John Odell III is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Merrill. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs supported by in-house and third-party portfolio management.

David Ricci is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at The Vanguard Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Douglas Rosendahl is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2015. In addition to his advisory role, he serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

Sterling Mccarty is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 35 years before joining D.A. Davidson in 2018. Outside of his advisory work, he serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs, a nonprofit organization managing funds for the diocese. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and private wealth management for clients with significant assets.

Ernest Miranda is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. for 12 years. His background includes roles in caregiving and healthcare prior to his current financial services positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

Michael Duke is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at T-Mobile for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Hugh Duke is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Brokers International Financial Services LLC. He is also involved with Penn Mutual in a non-variable insurance capacity. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across multiple custodial platforms.

Theresa Kennedy is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Citigroup since 2009 across various roles. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Davis Beazer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. Prior to joining AE Wealth Management, he held roles at Vanguard Marketing Corporation and The Vanguard Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies implemented through discretionary model portfolios.

Ryan West is a financial advisor at Osaic Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Arizona Federal Credit Union, CUSO Financial Services, L.P., and LPL Financial. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing a model that delegates investment management to its adviser representatives.

Patrick Freeman Jr. is a financial advisor with D.A. Davidson & Co. who holds a Series 66 designation and has 23 years of industry experience. He joined D.A. Davidson in 2018 after working at LPL Financial and Cetera. Freeman serves on the Idaho Department of Finance Emerging Technology Advisory Committee, advising on senior investor concerns. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Trace Udall is a CFP® with 30 years of experience in financial advisory services, currently with Kestra Advisory since 2025. He previously worked at Commonwealth Financial Network for 11 years and operated Udall Financial LLC for three decades. Outside of advisory work, he serves as managing member of BILTMORE TRAVEL LLC, a travel agency established to support personal travel needs for friends and family. Kestra Advisory provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs multiple management platforms and third-party solutions within a supervised framework.

John Hanson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Lion Street Financial, The Leaders Group Inc, Rational Life, Investacorp Inc, and Highland Capital. Hanson is also involved in insurance product sales as an independent contractor. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Ryan Schulte is a CFP® with 20 years of industry experience currently with Guardian Life. He has been associated with Guardian Life and Park Avenue Securities for multiple years throughout his career. Outside of advisory services, he serves as an adjunct professor of finance and writes articles for various publications. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Scott Ellsworth is a financial advisor with PlanMember Securities Corporation in Gilbert, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked with multiple firms during his career, including Legend Advisory, LLC and New England Securities. Ellsworth is also involved with Williams & Co dba Williams and Company Financial Services and One2One Wealth Strategies in financial sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Joseph Sonkowsky is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at The Vanguard Group, Voya Financial, Liberty Mutual Insurance, and 4imprint. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Stephanie Odell is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC and PNC Investments LLC. In addition to her advisory work, Odell owns Stephanie Odell Studio in Fountain Hills, AZ, where she creates and sells stained glass, fabric, and paper art. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and more, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Joshua Lawson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Churchill Management Group, Charles Schwab & Co., Inc., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a 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.

Jared Charley is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, and Transamerica entities. Prior to his financial services career, he worked with the Phoenix Police Department for 17 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs offering managed portfolios and investment education, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and a large client base focused on non-discretionary assets.

Juan Garcia is a financial advisor with First Command Advisory Services in Gilbert, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes service with the Naval War College and Seventh Fleet. Outside of his advisory role, Garcia serves as a conditioning coach for the ASU High School Boys Soccer Team. 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.