Jacob Kaites is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cresset since 2025. His prior roles include positions at Tooker Tactical LLC, Vanguard Marketing Corporation, and The Vanguard Group. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives.

Travis Mott is a CFP® with 22 years of industry experience, currently serving at Schwab Wealth Advisory. He has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2018 and previously worked at USAA Financial Planning Services and related affiliates for over a decade. Schwab Wealth Advisory provides fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and it operates without discretionary trading authority.

Zachary Eitzen is a CFP® with 10 years of industry experience and has been with Oppenheimer since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Tristen Foley is a financial advisor with PNC Wealth Management holding a Series 66 designation. Based in Scottsdale, AZ, Foley has recently entered the industry, joining PNC Investments LLC in 2025 after prior experience at UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Trevor Sharp is a Series 66-licensed financial advisor with Schwab Wealth Advisory, based in Phoenix, Arizona, and has eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab and held roles in various other companies, including Royal Truck Body and Origami Owl LLC. Outside of his advisory work, he owns and operates a vending services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach emphasizes client-tailored, at-least-annual reviews and uses Charles Schwab’s internal research tools and asset-allocation models.

Justin Smith is a CFP® and CFA® with 13 years of industry experience. He has worked at Savant Wealth Management since 2020, following prior roles at Savant Capital Management, Slayton Lewis, J.P. Morgan Securities, and Goldman Sachs Wealth Services. Outside of his advisory work, he is a minority owner of a resume writing and career coaching business. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Prahl is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked with First Financial Equity Corporation and operates Dundas Wealth Management LLC. Outside of investment advising, he serves as a Financial Peace University facilitator at Emmanuel Lutheran Church in Tempe, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm combines advisory and brokerage services delivered by independent Investment Adviser Representatives using various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Andrew Steinberg is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at D.A. Davidson & Co., LPL Financial LLC, and Charles Schwab in various capacities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset allocation models and research tools to tailor recommendations. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third parties or affiliates.

Grant Lyon is a CFP® with 11 years of industry experience, currently advising at Beacon Pointe Advisors, LLC. He previously worked at Brighton Jones for six years before joining Beacon Pointe. Outside of his advisory role, he coaches youth hockey as a goalie coach for the Coyotes Amateur Hockey Association in Scottsdale, Arizona. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Yvonne Jimenez is a CFP® with 25 years of industry experience, currently an advisor at Mercer Global Advisors Inc. Her prior roles include positions at The Vanguard Group, Charles Schwab, Fidelity Investments, and TIAA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and specialized consulting services.

Nicholas Lindholm is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Petersen Hastings Wealth Advisors, Inc., Waddell & Reed Financial Advisors, LPL Financial, and Synergistics, Inc. Outside of his advisory roles, he was involved with GSL Tournament / Ellensburg Little League from 2021 to 2023. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets, and distinguishes itself by acting as general partner for proprietary private funds and advising a continuously offered interval fund.

Tyler Forrest is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. He previously worked at Rochford, Burns, Nasses, and Associates LLC and attended Grand Canyon University. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse range of clients, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven and asset-allocation investment approaches across discretionary and non-discretionary programs.

Desmond Meyer is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2022. Outside of his advisory role, Meyer operates a photo booth business that provides entertainment services at events. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Julia Acer is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Schwab Wealth Advisory since 2012 and Charles Schwab since 2009. Outside of her advisory role, she teaches classes on human energy fields and chakras at the Southwest Institute of Healing Arts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab’s asset-allocation models and internal research, with client authorization required for all trades.

Jason Gerb is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Securities America Inc, Woodbury Financial Services, Triad Advisors, TD Bank, Foresters Financial Services, and Equinox Fund Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing various strategies and platform relationships to serve both retail and institutional clients.

Azita Jalali is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at BMO Private Bank and JP Morgan Private Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Chris Fusselman is a financial advisor with Commonwealth Financial Network in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2011. Fusselman is also the president and owner of C.W.F. Financial, LLC, a private securities business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers both discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, supported by a substantial clearing and custody relationship.

Ryan Reming is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Elite Wealth Advisors, LLC, Raymond James Financial Services Advisors, Inc., and Roosevelt Group, LLC. He is also the owner and president of Elite Wealth Advisors, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services supported by a network of approximately 286 advisors.