Thane Walton is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with United Planners since 2014. United Planners is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

William Friese Jr. is a financial advisor with Oppenheimer in Scottsdale, AZ, holding a Series 66 license and five years of industry experience. Prior to joining Oppenheimer, he worked for nearly two decades at Arizona Associated Surgeons. Outside of his advisory role, he serves as an independent contractor with Planned Parenthood of Arizona, performing vasectomies for an underserved population. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, with a substantial focus on non-discretionary client relationships.

Tiffany Lum is a CFP® with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior experience includes roles at OSAIC, PFG Advisors-RIA, Securities America, and Cue Financial Group. Outside of advisory work, she serves as president of Teal Tax Services PLLC, a tax preparation and accounting firm. 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 large network of independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.

Gabriel Spano is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, and COMPASS Bank. Outside of finance, he is a silent partner in a sports grill business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Dieter Bollmann is a CFP® professional with 25 years of experience in the financial services industry, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Dundas Wealth Management LLC and First Financial Equity Corp, and is involved in independent insurance agency work. Outside of finance, he has longstanding involvement with the Arizona Center for Germanic Cultures and the German-American Chamber of Commerce West-Arizona Chapter. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based investment options.

Tom Nguyen is a financial advisor at Mariner with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Bank of America, Merrill, UnionBanc Investment Services, Morgan Stanley, and Charles Schwab. Outside of advising, he operates a sole proprietorship focused on real estate transactions for his own account. Mariner serves a diverse client base encompassing individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and is noted for its integrated tax and accounting services along with administrative CFO capabilities and financial wellness tools.

David Simmers is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2014. He also operates Simwey Financial Group, an investment-related business offering mutual funds, variable contracts, and fixed annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with an approach that includes discretionary and nondiscretionary management options and collaboration with third-party investment managers.

David Brasfield is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Intelligence Driven Advisers, LDIntelligence LLC, and Hightower Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

James Davis is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. He previously worked at Woodbury Financial Services for seven years. Davis is a board member of the Children in Need Foundation, a charitable organization supporting children's charities in the Phoenix area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Susanne Gibo is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior work includes one year at TD Ameritrade and two decades at Eli Lilly and Company. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Kyle Irion is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Versant Capital Management, JLFranklin Wealth Planning, Brighton Jones, and Washington Officials Association. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that combines fundamental and quantitative analysis, and it offers a broad range of wealth management and advisory services.

Jacob Kaites is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Tooker Tactical LLC, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Kaites has also been involved with Scottsdale Christian Academy in various roles. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes, including alternatives such as private equity and digital assets.

Zachary Eitzen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds the Series 66 designation and is based in Oro Valley, Arizona. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Tristen Foley is a financial advisor with PNC Wealth Management holding a Series 66 designation. Based in Scottsdale, AZ, Foley has recently entered the industry, joining PNC Investments LLC in 2025 after prior experience at UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Prahl is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has held roles at The 401(k) Solution, Dundas Wealth Management LLC, and First Financial Equity Corporation. Outside of advisory work, he serves as a facilitator for Financial Peace University at Emmanuel Lutheran Church. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm’s network of independent Investment Adviser Representatives offers advisory and brokerage services supported by multiple custodians and third-party managers, with a focus on non-discretionary assets and a limited-partnership ownership structure.

Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Yvonne Jimenez is a CFP® with 25 years of industry experience, currently an advisor at Mercer Global Advisors Inc. Her prior roles include positions at The Vanguard Group, Charles Schwab, Fidelity Investments, and TIAA. 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 follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and specialized consulting services.

Tyler Forrest is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. He previously worked at Rochford, Burns, Nasses, and Associates LLC and attended Grand Canyon University. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse range of clients, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven and asset-allocation investment approaches across discretionary and non-discretionary programs.

Jason Gerb is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Inc, Woodbury Financial Services, Inc., and TD Bank N.A., among others. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed using proprietary guidance and third-party platforms.