Camille Toschi is a Series 66-licensed financial advisor at LifeMark Securities Corp. with five years of industry experience. She has worked with LifeMark since 2021 and also operates as an independent insurance agent. Her prior experience includes roles at Thrivent Financial and Original ChopShop Co. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s investment advice is suitability-driven and tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

Lisa Dickholtz is a CFP® professional with 39 years of industry experience. She is currently with Cooper McManus and has prior experience at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she owns and operates the Atlas Pillow Company, a retail sales and distribution business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process selecting individual securities and pooled products, employing a broad range of instruments including stocks, bonds, mutual funds, ETFs, and options.

Cheryl Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with USAA Investment Services Company. Her career includes roles at multiple USAA entities dating back to 2009. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income planning and refers investment business to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Michael Mchugh is a financial advisor at Diversify Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W. Baird for nine years. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, with a focus on due diligence and alignment with clients’ objectives and ERISA fiduciary requirements.

Thomas Shanley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at DFPG Investments since 2014 and has operated his own firm, T. Haneman Shanley, LLC, since 2000. Outside of his advisory work, Shanley serves as an adjunct instructor at Colorado State University's College of Business and practices law as an attorney. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment instruments and platforms to tailor strategies according to client objectives.

Alexander Koury is a CFP® professional with 17 years of industry experience, currently serving at Mutual Advisors, LLC. His prior roles include positions at Hosler Wealth Management, WealthForeSight, and Commonwealth Financial Network. Outside of advisory work, he creates financial education content for business owners through his website, My Retirement. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Bruce Hosler is a Certified Financial Planner® with 29 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Commonwealth Financial Network and operated Hosler Wealth Management, LLC. Outside of his advisory role, he serves as a financial clerk and audit committee member for a non-profit church organization and is the author of a financial planning book. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and supports a range of platforms and third-party managers, with notable capabilities in serving sovereign wealth funds and other specialized institutional clients.

Robert Himmelman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior roles include positions at Fortitude Family Office, LPL Financial, Stratos Wealth Partners, and UBS Financial Services among others. Mission Wealth Management is a multi-team SEC-registered advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as for institutional clients. The firm emphasizes customized, long-term investment strategies using a broad range of assets and offers discretionary account management with tax-aware trading and rebalancing.

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, Merrill Lynch, TEKsystems, and Rent-A-Center. Mitchell is based in Scottsdale, AZ. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

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.

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.

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.

Mary Riley is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Brookstone Capital Management in two separate periods, as well as AE Wealth Management, LLC and Horter Investment Management, LLC. Riley is also the owner of Riley Higgins & Associates, LLC, where she is involved in insurance sales, and she is an author. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Johnathon Campion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. He previously worked at Canopy Wealth Management and Northwestern Mutual Investment Services LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024, serving a diverse client base including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private-market programs for qualified clients.

Bryan Webb is a financial advisor at CWM, LLC with CFP® and Series 65 credentials and two years of industry experience. He has worked at Silverhawk Private Wealth and taught at Grand Canyon University and local schools prior to his advisory career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm utilizes model portfolios with discretionary management and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Frank Cuenca is a financial advisor at Independent Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at International Assets Advisory, LLC and Sii Investments. Outside of advisory work, he holds officer and owner positions related to real estate sales and property management, though property operations are managed by a third party. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers various advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently affiliated with Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, and Boston College. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating both proprietary quantitative screens and third-party managers, and offers access to alternative and private-market investments through several specialized programs.

Shanna Templeton is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has held roles at Silverhawk Private Wealth and Silverhawk Asset Management, LLC since 2013, including operations management and compliance responsibilities. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios overseen by an in-house Investment Committee and a combination of fundamental and technical analysis along with third-party sub-advisors.

Chad Wing is a CFP® with 24 years of industry experience, currently serving at Cerity Partners LLC and Cerity Partners Retirement Plan Consultants since 2025. His prior experience includes roles at Petrichor Asset Management LLC, Canopy Wealth Management, and Northwestern Mutual. He holds a Series 66 designation and continues to receive renewal commissions from prior insurance product sales, although he is no longer active as an insurance agent. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.