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 Financial LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

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 with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Arbor Point Advisors and Securities America Advisors, Inc. for over a decade. Outside of his advisory roles, he has also worked as a food delivery driver for Uber and DoorDash. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models and access to multiple third-party platforms and managers.

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.

Rachel Costello is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds the Series 66 designation and previously worked in roles outside the financial sector, including positions at PYG Therapy, Crossroads Preschool and Kindergarten, and Building Blocks. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer, with capabilities that include securities transactions, variable insurance products, placement, and investment banking services.

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.

Brent Sayler is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Phoenix, AZ. He previously worked at The Vanguard Group, Inc. and operated his own advisory practice before joining Allworth Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies, including core-satellite, index allocations, and options-based overlays, and operates a specialized Airline division focused on airline industry employees.

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.

Austin Fetch is a CFP® with 10 years of industry experience, currently advising at AE Wealth Management, LLC. His prior roles include positions at Charles Schwab and Ameriprise Financial Services, Inc. He also serves as an advisor for Dare To Retire U, where he teaches financial education classes. 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 plan services through a platform that combines multiple model strategies and advisor customization.

Barry Cook is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds the ChFC® and Series 63 designations and has 42 years of industry experience, including long-standing roles at NYLife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of advisory programs tailored to individual and institutional clients, with an emphasis on non-discretionary asset management and integrated solutions involving insurance and annuity products.

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.

Michael Peterson is a CFP® with nine years of industry experience, currently serving at Integrity Alliance, LLC. He has previously worked at Impact Wealth Management LLC and Bankers Life Advisory Services, Inc. In addition to his advisory role, Peterson engages in insurance brokerage through Key Retirement Solutions, providing clients with insurance gap solutions. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in assets, offering a range of portfolio management, financial planning, and brokerage services to individual investors, corporations, and qualified retirement plans.

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.

Jeffrey Boysen is a financial advisor with First Command Advisory Services in Glendale, AZ, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Merrill and Bank of America, and is the owner and president of J.P. Boysen & Co., LLC, which oversees his general business and contract activities. 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

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.