Joseph Laux III is a CFP® professional with 15 years of industry experience, currently serving as an advisor at CWM, LLC and Silverhawk Private Wealth. He has held roles at Silverhawk Asset Management, LLC, and SAE-PA, LLC, among others. Outside of his advisory work, he owns Kaizen Solutions, LLC, a nonprofit organization. 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 manages accounts on a discretionary basis using model portfolios, blending fundamental and technical analysis, third-party sub-advisors, and customized tools while emphasizing fiduciary processes, retirement plan services, and comprehensive client reporting.

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.

Bailey Yates is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Versant Capital Management, Inc. for four years. Outside of finance, he has experience in the food service industry, having worked at Bobby Q Great Steaks Real BBQ for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and specialized interval fund services.

Ben Wilson is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hightower since 2018, following prior roles at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Wilson serves on the Board of Directors for the Boys & Girls Club in Phoenix, supporting local youth through fundraising and other activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement consulting.

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.

Branden Barrom is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 registrations with seven years of industry experience. His work history includes roles at Morgan Stanley, AssetMark Financial, The Vanguard Group, and other firms. Outside of his advisory role, he is connected with Spivak Financial Group, a non-investment related branding venture. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary management with a combination of fundamental and technical analysis.

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.

Oracio Cappello is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Cappello is also the owner of Dream Q Brokerage LLC, which sells insurance products outside of Guardian. Park Avenue Securities serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party platforms.

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.

Grant Lyon is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Brighton Jones for six years before joining Beacon Pointe. Outside of his advisory role, Lyon coaches youth hockey as a part-time goalie coach with the Coyotes Amateur Hockey Association in Scottsdale, Arizona. 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 third-party independent managers and offers a range of services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

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.

Nicholas Lindholm is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Petersen Hastings Wealth Advisors, Inc., Waddell & Reed Financial Advisors, LPL Financial, and Synergistics, Inc. Outside of his advisory roles, he was involved with GSL Tournament / Ellensburg Little League from 2021 to 2023. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets, and distinguishes itself by acting as general partner for proprietary private funds and advising a continuously offered interval fund.

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.

Azita Jalali is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at BMO Private Bank and JP Morgan Private Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.