Kenneth Kann is a financial advisor at Beacon Pointe Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Beacon Pointe Advisors and its affiliated entities since 2017. Prior to that, he worked at Windsor Capital Management, LLC for seven years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual, corporate, pension, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Eric Anthony is a CFP®, ChFC®, and holds a Series 66 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and The Vanguard Group, Inc. 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 using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Hussein Elgohary is a CFP® with nine years of industry experience, currently an advisor at Mercer Global Advisors Inc. in Scottsdale, AZ. His prior roles include positions at Earned Wealth Advisors, Charles Schwab & Co., Carson Wealth, Clarity Capital Partners, and Prudential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory approach, utilizing diversified portfolios with low-cost ETFs, index funds, and separate account managers, complemented by educational content and a range of affiliated service lines.

John Nilson is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2021, alongside prior roles at LPL Financial and New York Community Bank. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Denise Rhodey is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Mercer Global Advisors since 2015. 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, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Paul Ahern is a CFP® and ChFC® with 34 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Wealthtrust Arizona LLC. Ahern is also an insurance agent licensed since 2000. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Stacey Bendfelt is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2020 to 2026. Outside of her advisory role, she is a partner in Tukwila Tiny Houses, managing rental leases and payments for a partnership that owns seven rental units. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of financial planning services and investment strategies using an open-architecture approach that integrates multiple platforms and third-party managers.

Eric Franz is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Franz is currently based in Scottsdale, AZ. 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 and financial planning services and operates as a registered broker-dealer, providing a consolidated investment platform and specialized alternative investment placement services.

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.

Miguel Mayagoitia is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Allworth and AW Securities in 2026, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2019 to 2026, and at Pathways Financial Partners from 2017 to 2019. He also has experience at the University of Arizona College of Pharmacy and the University of Arizona. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs proprietary technology to manage held-away employer retirement accounts.

Philip Walden is a financial advisor with Eagle Strategies (New York Life) based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes long-term roles at New York Life Insurance Company since 1967 and Nylife Securities Inc. since 1975. Additionally, he is involved in brokering non-registered insurance products for outside insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across various program types and manages a majority of its assets on a non-discretionary basis.

Bradley Kutler is a CFP® professional with five years of industry experience, currently working at Focus Partners Wealth, LLC. His prior roles include positions at Stoker Ostler, The Vanguard Group, Edward Jones, Capco, and Cognizant Technology Solutions. Outside of his advisory career, he tutors CFP and securities exam content on the Varsity Tutors platform as an independent contractor. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside third-party managers when appropriate.

Denise Lilien is a financial advisor at Mariner with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Mariner, she worked at MSEC, LLC, Apple Inc., and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

John Nielsen is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

John Odell III is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Janney Montgomery Scott since 2022, following six years with Wells Fargo Clearing and two years with Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

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.