Kenneth Oliverio Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with United Planners since 2010 and serves as co-trustee of The Kenneth & Emelinda Oliverio Family Trust since 2018. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, through a network of 477 independent advisors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions via an open-architecture platform that utilizes multiple custodians and third-party money managers.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her previous roles include positions at LPL Financial and Truist Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with an emphasis on non-discretionary account management.

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a Series 66 designation and continues to receive renewal commissions from prior insurance product sales, although he is no longer active as an insurance agent.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.

David Marcus is a CFP® professional with 41 years of experience in financial services. He has been with Kestra Advisory since 2016 and has operated his own firm, David A. Marcus & Associates, Inc., since 1984. Marcus also engages in insurance brokerage and trust management activities outside his advisory role. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Eric Christus is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 credentials and nine years of industry experience. His prior roles include positions at First Financial Equity Corporation and Mass Mutual, among others. Christus also serves as Vice President of Dundas Wealth Management LLC and is an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm operates primarily on a non-discretionary basis and features a limited-partnership ownership structure with formalized advisor transition support.

Thomas Knoell is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Charles Schwab & Co., Inc. and various positions outside the financial industry, including in home improvements and the food service sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Philip Walden is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Walden has worked with Nylife Securities Inc. since 1975 and New York Life Insurance Company since 1967. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types and emphasizing non-discretionary asset management.

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.

Matthew Wilson is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 18 years of industry experience and has been involved with several firms, including Capital Analyst and Gold & Associates. Outside of his advisory role, he is the owner of New Market Wealth Management, a non-investment-related business. 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 both fee-based and commission-based financial planning, portfolio management, and retirement plan services.

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® with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Distribution Services, LLC, Smead Capital Management, Inc., ALPS Distributors, Inc., Guggenheim Funds Distributors, LLC, and Nuveen Investments. 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 and distinguishes itself through its recapitalized ownership structure and comprehensive platform integrating wealth, trust, and insurance capabilities.

Kent Weaver is a financial advisor at ROCKEFELLER Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley in various capacities from 2008 to 2020. ROCKEFELLER Capital Management is an enterprise firm with 157 advisors, serving clients with a comprehensive investment approach.

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.

Philip Kaye Skinner is a financial advisor with OSAIC Advisory Services, LLC in Scottsdale, AZ, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Arbor Point Advisors and Securities America Advisors since 2014. Outside of finance, Skinner works as a freelance theatrical lighting and sound designer and has ghostwritten a food blog. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of investment and financial planning services through multiple program models, utilizing proprietary tools and third-party managers.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners 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.

Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.

Elizabeth Zarate is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ. She holds a Series 65 designation and has three years of industry experience. Prior to joining AE Wealth Management, she worked at Wells Fargo and America First Credit Union. Outside of her advisory role, Zarate is involved with Money Wise, LLC, where she completes and submits life insurance and annuity applications. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from discretionary asset management to financial planning and consulting.