Johnathon Campion is a CFP®-certified financial advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Canopy Wealth Management and Northwestern Mutual Investment Services LLC. Campion is based in Scottsdale, AZ. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Timothy Cone is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over a decade of industry experience, including twelve years at Centuri Group. He is also involved with Arizona Estate Planners, Inc., a comprehensive financial, estate, and insurance planning firm. Outside of his advisory work, Cone is the founder of Orange Dog Ware, an online outdoor apparel and goods business that also offers upland dog guide services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by internal investment consulting and licensing programs.

Bryan Webb is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Carson Wealth and previously worked at Silverhawk Private Wealth and Grand Canyon University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Frank Cuenca is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Sii Investments, The Retirement Group, and FSC Securities Corporation. Outside of advisory work, he holds officer and director roles in real estate sales and property management, though these properties are managed by a third-party firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and multi-manager portfolios across both passive and active exposures to implement client strategies.

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved lists.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently advising clients at Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, Boston College, and Northwestern Mutual Investment Management. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and foundations, offering customized wealth management services with a focus on client-specific investment profiles and asset allocation. The firm also provides access to alternative and private market solutions alongside traditional investment strategies.

Gary Rogers is a financial advisor with Commonwealth Financial Network located in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Commonwealth Financial Network and Rogers Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of advisory work, he is a co-owner of Arizona Alternative Materials, LLC, an environmental materials company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets across individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Shanna Templeton is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has spent significant time with Silverhawk Private Wealth and related entities, where she has also managed operations and compliance. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers a broad range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Orion Willis is a financial advisor with Centaurus Financial, Inc. in Sun City West, Arizona, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Centaurus Financial since 2013. Outside of advising, he is involved in inventing electronic devices and manages a farming operation focused on organic animal and produce sales. He also serves as a board member for two non-investment related entities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary investment approaches.

Theresa Labadie is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Osaic Advisory Services, LLC since 2024 and previously spent eight years at Triad Advisors, Inc. in Scottsdale, Arizona. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple analytical approaches and platform integrations to deliver and monitor strategies.

Bruce Eisenhauer is a financial advisor with Carson Wealth in Phoenix, AZ, holding Series 66 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial, Cetera Wealth Services, Meikle Financial Group, and CWM, LLC. Outside of advisory roles, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while integrating custodial and technology relationships with Fidelity, Schwab, and Goldman Sachs.

Michael Maehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior experience includes roles at Opus 111 Group, Securities America Advisors, KMS Financial Services, UBS Financial Services, and Piper Sandler & Co. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Roger Wood is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Commonwealth and its affiliated entity, C.W.F. Financial, for 15 years. Wood is also a co-owner of rental properties outside his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers a range of managed account programs and third-party asset management solutions to individual and institutional clients.

Chad Wing is a financial advisor with Cerity Partners LLC in Scottsdale, AZ, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Northwestern Mutual, Canopy Wealth Management, and Petrichor Asset Management. He maintains renewal commissions from previous insurance sales but no longer actively sells insurance products. Cerity Partners serves a diverse client base ranging from individuals and families to institutional investors, managing over $166 billion in assets. The firm offers customized wealth management services combining proprietary quantitative methods with access to alternative and private market solutions.

Denise Lilien is a financial advisor at Mariner in Scottsdale, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at Apple Inc., Charles Schwab, and MSEC, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

John Bartimoccia is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 registrations and has 24 years of industry experience. His prior work includes roles at LPL Financial and SJI Financial Services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support investment recommendations, operating primarily through non-discretionary client relationships alongside select discretionary programs.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors. Outside of his advisory role, he is involved in freelance theatrical lighting and sound design and ghostwrites a food blog. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of managed programs, third-party manager solutions, financial planning, and access to alternative investments, using both fundamental and technical strategies.

Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.

Ryan Thompson is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Carson Wealth and has held prior roles at Silverhawk Private Wealth, Edward Jones, and John Hancock. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios utilizing fundamental and technical inputs.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services and access to alternative and private market solutions through a range of affiliated platforms.