Massimo Avelluto is a financial advisor at Mariner with three years of industry experience and a Series 66 credential. His background includes roles at The Vanguard Group, Bandelier Capital LLC, and Matthews. Outside of his advisory work, he is a partner at Bandelier Capital LLC, where he invests in real estate. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and integrates tax and accounting services alongside traditional portfolio management.

Joseph Cardella is a financial advisor at Guardian Life and Park Avenue Securities with Series 65 registration. He has previously worked for the City of Tempe for 19 years and has been with his current firms since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, with discretionary and non-discretionary options and tailored services for its clients.

Matthew Anderson is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Churchill Management Group and TD AMeritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dimitri Spanos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities for over 15 years before joining Oppenheimer in 2022. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Darija Hanson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Charles Schwab in various capacities since 2010, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Based in Phoenix, AZ, Hanson has worked within the Schwab ecosystem for the majority of her career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.

Mary Schueman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Commonwealth since 2015 and has additional experience with Park Avenue Investment and USANA Health Services. Outside of advising, she is involved in fixed insurance sales conducted at her branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Carly Meadows is a financial advisor with TIAA-CREF in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Her prior experience includes roles at Robinhood Financial, Merrill, Bank of America, and Charles Schwab. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under fiduciary standards.

James Hundman is a CFP® with 26 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked with Lion Street Advisors and Triad Advisors, Inc., and is the owner of Hundman Wealth Planning, LLC as well as Hundman Law Offices, where he provides estate planning services. Hundman also serves on the board of Foothills Caring Corps, a local nonprofit supporting elderly and disabled individuals. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management, financial planning, and consulting services, utilizing various portfolio strategies and third-party platforms.

Jacob Biliack is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, HoyleCohen, LLC, and WT Wealth Management, LLC. Outside of advisory work, he is involved in managing a small number of short-term rental properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Stephen Newell is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Charles Schwab since 1998 and has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab's asset allocation models and research tools, with clients retaining final trading decisions.

Shanna Grech is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at Charles Schwab, USAA Financial Services, and Juice Plus. Outside of her advisory role, she is involved in managing a rental property in Glendale, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Charles Schwab’s research tools and asset allocation models.

Anique Hyden is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Schwab Private Client Investment Advisory, Inc. since 2018 and was previously with Charles Schwab from 2014 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many other enterprise wealth managers.

Jacob Igert Vilott is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Deloitte Tax, LP and F45. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers across diverse asset classes and provides integrated tax and accounting services alongside traditional portfolio management.

Casey Kleiner is a CFP® professional at Concurrent Investment Advisors, LLC with six years of industry experience. Prior to joining Concurrent, Casey worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. He has also held roles outside of finance, including positions at Arizona State University and Scrapbook.com. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Muhammad Sobki is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones & Co., L.P. for 13 years. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning, retirement income planning, and discretionary investment management primarily to individual investors and households. The firm uses model allocations with T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement projections.

Angela Hawk is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2012. She has been associated with Charles Schwab since 2000 and holds Series 63 and Series 66 licenses. Based in Phoenix, AZ, she primarily works within Schwab’s enterprise advisory framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and tailored investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, with a focus on client-directed investment decisions and annual account reviews.

Rhiana Whitmire is a financial advisor at CWM, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Silverhawk Private Wealth, Silverhawk Financial, OneAZ Credit Union, and Desert Financial Credit Union. Outside of advising, she is the owner of BrightMint, a financial literacy education business that provides parents with tools and guidance to teach lifelong financial skills to their families. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios overseen by an in-house Investment Committee and various customization tools.

Coby Cress is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2018. He has been associated with various Beacon Pointe entities throughout his career. Outside of his advisory role, Cress is the owner of Forever Pet Grooming & K9 Cleaners Inc., a mobile pet grooming business, where he also provides business coaching and sales training. Beacon Pointe Advisors, LLC offers wealth advisory and consulting services to individual investors, corporations, and institutional clients, combining asset-allocation modeling with third-party independent managers. The firm employs both active and passive strategies across public and private asset classes and provides comprehensive retirement-plan services, proprietary private funds, and a continuously offered interval fund.

Anton Halka is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Financial Advisors and Halka Insurance Services. His background also includes roles at Total Wine and More and experience in the travel industry. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach supported by third-party money managers and digital platforms, managing approximately $1.7 billion in regulatory assets.

Spencer Ellsworth is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support client-driven investment decisions with regular financial reviews and planning.