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.

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.

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.

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.

Orion Willis is a financial advisor with Centaurus Financial, Inc. in Sun City West, Arizona, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Centaurus Financial since 2013. Outside of advising, he is involved in inventing electronic devices and manages a farming operation focused on organic animal and produce sales. He also serves as a board member for two non-investment related entities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary investment approaches.

Max Bjurlin is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with Equitable Advisors, LLC and Oxford Retirement & Estate Planning. Before entering the financial industry, he worked at Aspen Valley Golf Course and other roles outside finance. 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 employs a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

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.

Laura Rider is a Series 66-credentialed financial advisor with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2020 and spent nine years at Morgan Stanley Smith Barney prior to that. Outside of her advisory role, she is a member of a family LLC that manages a residential property. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm uses a Private Advisor model supported by a consolidated investment platform to deliver a range of portfolio management and consulting services, and it is distinctive in operating as a registered broker-dealer with a broad set of affiliated capabilities.

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.

Landon Randall is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience and holds a Series 65 credential. His work history includes roles at multiple firms, notably hybrid wealth management enterprises and educational marketing through Dare To Retire U, where he teaches classes. Randall's involvement in educational initiatives distinguishes his professional background. 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 utilizes discretionary model portfolios and supports third-party RIAs with a platform-focused approach, managing nearly $50 billion across more than 127,000 clients.

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.

Steve Smith is a financial advisor at Centaurus Financial, Inc. in Peoria, AZ, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003. In addition to his advisory role, he is involved in an estate planning team focused on providing investment vehicles for trustees participating in deferred sales trusts. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a combination of discretionary and non-discretionary arrangements.

Theresa Labadie is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 designation and bringing eight years of industry experience. She has worked with Triad Advisors, Inc. since 2016 and joined Osaic in 2024. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of financial services through multiple program models, combining proprietary guidance and third-party platforms to build and manage portfolios.

Gavin Lyons is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and TMD & Associates, Inc. He is a member of the Schwab Client Experience Panel, providing feedback on custodian client experience on a voluntary basis. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and a network of affiliated service companies.

Bruce Eisenhauer is a financial advisor with CWM, LLC, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at CWM, LLC since 2018 and previously spent 16 years at LPL Financial. Outside of advising, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients via a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios supported by both fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan services and fiduciary processes.

Jason Zilveti is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2008 to 2020. Outside of his advisory role, he serves on the boards of two Christian faith-based nonprofit organizations, the Arizona Fellowship of Christian Athletes and Tales From The Tour. 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 operates with a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and unique broker-dealer services including securities transactions and placement of alternative investment vehicles.

Christopher Popkey is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016 and previously with Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners provides advisory services to a broad client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that aggregates multiple investments and supports both advisor-managed and model-based portfolios.