Michael Klarfeld is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has been with Primerica Advisors since 1999 and maintains ongoing roles with Guardian Life Insurance Company and General American. In addition to his advisory work, he is involved with Kirshner & Klarfeld Financial Group, an insurance and financial services firm focusing on life, disability, and long-term care insurance. Primerica Advisors is an enterprise-level firm serving a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios alongside third-party managers and digital advice solutions.

Bruce Meyer is a financial advisor with Beacon Pointe Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Beacon Pointe Advisors since 2020 and has concurrently served as a licensed insurance agent at Beacon Pointe Insurance Services, LLC since 2011. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-of-managers approach using a proprietary Focus List and combines active and passive strategies, supported by formal due diligence and ongoing performance monitoring.

Jaron Carmichael is a financial advisor with Mercer Global Advisors Inc. in Scottsdale, AZ, holding CFP®, PFS™, and Series 65 credentials and bringing 17 years of industry experience. Prior to joining Mercer, he operated Rowland Carmichael Advisors, Inc. for 13 years. Outside of advisory roles, Carmichael is a CPA who owns and operates a tax preparation business. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Hugo Meraz is a CFP® with 19 years of industry experience and currently works at Mariner. His prior roles include positions at Ultra Financial Partners, Claraphi Advisory Network, and Annexus Group. He serves as chairperson of the City of Scottsdale Public Safety Personnel Retirement System. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

James Marsh is a financial advisor with United Planners' Financial Services of America and holds the Series 63 and Series 66 licenses. He has 13 years of industry experience and has worked in roles including mortgage loan originator and insurance producer. His prior experience includes positions at Rocket Mortgage and Amazon.com. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and over 350 advisors serving a diverse client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services delivered through independent representatives and emphasizes a mix of custodians and third-party managers to implement investment strategies, with a majority of assets managed on a non-discretionary basis.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked primarily with 360 Wealth Management, Inc. from 2007 to 2024 before joining AE Wealth Management in 2026. Beyond her advisory work, she has been involved with Arizona Realty One Group since 2006. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses a variety of investment strategies and model portfolios, managing approximately $49.8 billion for over 127,000 clients through its platform and standardized services.

Landen Lunsway is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has been with Beacon Pointe Advisors and its predecessor entities since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a manager due-diligence process and allocates primarily through third-party independent managers, also sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Baha Chanel is a financial advisor with PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, Bank of America, Merrill Lynch, and Elliot Management. Outside of his advisory work, he is the owner of Chanel Holdings LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties.

Davis Levy is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase and The Vanguard Group. Outside of his advisory role, he serves as a Regional Vice President for Delta Sigma Pi, a professional business fraternity. 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 accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, along with access to alternative investments.

Michael Fetsko is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, where he has worked since 2026. He has one year of industry experience and previously worked at MAI Capital Management, Wells Fargo Advisors, and Liberty Home Mortgage. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a network of affiliated service companies and product relationships.

Ludwell Gaines IV is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. 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 within an enhanced open architecture framework that combines active and passive strategies, separate account managers, and various fund types.

Sophia Katsafouros is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities through the Rockefeller Global Family Office platform and provides access to alternative and private investments.

Ryan Papez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Capital Management. He previously worked at UBS Financial Services and Rockefeller Financial LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management and investment advisory services.

Timothy Selvey is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at U.S. Bancorp Investments, Sage Point Financial, and Kestra Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services primarily through independent representatives and manages approximately $12.77 billion in assets.

Anna Duarte is a financial advisor at Creative Planning with 20 years of industry experience and a Series 66 designation. Her prior experience includes roles at Lockton Companies LLC and WealthPlan Advisors. Duarte is based in Scottsdale, AZ. 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, buy-and-hold strategies, and selective private market exposure.

Brian Meythaler is a financial advisor with AE Wealth Management, LLC, holding the CFP® and ChFC® designations and nine years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company. He is also involved with Clear Solutions, LLC DBA Bergen Financial Group. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

William Wilkinson III is a CFP® and ChFC® with 20 years of industry experience. He is currently with AE Wealth Management, LLC and also serves as CEO and President of 360 Wealth Management, Inc., where he is involved in insurance sales and services. His prior experience includes working at American Mortgage Specialists, Inc. 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 a platform-centered approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Teresa Haire is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stratos Wealth Partners and LPL Financial since 2016. Haire is also a commissioned notary public in Arizona. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, 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.

Marcia Ramos is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ramos is also a commissioned notary in the state of Arizona. 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’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Mitchell Everitt is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2008. Based in Scottsdale, AZ, he provides advisory services through a well-established firm. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment products to meet client objectives.