Jodi Ehrlich is a financial advisor at RMR Wealth Builders, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked at RMR Wealth Builders since 2020. Prior to this, she was with Calton & Associates, Inc. for 10 years and owns a CPA firm, TPG Tax & Accounting PC. Outside of her advisory role, Ehrlich is involved in several business ventures including ownership of a Mexican food restaurant and a commercial real estate company, and she serves on the boards of a local non-profit organization and the Apache Junction Unified School District. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and digital-asset management, using a model-based and client-focused approach with both discretionary and non-discretionary strategies.

Matthew Marble is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked in law enforcement with the Chandler and Arvada police departments. Outside of finance, he has held various roles including driving for Uber and employment in industrial construction and party event services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Victor Sanchez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith, Bank of America N.A., and Ameriprise Financial Services, LLC. Sanchez also has outside employment as a financial advisor with Comerica Bank. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing, supported by a platform delivered via Fidelity’s Managed Account Xchange.

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. 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.

Chenyi Booth is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 18 years of industry experience. Prior to joining \u0026PARTNERS, Chenyi worked for eight years at Wells Fargo Clearing. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering a range of investment management and financial planning services through its dual registration as an investment adviser and broker-dealer. The firm employs a combination of fundamental, technical, and quantitative analysis, along with model portfolios and third-party strategies, for 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 background includes roles at Nationwide Investment Services Corp and Tailored Management. 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 access to proprietary and third-party investment solutions.

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.

Michael Frazier is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at The Vanguard Group, USAA Financial Advisors, Merrill, Bank of America, and Uber. 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 clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

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 CFP® professional with 14 years of experience in financial advisory roles. He is currently with Empower Advisory Group and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Facet Wealth, and Vanguard. Outside of his financial advisory work, Ellery is developing a personal training and strength and conditioning business focused on health and fitness. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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 licenses and bringing 31 years of industry experience. He previously worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. He is also involved with Todd OBrien LLC, a business entity registered for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Brian Bjurstrom is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and the Maricopa County Attorney's Office. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

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.