Timothy Hazelton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He previously worked at The Vanguard Group, Inc. for 16 years and owns a retail business selling products on Amazon and eBay. Hazelton also serves as a designated bank officer supporting Principal retirement plan accounts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those managers.

Philip Walden is a financial advisor with Eagle Strategies (New York Life) based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes long-term roles at New York Life Insurance Company since 1967 and Nylife Securities Inc. since 1975. Additionally, he is involved in brokering non-registered insurance products for outside insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across various program types and manages a majority of its assets on a non-discretionary basis.

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.

Shane Foster is a CFP® professional with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior roles include positions at Schwab Wealth Advisory Inc. and Merrill. 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 combines fundamental, technical, and cyclical analysis methods in its investment approach.

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® professional with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Nuveen Investments, Guggenheim Funds Distributors, ALPS Distributors, Smead Capital Management, and Distribution Services. He is based in Scottsdale, AZ. 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 both as an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and investment banking services through a consolidated platform.

Kent Weaver is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Morgan Stanley entities prior to joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform delivering discretionary, non-discretionary, and model-driven investment solutions.

John Bartimoccia is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and SJI Financial Services, Inc. He is also a registered representative at Water Tower Financial. Voya Financial Advisors serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through multiple program structures, frequently providing non-discretionary recommendations.

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, 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, he has worked as a freelance theatrical lighting and sound designer and has ghostwritten a food blog in collaboration with his wife. He also serves as a minister and has officiated weddings. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of advisory and financial planning services through multiple program models, utilizing a mix of proprietary and third-party platforms, with custody and execution arranged primarily through Schwab and Fidelity.

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.

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® professional with 22 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2018. His prior roles include positions at Alpha Cubed Investments, Ascendant Advisors, and Empowerment Financial Group. He also consults with GLG Consulting, providing expert insights at industry events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a comprehensive range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and provides client education, specialized planning services, and integration of affiliated service lines.