Tammy Austin is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones, The Vanguard Group, Inc., and Humana. She is based in Surprise, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, InterOcean Capital Group LLC, M. S. HOWELLS & CO., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of finance, she has minority ownership in a bakery business, Butta Cakes LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with various specialized investment programs.

James Casey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Nuveen Investments, Guggenheim Funds Distributors, ALPS Distributors, Smead Capital Management, and Distribution Services. He is based in Scottsdale, AZ. 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 operates both as an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and investment banking services through a consolidated platform.

Olga Den is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to her advisory role, she operates an online selling business through Amazon and Shopify platforms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Meagan Ballew is a financial advisor with Empower Advisory Group in Surprise, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Equitable Financial Life Insurance Co. and JPMorgan affiliates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kent Weaver is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Morgan Stanley entities prior to joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform delivering discretionary, non-discretionary, and model-driven investment solutions.

John Bartimoccia is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and SJI Financial Services, Inc. He is also a registered representative at Water Tower Financial. Voya Financial Advisors serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through multiple program structures, frequently providing non-discretionary recommendations.

James Ries is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Oppenheimer since 2015. Outside of his advisory role, he serves as co-trustee of a personal family trust established for estate planning purposes. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, maintaining both discretionary and non-discretionary account management.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Arbor Point Advisors and Securities America Advisors since 2014. Outside of finance, he has worked as a freelance theatrical lighting and sound designer and has ghostwritten a food blog in collaboration with his wife. He also serves as a minister and has officiated weddings. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of advisory and financial planning services through multiple program models, utilizing a mix of proprietary and third-party platforms, with custody and execution arranged primarily through Schwab and Fidelity.

Joseph Bauer is a financial advisor at Principal Financial Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Principal Securities Inc. in 2019, Bauer worked at Edward Jones and Chevron. He serves on the board of the Green Ranch North HOA, where he consolidates financial statements and participates in executive meetings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.

Jed Brody is a CFP® and ChFC® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he volunteers as a Hebrew School teacher at Ortzion Synagogue and participates in financial counseling educational seminars for military personnel through Magellan Federal. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, and institutional investors, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad array of investment strategies and affiliated service offerings.

Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC, Sonora Investment Management LLC, and The Vanguard Group, INC. He maintains a real estate license but does not actively engage in related business activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Paul Seidman is a CFP® professional with 22 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2018. His prior roles include positions at Alpha Cubed Investments, Ascendant Advisors, and Empowerment Financial Group. He also consults with GLG Consulting, providing expert insights at industry events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a comprehensive range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and provides client education, specialized planning services, and integration of affiliated service lines.

David Fields is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Waddell & Reed, Citigroup Global Markets Inc., and managing his own practice, David Brook Fields, since 2006. He is also a managing partner of Pacific Tides Wealth Management. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.

Michael O'Malley is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with United Planners since 2015 and is also a partner at O'Malley & Berberich CPAs PC, where he has provided accounting, tax preparation, and business consulting services since 2001. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and a broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Jake Eitzen is a financial advisor at Oppenheimer with 12 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. 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 multiple investment approaches tailored to its programs, managing approximately $36.7 billion in assets as of December 2025.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Kelly is based in Scottsdale, AZ. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and 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 customized, diversified portfolios and private market programs for qualified clients.