David Latshaw is a financial advisor at PNC Wealth Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Latshaw has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessment and delegates portfolio implementation and proxy voting to third parties.

Dennis Rogers is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with United Planners' Financial Services of America in Phoenix, AZ. His work history includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc. Outside of his advisory work, he volunteers to facilitate Financial Peace University classes for church and community groups and is also an author. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Carlin is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital Group, M. S. HOWELLS & Co., Independent Financial Group, and Henry+Horne Wealth Management LLC. Outside of advisory work, he serves as a director for a renewable energy company and sits on the board of a chiropractic practice. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 alongside various distinct investment 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.

Jonathan Michaels is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 credential and has previously worked at Ultra Financial Partners. Outside of his advisory role, he is the founder and CEO of 200+ Racing, LLC, a luxury lounge featuring Formula 1 racing simulators in Scottsdale, AZ. United Planners Financial Services 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.

Christopher Palermo is a CFP® and CFA® with 17 years of experience in financial advisory. He has been with Beacon Pointe Advisors, LLC since 2014, working in Scottsdale, AZ. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm employs a manager-driven investment approach featuring proprietary due diligence and utilizes third-party platforms to implement client strategies.

Jon Zoet is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has over 40 years of experience in the industry, including roles at Zoet Financial and Zoet & Associates LLC. He is also an independent insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.

Witta Payackapan is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience and holds the Series 66 designation. Prior to joining Focus Partners in 2025, he worked at Sonora Investment Management Group, E*TRADE Capital Management, Bank of America, Merrill, and Morgan Stanley. He serves on the board of Asian Corporate and Entrepreneur Leaders, a nonprofit organization focused on elevating the Asian community in Arizona. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, including firm-affiliated private and registered funds and distinct strategies such as an Options Income Overlay and a trend-following sleeve.

Michael Juilfs is a CFP® professional with 28 years of industry experience, currently advising at Commonwealth Financial Network since 2002. His background includes tax preparation and serving as an expert witness in divorce-related matters. He is also involved in private business ventures such as automobile title purchases and resale. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, technology, compliance, and investment management services.

Meryl Feys is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Bradley Wealth and Hope College. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and a formal due-diligence process to implement client strategies across third-party independent managers.

Nimish Shah is a financial advisor at Independent Financial Group, LLC with Series 66 credentials and no prior industry experience. He has been affiliated with Independent Financial Group since 2025 and has held a role at Columbia University since 2016. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models and operating as both a registered investment adviser and an active broker-dealer.

Steven Mindak is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Mahoney Financial Organization and direct involvement with New York Life Insurance Company and Nylife Securities LLC since 1987. He also operates Mindak Financial Group, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Jacob Heisler is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following prior roles at Versant Capital Management and Barnes Investment Advisory. He also serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager “Focus List” and a combination of active and passive asset allocation strategies. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

Bruce Frank is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding a Series 63 designation and with 40 years of industry experience. He has worked with Nylife Securities Inc. and New York Life Insurance Company since 1985 and operates Bruce Frank Financial Group, LLC, brokering non-registered insurance products. Outside of his advisory roles, he is involved with Safe Management, which provides security services for the Arizona Cardinals and NFL events, and volunteers with Billy’s Place providing grief services for children and families, as well as the Fiesta Bowl committee. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides customized advice across multiple program types and manages the majority of assets on a non-discretionary basis, with a focus on relationships with institutional sponsors and integration within the New York Life affiliate structure.

Michelle Bergmann is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Primerica Advisors, Wipfli LLP, Bradle Tax Services, Woodbury Financial Services, Brickheimer Planners, and SII Investments. Outside of her advisory work, she serves as treasurer for the Marathon County Literacy Council and is the inventor and creator of Common Cents, a teaching and coaching initiative. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent advisors.

Laura Rider is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2020, following nine years at Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in a family LLC that manages a residential property. 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 access to alternative and private investments and a designated Private Advisor model.

Noah Putnam is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, and it offers a range of specialized investment programs and consulting services.

Cassandra Thornock is a CFP® professional at Beacon Pointe Advisors, LLC with nine years of industry experience. She has worked at Beacon Pointe since 2022 and previously held roles at Stoker Ostler Wealth Advisors, EF Legacy Securities, and Edelman Financial Services. In addition to her advisory duties, she is an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors offers wealth advisory, consulting, financial planning, and retirement plan services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Patrick O'Leary is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He previously worked at Charles Schwab & Co. from 2000 to 2024 before joining Mercer in 2024. He holds the Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Theresa Labadie is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. She has worked with OSAIC since 2024 and has been affiliated with Triad Advisors, Inc. since 2016. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models and platforms.