Zachary Green is a financial advisor at Carson Wealth with 12 years of industry experience. He holds the Series 66 designation and has held roles at Silverhawk Private Wealth, Silverhawk Asset Management, LPL Financial, and OneAZ Credit Union. Outside of advisory work, he is also an insurance agent with Silverhawk Insurance Services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, relying on an Investment Committee to construct and monitor model portfolios while offering tailored solutions such as custom indexing and alternative investments.

Peter Hirsch is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Sagepoint Financial, Inc. since 2009 and previously at Sunamerica Securities, Inc. from 1998 to 2005. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments through platform relationships and affiliated managers.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Jesus Zepeda Castro is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Lido Advisors, Creative Planning, and Sonmore Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust affiliates.

Edward Dulin Jr. is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors since 2019. His prior experience includes roles at Msec, LLC, Bank of America, NA, and Merrill. Outside of advisory work, he owns a business focused on buying, fixing, and selling homes. 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 employs customized, discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and family office services.

Joshua Davis is a financial advisor at Cerity Partners LLC with credentials including Series 65 and Series 63 licenses. He has been in the financial industry since 2026 and has prior experience at Baseline LLC and Taza LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and investment entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Shane Stevenson is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Winston & Companies Retirement and Financial Services, among other firms. Outside of his advisory role, Stevenson is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios and separately managed accounts.

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.

John Hasslacher is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with J. W. Cole Advisors since 2015 and also manages Hasslacher Tax & Financial, LLC, a firm providing tax preparation, estate planning, and accounting services. In addition to his advisory role, he serves as a family trustee and holds a notary public commission. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

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.

Rhiana Whitmire is a financial advisor at Carson Wealth with 10 years of industry experience and holds a Series 66 credential. Her prior work includes roles at Silverhawk Private Wealth, OneAZ Credit Union, and Desert Financial Credit Union. She is the owner of BrightMint, a financial literacy education business offering tools and guidance for parents to teach financial skills to their families. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and a range of tailored investment solutions.

Ashley Quick is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill from 2011 to 2020 before joining Mariner in 2020. She also has experience with Msec, LLC from 2020 to 2025. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Aaron Clark is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Mariner Wealth Advisors in Scottsdale, AZ, where he has worked since 2019. His prior experience includes roles at BOK Financial Securities, Inc. and Bokf, NA. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services.

Michael Roasa is a financial advisor at Mariner with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include Ultra Financial Partners, Claraphi Advisory Network, and Liberty Partners Financial Services. In addition to advising, he is licensed as an insurance producer in Arizona, focusing on accident, health, life, and life settlement insurance since 1977. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services unusual for a firm of its size.

Howard Ryan Jr. is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors for ten years. Outside his advisory career, he has worked as a food delivery driver for DoorDash and Uber. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing multiple strategies and platform partnerships to support discretionary and non-discretionary account management.

Hugo Meraz is a CFP® with 19 years of industry experience and currently works at Mariner. His prior roles include positions at Ultra Financial Partners, Claraphi Advisory Network, and Annexus Group. He serves as chairperson of the City of Scottsdale Public Safety Personnel Retirement System. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at 360 Wealth Management, Inc. for 15 years and is also associated with Arizona Realty One Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, using a combination of discretionary model portfolios and multiple investment strategies. The firm manages approximately $49.8 billion across more than 127,000 clients, emphasizing standardized model and platform services.

Davis Levy is a financial advisor at Carson Wealth with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and The Vanguard Group. He is Regional Vice President of Delta Sigma Pi, a professional business fraternity. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

William Meikle Jr. is a CFP®-designated financial advisor with 43 years of industry experience, currently affiliated with Carson Wealth in Phoenix, AZ. His prior experience includes roles at LPL Financial and Cetera Wealth Services, among others. Meikle also serves as a board member of FUEGO, a fundraising organization encouraging donations of money, time, and resources. CWM, LLC, where he is an investment advisory representative, is an SEC-registered investment adviser operating an enterprise platform with over $50 billion in assets under management across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

William Wilkinson III is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at American Mortgage Specialists, Inc. and 360 Wealth Management, Inc., where he served as CEO and was involved in insurance sales. 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 utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.