Kenneth Milano is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley in various roles over the past two decades. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Raymond Master is a financial advisor with Guardian Life based in Gilbert, Arizona, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and Dekker Financial Services. Outside of his advisory work, he serves as president and board member of the Rise Foundation, a nonprofit organization, and teaches Financial Peace University. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

John Erickson is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to his current role, he worked at Charles Schwab and Buck and Rider, and he has a background that includes time at Arizona State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio solutions and investment education through various advisory programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Theresa Clemmons is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Benjamin F. Edwards since 2017 and worked previously at Wells Fargo Clearing for one year. Outside of her advisory role, she is involved with 1ST PHORM, a supplement company, where she serves as a representative. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, employing both proprietary strategies and third-party models.

Joan Stoddard is a CFP®-certified financial advisor with 13 years of industry experience, currently with Empower Advisory Group in Tempe, AZ. Her prior experience includes roles at Advised Assets Group, GWFS Equities, Northstar, Bank of the West, Northwestern Mutual, and Learnvest Inc. In addition to her advisory work, she owned Treasure Trove Toffee for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and participant savings rates in its planning approach.

Kevin Burke is a CFP® with 23 years of industry experience, currently serving with Key Investment Services LLC since 2018. His prior positions include roles at Capital One Advisors, LLC, Morgan Stanley, and TIAA-CREF, among others. He holds Series 63, Series 65, and Series 66 registrations. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm operates a multi-provider model delivering discretionary and non-discretionary solutions with integration across KeyCorp affiliates for a range of financial services.

Benjamin Kieckhafer is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Charles Schwab since 2007 and has worked specifically with Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Oscar Uribe Cervantes is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, Merrill, and Thornburg Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jeffrey Breese is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Manulife Investment Management. His background also includes managing his own advisory practice and involvement in fixed insurance. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.

Kent Thomson is a financial advisor at Mercer Global Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Morgan Stanley, Fountain, and Mogel. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized client programs.

Geoffrey Goldberg is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc., and has prior experience outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s proprietary asset allocation models and research tools to offer guidance tailored to client goals and risk tolerance.

Jorge Cardenas is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and has previously worked at firms including Fidelity Investments, JP Morgan Securities, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach employs standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Akihiro Kato is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2015. Outside of his advisory role, he is a co-owner of Savvy Choice LLC, an e-commerce business operated through Fulfillment by Amazon. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Michael Kinsey is a CFP®-certified financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, Arizona, bringing 29 years of industry experience. He has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and research tools. The firm offers at-least-annual reviews tailored to clients’ goals and risk tolerance and typically recommends separately managed accounts managed by third parties or affiliates.

Dave Hauer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at United Planners since 2012 and was also involved in independent insurance from 2016 to 2023. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, 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, providing both fee-based and commission-based options.

Giovanni Vermont Colosio is a financial advisor with Empower Advisory Group based in Mesa, AZ. He holds Series 63 and Series 65 licenses and has four years of industry experience. His previous roles include positions at Wells Fargo and Farmers Insurance. Outside of his advisory work, he also works as a delivery driver for DoorDash and as a sales associate for T-Mobile, where he assists customers with phone plans and markets credit cards. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Leah Johnson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent in 2025, she worked at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of her advisory role, she provides horseback riding lessons through Apex Riding Academy. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates a combined advisory and broker-dealer platform and offers both discretionary and non-discretionary management, managing billions in client assets.

Miguelito Reyes is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with both Transamerica Financial Advisors since 2014 and World Financial Group since 2012. He was also involved with B & L Learning Center LLC from 2011 to 2019. Reyes is engaged in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party managers, operating as both a registered broker-dealer and a registered investment adviser.

Edward Stark is a financial advisor with D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining D.A. Davidson in 2019, he worked for RBC Capital Markets LLC for 11 years. Outside of his advisory role, he manages a vacation rental property when not in Arizona. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment approaches.

Eric Pyles is a CFP® and ChFC® with 25 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2000. Outside of his advisory role, Pyles is involved in multiple insurance brokerage ventures and serves as president of a local football booster club supporting a community educational program. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a reported $8.37 billion in discretionary assets under management as of December 2025.