Kerina Graham is a financial advisor with Stratos Wealth Partners, Ltd in Phoenix, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2014. Outside of her advisory work, she is involved with Arizona Casino Party, a nonprofit organization that hosts casino-style events to raise funds for community centers and charitable causes. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform with an open-architecture approach that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Dianne Fay is a CFP® with 33 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. She previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 15 years each and has operated Fay & Associates since 1984. Outside of her advisory role, she oversees operations at Fay & Associates, a tax and accounting practice, and holds a long-standing insurance agent position. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, financial planning, and access to third-party managers using a range of discretionary and non-discretionary investment approaches.

Calvin Wilkinson is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envision Solar Inc. and 360 Wealth Management, Inc. Outside of his advisory role, he is also involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that integrates multiple model managers and advisor-managed strategies.

Alison Grefsheim is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, with five years of industry experience. She holds the Series 66 designation and has prior work experience at Equitable Advisors, LLC, and Zenreach. Alison serves as a treasurer on the Osborn Village Condominium Association board and is a notary. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Hunter Shaw is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at OSAIC, Securities America, Inc., Iron Point Financial Advisors, and Gallagher Insurance Co. Outside of investment advising, he is also an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a manager-driven investment approach with asset allocation modeling and offers services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Sarah Stevenson is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Capital Insight Partners and The Vanguard Group, Inc. In addition to her advisory role, she is a Pilates instructor at Reformed Pilates in Scottsdale, AZ, and has experience as a contracted clothing model with Arizona Model Management. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes various investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Jeremy Cheatham is a financial advisor at CWM, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles including private wealth and mortgage lending across multiple firms. Outside of his advisory role, he is involved with several related business activities including Wealth Strategies Advisory Group and serves as a silent partner in Cheatham Connection Group, LLC. 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 manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers services such as portfolio management, financial planning, and retirement-plan programs with fiduciary monitoring and diverse investment options.

Zachary Green is a financial advisor at CWM, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management, LPL Financial, and OneAZ Credit Union. He is also active as an insurance agent through Silverhawk Insurance Services, LLC. 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 portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brett Blau is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Prairie Capital Management Group, LLC and DeMarche, along with experience outside finance in education and hospitality. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm follows a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting and advice across managed and held-away assets.

Peter Hirsch is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at SagePoint Financial, Inc. and Sunamerica Securities, Inc. He is based in Scottsdale, AZ. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to both proprietary and third-party investment platforms.

Frank Gesuale is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Intelligence Driven Advisers, LLC and Hightower Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using both in-house manager selection and third-party model strategies.

Stephanie Odell is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC and PNC Investments LLC. In addition to her advisory work, Odell owns Stephanie Odell Studio in Fountain Hills, AZ, where she creates and sells stained glass, fabric, and paper art. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and more, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Zackary Flodeen is a CFP® professional with 17 years of industry experience, currently with MAI Capital Management, LLC. His career includes roles at Evoke Advisors, The Vanguard Group, Tenet Financial Group, and Fisher Investments. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into client relationships.

Logan Robertson is a CFA® charterholder and Series 65 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Versant Capital Management. His background also includes a role outside finance with Tempe Boat Rentals and study at Arizona State University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, pension plans, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private markets.

Jesus Zepeda Castro is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Lido Advisors, Creative Planning, and Sonmore Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust affiliates.

Edward Dulin Jr. is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors since 2019. His prior experience includes roles at Msec, LLC, Bank of America, NA, and Merrill. Outside of advisory work, he owns a business focused on buying, fixing, and selling homes. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and family office services.

Joshua Davis is a financial advisor at Cerity Partners LLC with prior experience at Baseline LLC and Taza LLC, spanning a combined 21 years in related roles. He holds Series 65 and Series 63 licenses and 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, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens and a range of investment options, including private-market offerings and affiliated pension consulting.

Shane Stevenson is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Winston & Companies Retirement and Financial Services, among other firms. Outside of his advisory role, Stevenson is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides 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, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios and separately managed accounts.

Devan Carlin is a financial advisor with PlanMember Securities Corporation in Scottsdale, AZ, holding Series 65 and Series 63 credentials. He has one year of experience in financial advising and has worked at PlanMember since 2025. Carlin also has a background in IT systems engineering as a senior software platform administrator for American Airlines, where he has been employed since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.