Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, Merrill Lynch, TEKsystems, and Rent-A-Center. Mitchell is based in Scottsdale, AZ. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2013. In addition to her advisory role, she is the owner of Meola Consulting, a non-investment-related business. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Aaron Vettraino is a financial advisor at United Planners Financial Services of America with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at M. S. Howells & Co and The Vanguard Group, Inc. In addition to his advisory career, he has been involved with AquaSafe Swim School for over a decade. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services primarily through independent representatives, managing approximately $12.77 billion in assets with a focus on non-discretionary accounts.

Dustin Brutton is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. His prior experience includes roles at Canopy Wealth Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he authors a spiritual blog through his ownership of the Surrender Project. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His prior experience includes roles at Oppenheimer & Co and Waddell & Reed, Inc. He currently provides investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.

Michael Eitzen is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 1990 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as co-trustee alongside his mother for her personal trust. Oppenheimer provides a range of advisory and brokerage services to individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, serving both discretionary and non-discretionary accounts.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Andrea Nelson is a financial advisor with United Planners' Financial Services of America, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Eide Bailly Securities and Investor Securities Group. Outside of finance, she has been a Jazzercise franchisee and fitness instructor since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial solutions through its network of independent advisors.

Daniel Parks is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Parks Wealth Management Inc., Independent Financial Group, LLC, and Entrust Financial Partners, LLC. He is also a referral partner for EstateDocs Pro, an estate planning service. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Charles Lefkowitz is a CFP® with 55 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles in independent insurance and estate planning document preparation, as well as entrepreneurial activity as a greeting cards distributor. He is based in Chandler, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Lauren Ireland is a financial advisor with Bankers Life Advisory Services, Inc. based in Phoenix, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to her current role, she was affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and she also served two years with the Inver Grove Heights Police Department. Outside of advising, she owns Lauren Ireland Insurance LLC and recruits and trains insurance agents for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

John Powers is a financial advisor at Mariner with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co., Incorporated for over 16 years combined. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, integrating tax and accounting services alongside traditional portfolio management.

Steven Cook is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes long tenures at Cue Financial Group, Securities America, PFG Advisors, and other firms. He is also a managing partner of Sparrow Financial, a marketing entity based in Glendale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party money managers to implement client strategies, with a large portion of its assets under management held on a non-discretionary basis.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

David Rich is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior roles include positions at Brightside Benefit and Vanguard. Outside of his advisory work, he is the founder of Proudly We Wave, a holiday flag service based in Mesa, AZ. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Salvatore Ditusa is a financial advisor with Mariner Wealth Advisors, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Goldman, Sachs & Co, Neuberger Berman, Inland Securities Corporation, LPL Financial, and IHT Wealth Management LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s investment approach combines in-house research with third-party managers and includes a range of strategies from equities and fixed income to alternatives and digital assets, supported by extensive tax and accounting integration.

Brendan Luther is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and The Vanguard Group. His background also includes roles outside finance, such as positions with Sonesta International Hotels Corporation and Marriott International. PNC Wealth Management offers retail brokerage and advisory services through several model-based investment programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Michelle Heffel is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pacific Capital Resource Group, Royal Alliance Associates, and Foresters Financial Services. Heffel also serves in compliance and supervisory roles within affiliated advisory groups. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and both proprietary and third-party platforms.