Joshua Brown is a financial advisor at Guardian Life with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to his current roles at Guardian Life and Park Avenue Securities, he spent four years at The Vanguard Group. Outside of finance, he consults for retail and e-commerce merchants through Lighthouse Payments LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including both discretionary and non-discretionary models.

Aaron Clark is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Mariner Wealth Advisors in Scottsdale, AZ, where he has worked since 2019. His prior experience includes roles at BOK Financial Securities, Inc. and Bokf, NA. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services.

Barry Eller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Cambridge Investment Research Advisors, TD Ameritrade, and BBVA Wealth Solutions. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent investment advisor representatives. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Marc Normann is a financial advisor with Mercer Global Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mercer Global Advisors since 2017 and previously at Scottrade from 2014 to 2016. Mercer Global Advisors provides investment advisory and 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 and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

Henry Eversole III is a financial advisor at Stratos Wealth Partners, Ltd with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, LLC and LPL Financial. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts and utilizes both advisor-managed and model-based portfolios.

Kenneth Brundage is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Jacob Gold & Associates and Voya Financial Advisors, Inc., among others. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, 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 utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Renee Rael is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked with United Planners since 1999, including her current role at United Planners Financial Services since 2022, and previously worked at First Financial Equity Corporation. Outside of her advisory work, she serves as a trustee for the Mercedes G Weaver Living Trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory and brokerage services through its network of independent investment advisor representatives.

Simon Moran is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Ultra Financial Partners and Vora Wealth Management, among other firms. Moran is also the owner of Dark Knight Capital, LLC, a single-member LLC for personally funded investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by internal and third-party management, and features integrated tax, accounting, and family office services alongside traditional portfolio management.

John Thomas is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at Silvercrest Asset Management Group. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. 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 using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

James Pupillo Jr. is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intelligence Driven Advisers, LDIntelligence LLC, and Hightower Advisors and Securities. Pupillo serves on the board of the non-profit Help in Healing Home and is a finance committee member for Optima-Kierland, a condominium association in Scottsdale, AZ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides portfolio management, financial planning, consulting, and access to third-party managers using a range of program structures supported by technology and centralized due diligence.

Drake Qualls is a CFP® professional with 10 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, M. S. Howells, Independent Financial Group, Henry, Horne Wealth Management, and CliftonLarsonAllen Wealth Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Michael Roasa is a financial advisor at Mariner with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include Ultra Financial Partners, Claraphi Advisory Network, and Liberty Partners Financial Services. In addition to advising, he is licensed as an insurance producer in Arizona, focusing on accident, health, life, and life settlement insurance since 1977. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services unusual for a firm of its size.

Jason Ladner is a financial advisor at ROCKEFELLER Capital Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 13 years. ROCKEFELLER Capital Management is an enterprise firm with 157 advisors.

Angelo Risola is a financial advisor with J.W. Cole Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Morgan Stanley, and Axa Advisors. Outside of advisory work, he is a member-manager of Risola Holdings, LLC, involved in residential home rehabilitation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions using a variety of investment approaches.

Howard Ryan Jr. is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Arbor Point Advisors and Securities America Advisors, Inc. Outside of financial advising, he has worked as a food delivery driver for DoorDash and Uber. Osaic Advisory Services, LLC provides investment management and financial planning services to a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory programs and uses both proprietary and third-party platforms to construct and monitor client portfolios.

James Smith is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with United Planners since 2009. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of fee-based and commission-based options primarily on a non-discretionary basis.

Michael Arko is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Sonora Investment Management and Sonora Investment Management Group. 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 that combines active and passive strategies.

Nancy Loveland is a CFP® professional with 43 years of experience in the financial services industry. She has been associated with United Planners Financial Services since 2004 and has operated as a self-employed representative since 1983. Nancy is also licensed as a non-variable insurance agent. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent Investment Advisor Representatives.

Jeffrey Kirshner is a financial advisor with Primerica Advisors based in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Park Avenue Securities since 2002. Outside of his advisory role, Kirshner operates Kirshner & Klarfeld Financial Group, focusing on insurance and financial services, and serves as a trustee for multiple family trusts. He is also a member of the Congregation Beth Israel Endowment Committee. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Rachel Costello is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, she held roles at PYG Therapy, Crossroads Preschool and Kindergarten, and Building Blocks. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and focuses on customized strategies using both in-house and third-party managers.