Scott Bird III is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has been associated with Advantex Group, LLC since 2001, where he is involved in the sale of life insurance and fixed annuities through Estate Preservation Advisors. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning via 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.

Erin Doherty is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Charles Schwab and various finance and advisory firms. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Ebersole Gaines is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Sonora Investment Management Group, Bank of America, Merrill, and Pantheon Global Holdings. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth 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 that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Brendan Moore is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, and Northwestern Mutual. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a variety of portfolio management, financial planning, and retirement plan services.

Jacqueline Flindall is a CFP® with 18 years of industry experience, currently affiliated with United Planners' Financial Services of America. Her prior roles include positions at PFG Advisors, LLC, Securities America, Inc., Foothill Securities, Inc., and Cue Financial Group, Inc. She serves as president of R&R Ranch, a community and charitable organization in Rio Verde, AZ. 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 a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Kerina Graham is a financial advisor with Stratos Wealth Partners, Ltd in Phoenix, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2014. Outside of her advisory work, she is involved with Arizona Casino Party, a nonprofit organization that hosts casino-style events to raise funds for community centers and charitable causes. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform with an open-architecture approach that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Dianne Fay is a CFP® with 33 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. She previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 15 years each and has operated Fay & Associates since 1984. Outside of her advisory role, she oversees operations at Fay & Associates, a tax and accounting practice, and holds a long-standing insurance agent position. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, financial planning, and access to third-party managers using a range of discretionary and non-discretionary investment approaches.

Calvin Wilkinson is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envision Solar Inc. and 360 Wealth Management, Inc. Outside of his advisory role, he is also involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that integrates multiple model managers and advisor-managed strategies.

Joseph Feichtel is a CFP® with 33 years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has been with United Planners since 2013. He is also the owner of JMF Financial Services, LLC, which provides tax preparation, accounting, and bookkeeping services. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Hunter Shaw is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at OSAIC, Securities America, Inc., Iron Point Financial Advisors, and Gallagher Insurance Co. Outside of investment advising, he is also an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a manager-driven investment approach with asset allocation modeling and offers services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Jennifer Foster is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at BlackRock since 2013. Foster is also the owner of Saving Cents, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Jeremy Cheatham is a financial advisor at CWM, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles including private wealth and mortgage lending across multiple firms. Outside of his advisory role, he is involved with several related business activities including Wealth Strategies Advisory Group and serves as a silent partner in Cheatham Connection Group, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers services such as portfolio management, financial planning, and retirement-plan programs with fiduciary monitoring and diverse investment options.

Zachary Green is a financial advisor at CWM, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management, LPL Financial, and OneAZ Credit Union. He is also active as an insurance agent through Silverhawk Insurance Services, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brett Blau is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Prairie Capital Management Group, LLC and DeMarche, along with experience outside finance in education and hospitality. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm follows a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting and advice across managed and held-away assets.

Peter Hirsch is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at SagePoint Financial, Inc. since 2009 and Sunamerica Securities, Inc. since 1998. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models and utilizes both proprietary and third-party platforms to construct and monitor client portfolios.

Tyson Sterling is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has been with United Planners since 2010 and also operates as an independent insurance agent specializing in non-variable insurance. Sterling served with the Arizona Interscholastic Association for 14 years and is involved with Jaimee Rose Style LLC, a defined benefit pension plan employer. United Planners Financial Services 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 utilizing multiple custodians and third-party money managers.

Frank Gesuale is a financial advisor with NewEdge Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses and with eight years of industry experience. His career includes roles at NewEdge Advisors, Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Stephanie Odell is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC and PNC Investments LLC. In addition to her advisory work, Odell owns Stephanie Odell Studio in Fountain Hills, AZ, where she creates and sells stained glass, fabric, and paper art. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and more, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Zackary Flodeen is a CFP® professional with 17 years of industry experience, currently with MAI Capital Management, LLC. His career includes roles at Evoke Advisors, The Vanguard Group, Tenet Financial Group, and Fisher Investments. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into client relationships.