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.

Michael Trezza is a financial advisor with AE Wealth Management, LLC in Peoria, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Edelman Financial Engines and JPMorgan Securities LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a variety of investment strategies and operates with a platform focus, managing approximately $49.8 billion for over 127,000 clients.

Sophia Katsafouros is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. 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, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform.

Ryan Papez is a CFP® professional with 11 years of industry experience, currently working at Rockefeller Financial LLC since 2020. He previously worked at UBS Financial Services from 2015 to 2020 and has been with ROCKEFELLER Capital Management since 2025. Papez holds the Series 66 designation. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

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.

William Meikle Jr. is a CFP® with 43 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Meikle Financial Group. Outside of advisory work, he is a board member of FUEGO, a fundraising organization encouraging donations of money, time, and resources. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios supported by fundamental and technical analysis and a range of third-party tools.

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.

Kimberle Dyer is a financial advisor with J. W. Cole Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and over 21 years of industry experience. She has been with J. W. Cole Advisors and its affiliated entities since 2014 and has also been associated with Life Investors since 2004. Outside of her advisory role, she is involved with Executive Women International and co-owns a business consulting firm focused on business consulting, estate preparation, social security fundamentals, and tax planning, and she works part-time as a blackjack dealer for an entertainment company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

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.

Angela Mansfield is a financial advisor at Guardian Life with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Pensionmark Financial Group, and Ameritas Investment Corp. Outside of her advisory role, she coaches women on financial topics through virtual workshops and book studies and is writing a book focused on financial issues specific to women. She also coaches the Saguaro High School Colorguard. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party model portfolios.

Lisa Mc Clelland is a financial advisor with Principal Financial Services in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at Principal Life Insurance Company, Thrivent Financial, and Nationwide Insurance. Outside of finance, she has participated as a product tester for skincare products and worked event staff for NASCAR car racing events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jeffrey Frisch is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Oppenheimer since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies, and acts as a qualified custodian for client assets.

Jeffrey Romero is a financial advisor at Stratos Wealth Partners, Ltd with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. He serves on the board of the New Mexico Philharmonic, a nonprofit organization. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a range of financial planning and retirement consulting services through a network of independent investment adviser representatives.

Eric Holt is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC and previously worked at The Milestone Group, Inc., 7258 Wealth Management Inc., and SRS Capital Advisors, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens along with third-party managers and individual securities.

Nemanja Miljkovic is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance, Bank of America, Merrill, and Morgan Stanley Smith Barney. He is also involved in insurance activities outside of Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party platforms.

Christopher Thomas is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Dare To Retire U and Hybrid Retirement Solutions LLC DBA Oxford Retirement & Estate Planning. Outside of advisory roles, he teaches classes through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a complex affiliate structure.

Ryan Garrison is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 14 years of industry experience. His career includes roles at multiple settlement-focused firms, including Garrison Settlements and Mass Tort Settlement Group, where he has been involved since 2015 and 2017 respectively. He serves as a board member of the Society of Settlement Planners, a national trade association related to structured settlement planning. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a combination of custodians, third-party money managers, and platform programs. The firm operates largely on a non-discretionary basis and is known for its limited-partnership ownership structure and support for advisor transitions.