Vicente Iniguez is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with New York Life Insurance Company and NYlife Securities LLC since 2015 and founded Albatross Financial Group in 2020. Iniguez is also a professional PGA member, participating in golf tournaments and charitable events. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Michael Welborn is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the owner of two real estate entities that support his financial services practice. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. 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 employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Derek Mehlhorn is a CFP® with seven years of industry experience, currently an advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked within the Charles Schwab organization since 2019 and previously spent six years with the Make-A-Wish Foundation International. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Charles Suarez is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Andrea Nelson is a financial advisor with United Planners' Financial Services of America, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Eide Bailly Securities and Investor Securities Group. Outside of finance, she has been a Jazzercise franchisee and fitness instructor since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial solutions through its network of independent advisors.

David Kay Jr. is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has previously worked at Vanguard Group and Charles Schwab. Outside of his advisory role, he manages short-term rental properties through his LLC, Dream Stays LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Parks is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Parks Wealth Management Inc., Independent Financial Group, LLC, and Entrust Financial Partners, LLC. He is also a referral partner for EstateDocs Pro, an estate planning service. 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 477 independent advisors.

Charles Lefkowitz is a CFP® with 55 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles in independent insurance and estate planning document preparation, as well as entrepreneurial activity as a greeting cards distributor. He is based in Chandler, AZ. 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 with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Kyle Ingram is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also worked at Charles Schwab & Co., Inc. since 2023. Prior to his advisory career, he spent several years in full-time education and worked at Troon North Golf Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investment allocations while leaving final trading decisions to clients.

Lauren Ireland is a financial advisor with Bankers Life Advisory Services, Inc. based in Phoenix, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to her current role, she was affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and she also served two years with the Inver Grove Heights Police Department. Outside of advising, she owns Lauren Ireland Insurance LLC and recruits and trains insurance agents for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Nicholas Karabas is a Series 65-licensed financial advisor with Creative Planning in Scottsdale, AZ, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as secretary for a massage therapy business owned by his wife. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and integrated retirement plan services.

John Powers is a financial advisor at Mariner with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co., Incorporated for over 16 years combined. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, integrating tax and accounting services alongside traditional portfolio management.

Steven Cook is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes long tenures at Cue Financial Group, Securities America, PFG Advisors, and other firms. He is also a managing partner of Sparrow Financial, a marketing entity based in Glendale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party money managers to implement client strategies, with a large portion of its assets under management held on a non-discretionary basis.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

David Rich is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior roles include positions at Brightside Benefit and Vanguard. Outside of his advisory work, he is the founder of Proudly We Wave, a holiday flag service based in Mesa, AZ. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Kelly Arakaki is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Salvatore Ditusa is a financial advisor with Mariner Wealth Advisors, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Goldman, Sachs & Co, Neuberger Berman, Inland Securities Corporation, LPL Financial, and IHT Wealth Management LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s investment approach combines in-house research with third-party managers and includes a range of strategies from equities and fixed income to alternatives and digital assets, supported by extensive tax and accounting integration.

Brendan Luther is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and The Vanguard Group. His background also includes roles outside finance, such as positions with Sonesta International Hotels Corporation and Marriott International. PNC Wealth Management offers retail brokerage and advisory services through several model-based investment programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Leonard Thompson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles at Arizona Advisors and Ameritas Life Insurance Corp dating back to the early 2000s. In addition to his advisory work, Thompson is a licensed independent insurance agent specializing in fixed insurance products such as life, disability, and long-term care insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement plan sponsors and participants.