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.

Gavin Tolan is a financial advisor with SPC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for eight years. Outside of his advisory role, he coaches high school athletics at Arcadia High School. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored investment advice through a large network of advisors and offers multiple account programs supported by Fidelity/NFS custody and execution services.

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.

Marvin Rosales is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with PNC Wealth Management and has held prior roles at Fidelity Investments, Edward Jones, U.S. Bank, Amazon, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC Bank employees. The firm employs algorithm-driven model selection and relies on third-party managers for portfolio implementation and proxy voting.

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.

Kelly Richards is a financial advisor at Allworth Financial, L.P. in Phoenix, AZ, holding Series 63 and Series 65 credentials with 21 years of industry experience. Prior to joining Allworth Financial in 2021, Richards worked at First Allied Advisory Services and BHF RG Capital, among other firms. Outside of advisory work, Richards is a managing member of Dynamite Office Holdings, LLC, and a partner in It's Happening, LLC, both real estate-related entities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios combining various model strategies, including specialized ETF approaches, and utilizes technology to manage held-away retirement accounts without client login credentials.

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.

Dennis Caufield is affiliated with Centaurus Financial, Inc. and holds Series 63 and Series 65 licenses. He has been with Centaurus Financial since 2025 and also operates the Law Office of Dennis Caufield, LLC, an estate planning and administration law firm he established in 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements.

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.

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.

Daniel Lindblad is a financial advisor with Eagle Strategies (NY Life) located in Sun City, AZ. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term affiliations with New York Life Insurance Company since 1987 and multiple financial entities bearing his name. Lindblad serves as a board member for Jesus Church in Phoenix, where he provides counsel to pastoral staff and participates in budget reviews. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides both fee-based and non-discretionary advisory solutions, tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

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.

Alison Grefsheim is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, with five years of industry experience. She holds the Series 66 designation and has prior work experience at Equitable Advisors, LLC, and Zenreach. Alison serves as a treasurer on the Osborn Village Condominium Association board and is a notary. 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 through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

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.