Gary Alt is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. Prior to this, he worked for 14 years at Monterey Private Wealth, Inc. Outside of his advisory role, he is involved in property management for both residential and commercial real estate through ownership interests. Creative Planning provides 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Tracey Knos is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior work includes roles at Charles Schwab and Principal Life Insurance Company. Outside of finance, she owns a photography business, Nora James Photography, which operates on a referral basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Freeman Jr. is a financial advisor with D.A. Davidson & Co. based in Gold Canyon, AZ, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson since 2018 and previously spent time at LPL Financial. 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 retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of advisory, wealth management, and financial planning services.

Chenyi Booth is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse group of clients, including high-net-worth individuals, institutional investors, and charitable organizations. The firm offers a range of investment management and consulting services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

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.

Megan Henretta is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. Her career includes roles at Nationwide Investment Services Corp and Banner Health. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and hybrid digital advisory services.

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.

Richard Lynch Jr. is a financial advisor at Kestra Advisory with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory since 2016. He is also the owner of Retirement Analytics, overseeing operations and sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Scott Piper is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Google (Powered by Mosaic North America), and in educational roles at Arizona Virtual Academy, Legacy Traditional Schools, and Coolidge Unified School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ellery Segebart is a certified financial planner (CFP®) with 13 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Facet Wealth, and Vanguard. Outside of the financial sector, he is pursuing work as a fitness trainer, assisting individuals with health and fitness goals including strength and conditioning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and saving rates in its financial planning approach.

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.

Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. Outside of his advisory role, he is associated with Todd OBrien LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Bjurstrom is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and the Maricopa County Attorney's Office. OSAIC serves a diverse clientele, including individual, high-net-worth, pension, corporate, and charitable clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct portfolios across various asset classes and supports multiple advisory and managed-account solutions.

Cory Elmore is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at John Hancock Advisers, John Hancock Funds, John Hancock, Edward Jones, and Neodent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

James Vonk Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Raymond James in various capacities since 2001. Outside of his work at Raymond James, Vonk is the owner of River Valley Wealth Management, where he is involved in financial advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Janiak is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Lowe's and was involved with NewLife Assembly of God for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Todd Clarke is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with firms including Ensign Financial Partners and OneAmerica Securities. Outside of advising, he owns an event space in Queen Creek, AZ, and serves as chairman of the board for the nonprofit Giving Can Be Fun. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Marguerite Berizzi is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones for seven years and has a background that includes roles in petcare and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management.

Gavin Dollison is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to his financial services career, he was employed at Dairy Queen for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.