Theresa Kennedy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles.

Kelly Correll is a CFP® with 15 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent seven years at Fs2 Capital Partners, LLC. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and employs a broad range of strategies across equity, fixed income, alternatives, and digital assets.

Babette Molina is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with United Planners Financial Services since 2014. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates as both a registered investment adviser and broker-dealer, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Andrew Levy is a financial advisor with Oppenheimer in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oppenheimer since 2005. Outside of his advisory role, Levy serves as a general partner in a family-owned limited liability partnership and manages several family trusts for his children and grandchildren. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary account management.

Ryan Toso is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 11 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Brandon Rose is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Chase, Bank of the West, and BancWest Investment Services. 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 offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across various asset classes.

David Kerber is a CFP® and holds a Series 66 designation with 11 years of experience. He has been with Mercer Global Advisors Inc. since 2016 in various roles. 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 is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, regular rebalancing, and tax management.

Brian Jones is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brokers International Financial Services, Packerland Brokerage Services, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, Jones is involved with Black Mountain Business Consultants, where he assists physicians transitioning to concierge medicine, and he is a certified scuba, CPR, and first aid instructor. Brookstone Capital Management is an SEC-registered adviser offering 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 institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Bruce Lindvig is a CFP® professional with 46 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2017. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a FINRA arbitrator, a role he has held since 1987. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and 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 asset allocation across multiple custodians.

Alec Wick is a financial advisor with United Planners Financial Services of America and holds a Series 65 designation. He has one year of industry experience, including prior roles at Puccio Investment Services and Northwestern Mutual. Before entering the industry, Alec was a student and worked briefly at Pleasant Valley Golf Course. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports its independent advisors with multiple custodial and platform options and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Christopher Mortvedt is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Ironwood Wealth Management and Charles Schwab. 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 using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and alternatives.

Alex Nielsen is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Sonora Investment Management Group and The Wolff Company. Nielsen also served in the U.S. Navy. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, and it offers a wide range of wealth management and advisory services.

William Beran is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held roles at several firms, including Bank of America and Merrill. Outside of finance, he is a partner in an equestrian hunter and jumper training facility in Scottsdale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through approximately 359 advisors. The firm offers both advisory and brokerage services and is noted for its non-discretionary management approach and limited-partnership ownership structure.

Denise Mc Coy is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group, Inc. among other firms. Outside of her advisory role, she serves as Treasurer for the Gilbert High School Orchestra Boosters and is Co-Director of Client Services at Spivak Financial Group, a non-investment advisory group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analyses.

Walter Usinowicz Jr. is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2005. 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 alongside various investment strategies tailored to client objectives.

Craig Chapman is a CFP® with 29 years of industry experience and has been with Oppenheimer since 2009. He is based in Scottsdale, AZ. Outside of his advisory work, he serves as co-trustee of a personal family trust established for basic estate planning. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services with an emphasis on strategic and tactical asset allocation, manager selection, and investment policy adherence.

Marshall Lohrenz is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Independent Financial Group, Entrust Financial Partners, and his own firm, Marshall Reed Lohrenz. He is also a minister at Central Church of Christ and involved with estate planning through EstateDocs Pro, as well as serving as a non-paid representative for the Society for Financial Awareness. 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 through an open-architecture platform with multiple custodians and third-party managers.

Todd Douma is a CFP® with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, Tmg General Partnership, and TMD & Associates. He serves on the boards of Buena Vista Health & Recovery, Beacon Partners Fund, and The Shufeldt Family Foundation, advising on healthcare investments and philanthropic activities. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies across multiple asset classes and often manages client relationships on a discretionary basis.

Katherine Schwartz is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Colomb Investment Management Company, LLC and Morgan Stanley. Outside of finance, she has been involved in yoga and wellness businesses. 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, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements.

John Teetsel is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he is secretary of New Vistas Academy Inc., a private school, and is proprietor of Starling Laneboatworks, a non-investment-related business. Oppenheimer serves a diverse client base, including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm emphasizes strategic asset allocation and manager selection while acting as a qualified custodian and maintaining distinctive commission-based and non-discretionary advisory programs.