Justus Novak is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Silverhawk Private Wealth, The Vanguard Group, Inc., and Northwestern Mutual. Outside of advising, Novak has maintained an insurance license. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supplemented by a combination of fundamental and technical analysis and access to alternative investments.

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.

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.

Chase Perchal is a Series 66–licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he works as a hunting guide for Big Chino Outfitters in Prescott, AZ. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

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.

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.

Andrew Reinhardt is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has been with Beacon Pointe in various capacities since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions, implementing client strategies primarily through third-party independent managers selected via a proprietary due-diligence process.

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.

Rebecca Tornabene is a financial advisor with Beacon Pointe Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. She has worked at Beacon Pointe in various capacities since 2016 and was previously with Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on life, health, and accident products. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, supporting clients with portfolio management and comprehensive performance reporting.

Dante Peterson is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has held roles at Kovitz Investment Group Partners, LLC, and TMD Wealth Management LLC. Prior to his financial advisory career, he was involved with the Arizona GOP and has experience working at Arizona State University and other organizations. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, 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.

Scott Householder is a financial advisor with Wealth Enhancement Advisory Services, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He was previously affiliated with LPL Financial and led Householder Group Estate & Retirement Specialists for 12 years. Outside of advising, he serves as a trustee for the Gayle Bradford Davis Trust and is involved with multiple holding companies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

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.

Andrew Wood is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for 10 years before joining Beacon Pointe in 2022. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary Focus List, quantitative and qualitative due diligence, and offers a range of services from wealth management to outsourced CIO solutions.

Pascal Kropf is a CFP® with 11 years of industry experience, currently advising at CWM, LLC. His prior roles include positions at Silverhawk Private Wealth, The Vanguard Group, Morgan Stanley, and Wells Fargo. Outside of financial advising, he is owner of two LLCs, Modern Marquee Society and Clear Notarization, which provide event equipment services and notary services, respectively. 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 employs a discretionary investment approach using model portfolios, third-party sub-advisors, and customization tools, with an emphasis on retirement-plan services and comprehensive fiduciary oversight.

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.

Jeremy Wallen is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Bank of America, Merrill, LPL Financial, and Oneaz Credit Union. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Creighton Hardy is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with Park Avenue Securities, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is also licensed as an insurance broker outside of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, and retirement plan consulting services. The firm offers a combination of proprietary and third-party investment advisory programs and provides both discretionary and non-discretionary advisory relationships.