communities but also drives engagement, strengthens brand equity and ultimately boosts the bottom line.”

Trevor Wilde, co-founder, CEO, Wilde Wealth Management Group: “Philanthropy has become a key element of modern business strategy, with companies recognizing that community engagement can shape perceptions. Contributing to causes that align with their mission helps businesses show authenticity, which matters to today’s clients and staff more than ever. These efforts can also open doors to partnerships, stronger relationships with local organizations and valuable exposure that engenders goodwill with the community. While the primary aim is to support important client-focused initiatives, the byproduct is often enhanced credibility and visibility, which can indirectly support financial performance over time, allowing companies to offer more and better service to their clients; it’s the essence of a win-win scenario.”

Lisa K. Sass, senior PR manager, Proof Publicity: “Philanthropy works best when it’s authentic and aligned with a company’s brand values. Don’t make a show of it, but instead focus on sharing impact in ways that feel genuine, such as through press, social media and storytelling. Highlighting tangible results not only strengthens reputation but also deepens emotional connections with clients. Today’s consumers, especially Gen Z,

gravitate toward brands with purpose, so intentional giving can translate into loyalty, advocacy and revenue growth. Commit time and resources to one organization that aligns with your mission, as consistency often creates greater impact than scattering efforts.”

Erica Shipione, account director, Mack Media Relations:

“Businesses can use philanthropy to strengthen their brand by supporting local nonprofits in authentic ways. Fundraising or connecting staff with volunteer opportunities not only demonstrates social responsibility but also strengthens community ties. By engaging audiences and leveraging networks, businesses increase brand visibility while showing they share customers’ values.”

Amanda Ventura, public affairs manager, Waymo: “People expect authenticity from companies they choose to support; they will show up for companies that show up for them. Our partnerships with accessibility and road safety nonprofits go beyond financial support; these groups help inform product features, pave the way for us to expand into new cities and allow us to more deeply connect with and understand our neighbors. Our partners help us get to the point where we can provide a service that’s safe, accessible and empowering for everyone. In that way, our philanthropic efforts reflect Waymo’s commitment to helping people gain access to reliable, autonomous transportation while increasing road safety.”

EXCELLENCE IN BANKING

Recognizing Excellence in Banking in Arizona is vital because it highlights the institutions and leaders who drive financial stability, innovation and community growth.

“A leader’s impact ripples out,” says Christina S. Burroughs, principal and financial advisor at CAPTRUST. “The old adage, ‘What got you here won’t get you there,’ is true at every stage. I have to stay curious and grounded, growing and adapting along the way.”

And heading into 2026, Arizona’s banking leaders have proven to be highly adaptable. We asked some of Arizona’s most influential banking leaders about the challenges facing the industry in 2026 and how they will adapt to overcome those challenges.

Check out the pages that follow to meet the individuals and institutions that are recognized for Excellence in Banking in 2026, as chosen by the Az Business magazine editorial board in cooperation with a panel of industry experts.

Jeff Meshey

Jose Arias

Vice president and business banker, First Citizens Bank: “The biggest challenge I see is navigating an evolving landscape involving technology, regulatory complexity and economic changes. I think the best form of preparation is to develop one’s ability to adapt and pivot as needed, enabling you to continue delivering results and meeting client expectations within your role and industry.”

Adriana Kong Romero

Tucson president, Bank of America: “Banking will face complexities including cybersecurity and adapting to and managing risk associated with technological advancements like AI, machine learning and fintech. BofA is investing in robust security measures and evolving threats and educating clients about digital security. AI, like our own Erica, is a powerful tool, already transforming the banking industry.”

President and CEO, Desert Financial Credit Union: “Keeping up with technological advancements, like AI, while still having a personal touch is one of the biggest challenges. Embracing advancements while prioritizing customer experience and human connection is essential. At Desert Financial, our personal touch is what sets us apart — technology must enhance that, not replace it.”

Stanton Shields

Christine Nowaczyk

Senior private wealth advisor, U.S. Bank Private Wealth Management: “Talent and technology. Recruiting and retaining talent in our evolving industry requires maintaining an attractive workplace culture, having supportive leadership, ongoing training and opportunities for professional growth. Technology digitization around serving clients, protecting data and improving efficiencies are a key focus.”

Belinda Rosthenhausler

Senior vice president, commercial lending, CDC Small Business Finance: “Business owners are facing rising lease prices. They also lack the liquidity and access to capital to buy commercial real estate. We’re able to help them through the SBA 504 loan program. The 10% down payment (instead of the usual 25%) means they retain more working capital while building equity.”

Corey Saba Basha

Commercial banking leader and executive director, Wells Fargo: “In the banking industry we will continue to see challenges in cybersecurity, technology disruption, economic factors, competition, customer expectations and improving efficiency. These challenges require banks to continuously innovate, adapt and improve. I stay informed on market trends, continuous education, networking and being agile in my profession.”

Elizabeth M. Shabaker

Co-CEO, Versant Capital Management: “The challenge ahead is staying deeply connected to clients while navigating a changing tech landscape. We’re embracing tools that streamline and personalize service — without losing the human touch. Our clients don’t want automation alone — they want to feel understood. Our approach blends innovation with alignment, keeping relationships at the center.”

Senior financial advisor, Alerus: “The ‘great wealth transfer’ from Baby Boomers to younger generations will create opportunities and challenges. This, along with a large portion of the advisor workforce nearing retirement, will make efficiency and business processes much more important. We’re upgrading technology and building our team to prepare for and capitalize on these opportunities.”

Kyle Steinbuch

Regional president and head of corporate banking for Arizona, PNC Bank: “Financial services organizations will need to continue to focus on ensuring scalability and delivering industryleading technological capabilities, while addressing regulatory requirements and strengthening fraud and identity protection for customers.”

Michael Thorell

Arizona market president and chief lending officer, Arizona Financial Credit Union: “The biggest challenge in the next five years is consolidation and the struggle for small institutions to remain competitive. Regulatory pressures and technological demands require scale for survival. To prepare, we are focusing on strategic partnerships and acquisitions to expand services and stay resilient in a changing financial landscape.”

In partnership with the State Bar of Arizona, and the Association of Corporate Counsel, Az Business magazine will host the 2026 Excellence in Law Awards (formerly the ACC Awards) to recognize the important and vital role that in-house counsel and Arizona’s legal sector plays in the success of Arizona’s economy. Finalists represent the most innovative and influential legal minds in Arizona.

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go to azbigmedia.com/awards-events or scan the QR code

BANKING INDUSTRY LEADERS of the year

Norm Butler

Executive vice president and chief lending officer, First Fidelity Bank

Butler leads commercial lending across First Fidelity Bank’s 27 branches, spanning Oklahoma City, Phoenix and Denver. A seasoned executive with deep expertise in credit, business development and M&A financing, Butler brings both strategic vision and personal warmth to his work. An ASU W. P. Carey graduate, he’s admired not just for his banking acumen, but also for being a consummate professional and an exceptionally kind colleague.

Andrea Drozdowicz

Senior vice president, Pinnacle Bank

Drozdowicz brings more than 20 years of banking experience and is a respected leader in the commercial real estate community. Known for her deep industry knowledge and a strong track record, Drozdowicz stands out for her commitment to mentoring colleagues and building lasting client relationships. Her leadership is rooted in service, collaboration and a passion for empowering others — both inside and outside the organization.

Joshua Gage Vice president, commercial lending officer, Meadows Bank

Gage leads with empathy, vision and integrity. He empowers his team by fostering trust, setting clear expectations and leading by example. His client-first approach emphasizes transparency and education, building strong, long-term relationships. Known for his adaptability and strategic mindset, Gage delivers results while staying people-focused. He’s a trusted leader who blends communication, accountability, and genuine care to inspire growth and success.

Todd Gerber Regional president, WaFd

Gerber leads WaFd’s Arizona region with purpose, insight and a strong focus on relationship banking. As regional president, he’s committed to helping individuals, families and businesses thrive through personalized financial solutions and responsive service. Gerber’s leadership reflects WaFd’s core values — community support, integrity and innovation — making him a driving force in Arizona’s banking landscape and a trusted partner in building financial well-being statewide.

Matthew Jarrett Arizona president-LPO, Choice Bank

Jarrett is a standout banking leader who spearheads Choice Bank’s growth in Arizona as president-Arizona market LPO. With over 20 years of industry experience, he blends client-focused service with sound banking practices. Under his leadership, Choice Bank has deepened its local roots, opening new markets and earning recognition like “Banking Leader of the Year” in 2024.

Rosemary McClelland Vice president, First Citizens Bank

McClelland has made her mark in commercial banking, bringing over 16 years of experience to First Citizens Bank. Based in Arizona, she goes beyond selling — McClelland partners with clients, listens deeply and crafts custom solutions. Colleagues admire her genuine care, mentorship, and relentless dedication to both clients old and new. Her leadership blends heart with expertise, making her an outstanding example in the industry.

Chet Samuelson Arizona market president and CEO, BOK Financial

Samuelson has led BOK Financial’s Arizona market since July 2022, building on more than 20 years in banking. Known for his focus on community, transparency and clientfirst mindset, Samuelson has guided the bank’s Arizona team toward stronger performance, deeper relationships and regional recognition. His leadership balances growth with integrity — earning respect from employees and clients alike.

Jeff Schelter Managing director of commercial banking, Western Alliance Bank

Schelter leads Western Alliance Bank’s Commercial Banking division across Arizona, managing a highperforming team and diverse portfolio spanning healthcare, manufacturing, and more. Under his leadership, the group continues to post doubledigit growth in loans, deposits and fee income. Known for his strategic mindset, community involvement and handson leadership, Schelter exemplifies what it means to be a trusted, longterm financial partner in Arizona and beyond.

Mark Stebbings CEO, National Bank of Arizona

Stebbings became CEO of National Bank of Arizona in August 2024, bringing more than 20 years of commercial real estate lending experience. Since joining as executive vice president, he’s focused on growing the bank’s brand, enhancing clientfirst service and making sure each team member has the tools to succeed. He’s deeply rooted in Arizona, and active in causes like Treasure House, the Sandra Day O’Connor Institute and the Arizona Bankers Association.

Chris Webster President, Southwest Heritage Bank

Webster brings visionary leadership to Southwest Heritage Bank, driving growth through community-centered banking and strategic innovation. As president, he champions strong client relationships, local economic development and a culture of integrity. With deep roots in Arizona, Webster’s leadership has positioned the bank as a trusted financial partner for individuals and businesses alike — blending personalized service with forwardthinking solutions that reflect the needs of a dynamic region.

(Images licensed from

CREDIT UNION LEADERS of the year

Hysell is a bold leader redefining the role of credit unions in today’s financial landscape. Under her guidance, the credit union has expanded its footprint, embraced innovation and deepened its community impact — making Arizona Financial a model for member-focused service, financial inclusion and forward-thinking leadership in the credit union industry.

Lee is a transformative leader in Arizona’s credit union industry. With a focus on memberfirst service, digital innovation and inclusive financial solutions, Lee has positioned Arizona Central as a trusted partner for individuals and businesses alike — championing growth, financial wellness and community impact across Arizona’s rapidly evolving financial landscape.

Meshey leads Desert Financial Credit Union with heart and vision. As president and CEO, he’s grown the Arizonabased institution more than twelvefold, inspired a leadership book club, and built a culture of learning and innovation. Under his guidance, Desert Financial thrives — earning top workplace honors and statewide recognition for both financial performance and community impact.

Roch is a dynamic leader in Arizona’s credit union industry. With a focus on financial empowerment, community service and member-first values, she’s helped the credit union thrive while expanding access to inclusive financial services. Her strategic vision and servant leadership continue to drive Credit Union West’s growth and community impact.

Scott is a respected leader in Arizona’s credit union community. With a deep commitment to financial wellness, member service and strategic growth, Scott has championed innovation and community outreach. His visionary leadership continues to strengthen Copper State’s mission to provide trusted, inclusive financial solutions for individuals and families across Arizona.

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BANKS of the year

Alerus

Alerus stands out as one of Arizona’s best banks by blending personalized service with comprehensive financial expertise. With deep roots in relationship banking, Alerus empowers clients through customized banking, wealth management and retirement solutions. Their local commitment, responsive support and forward-thinking strategies make them a trusted partner for individuals and businesses alike.

Bankers Trust

Bankers Trust is one of Arizona’s best banks thanks to its commitment to personalized service, community involvement and financial strength. As a privately held institution with a 100plus year legacy, Bankers Trust brings stability and tailored financial solutions to individuals and businesses. Its focus on local decision-making, relationship banking and inclusive community support make it a trusted financial partner in Arizona’s growing economy.

Bell Bank

Bell Bank stands out as one of Arizona’s best banks by combining personalized service with big-bank capabilities. As one of the nation’s largest independently owned banks, Bell offers tailored financial solutions, a people-first approach and a strong community focus. With employee ownership driving excellence, Bell empowers its teams to build meaningful relationships, support local causes and go the extra mile for customers — delivering trusted banking with heart, innovation and unmatched service across the state.

FirstBank

FirstBank is one of Arizona’s top banks thanks to its rock-solid reputation for customer service, community involvement and innovative banking. Known for supporting financial education and local causes, FirstBank combines modern digital tools with a people-first approach. Its commitment to diversity, philanthropy and helping customers thrive makes it a trusted partner for individuals, families and businesses across the state — offering strength, security and service with heart in every transaction.

First Fidelity Bank

First Fidelity Bank has grown from a small community bank into a trusted regional powerhouse across Oklahoma, Arizona and Colorado. With deep generational expertise and a team that treats every client like family, FFB blends the personalized touch of a hometown bank with the cutting-edge tech of a national one — since 1920. Employees genuinely enjoy giving their time serving nonprofit and charitable organizations, participating in religious groups and coaching little league teams.

Gateway Bank

Gateway Bank stands out as the only community bank in Mesa, offering the warm, personalized service of a hometown bank with the modern conveniences of a national institution.

Known for its A+ rating and five-star service, Gateway treats customers like family, combining relationshipdriven banking with secure technology, mobile access and a nationwide ATM network — making banking easy, accessible and refreshingly personal for Arizonans across the state.

Northern Trust

Northern Trust has been a trusted name in financial services since 1889 and has proudly served Arizona since 1974. With over 700 employees in Phoenix and Tempe, it blends global expertise with deep local roots. A three-time “Arizona Bank of the Year” finalist and a Fortune “World’s Most Admired Company,” Northern Trust leads through excellence, diversity and client-first service — backed by awardwinning workplace culture, philanthropic engagement and a legacy of trusted partnerships with individuals, families and institutions.

Stearns Bank

Stearns Bank stands out as one of Arizona’s best banks thanks to its unwavering entrepreneurial spirit, community-driven mindset and fast, flexible financing solutions. With a focus on small business lending and equipment financing, Stearns combines the personal attention of a community bank with the strength of a national lender. Its Arizona team delivers hands-on support, rapid decisions and a can-do culture that empowers clients and uplifts communities — making Stearns a trusted financial partner across the state.

UMB Bank

UMB Bank continues to make waves in Arizona, thanks to strategic leadership, major market expansion and an unwavering commitment to clients and communities. With John Damiris at the helm, UMB has grown to $3.8 billion in local loan balances and doubled its presence through a landmark acquisition. Even amid big moves, the bank remains relationship-driven, community-focused and deeply invested in Arizona’s economic success — making UMB a standout for the 2025 Arizona Excellence in Banking Awards.

Western Alliance Bank

With $85 billion in assets, Phoenix-based Western Alliance Bank is Arizona’s largest bank and a national leader in commercial banking. In 2025, it unified six legacy brands under the Western Alliance name, enhancing client access and service.

With deep industry expertise, strong loan and deposit growth and national recognition for leadership and performance, the bank stands out for its bold strategy and unwavering commitment to clients in Arizona and beyond.

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A Legacy of Leadership

For more than 73 years, Hughes Federal Credit Union has been dedicated to serving our community, growing into a trusted local not-for-profit cooperative and financial partner for nearly 200,000 members.

We’re proud to be recognized as one of Arizona’s top credit unions by Forbes, holding a 4-star excellent rating from BauerFinancial Inc., and an A+ rating from the Better Business Bureau. Our community voted us Best Bank/Credit Union, Best Debit Card and Best Place to Work.

Joining Hughes means becoming part of a tradition that’s built on trust, improving the financial lives of its members and a deep commitment to community service. Discover the Hughes difference at HughesFCU.org.

We take you further.

by NCUA.

CREDIT UNIONS of the year

America First Credit Union

America First Credit Union is one of the largest and most valuesdriven credit unions in the country, with $22 billion in assets and a strong, fast-growing presence in Arizona. Known for putting people before profits, AFCU pairs modern banking innovations — like Interactive Video Tellers — with deep community roots, charitable giving and hands-on service. With plans to expand to 13 Arizona branches by 2026, AFCU’s blend of technology, local hiring and heartfelt community support makes it a standout in the state.

Arizona Central Credit Union

Arizona Central Credit Union stands out as one of Arizona’s best credit unions thanks to its strong memberfirst philosophy, deep local roots and decades of trusted service.

Founded in 1939, ACCU offers personalized banking with modern convenience, supporting Arizona families and businesses with competitive financial products, community outreach and exceptional service. With branches across the Valley and a commitment to financial education, accessibility and community empowerment, Arizona Central continues to grow as a trusted, people-focused financial partner.

Arizona Financial Credit Union

Arizona Financial Credit Union is one of Arizona’s best credit unions thanks to its commitment to local empowerment, financial education and member-focused service. With deep roots in the community and a reputation for innovation, it provides competitive banking solutions while actively investing in local nonprofits and initiatives. Whether it’s through accessible digital tools or inbranch support, Arizona Financial Credit Union puts people first — making it a trusted partner for individuals, families and businesses across the state.

Copper State Credit Union

Copper State Credit Union stands out as one of Arizona’s top credit unions thanks to its unwavering dedication to community, compassion and connection. With a focus on financial wellness, personalized service and meaningful member relationships, Copper State empowers individuals and families to achieve lasting financial success. Whether through innovative digital tools, local outreach or member-first values, Copper State Credit Union continues to build trust across Arizona — proving that financial institutions can lead with heart, service and purpose.

Credit Union West

Credit Union West is one of Arizona’s best credit unions thanks to its unwavering commitment to members and community. With roots in serving military personnel, it has grown into a trusted financial partner for individuals and families statewide. Known for exceptional service, financial education and competitive products, Credit Union West blends innovation with personalized care — helping members achieve financial freedom while actively giving back through scholarships, volunteerism and charitable partnerships that strengthen Arizona communities every day.

Desert Financial Credit Union

Desert Financial Credit Union has been Arizona’s most trusted local credit union for 86 years, serving over 490,000 members with nearly $9 billion in assets. With more than 50 locations and top-rated digital tools, it offers convenience, innovation and a strong giveback culture. In 2024 alone, members received $20 million in dividends. Through strategic partnerships, youth programs and financial wellness initiatives, Desert Financial empowers Arizonans of all ages to take control of their financial futures.

Hughes Federal Credit Union

Hughes Federal Credit Union is more than a financial institution — it’s a true community partner in Tucson. From supporting Banner Health to helping fight food insecurity, Hughes has invested over $300,000 in local organizations. Through award-winning outreach programs, financial literacy education and longstanding nonprofit partnerships, Hughes empowers individuals and families across Southern Arizona. Their commitment to kindness, education and well-being makes them a standout among Arizona’s credit unions and a driving force for positive change.

Mountain America Credit Union

Mountain America Credit Union is rapidly expanding across Arizona — but its real impact goes far beyond new branches. With a focus on financial access, youth empowerment and community investment, it’s building deeper connections statewide. From inclusive banking initiatives and ASU partnerships to youth mentorship with the Phoenix Mercury and hands-on support for local nonprofits, Mountain America leads with purpose. It’s not just about growth — it’s about making a meaningful difference in the lives of Arizonans.

OneAZ Credit Union

OneAZ Credit Union has proudly served Arizona since 1951, growing into a $3.4 billion financial cooperative with over 185,000 members and 11,000 businesses statewide. Led by CEO Brandon Michaels, OneAZ is transforming what it means to bank locally — offering top-rated mortgage programs, in-house SBA lending and purposedriven community initiatives like the Contigo multicultural campaign. With 20 branches and recordbreaking charitable giving, OneAZ empowers Arizonans through personalized service, competitive rates and a bold commitment to equity, prosperity and financial inclusion.

Vantage West Credit Union

Vantage West Credit Union stands out as one of Arizona’s best credit unions by putting members first and empowering communities across the state. With deep roots in Southern Arizona, it delivers personalized service, smart financial solutions and a strong commitment to financial education. Whether it’s helping local businesses thrive or supporting community causes, Vantage West leads with heart. Its memberfocused approach, competitive products and regional pride make it a trusted financial partner for Arizonans.

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COMMUNITY IMPACT organization

America First Credit Union

America First Credit Union (AFCU) makes a powerful impact in Arizona through handson service, philanthropy and partnerships that uplift communities. From donating thousands of meals, diapers and backpacks to surprising students with new shoes, AFCU goes beyond financial services to create meaningful connections. With employees actively volunteering across the state and investing in local youth through scholarships, AFCU ensures its community engagement is not only generous, but truly transformative.

CDC Small Business Finance

CDC Small Business Finance empowers Arizona entrepreneurs who often struggle to access traditional lending, helping them grow businesses that strengthen communities.

In 2023, the missiondriven lender provided nearly $24 million in SBA 504 loans to 31 Arizona businesses, fueling expansion and stability. From auto shops to retail showrooms, CDC’s innovative financing solutions turn dreams into reality, creating jobs, building legacies and ensuring small businesses continue to thrive across the state.

Desert Financial Credit Union

Desert Financial Credit Union and its Foundation strengthen Arizona communities through their Give and Grow strategy, blending philanthropy, education and service. In 2025 alone, they reached over 11,000 Arizonans with financial education, supported thousands of teachers and students through Adopt-A-Teacher and awarded $311,000 in scholarships. With millions invested in nonprofits, recordbreaking fundraising and thousands of volunteer hours, Desert Financial demonstrates that true community impact comes from generosity, education and sustained commitment to wellbeing.

First Fidelity Bank

First Fidelity Bank continues to make a difference in the communities it serves by pairing financial strength with a culture of giving back. Beyond providing trusted financial solutions, the bank empowers employees to engage deeply in their neighborhoods — volunteering with nonprofits, supporting local schools and coaching youth teams. With volunteer time off and a commitment to community-centered service, First Fidelity Bank’s people-driven approach builds stronger, more connected communities. redefining what it means to be a purpose-driven business.

WEALTH MANAGEMENT COMPANIES of the year

BMO Wealth Management

BMO Wealth Management Arizona is helping shape one of the nation’s fastestgrowing regions by guiding entrepreneurs, executives and families through growth, transitions and legacy planning. As the wealth arm of Arizona’s sixthlargest bank — and part of a trillion-dollar global institution — BMO delivers boutique, hightouch service backed by vast resources. With expertise ranging from succession planning to special needs trusts, the Scottsdale-based team drives economic vitality while serving clients with stewardship, collaboration and community impact.

Busey Wealth Management

Busey Wealth Management has been helping individuals, families and businesses build, manage and preserve wealth for generations. With a client-first philosophy, the firm offers personalized strategies in investment management, retirement planning, estate planning and trust services. Backed by the strength of Busey Bank, its advisors provide boutique-level service with broad resources. Known for integrity, collaboration and deep expertise, Busey Wealth Management guides clients through life’s transitions while helping them achieve lasting financial security and peace of mind.

DBS Rock Island

DBS Rock Island provides Arizona clients with customized wealth management solutions designed to preserve, grow and transition wealth across generations. With expertise in investment management, retirement planning, estate strategies and business succession, the firm takes a personalized approach that reflects each client’s unique goals. Backed by decades of experience and a commitment to integrity, DBS Rock Island’s advisors deliver clarity and confidence, guiding individuals, families and business owners through financial decisions that shape long-term prosperity and legacy.

U.S. Bank

U.S. Bank Wealth Management in Arizona partners with individuals, families and business owners to create tailored strategies that protect and grow wealth. Offering services from investment management and retirement planning to estate and business succession planning, the team delivers both sophisticated resources and personalized attention. Backed by the strength of one of the nation’s largest banks, U.S. Bank advisors combine local insight with national expertise to guide clients through life’s milestones and financial legacies with confidence.

Versant Capital Management

Versant Capital Management, based in Phoenix, is known for delivering deeply personalized wealth management solutions to high-net-worth individuals and families. With expertise spanning investment management, tax strategy, estate planning and family governance, the firm helps clients navigate complex financial lives with clarity and confidence. Versant takes a holistic, relationship-driven approach, tailoring strategies to unique goals while fostering financial literacy across generations. Guided by transparency and trust, the team empowers clients to protect, grow and transfer wealth successfully.

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FINANCIAL SERVICES LEADERS of the year

Iuculano is a trailblazer in private lending. With deep market insight and a client-first philosophy, he has redefined speed and flexibility in real estate financing. His leadership has empowered countless investors to seize opportunities quickly and confidently, making him a trusted force in Arizona’s alternative lending landscape.

Marcom is redefining how financial services companies attract, retain and elevate top talent. With a focus on diversity, innovation and culture, Marcom has built awardwinning hiring strategies that drive business success. Her leadership ensures Achieve remains a competitive, people-powered force in Arizona’s fast-evolving financial services landscape.

Saba Basha is a top commercial banking leader at Wells Fargo, managing the Arizona middle-market and corporate portfolio with more than 24 years of experience. She leads complex transactions — from commercial lending to treasury management — and innovates through sector initiatives like life sciences. Known for her leadership in empowering women through networking and her deep expertise, she’s a standout in Arizona’s banking industry.

Walseth is a bold, visionary leader who turns big ideas into strategic wins. From revolutionizing mortgage operations to modernizing digital banking and tech infrastructure, Walseth drives meaningful, lasting change. Known for his servant leadership and fearless innovation, he’s a transformative force shaping the bank’s future.

Williams is a nationally recognized voice in bank strategy and fintech innovation. With decades of consulting experience, he has advised financial institutions across the country on transformation, growth and operational excellence. A thought leader and trusted advisor, Williams is driving the future of community banking through bold insights and forward-thinking leadership.

Justin Walseth
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COMMUNITY IMPACT individual

Laura Worzella

COO, OneAZ Credit Union Worzella is dedicated to creating meaningful impact across Arizona communities. She champions OneAZ’s mission of improving lives through financial empowerment, volunteerism and philanthropy. Under her leadership, the credit union has strengthened its community grants program, supported nonprofits statewide and inspired employees to give back. Worzella’s passion for service reflects her belief that strong communities build brighter futures for all.

Reine Hamilton

Senior vice president, Bell Bank

Hamilton is deeply committed to uplifting Arizona communities through Bell’s Pay It Forward program and other philanthropic initiatives. She leads with compassion, empowering employees and clients alike to give back in meaningful ways. Hamilton’s dedication to service has amplified Bell Bank’s community impact, supporting nonprofits, strengthening families, and fostering a culture where kindness and generosity create lasting change.

Geoff McGivern

Senior vice president of business development, TMC Financing

McGivern is a driving force behind small business growth and economic development in Arizona. Since expanding into the state in 2021, he and his team have delivered more than $2 billion in SBA 504 financing, empowering nearly 600 businesses and creating or retaining 5,000 jobs. His leadership and commitment make him an ideal choice for the Community Impact award.

Christine Nowaczyk

Senior vice president, U.S. Bank

Nowaczyk is widely recognized for her commitment to strengthening Arizona’s communities. Passionate about education, workforce development and economic empowerment, she champions initiatives that create opportunities for underserved populations. Through board service, nonprofit partnerships and hands-on volunteerism, Nowaczyk exemplifies values-driven leadership, ensuring U.S. Bank’s resources and expertise make a lasting difference for individuals, families and businesses across the state.

Telle VanTrojen

COO, Geneva Financial VanTrojen embodies the company’s “Be A Good Human” mission through her generosity and passion for community service. Under her leadership, Geneva champions local charities, honors everyday heroes with its “Good Human” award and inspires a culture of compassion. VanTrojen’s commitment to philanthropy and inclusive impact has cemented Geneva’s reputation as a purposedriven organization dedicated to uplifting communities and fostering kindness.

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Working together to serve Arizona’s unique needs

Our team of experienced bankers and treasury professionals deliver unmatched expertise ranging from complex loan transactions for large corporations, to asset advisement for highnet-worth investors, to mortgages and checking accounts. No matter the goal, we are proud of our commitment to helping all Arizonans succeed. Because our team lives and works in the communities they serve, they bring deep insight into the local business climate.

HOW WE CAN HELP

• Asset-based lending

• Commercial loans

• Consumer banking

• Corporate trust

• Foreign exchange

OUR ARIZONA ROOTS

• Healthcare banking

• Institutional wealth | 401(k)

• Mortgage

• Native American financial services

• Real estate financing

• Treasury services

• Wealth management

With more than two decades of established roots in Arizona beginning with our acquisition of Valley Commerce Bank/Bank of Arizona in 2005—BOK Financial has remained steadfast in our commitment to strengthen communities across the state. Through home mortgages, business loans for companies of all sizes, funding for vital healthcare facilities and investments in education, our focus has always been on empowering every customer we serve. Since 1910, BOK Financial has built our legacy one relationship at a time, guided by a deep dedication to community growth and individual success.

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WEALTH MANAGERS of the year

Stephen Phair

Financial advisor, Edward Jones

Phair is a trusted, proactive wealth manager who blends expertise with heart. Known for simplifying complex financial topics, he guides clients with clarity, honesty and care — whether planning retirements, legacies or college savings. Beyond his office, Phair’s Rotary Club leadership and community impact earned him recognition as 2025 Man of Chandler. His passion, empathy and service make him a standout Wealth Manager of the Year.

Alejandra Paredes

Director and private wealth advisor, BMO Wealth Management

Paredes, a top-performing Private Wealth Advisor at BMO Wealth Management, brings more than 25 years of experience to guiding Arizona’s high-net-worth clients with tailored strategies from portfolio management to estate planning. A CFP® and CEPA®, she champions culturally nuanced succession planning and increased representation in finance. Ranked a top performer in 2023, Paredes empowers clients while mentoring future leaders — and even uses golf to open doors for women in business.

Jeffrey Quijano

Senior vice president, PNC Private Bank

Quijano helps clients navigate the nation’s largest wealth transfer with clarity and confidence. With 20 years in wealth management and law, he offers deep expertise in estate planning, tax strategies and succession planning. A thought leader and community advocate,Quijano also serves as board chair of the American Red Cross–Central Arizona Chapter and supports the Musical Instrument Museum.

Founder, Fortitude Family Office

Walker, founder of Fortitude Family Office, is redefining the RIA space with a one-stop solution for ultra-highnet-worth clients, integrating tax, estate planning, accounting and more. Since launching in late 2021, he’s grown the firm to over 50 clients with $200 million assets under management and $600 million assets under advisement. Known for visionary leadership, Walker attracts top talent, fosters collaboration and delivers tailored solutions that set him apart as an exceptional wealth advisor.

Co-founder and CEO, Wilde Wealth Management Group

Wilde has once again been named Arizona’s No. 1 overall advisor on Forbes’ 2025 Best-InState Wealth Advisors list — his fifth straight year in the top three. Also ranked nationally among Forbes’ “America’s Top 250 Wealth Advisors” and Barron’s Top 1,200, Wilde leads one of the nation’s most dynamic firms, offering comprehensive financial, legal, insurance and tax services.

Matthew Walker
Trevor Wilde
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ROADMAP TO RETIREMENT

6 overlooked exit planning gaps that make or break owner success after the sale

For many entrepreneurs, selling a business is the long-anticipated finish line. For others, it comes suddenly through circumstances beyond their control. However it unfolds, a business exit is one of the most significant financial and personal transitions an owner will ever face. Yet most step into it unprepared.

In fact, only 20 to 30% of businesses that go to market actually sell, according to the Exit Planning Institute. Why? Because too often owners focus on top-line price, overlooking deal terms, valuation, taxes and personal priorities that ultimately determine whether a sale truly succeeds. These oversights are not just financial — they are emotional, strategic and personal. Understanding these blind spots can help owners plan an exit that balances economics, risk and control based on their true priorities. Here are six of the most common exit planning gaps — and how to avoid them.

1. Chasing the big number

Many entrepreneurs fixate on the headline price, but the highest offer is not always the best deal. The fine print, from contingencies and payout terms to risk allocations and even who is taking over, can outweigh the top-line offer.

A larger number may come with an earn-out period that stretches for years or conditions that limit an owner’s next move. In some cases, sellers walk away happier with a smaller sale price that provides greater certainty, more control and a buyer whose values align with their own.

2. Misjudging business value

Years of dedication can lead owners to see value in their companies that reflects emotion, effort and legacy — but not necessarily what the market is willing to pay. Buyers, however, weigh risk factors such as customer concentration, dependency on the founder and gaps

in financial reporting — as well as profitability, revenue quality, leadership depth and industry outlook.

Owners who skip valuations every year may be blindsided when the final number comes in lower than expected. Treating a business like a house that might sell one day (always in market-ready condition) makes it easier to seize opportunities when they arise.

Benchmarking against similar transactions and tracking industry trends keeps expectations realistic and opportunities visible. Regular, independent valuations keep expectations grounded and highlight what truly drives value.

3. Overestimating the payout

A headline sale price of $100 million may sound transformative — but it does not equal the amount the owner takes home. After taxes, fees, debt payoff and deal terms, the net payout can fall short of the lifestyle, family obligations or philanthropic plans envisioned.

Taxes, in particular, can come as a shock. There is no magic pill to avoid them; only smart strategies to manage them. Working closely with advisors to run real scenarios before the deal closes helps determine

whether it is better to sell now or wait.

Understanding true net proceeds is the single clearest measure of whether a deal supports the next chapter.

4. Overlooking personal planning

Without early planning, the proceeds may look impressive on paper but fall short of sustaining the life an owner envisioned, from supporting children and aging parents to maintaining a certain standard of living. These priorities should guide both timing and strategy.

One way to close this gap is to assemble a personal “board of directors”— a wealth advisor, accountant, attorney and other trusted professionals who each see the deal through a unique lens.

With more perspectives at the table, it is less likely something important will get missed. When advisors are collaborative, communicative and open-minded, their combined perspective can help keep the bigger picture in focus and ensure decisions align with long-term goals.

5. Failing to plan the next chapter

Being consumed by the day-to-day demands of running a business can make it difficult to step back and plan for life

after it, often causing owners to experience an unexpected void. Those who take time to plan ahead — launching a foundation, mentoring entrepreneurs, traveling or starting a new venture — navigate the transition more smoothly.

Preparing emotionally is just as important as preparing financially, since the shift can be profound. Having resources in place, from financial advisors to executive coaches, makes the adjustment easier.

6. Starting late

Even without plans to sell, an exit plan prepares owners for the unexpected: an untimely death, an unsolicited offer, a partner’s decision or a market shift.

For those who plan to sell, beginning two to three years in advance allows time to refine financials, strengthen operations and build enterprise value. Early preparation also creates flexibility to address other gaps before they become obstacles.

Time is the one variable owners cannot buy back.

When to revisit the exit plan

An exit plan should evolve alongside business and personal life. Ownership changes, periods of rapid growth, market

conditions, leadership departures or major life events are all signals to revisit the financial picture, timing and personal goals. Thoughtful exit planning bridges the gap between the deal on paper and life after the sale. With the support of a collaborative, trusted team of advisors, owners can safeguard lifestyle needs, honor years of hard work and step into the next chapter with confidence and clarity.

Christy Ray is a director and private wealth advisor at BMO Wealth Management, where she guides Arizona business owners with integrated wealth strategies. “BMO Wealth Management” is a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. Investment products and services are: Not a deposit – not insured by the FDIC or any federal government agency – not guaranteed by any bank – may lose value. This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon as such. BMO Bank N.A. and its affiliates do not provide legal advice or tax advice to clients. You should review your circumstances with your independent legal and tax advisors.

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FASHION, FLAVOR, ESCAPE

Here’s how the Arizona hospitality and retail sectors are redefining luxury

The state of great comfort and extravagant living, or luxury, can look different for everyone. Sometimes luxury looks like an afternoon spa trip at a local staycation hotspot. Or it looks like a wine tasting dinner with the cinematic backdrop of a lightning storm at dusk. Or it’s a trip to the mall for an indulgent treat. From shopping to hospitality, Arizona adds a touch of luxury to every journey. Modern consumers value experiences above all and businesses are embracing both men and women as equal drivers of this trend. Staples of the luxury market, like Scottsdale Fashion Square, are redefining the shopping experience. The old box-store model is giving way to spaces where dining is central, men are targeted as key shoppers, and everyday luxuries hold equal weight to signature splurges.

A vacation, or staycation, at Marriott’s

Autograph Collection Hotel, ADERO

Scottsdale Resort, is more than just a place to lay-back and relax. Star gazing, wine tasting and guided hiking add to the grandeur of the hilltop resort in Fountain Hills. It’s not just a place to find a bed, WiFi and an omelet, it’s experiential luxury to take home.

Spas, designer brands and high-end resorts have always shaped the luxury vision, but today that vision is evolving. Social media influences shoppers, and spagoers want innovation with their relaxation, and memories — more than purchases — have become the ultimate currency of indulgence.

Fashion,

fragrance and food

“If we want to talk about luxury, lifestyle and shopping trends, there’s nowhere else to go besides Fashion Square. We can own

that. We have that corner, we like it,” says Kim Choukalas, senior vice president of leasing for Macerich, parent company of Scottsdale Fashion Square.

Central to the luxury lifestyle conversation in Arizona is Scottsdale Fashion Square. Since 1961, Fashion Square has been delivering the highest-end demands of patrons. Gucci, Balenciaga, Cartier — the list goes on of all the most prestigious of retailers that have given Fashion Square its reputation.

For decades, men’s role in luxury shopping was limited to fashion consultant, bag holder or gift giver. Today, that is changing. More and more, the “boyfriend bench” outside of dressing rooms is often empty. Instead, the stalls are filled with suits, slacks and tee’s.

“Historically, maybe the wife or girlfriend made those purchases for their partner,”

MAKEOVER: In July, JW Marriott Scottsdale Camelback Inn Resort & Spa announced a $24 million transformation of The Spa at Camelback Inn that will redefine the resort’s luxury well-being experience in Paradise Valley. (Rendering provided by JW Marriott Scottsdale Camelback Inn Resort & Spa)

notes Choukalas. “What we’ve seen now is that men want to be involved. They want to come to the stores, try it on, get a custom fit.”

That shift in men’s shopping patterns isn’t just changing what’s on the racks, it’s reshaping entire categories of luxury. Fragrance, once seen as a gift purchase, is now becoming a signature accessory for male shoppers.

At The House of Creed, Senior Vice President of Marketing and Integrated Communications Gino Luci has watched a new generation discover artisanal scent for the first time, many through TikTok’s viral #FragranceTok community. What was once the finishing touch chosen by someone else has become a bold statement of individuality for men embracing luxury on their own terms.

“The House of Creed has seen a

significant rise in younger male clients, many of whom are discovering luxury fragrance for the first time,” Luci says. “It’s exciting to see a new generation embracing Creed’s scents, not only as a fragrance, but as a modern expression of individuality.”

In addition to adding key storefronts for men like The House of Creed, Scottsdale Fashion Square is also delivering new dining and drink spots. This fall, Valley restaurateur Sam Fox is opening Society Swan, an American Brasserie. Society Swan joins Fox’s legacy of hotspots, which include Culinary Dropout, Doughbird, Blanco and Flower Child.

“We know shopping and dining go hand in hand, and so we’ve been really laserfocused on making sure we’re delivering the best of that,” says Choukalas. With the opening of Society Swan, Scottsdale Fashion Square continues its culinary

expansion, now boasting a collection that includes Din Tai Fung, Catch Steakhouse and Élephante.

Scottsdale Fashion Square embodies the evolution of Arizona’s luxury market. Where high fashion meets fine dining and where fragrance counters and flagship boutiques cater to both longtime patrons and a rising wave of younger, experiencedriven shoppers. It’s a reminder that today’s luxury is as much about discovery as it is about tradition, blending the established prestige of Cartier or Gucci with the fresh allure of a first Creed scent or a table at Society Swan.

But luxury in Arizona extends far beyond the mall concourse. Just a short drive from the bustle of Scottsdale, resorts like ADERO in Fountain Hills are rewriting the definition of indulgence in their own way.

Here, luxury isn’t measured in shopping bags but in sunsets, stargazing and culinary moments that linger long after checkout. Where Fashion Square is about energy and variety, ADERO offers immersion and escape, two sides of the same evolving story of luxury in the desert.

Wine, stars and experiential luxury

While the Valley can often feel like a sea of concrete and asphalt, a short drive to Fountain Hills opens up sweeping views of the Sonoran Desert’s natural beauty. ADERO leans into that sense of escape, offering luxurious experiences tailored to every type of visitor.

Too often, resorts like ADERO are seen only as vacation destinations, a trip that requires a long drive or a plane ticket. ADERO wants to change that. Luxury doesn’t have to be far away. A staycation can be just as rejuvenating, with all the indulgence and far less stress.

“Finding your way means something different for every guest,” says Adam Stanchina, general manager at ADERO. “For some, it’s wellness and fitness; for others, it’s food, wine or simply the chance to sit under the stars. Our goal is to create luxury experiences that speak to every kind of traveler.”

Adding experiential luxury to the platter of grand offerings at ADERO means launching new experiences. This fall, the resort opened the door to some of California’s most prestigious vineyards, bringing the upscale wine scene to Fountain Hills.

LUXURY TRENDS

“We want it to be something that a week from now, a month from now, three months from now, they reflect on and go, you know what, that was phenomenal. We have to go back,” explains Stanchina.

A five-course meal on a perfectly manicured lawn under the stars, culminates into the vision of experiential luxury at ADERO. A plethora of aromatic wines pair with a unique, seasonal, chef-curated menu. An evening of pampering can end the work week or start a weekend get away.

That same spirit of pampering extends beyond the resort lawn. For many, true indulgence is found in the spa, where luxury takes the form of stillness, healing and renewal.

At JW Marriott Scottsdale Camelback Inn, wellness is redefined through technology, immersion, and

personalization, turning a simple treatment into an experience as memorable as any fine meal or desert sunset.

Shelley Narath, director of spa at JW Marriott Scottsdale Camelback Inn Resort & Spa, notes, “In today’s luxury spa landscape, we’re seeing three standout trends: technology, immersion and personalization. Guests are increasingly drawn to wellness technologies and are eager to explore the latest innovations, no hesitation, just curiosity and excitement.”

Today’s spa guests want more than the traditional. They want fully immersive experiences that connect them to the spa’s ethos, natural surroundings and locally sourced ingredients. Innovative therapies like contrast bathing are drawing interest as people look for ways to pair wellness with science.

Luxury evolving: From indulgence to experience

Across the board, the message to businesses in the luxury landscape is clear: Deliver more — more experiences, more innovation, more choice. And the industry is responding by embracing the demand with open arms and delivering it with a smile. As luxury continues to evolve, the horizons only broaden for vacationers and shoppers alike.

Luxury in Arizona is no longer a static idea defined by a price tag or an exclusive brand name. It has become a living, evolving concept shaped by the ways people want to spend their time.

At Scottsdale Fashion Square, luxury means fashion and fragrance alongside world-class dining, where men and women alike are stepping into the experience as equal participants. At ADERO, it’s the glow of a desert sunset, a glass of wine from a famed California vineyard, or a stargazing session that turns a night into a memory.

What once may have been reserved for special occasions has become a new standard of living, where shoppers, travelers and spa-goers are eager for experiences that make them feel connected, cared for and inspired. Arizona’s luxury landscape reflects this shift, embracing the demand not just to deliver indulgence, but to create lasting memories.

Adam Stanchina
Shelley Narath
Gino Luci
Kim Choukalas
VIEW FROM THE TOP: ADERO Scottsdale is a luxury hilltop resort in Fountain Hills that blends stargazing, wellness, fine dining, and outdoor adventure into an immersive desert escape. (Photo provided by ADERO Scottsdale)

ROMAN HOLIDAY

Sexy Roman turns up the heat on Italian cuisine in Scottsdale

Scottsdale is no stranger to luxury dining, but inside the newly transformed W Scottsdale, Sexy Roman stakes its claim as the city’s most theatrical Italian destination. From villainspired interiors to a cutting-edge cocktail cart, this is Italian dining turned all the way up. Under the leadership of James Beard–nominated Chef Jason Franey, Sexy Roman delivers both high style and a menu with contemporary flair.

Step into Sexy Roman and you’re greeted by a glowing wine room showcasing over 750 bottles, silky olive-wood booths with built-in ice buckets, brass-accented marble tables and lighting that transitions from golden glow to sultry red as the night progresses. Every detail is crafted

for maximum impact, offering guests an experience as immersive as it is indulgent.

The real scene-stealers, however, are the dishes. Chef Franey and his team present a menu grounded in handmade pastas, Roman-style small plates (spuntini), a raw bar and entrées that deliver drama as much as flavor. Here are three standout dishes that define Sexy Roman’s bold spirit:

Sexy Roman Meatballs ($28): Rich, savory, and melt-in-your-mouth tender. Braised in housemade marinara and served piping hot, these signature meatballs are finished with fresh herbs and a generous dusting of Parmigiano. A timeless Italian staple — elevated with finesse.

Aged Provolone Sticks ($16): Crispy, golden and bursting with flavor, these are

ROMAN EMPIRE: Sexy Roman is a glamorous Italian hotspot at W Scottsdale, where seductive ambiance, bold takes on Roman cuisine and theatrical martini cart service meet elevated dining. (Photo provided by Sexy Roman)

not your average cheese sticks. Crafted with aged provolone for a sharper bite and served with Calabrian chile marinara, they blend nostalgia and sophistication in a single, crave-worthy bite.

Sexy Roman Lasagna ($42): A decadent tower of handmade pasta, creamy béchamel, slow-cooked short rib ragù and a medley of melted cheeses. Baked to bubbling perfection, this lasagna feels like the soul of Sexy Roman — dramatic, indulgent and deeply satisfying.

Sexy Roman’s standout cocktail menu draws inspiration from renowned classics, with highlights like the Spritz (aperitivo, limoncello, prosecco) and the Negroni (gin, strawberry, rhubarb). The bar also features twists on other timeless favorites, guests enjoy rich espresso martinis topped with gold leaf and blood orange margaritas. The full-service martini cart delivers a true showstopper with nitro-chilled glassware, top-shelf spirits and custom garnishes on demand.

As the evening deepens, Sexy Roman transforms into a seductive lounge. Curated beats pulse through the space while guests sip on cocoa-dusted espresso martinis, bold blood orange margaritas, and impeccably balanced negronis. The bar isn’t just a stop between courses, it’s a destination that keeps the night buzzing.

Service is confident, cool and effortlessly attentive. Staff glide through the space with the perfect blend of charm and expertise, ready to recommend a pairing, pour something special or simply let the evening unfold at your pace.

Sexy Roman is more than a meal, it’s a full-on affair. With moody ambiance, a chef-driven menu and opulent touches at every turn, this isn’t just a new restaurant in Scottsdale. It’s the city’s boldest Italian experience yet.

Sexy Roman

Address: 7277 E. Camelback Rd., Scottsdale

Learn more: sexyroman.com

SLICE OF LIFE

Federal Pizza: Where every meal feels like the perfect choice

As a longtime resident of Downtown Phoenix, I was delighted when Federal Pizza brought its deliciousness to the neighborhood because it quickly became my go-to restaurant for everything — business lunches, dinner with friends, date night with just the two of us or dinner with the entire family.

Federal Pizza, nestled in the heart of Phoenix along the uptown’s restaurant corridor and with a new location at the dynamic PV development, is a local gem that brilliantly blends relaxed sophistication with an unmistakably fun Arizona spirit. Whether you’re sealing a deal over lunch,

enjoying a romantic evening out, sharing laughs with friends or gathering the family for a delicious dinner, Federal Pizza delivers an experience that’s as versatile as it is memorable.

From the moment you walk in, the midcentury charm and vibrant energy set the tone. The atmosphere strikes that sweet balance between casual and classy — bright enough for a lively lunch meeting, yet cozy enough for an intimate dinner date. The wood-fired oven, humming with activity, is the centerpiece of the open kitchen, and the aroma of sizzling crust and melting cheese instantly makes you feel at home.

The menu is as thoughtfully crafted as the space itself. The artisan pizzas are the undisputed stars — hand-tossed, perfectly blistered, and loaded with fresh, locally sourced ingredients. Favorites like the Flaming Lips with red sauce, Ezzo pepperoni cups, Soppressata salami, gorgonzola, rosemary and hot honey or the classic Margherita never disappoint. But Federal Pizza goes well beyond pizza. Their hearty pasta dishes, crisp salads, and sharable starters — from meatballs in marinara to crispy polenta sticks — ensure everyone at the table finds something to love. Gluten-free diners are in luck, too, because both pastas and pizzas can be made gluten-free.

For a business lunch, Federal’s fast, friendly service and reliable consistency make it a standout choice. It’s easy to talk, never rushed and the quality of food always impresses clients. For date night, the warm lighting and wine-by-the-glass selection set the perfect mood. With friends, it’s all about the laughter, the locally brewed beers, and the sharable pizzas. And for family dinners, the welcoming staff and playful vibe make it a hit with kids and parents alike.

Federal Pizza’s commitment to comfort, community and flavor makes it more than just another pizza spot — it’s a Phoenix favorite for all occasions. The team behind the restaurant clearly understands that great dining isn’t just about what’s on the plate; it’s about the people around the table. And at Federal Pizza, every table — whether for two or 10 — feels like the best seat in the house

Federal Pizza

Locations: 5210 N. Central Ave., #104, Phoenix; and 12636 N. Tatum Blvd., Phoenix.

Don’t miss: Standout dishes at Federal Pizza include its wood-fired artisan pizzas, hearty meatballs, truffle fries and crisp, fresh salads. Be sure to also check out the local craft beers and signature cocktails. Learn more: federalpizza.com

VIBES HAPPEN HERE: Federal Pizza is a local favorite in Phoenix known for its perfect blend of wood-fired comfort food, welcoming atmosphere and effortlessly cool mid-century vibe that fits any occasion. (Photo provided by Federal Pizza)

CFO of the Year finalists

Meet some of the most innovative financial executives in Arizona

If you ask Craig Conti of Verra Mobility about his best job move, it might surprise you.

“The best career decision I ever made was taking a job at a locomotive factory in Erie, Pennsylvania, after leaving Downtown Chicago,” says Conti, a finalist for FEI Arizona’s CFO of the Year Awards. “Socially, it was a terrible move. Professionally, it was the best decision of my career. I got a job that was far bigger than what I probably deserved at the time because nobody else wanted to move there. In three years, I gained the equivalent of 10 years of experience.”

Conti says when he now coaches young professionals, he encourages them to always run toward the tough industry or the tough market.

“You’ll get to work on more complex challenges early in your career,” Conti says, “and those experiences will pay off for the rest of your life.”

The finalists for CFO of the Year Awards all encountered challenges that they overcame to become success stories as financial executives.

Recognizing financial executives with the CFO of the Year Awards in Arizona is important because it highlights leaders who drive growth, stability and innovation. CFOs play a critical role in guiding strategy, managing risk and fostering resilience. Celebrating their accomplishments inspires excellence, strengthens Arizona’s business community and showcases the impact of strong financial leadership.

2025 CFO of the Year finalists

Jay Baiel, DP Electric

Dan Boncel, ArborWorks

Craig Conti, Verra Mobility

Rob Cope, Discover the World

Jeff Coulter, Cognite

Keenan Driscoll, Sundt Construction

Susan Ellis, Wick Communications

Jay Hebert, Lectric eBikes

Susan Kay, Ageless Men’s Health

Jim Kebert, LUV Car Wash

James Kent, CyraCom International

Michael Martin, Scottsdale Arts

Sandy McKenna, STChealth

Lindsay McMahon, Mark-Taylor Residential

Lisa Montman, HonorHealth

Jacob Patterson, RunBuggy

Brian Pritchard, Delta Mechanical

Deb Smith, CISO Global

Lacy Tippett, GA Haan Development

Stacy Tucker, Flinn Foundation

Ron Vincent, Crexendo

Swati Webb, Boys & Girls Clubs of the Valley

Blair Westblom, University of Phoenix

Chad Wolver, Adobe Population Health

Celebrating financial excellence: 15th Annual CFO of the Year Awards

The Arizona Chapter of Financial Executives InternatiOnal (FEI) proudly presents the 15th Annual CFO of the Year Awards, honoring senior-level financial professionals whose leadership, integrity and performance have elevated both their organizations and the Arizona business community. These awards recognize exemplary achievement in financial management across Greater Phoenix and Arizona.

A distinguished panel of leaders from Arizona’s business community carefully evaluates each nominee, recognizing not only professional excellence but also contributions to their organizations, industries and the community at large.

FEI’s mission is to advance the success of senior financial executives and the profession they represent. The Arizona Chapter is comprised of accomplished executives who serve as advocates for the financial profession across companies of every size and sector — public, private and nonprofit.

Through monthly programs, networking opportunities, professional education and community engagement, FEI Arizona provides members with the tools and relationships they need to excel. At the national level, FEI also offers exclusive conferences, industry insights and thought leadership for its members.

In addition, FEI Arizona is committed to developing future leaders in finance. Its academic awards program supports promising, finance-focused students and provides career development opportunities. Membership is open to executives who serve in key financial leadership roles, including CFOs, controllers, treasurers, vice presidents of finance and other senior finance leaders.

This celebration would not be possible without the support of our sponsors. We extend our gratitude to AZ Big Media, JP Morgan Chase Commercial Bank, CBIZ, Keyser, Marsh McLennan Agency and Vaco for helping us shine a spotlight on Arizona’s most accomplished financial executives.

On behalf of FEI Arizona, we congratulate all of this year’s CFO of the Year nominees for their vision, leadership and outstanding contributions to the Arizona business community.

Adam Miller, president, FEI Arizona

Julie Shaw, co-chair of the CFO of the Year Committee

Adam Miller, president, FEI Arizona

Jay Baiel

CFO

DP Electric

Background: Baiel has been involved with the subcontracting construction industry in Phoenix since 1994. As CFO of DP Electric, Baiel is responsible for directing and managing daily and long-term financial strategies to support the long-term vision of the company. He manages the accounting, IT and purchasing activities of the organization. Baiel is focused on the mentorship of the accounting team and the next generation of DP leaders, as well as the continuous improvement of the organization.

Defining success as a CFO: “Success, in my mind, is based on the success of your team. At DP, we focus entirely on the team and the culture, and that’s how we measure success.”

Source of pride: “Most recently, we completed a 100% ESOP transition. I’m very proud of that. We created an environment and succession plan where nearly 1,000 people became employee-owners of DP Electric. I’m really looking forward to what the future holds 10 to 15 years from now for these people.”

Craig Conti

CFO

Verra Mobility

Background: Conti has served as Verra Mobility’s CFO since April 2022.

Defining success as a CFO: “I think success is about raising the financial IQ of the organization. I’ve been fortunate in my company and career to work with great finance professionals who know how to keep the books and records in good order. But true success is helping non-finance colleagues bring financial acumen to their decision-making. That’s what I believe a strong CFO should bring to an organization.”

Best part of the job: “Without question, it’s the leadership of the team. I’m not originally from Arizona. I’ve only been in the market for four years. There is a lot of finance talent here and that really surprised me when I arrived. The ability to take folks and really watch them grow is very fulfilling. I’ve been doing this for almost 30 years and I’ve seen some people that I coached early in my career become people who I now I call for advice. I’ve got to be honest: That’s the best phone call I ever make. So I really enjoy the team leadership aspect of the role.”

Honoring exceptional leadership

Congratulations to the 2025 CFO of the Year nominees — your remarkable achievements and dedication truly set you apart. We celebrate your visionary leadership and unwavering commitment to empowering the people and businesses of Arizona.

JPMorganChase is honored to champion our region’s most inspiring and innovative business leaders. Together, we’re shaping a brighter future for Arizona’s vibrant community!

©2025 JPMorgan Chase & Co.

Dan Boncel

CFO

ArborWorks

Background: Boncel serves as chief financial officer at ArborWorks, bringing more than two decades of financial leadership and strategic expertise to the company. As CFO, he oversees all aspects of financial planning, accounting, risk management and capital strategy, ensuring ArborWorks’ continued growth and long-term sustainability.

Defining traits: Boncel is recognized for his ability to integrate financial stewardship with operational excellence, aligning business goals with disciplined fiscal oversight.

Work history: Before joining ArborWorks, Boncel held senior finance roles across diverse industries, where he built a track record of driving revenue growth, streamlining operations, and leading organizations through complex challenges and opportunities. Known for his collaborative leadership style, Boncel partners closely with executive teams, boards and stakeholders to strengthen decision-making and performance.

Current role: Committed to values-driven leadership, Boncel emphasizes transparency, accountability, and continuous improvement. At ArborWorks, Boncel plays a pivotal role in supporting innovation, expansion and the company’s mission of delivering safe, highquality vegetation management services.

Rob Cope

CFO

Discover the World

Background: Cope is a dynamic CFO known for driving strategic growth and financial transformation at Discover the World; a global leader in sales and marketing operating across 65-plus countries. His data-driven leadership and collaborative approach have sharpened forecasting accuracy and increased enterprise value.

Secret sauce: “Strategic curiosity drives my success: I always ask ‘why’ and ‘what’s next.’ Weekly one-on-one check-ins go beyond metrics to build trust, coach offices, teams, and department heads, and align objectives. This habit shifts my focus from managing numbers to developing people and empowering teams to make data-driven decisions that deliver outcome-focused results. As CFO, I prioritize coaching, clear alignment and autonomy so finance becomes a force for growth rather than simply a reporting function.”

Source of pride: “Leading a global finance transformation that aligns operational efficiency with strategic growth is my proudest professional achievement. Utilizing my experience in commercial, marketing, operational and revenue leadership instills financial ownership, tightens forecasting discipline, and drives sustainable margin expansion and valuation gains.”

Jeff Coulter

CFO

Cognite

Background: Coulter has over 29 years of experience in finance leadership roles across both Fortune 100 and growth-stage companies, with a proven record of driving strategic alignment and transformation resulting in profitability and high-growth. Before Cognite, Coulter held leadership positions at Blue Yonder, Instructure, Intel and Procter & Gamble.

Secret sauce: “Being a CFO is about people as much as it is about the financials. I’ve maintained a strong focus on helping my employees grow and progress in their careers by investing time and resources and providing new opportunities towards their development. I’ve realized that later in our lives we may not remember details of our day-to-day work, but we will remember our relationships and if we’ve made a difference in people’s lives. I learned this lesson as a young man attending my uncle’s funeral after working his entire career for the U.S. postal service in Las Vegas. I saw many USPS leaders share with the family that they got their break in their careers through him. This left a strong impression with me.”

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Keenan Driscoll

Background: Driscoll has served as CFO of Sundt Construction since joining the company in 2022. Driscoll also is a member of Sundt’s executive management team and its board of directors. In his role, Driscoll is responsible for supporting executive leadership in driving business performance with short-term and long-term business decisions regarding strategic planning, asset and liability management, risk management and the maintenance of effective internal controls. He oversees nearly 90 employee-owners across Sundt’s accounting, treasury, information technology and facilities management teams.

Secret sauce: “First, self-confidence is important. Not being a know-it-all, but being comfortable with navigating the unknown. I used to avoid asking clarifying questions because I didn’t want to be perceived as unknowledgeable. But overcoming this apprehension — to the point of slowing down meetings when needed — coincided with better outcomes. Second, be ruthless with your time, and insist on productive agendas from meeting organizers. Lastly, focus on your health. Eat well, exercise and prioritize rest. I didn’t do so until 10 years ago, and it’s resulted in more energy, focus and happiness.”

Susan Ellis

Background: As an adaptable and inspiring leader and strong strategist, Ellis has enjoyed helping companies and teams realize their potential in the world. With strong financial strategies and insights, continuous learning, strong culture creation, and strong values and work ethic, Ellis has uncovered and remediated fraud at four different companies upon arrival; maximized resources, right-sized organizations and created stronger financial futures; managed ownership transitions, acquisitions and divestitures; created new ways for companies to succeed; and led through industry crashes and disruption, with the company emerging stronger financially than before.

Secret sauce: “Catching the vision of the companies I served and fully embracing what they do in the world, their values and culture; my strong desire for continuous learning and improvement; and loving what I do and what my company does.”

Source of pride: “I’m proud of what all the companies I’ve worked for have accomplished financially and in the world. They’ve grown through business cycle crashes, difficult economic times and a pandemic, coming through all those events financially stronger than they were before.”

Jay Hebert

CFO and COO

Lectric eBikes

Background: Hebert is CFO and COO of Lectric eBikes, a direct-to-consumer electric bike retailer. Since joining in 2021, he has built the finance and operations infrastructure that has enabled the company to scale rapidly, launching more than 10 new models and navigating complex supply chain and economic pressures. A finance leader with more than 20 years of experience, Hebert has held senior roles across healthcare, technology and consumer products, consistently driving growth, operational transformation and successful exits.

Source of pride: “I am most proud of transforming Lectric’s finance and operations infrastructure during a period of explosive growth. When I joined, the company relied on QuickBooks and a one-person outsourced accounting team. Today, we operate with a fully built-out ERP and BI platform, and FP&A tools, supported by an empowered eight-person team and streamlined operations spanning supply chain and logistics. This transformation elevated decision-making, protected margins during volatility and created a foundation for scalability. It is rewarding to see this infrastructure not only strengthen financial stewardship but also fuel cross-functional success across the organization.”

Brian Pritchard

CFO

Delta Mechanical

Background: Pritchard leverages his finance expertise to drive profitability, efficiency, and growth. With a background spanning media and plumbing industries, he builds strong financial foundations that enable Delta’s continued expansion and long-term success.

Defining success as a CFO: “Success as a CFO, to me, is making sure the company is profitable, has room for growth, expands revenue, keeps expenses in line, and is in a strong financial position to operate and grow.”

Secret sauce: “Every night, I go through my to-do lists, update priorities for the next day, rank them and focus on knocking them out. Staying organized this way keeps me on track.”

Best career decision: “My best career decision was joining Delta Mechanical. I transitioned from the media industry into plumbing about three years ago, and it’s been a great move.”

Source of pride: “Honestly, it’s been my work with Delta over the last few years. We’ve taken the company from just getting by to one that’s flourishing and positioned for real growth. That’s been very rewarding.”

Congratulations to the 2025 FEI-Arizona CFO of the Year Nominees!

We are proud to have our own Jeff Coulter nominated for his incredible leadership and commitment to Cognite’s growth story.

Susan Kay

Ageless Men’s Health

Background: Kay brings over 17 years of leadership in financial strategy and operations within the healthcare industry. Known for her approachable style and collaborative mindset, Kay plays a key role in guiding the company’s growth and ensuring financial health across all business units. Kay is passionate about building strong teams, streamlining processes and supporting the company’s mission to improve patient outcomes nationwide.

Secret sauce: “My success is rooted in a collaborative mindset, where open communication and shared goals drive team performance. I believe in cross-training to build flexibility, resilience and a deeper understanding across roles. One of my core leadership practices is teaching the ‘why,’ not just the ‘what’ — empowering my team members to see the bigger picture. By investing in people, I’ve helped build a strong, engaged team that delivers consistent results and supports long-term organizational growth.”

Source of pride: “One of the professional accomplishments I’m most proud of is earning — and consistently maintaining — the trust of a highly accomplished healthcare C-suite over the years.”

Excellence in Action Susan Ellis

CFO of the Year Finalist

Thank you for your invaluable perspective — not only on financial performance but on the company as a whole.

Susan embraces change with confidence and agility. She approaches challenges with an open mind, always seeking innovative ways to refine financial reporting and optimize the strengths of her team. Her forward-thinking leadership consistently drives greater efficiency across our markets and sets a high standard for adaptability and excellence.

Congrats on this well-deserved recognition, - The Wick team

Jim Kebert

CFO

Background: Kebert brings decades of financial leadership and operational expertise. Known for his integrity and people-first approach, he fosters employee growth while guiding the company’s financial strategy, scalability and long-term success in the car wash industry.

Defining success as a CFO: “A CFO’s role is a balancing act — balancing growth, cost and controls. But above all, success means ensuring the company’s assets are deployed in the right way to maximize growth and potential.”

Best career decision: “The best decision I’ve made is not focusing on title or where things might lead, but instead seeking out the best opportunities for learning and training. That mindset has served me very well throughout my career.”

Source of pride: “I’m most proud of creating honest, rewarding jobs for people. Giving someone a place to work that builds their confidence and provides long-term opportunity has ripple effects across families and generations. Creating that kind of culture is incredibly gratifying.”

James Kent

Chief financial and operating officer

CyraCom International

Background: Kent is responsible for CyraCom finances, treasury management, financial reporting and company operations. Kent has over two decades of financial management experience in the public and private sectors, with a focus on developing policies and procedures to improve performance and productivity. Since joining CyraCom in 2018, Kent has implemented financial and human capital management software with better efficiencies, had a hand in CyraCom’s expansion by negotiating the funding for a new contact center in Guadalajara, and successfully executed a revolving line of credit to ensure adequate working capital for CyraCom in the coming years.

Best career decision: “Relocating to the U.S. was definitely the best career decision I ever made. Growing up in Ireland, I’m grateful for my education and I thoroughly enjoyed my time in the Netherlands. But when the opportunity arose to come to the U.S., I couldn’t pass it up. It’s truly been the land of opportunity for me.”

Michael Martin

CFO

Scottsdale Arts

Background: Martin has extensive work experience in finance and accounting and has been CFO at Scottsdale Arts since 2021.

Defining success: “I define success as working closely with the CEO. CEOs are always throwing us curveballs and many are focused on growth. My job at Scottsdale Arts is to manage that growth and prepare the cash flow needed to support it. After a few years of growth, there’s often some right-sizing involved, and that’s another key part of a CFO’s job — making sure the organization is the right size, which can be difficult.”

Challenges of job: “Scottsdale Arts is a nonprofit, so every dollar of contributed revenue has to be tracked and spent exactly as donors intend. Nonprofit accounting is at least twice as complicated as for-profit accounting. But the reward is that we know the money spent directly betters the community. That mission gives our staff — and me — tremendous pride and purpose.”

Sandy McKenna

CFO STChealth

Background: McKenna, CFO of STChealth, brings extensive expertise in financial modeling, treasury management and SEC reporting. McKenna excels in controllership, international operations and strategic reviews, driving financial excellence through both hands-on and executive roles.

Secret sauce: “A habit I adopted long ago is getting things done quickly, efficiently and on time. I hate the thought of someone waiting on me for something. Honestly, I probably wouldn’t sleep at night if I knew someone was waiting on me. I’d say timeliness and efficiency drive me.”

Source of pride: “The accomplishment that gives me the most pride is helping get our company sold. Our owner was ready to retire and pass the company to new owners. It took many starts and stops, but just three weeks ago we closed the deal. Now, he can retire, travel and enjoy life with his wife. I’m truly proud we achieved that milestone.”

CONGRATULATIONS CFOs

About Discover the World

Congratulations to the 2025 CFO of the Year Finalists!

Discover the World proudly celebrates the outstanding financial leaders driving innovation and success across Arizona. We’re especially proud to recognize our own Rob Cope, whose strategic insight, integrity, and dedication have been instrumental in guiding Discover’s continued global growth. Rob’s leadership reflects the very best of what this honor represents—and we’re thrilled to see his contributions recognized among such an accomplished group of peers.

Discover the World is a global leader in travel sales, marketing, and distribution, representing over 100 of the world’s most iconic travel brands across more than 60 countries. From airlines and cruise lines to hotels and car rentals, we connect our partners to new markets, opportunities, and success stories every day. Headquartered in Scottsdale, Discover the World combines global reach with local expertise to deliver results that truly make a world of difference.

www.discovertheworld.com

Lindsay McMahon

CFO

Mark-Taylor Residential

Background: McMahon leads financial strategy and execution with a focus on stability, transparency and responsible leadership. She oversees accounting, payroll and financial operations across corporate, construction and property management divisions. Having expertise in managing complex processes and enterprise resource planning systems, McMahon has built a high-performing team that prioritizes data-informed decisions to support the company’s growth. A servant leader, she is passionate about mentoring and fostering a culture of integrity and collaboration. Source of pride: “Some of my most meaningful professional accomplishments have been mentoring and advancing team members — not only into leadership roles but also within their overall careers. At Mark-Taylor Residential, guiding individuals and seeing them thrive has been especially rewarding. It reflects my commitment to servant leadership and cultivating high-performing teams that deliver strategic financial results. Knowing that others have succeeded, in part because of the support and opportunities I helped create, is a legacy I am proud to have.”

Lisa Montman

Background: Montman serves as executive vice president and CFO of HonorHealth, a nonprofit healthcare system with over 17,000 team members serving over 3 million patients annually. She oversees financial operations and plays a critical role in maintaining the organization’s financial strength and contributing to its strategic growth. With more than 25 years in healthcare finance, Montman joined HonorHealth in 2015.

Secret sauce: “I approach challenges with curiosity and a desire to learn. I try to practice the concept of ‘presumed benevolence’ — the idea that actions and behaviors of others are inspired by good rather than negative intentions. That mindset has helped me grow as a leader, to be open to new ideas and stay adaptable in a constantly evolving healthcare environment. I rely on the strengths of my team to round out my weaknesses and on family and friends to keep me grounded. They’re all my biggest cheerleaders, occasional reality checkers, and the reason I strive to lead with integrity and heart.”

Lindsay McMahon

FINALIST FOR THE 2025 CFO OF THE YEAR AWARDS

Jacob Patterson

Senior vice president of finance

RunBuggy

Background: Patterson has led RunBuggy’s financial transformation since 2020. He built the finance, accounting, HR and claims management teams from the ground up, spearheaded a successful ERP implementation, and internalized HR, benefits and payroll operations. He also developed key banking relationships and led capital raises. Under his leadership, revenue grew from $11.7 million in 2020 to a projected $90 million in 2025, while headcount expanded from 40 to 175 employees.

Source of pride: “Beyond my achievements at RunBuggy, the accomplishment I am most proud of is steering my family’s medical billing and collections business through crisis. I left a Fortune 500 career to rebuild the company, leading operational restructuring, transparent communication and team support. By fostering resilience and adaptability, we stabilized and expanded the business, ultimately achieving an acquisition that safeguarded jobs and ensured stability. That experience shaped my leadership approach — emphasizing empathy, adaptability and a people-first mindset.”

Deb Smith

CFO

CISO Global

Background: Smith is CFO at CISO Global, an innovative cybersecurity, compliance and remediation company based in Scottsdale. Smith leads all aspects of CISO Global’s financial strategy, reporting and business planning as well as treasury, controller and audit operations. She brings to this role her skills and expertise developed through her decades long career in every aspect of corporate finance, including CFO; chief accounting officer; executive vice president, finance and accounting; senior vice president, global accounting; and controller.

Source of pride: “The accomplishment that gives me the most pride is building teams. Seeing people I’ve worked with grow in their careers brings me a lot of joy. Mentorship is critical, and I take pride in helping move the company to the next stage. Knowing we achieved that together as a team makes me very proud.”

Surprising fact: “During COVID, my husband and I decided to get our sommelier certification.”

Lacy Tippett

Executive vice president and CFO

G.A. Haan Development

Background: Tippett oversees all corporate accounting and financial functions for G.A. Haan and NLR Property Management. She directs reporting, budgeting, tax planning and compliance, while streamlining processes and guiding lending relationships to ensure accuracy, efficiency and sustainable growth across diverse property portfolios. Best career decision: “I’ve been with Haan Development and its related companies for over 15 years. When the prior CFO retired, I was hesitant to step up. But deciding to go for it, proving myself every day and earning the opportunity from leadership was the best decision I made.”

Source of pride: “It’s not an award or recognition, but getting through the pandemic. Our business took a big hit during COVID-19. Finding funding sources across the states where we operate kept our businesses alive. Those years were tough, but seeing them now thriving and financially healthy is incredibly rewarding.”

Stacy Tucker

Background: Tucker is a dynamic and results-driven executive, board leader and CPA with extensive experience across non-profit, family office and public accounting environments. Joining the Flinn Foundation in 2016, Tucker is responsible for the management and oversight of investment, financial, accounting, legal, HR, IT and building operations. Tucker also has board appointments, including the Barrow Neurological Foundation, where she chairs or has chaired several committees.

Secret sauce: “As a CFO, I see myself as a strategist, change agent, guardian and producer for the organization. Some of the things that have helped me be successful include asking questions, listening to others, relationship building, being solutionoriented, establishing and maintaining trust, mentoring staff and having fun. A mindset change has been to practice more reflective listening, which helps the speaker gain clarity and feel heard. One more thing that’s a habit is that I love learning. All these components intertwine that enable a positive path for me and my team to accomplish great things together.”

Congratulations Michael Martin on your FEI CFO of the Year nomination!

Scottsdale Arts inspires creativity and fosters connection through live performances, public art, engaging workshops, and museum exhibitions.

Sandy McKenna

Ron Vincent

CFO

Crexendo

Background: Vincent has been serving as Crexendo’s CFO since April 2012. From 2005 to 2012, he was employed by Ernst & Young, most recently as an audit senior manager prior to joining Crexendo’s leadership team, which concluded his 14-year professional career as an auditor.

Defining success: “Success is doing your job to the fullest every day and providing results. Your responsibility is to provide the data and the numbers that the executives need to run the business. And so success is being that team player that provides that data that they need to run the business every day.”

Best career move: “The best career decision I ever made was working for Ernst & Young. As an audit senior manager, I was able to audit many businesses and learn different industries, which ultimately led to my career move out of public accounting and into the CFO role that I have today. I did that 13 years ago and it was one of the best decisions I made.”

Swati Webb

CFO

Boys & Girls Clubs of the Valley

Background: Webb ensures fiscal stability and long-range sustainability for Boys & Girls Clubs of the Valley’s 30-plus sites and programs through strategic leadership and direct oversight of all financial, technology, human resources and facilities functions. She also serves as the staff liaison to the Finance, Audit, and Budget Committees of the Board of Directors, as well as the BGCAZ Foundation.

Secret sauce: “As CFO of a nonprofit, my success has been shaped not only by technical expertise but by intentional personal and leadership growth through mentorship. Financial stewardship in the nonprofit sector demands more than precision, it requires empathy, adaptability and a deep commitment to mission. I prioritize strategically each day, ensuring the urgent doesn’t crowd out the important. I’ve shifted from cost-cutting to value creation, maximizing impact per dollar. By aligning financial decisions with our mission and communicating transparently, I’ve built trust across teams and stakeholders. This approach has led to clean audits, strong compliance and a culture of financial empowerment.”

Blair Westblom

CFO and treasurer

University of Phoenix

Background: Westblom leads the University of Phoenix’s finance and real estate functions, working closely with executive leadership and the Board of Trustees to advance strategic goals. Since joining the university in 2010 as associate director of finance, she has steadily expanded her responsibilities, culminating in her appointment as CFO in 2023. With more than 25 years of finance leadership experience, Westblom previously managed fiscal operations for Genentech’s $3 billion biooncology business during a period of rapid growth and clinical expansion.

Secret sauce: “My success as CFO is rooted in principled, people-centered leadership built on trust, authenticity and accountability. Guided by the university’s mission, I ensure financial decisions strengthen both performance and student success. I foster empowerment by setting clear expectations, encouraging open dialogue and recognizing contributions while giving my team autonomy to grow. With an ownership mindset, I face challenges with curiosity and resilience. Through transparent communication and clear financial storytelling, I build stakeholder confidence and align stewardship with mission-driven impact.”

Chad Wolver

CFO

Adobe Population Health

Background: Wolver leads financial strategy supporting rapid multistate growth and expansion to over 500,000 Medicare, Medicaid, and ACA Marketplace members. A graduate of the University of Arizona’s Eller College of Management with an executive MBA in Accounting and Finance, Wolver previously served as vice president at Bank of America. He has also held leadership roles on boards of several Arizona nonprofit organizations, including the Human Rights Campaign and Southwest Center for HIV/ AIDS.

Secret sauce: “I’ve found the greatest growth comes from leaning into discomfort. By intentionally stepping into unfamiliar or challenging situations, I’ve gained the perspective and resilience needed to lead effectively. I view failure not as a setback, but as an essential part of progress; each misstep creates an opportunity to learn, adapt and improve. This mindset has allowed me to take calculated risks, embrace change and build stronger teams, all of which have been central to my success as a CFO.”

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