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.

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.

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.

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.

Winston Stevenson is a financial advisor with Brookstone Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing nine years of experience with the firm. Prior to joining Brookstone in 2017, he operated his own practice, Winston P. Stevenson, from 1998 to 2016. He is also president of WPS, Inc., where he sells life insurance, annuities, long-term care, and disability products in multiple states. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

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 the Series 66 designation and has previously worked at firms including 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

David Kerber is a CFP® with 12 years of industry experience and is currently affiliated with Mercer Global Advisors Inc. in Scottsdale, AZ. He has been with Mercer for his entire professional career, which spans multiple roles within the firm over the past 12 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning and family office services. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios using various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

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.

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.

Dennis Eckmeyer is a financial advisor with Eagle Strategies (NY Life) in Sun City, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Eagle Strategies since 2019 and has worked with New York Life Insurance Company and its affiliated entities since 2004. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.