Evan Cole is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Peachtree Life Finance. Outside of advising, he owns oil and gas rights leases in Ohio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures while acting as a platform provider for affiliated advisors.

Daniel Kambeitz is a Certified Financial Planner® with seven years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously spent nine years at Meristem Family Wealth LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive implementation across a variety of asset classes.

Joshua Price is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation. He has been with Mercer since 2026 and has prior experience at Squeeze and Additional Option LLC. He also has been affiliated with Brigham Young University since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Alexander Barrett is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley in various capacities since 2013. Barrett serves on the board of the Greater Phoenix Urban League, a nonprofit organization. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and placement and investment banking services.

Ryan Quigley is a CFP®-certified financial advisor with 11 years of industry experience, currently with Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has worked at Beacon Pointe since 2021 and previously held roles at Brighton Jones LLC, USAA Financial Advisors Inc, and Massmutual Life Insurance Company. In addition to his advisory role, Quigley is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection from a proprietary Focus List, asset allocation modeling, and ongoing performance monitoring, and it sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Matthew Kory is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Carson Wealth, Carson Group, Cetera Advisor Networks, Pangea Wealth Management, Pangea Retirement Partners, and LPL Financial. Outside of advisory work, he is licensed to sell fixed insurance products including life, health, disability, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and a range of retirement plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Rebecca Verr is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Interocean Capital Group, M. S. Howells & Co., Ashton Thomas Private Wealth, Charles Schwab, Discover Financial Services, Keller Williams, and Lincoln Heritage Life Insurance. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and various alternative strategies.

Cody Deane is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors. Prior to joining Mariner, he held roles at Cetera, Enterprise Bank & Trust, and Charles Schwab. Outside of his advisory work, he owns an online store specializing in 3D printed goods. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

Matthew Reeves is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alerus, Financial Life Planners LLC, Quantum, and NYLIFE Securities LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and a dual broker-dealer/adviser status that supports a range of investment and lending solutions.

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.

Elizabeth Mahoney is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 22 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2016. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, emphasizing active monitoring and diversified asset allocation across multiple custodians.

James Lesniewski is a financial advisor at VALIC Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Bankers Life. He also acts as an agent selling non-securities insurance products through Agia. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven approach to investment management.

Jason Kennedy is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital, Commonwealth Financial Network, and several other firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Tracy Rinaldi is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Stifel Nicolaus & Co Inc, Merrill, and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on both traditional and alternative investments under the Rockefeller Global Family Office platform.

Bryan Webb is a financial advisor at CWM, LLC with one year of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining CWM, he worked at Silverhawk Private Wealth and has experience in education, having been employed at Grand Canyon University and local schools. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm utilizes discretionary model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, 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.

Eloy Acosta IV is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at The Standard, WhiteLight Group, and Delta Air Lines. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement plan consulting to individuals, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs with both discretionary and non-discretionary options.

Baz Nissan is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2013 and is also associated with Agia, where he serves as an agent for non-securities insurance products. 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.

Drew Kootman is a CFA® charterholder with 11 years of industry experience. He currently works at Cerity Partners LLC and has held prior roles at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, and Boston College. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection supported by proprietary quantitative screens and offers access to private-market investments and affiliated retirement plan consulting and insurance services.