Elizabeth Belisle is a financial advisor at J. W. Cole Advisors, Inc. with 31 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to her advisory role since 2015, she has operated an income tax service since 1990 and is involved in estate planning and pottery sales as business owner and artist. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Benjamin Tiller is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at LFI Advisory Inc from 2017 to 2021 and The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jared Christensen is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including extensive tenure at Fidelity Investments before joining Empower in 2026. Jared is based in Gilbert, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary planning tools and emphasizes long-term portfolio returns within plan lineups selected by plan sponsors.

Jorge Flores is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ensign Wealth Management, Citi Bank, and Pharmaceutical Distributions SA. Flores is also involved in insurance sales and services through Ensign Wealth Management. 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 that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Andrew Johnson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Trajan Wealth, loandepot, and American Income Life Insurance. 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 clients. The firm’s approach involves integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Randy Morse is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Creative Planning since 2018 and previously spent 22 years at Fidelity Brokerage Services, Inc. and Fidelity Personal Trust. Outside of his advisory role, he is a landlord of rental properties in Mesa, AZ, and Aliso Viejo, CA. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and integrated retirement plan services.

Daniel Skellan is a financial advisor at Eagle Strategies (NY Life) in Mesa, AZ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Eagle Strategies LLC since 2024, NYLIFE Securities LLC since 2017, and New York Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member for Four Peaks Little League, where he is involved in coaching and organizing youth baseball activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and distinguishes itself by managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Garmone is a financial professional with Carson Wealth in Gilbert, Arizona, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, and Pangea Wealth Management. He is involved in fixed insurance sales, including life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment advisory enterprise managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions with a variety of custodial and technology partners.

Baha Chanel is a financial advisor with PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, Bank of America, Merrill Lynch, and Elliot Management. Outside of his advisory work, he is the owner of Chanel Holdings LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties.

Cooper Wetch is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Empower, he worked at Fidelity Investments. Outside of his advisory role, Cooper owns and operates a welding business in Cedar Hill, Utah. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Bridget Orr is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2022. Her prior experience includes roles at UBS Financial Services and Morgan Stanley. Outside of her advisory work, she is involved with MIS1ON LLC, a separate business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, 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.

Isaac Boll is a CFP® with seven years of industry experience, currently serving as a wealth advisor at Carson Wealth in Gilbert, AZ. He has worked with several firms, including Cetera Wealth Services, The Vanguard Group, and Northwestern Mutual. In addition to his advisory roles, Boll tutors finance and exam preparation for the CFP, life insurance, and securities licensing. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and providing tailored solutions such as custom indexing and alternative investments.

Janice Adams is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Principal Securities Inc, Principal Life Insurance Company, and OneAmerica Securities, among others. Outside of advising, she manages administrative operations for a radiology consulting business through her ownership of JS ADAMS LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Karl Jacobsen is a ChFC® and Series 63 credentialed financial advisor with 37 years of industry experience. He has worked at SPC and SIGMA Financial Corporation since 2019 and previously spent nine years at Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Jacobsen serves as vice president of the Friends of Decorah Fish Hatchery, a nonprofit focused on fundraising for facility improvements, and is active in local community organizations including the Great Lights Masonic Lodge and the Decorah Lions Club. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Troy Lingley is a financial advisor with PNC Wealth Management in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes long tenure at Edward Jones and roles at Charles Schwab and Fisher Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only employee pilot. The firm utilizes algorithm-driven portfolio selection with investments implemented via approved model strategies using mutual funds and ETFs.

Linda Schrunk is a financial advisor at Edward Jones in Gilbert, AZ, with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Schrunk has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and offices, and manages approximately $1.01 trillion in assets under management.

Joseph Le Ger is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he operated Shine Design Mobile Detailing for four years and worked in education at Chandler/Gilbert Community College and Campo Verde High School. Outside of advising, he works as a server at Elliott's Steakhouse in Chandler, AZ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, using detailed client data and firm-approved analytical tools to deliver financial recommendations.

Mason Massow is a CFP® with four years of industry experience, currently serving as an advisor at LPL Financial. Prior to joining LPL in 2026, he worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services Inc. for a combined seven years. Outside of his advisory role, Mason is an associate at Massow Wealth Strategies, where he supports business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm utilizes a variety of investment approaches, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Eric Mc Kay is a financial advisor at Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Conservice, Offerpad LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services featuring both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.