Jed Brody is a CFP® and ChFC® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he volunteers as a Hebrew School teacher at Ortzion Synagogue and participates in financial counseling educational seminars for military personnel through Magellan Federal. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, and institutional investors, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad array of investment strategies and affiliated service offerings.

Robyn Gerke is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2016. Prior to joining Beacon Pointe, she worked at Stoker Ostler Wealth Advisors from 2002 to 2016. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC, Sonora Investment Management LLC, and The Vanguard Group, INC. He maintains a real estate license but does not actively engage in related business activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Ryan Thompson is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Silverhawk Private Wealth, Edward Jones, and John Hancock in various roles. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and utilizes a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Paul Seidman is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held various roles with Mercer since 2018 and previously worked with Alpha Cubed Investments, Ascendant Advisors, and other firms. Outside of his advisory work, he consults for GLG Consulting, providing expert matter services related to the financial industry. Mercer Global Advisors offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management options alongside financial, retirement, tax, and estate planning services.

David Fields is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Waddell & Reed, Citigroup Global Markets Inc., and managing his own practice, David Brook Fields, since 2006. He is also a managing partner of Pacific Tides Wealth Management. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.

Michael O'Malley is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with United Planners since 2015 and is also a partner at O'Malley & Berberich CPAs PC, where he has provided accounting, tax preparation, and business consulting services since 2001. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and a broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Jake Eitzen is a financial advisor at Oppenheimer with 12 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to its programs, managing approximately $36.7 billion in assets as of December 2025.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Kelly is based in Scottsdale, AZ. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Christopher Talbot is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Valic Financial Advisors since 2011 and also has a role at Agia. Outside of his advisory work, he manages a rental property in Cave Creek, AZ. 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 UMA models to construct client portfolios.

Andrew Saltzman is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2020 and previously worked at Purshe Kaplan Sterling Investments and various Beacon Pointe entities dating back to 2011. Outside of his advisory role, he 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 employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Scott O'keeffe is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with United Planners since 2011 and concurrently maintains an active insurance license in Arizona for life, health, and disability coverage, though he does not currently solicit insurance products or clients. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, providing financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Lennon Fregien Miller is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked as a self-employed financial trader and has held positions in mortgage processing and automotive sales. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes and employing both commission-based and asset-based fee structures.

Steven Deacon is a financial advisor with Commonwealth Financial Network in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Blackrock Investments, LLC from 2011 to 2019 and has been with Commonwealth and Blakeman and Associates, Inc. since 2019. Outside of his advisory role, he is the owner of Five Point Wealth Advisors LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, while its Investment Management and Research team manages discretionary model portfolios.

Mark Willets is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Merrill and Bank of America. Willets is based in Scottsdale, AZ. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform.

Scott Pilchard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Global Retirement Partners, LPL Financial, and MidFirst Trust Company. Outside of his advisory work, he serves as Co-Chairman of the Arizona Agricultural Education FFA Foundation’s fund development committee, coordinating fundraising efforts to support agricultural education in Arizona. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors with a broad range of brokerage, portfolio management, financial planning, and retirement plan services. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Brian Coughlan is a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Beacon Pointe Advisors and its affiliated entity, Beacon Pointe Wealth Advisors, since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, corporations, and retirement plans. The firm employs a multi-manager approach using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and manager due diligence services.

Sally Johnson is a financial advisor with Creative Planning, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior roles include positions at Lockton Companies LLC and Wealthplan Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Hugh Duke is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Brokers International Financial Services LLC. He is also involved with Penn Mutual in a non-variable insurance capacity. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across multiple custodial platforms.