Dakota Endres is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. Prior to joining Mercer in 2024, Dakota worked at Morgan Stanley in various roles from 2019 to 2024 and held positions at Bank of America and Merrill in 2024. Outside of finance, Dakota has experience working in the hospitality industry, including at Thirsty Lion Gastropub and Lazy Dog Cafe. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing comprehensive advisory services encompassing investment management, financial, tax, retirement, and estate planning. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Christopher Nash is a financial advisor with Eagle Strategies (NY Life) in Mesa, Arizona, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been affiliated with New York Life and its related entities since 2004, and he operates CN Results Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joel Cederlind is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023, previously serving at Ensign Wealth Management and Banker's Life. Outside of his advisory role, he is involved in insurance sales and services through Ensign Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a combination of fundamental, technical, and cyclical analysis, managing approximately $49.8 billion for over 127,000 clients.

Jerod Ensz is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ. He holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience, including prior roles at Whitesell Financial Group, LLP and Commonwealth Financial Network. Outside of his advisory work, he owns single-family rental properties in Arizona and Texas. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm employs proprietary portfolio construction tools from Morningstar Investment Management and operates with a large client base focused primarily on non-discretionary asset management.

Isiah Brown is a financial advisor at VALIC Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Morgan Stanley, Merrill Lynch, and Advisors Group. His career background also includes roles outside financial services at LifeTime Fitness and various other organizations. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party model managers, operating at scale with over 1,200 advisors.

Jeffrey Carter is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience in mortgage lending and real estate, including roles at Caliber Home Loans, loanDepot, and West USA Realty. Outside of advisory work, he owns a consulting company that advises senior management on operational efficiencies and strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.

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.

Christian De Veer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill and service in the United States Air Force. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, emphasizing asset allocation and retirement guidance supported by proprietary technology and model portfolios from Morningstar Investment Management.

Tyler Herr is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Wells Fargo Clearing for two years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Chad Ensign is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. He is also president of Ensign Wealth Management, Inc., and serves as chapter president and instructor for the American Financial Education Alliance, a nonprofit focused on public finance education. 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 investment approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Raymond Master is a financial advisor with Guardian Life based in Gilbert, Arizona, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and Dekker Financial Services. Outside of his advisory work, he serves as president and board member of the Rise Foundation, a nonprofit organization, and teaches Financial Peace University. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. 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 platforms.

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.

Theresa Clemmons is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Benjamin F. Edwards since 2017 and worked previously at Wells Fargo Clearing for one year. Outside of her advisory role, she is involved with 1ST PHORM, a supplement company, where she serves as a representative. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, employing both proprietary strategies and third-party models.

Kevin Burke is a CFP® with 23 years of industry experience, currently serving with Key Investment Services LLC since 2018. His prior positions include roles at Capital One Advisors, LLC, Morgan Stanley, and TIAA-CREF, among others. He holds Series 63, Series 65, and Series 66 registrations. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm operates a multi-provider model delivering discretionary and non-discretionary solutions with integration across KeyCorp affiliates for a range of financial services.

Oscar Uribe Cervantes is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, Merrill, and Thornburg Investment Management. 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kent Thomson is a financial advisor at Mercer Global Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Morgan Stanley, Fountain, and Mogel. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized client programs.

Giovanni Vermont Colosio is a financial advisor with Empower Advisory Group based in Mesa, AZ. He holds Series 63 and Series 65 licenses and has four years of industry experience. His previous roles include positions at Wells Fargo and Farmers Insurance. Outside of his advisory work, he also works as a delivery driver for DoorDash and as a sales associate for T-Mobile, where he assists customers with phone plans and markets credit cards. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Leah Johnson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent in 2025, she worked at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of her advisory role, she provides horseback riding lessons through Apex Riding Academy. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates a combined advisory and broker-dealer platform and offers both discretionary and non-discretionary management, managing billions in client assets.

Eric Pyles is a CFP® and ChFC® with 25 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2000. Outside of his advisory role, Pyles is involved in multiple insurance brokerage ventures and serves as president of a local football booster club supporting a community educational program. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a reported $8.37 billion in discretionary assets under management as of December 2025.

Colin Ruttinger is a financial advisor with AE Wealth Management, LLC in Gilbert, AZ, holding a Series 65 license and five years of industry experience. He has worked at AE Wealth Management since 2021 and concurrently operates Accrue Wealth Designs, where he has been involved in insurance sales and financial advising since 2017. Prior to that, he spent ten years with CMR Insurance Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and managing nearly $50 billion in assets across more than 127,000 clients.