Michael Garmone is a financial professional with 18 years of industry experience, currently affiliated with CWM, LLC. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cetera Wealth Services. He is also the owner of Garmone Financial, LLC, a non-investment business used for administrative purposes. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, employing discretionary management with model portfolios supported by an in-house Investment Committee and a mix of analytical tools and third-party resources.

Matthew Clay is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise and Raymond James Financial Services Advisors. Outside of advising, he is the sole owner and CEO of MJC Investment Properties, LLC, which manages commercial office space leased to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolios and third-party managers.

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.

Jennifer Stauffer is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Merrill for eight years and was with Rockefeller Capital Management before joining Rockefeller Financial LLC, where she has been since 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Christopher D'espinosa is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Investments. Outside of his advisory work, he is an independent contractor for DoorDash and works as a sports data scout, attending sporting events and providing statistical data. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bridget Orr is a financial advisor with Primerica Advisors in Gilbert, AZ, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of her advisory work, she is involved with MIS1ON LLC, a business unrelated to securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies across discretionary and non-discretionary accounts.

Isaac Boll is a CFP® with seven years of industry experience, currently serving as a wealth advisor at CWM, LLC in Gilbert, AZ. His career includes roles at firms such as Cetera Wealth Services, The Vanguard Group, and Northwestern Mutual. Outside of advisory work, he provides tutoring for finance and certification exams and owns a small expense management business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm employs discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of retirement-plan and advisory services.

Janice Adams is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Principal Securities Inc and Principal Life Insurance Company since 2022 and previously held roles at BackNine Insurance, OneAmerica Securities, American United Life, and Ensign Financial Partners. Outside of advising, she administers a radiology consulting business through JS ADAMS LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Janice Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2022. She previously worked at Oppenheimer for 12 years and spent two years as a self-employed paraplanner. Guinn also operates Guinn Financial Planning LLC, an independent financial services practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and incorporates technology platforms alongside various investment strategies, often implementing advice through third-party managers and TAMPs.

Thomas Deichert is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Wealth Solutions By Design, PLLC. He has provided tax preparation services through his firm in addition to his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Karl Jacobsen is a ChFC® and Series 63 credentialed financial advisor with 37 years of industry experience. He has worked at SPC and SIGMA Financial Corporation since 2019 and previously spent nine years at Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Jacobsen serves as vice president of the Friends of Decorah Fish Hatchery, a nonprofit focused on fundraising for facility improvements, and is active in local community organizations including the Great Lights Masonic Lodge and the Decorah Lions Club. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Troy Lingley is a financial advisor with PNC Wealth Management in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes long tenure at Edward Jones and roles at Charles Schwab and Fisher Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only employee pilot. The firm utilizes algorithm-driven portfolio selection with investments implemented via approved model strategies using mutual funds and ETFs.

Blake Winston is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America and roles outside finance, such as at the Union for Reform Judaism and 6 Points Sports Academy. 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, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Linda Schrunk is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. Schrunk has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with a sizable network of financial advisors and branch offices nationwide.

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Adrian Paredes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America N.A. Prior to his advisory role, his work history includes positions at Rocket Mortgage and other companies. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul De Stefanis is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.