Erica Gargol is a CFP® professional with 23 years of experience in the financial services industry. She has worked with LPL Financial since 2003 and has been with Stratos Wealth Partners, Ltd since 2016. Outside of her advisory work, she holds a notary commission. Stratos Wealth Partners provides advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Vicki Bartimoccia is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 designations and has 17 years of industry experience. Her work history includes multiple tenures at Voya Financial Advisors as well as a period at LPL Financial. VOYA Financial Advisors, Inc. serves a diverse range of clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary, recommendation-based advice.

Barbara Marquis is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2020. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

William Stevens is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Foresters Financial Services, Hornor Townsend & Kent Inc, and Penn Mutual. Stevens is also the owner and chief strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with various account-level features such as lending solutions and tax-harvesting.

Jennifer Berberich is a financial advisor at United Planners' Financial Services of America with 22 years of industry experience. She holds Series 65 and Series 63 designations and has served as a CPA and shareholder at O'Malley & Berberich CPAs PC since 2003. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent investment adviser representatives and utilizes a mix of custodians, third-party money managers, and platform programs to implement client-directed investment strategies.

Debra Armenta is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Schwab entities since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within a structured advisory framework that uses Schwab’s research tools and standard asset allocation models.

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.

Matthew Armistead is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2015. He also holds a role at Beacon Pointe Insurance Services, LLC, where he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm emphasizes manager selection from a proprietary “Focus List” and employs both active and passive asset allocation strategies supported by quantitative and qualitative due diligence.

Jacob Lucchese is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Beacon Pointe, he worked at Northrop Grumman, Boeing, First International Bank and Trust, and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Damian Shaw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Charles Schwab Bank and Charles Schwab Trust Company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

William Brooks is a financial advisor with AE Wealth Management, LLC holding a Series 65 credential and has been in the industry since 2025. He has concurrent roles with Oxford Retirement & Estate Planning and serves as an instructor for adult financial education through Dare to Retire U. Outside of finance, he has experience working in the service industry as a bartender. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and supports third-party RIAs with sub-advisory and model-licensing services.

Kristen Rose is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Valic Financial Advisors since 2011 and is also an agent with Agia, involved in 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.

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.

Brady Schneider is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors and AXA Advisors. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management, alongside specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Alexander Barrett is a Series 66–registered advisor with Rockefeller Financial LLC in Scottsdale, AZ, where he has worked since 2020. He has 15 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. Barrett serves as a nonprofit board member for the Greater Phoenix Urban League. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer offering a range of securities, insurance, 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.

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.

Julie Barker is a financial advisor with Bankers Life Advisory Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab, USAA Financial Advisors, and Integrated Wealth Management. She also assists as a financial advisor assistant at Khan Financial. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Dominique Murray is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience serving in the United States Air Force. Additionally, she was involved with Make It Happen Sis!, a venture outside the financial industry. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centralized portfolio management and prescreened third-party managers.