Mark Fulton is a financial advisor with Wealthcare Advisory Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2016 and has been associated with Christopher Urness since 2013. Outside of his advisory roles, he is involved in teaching through Great Hearts America. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets across a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth and investment management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Paul Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Since 2011, he has owned Paul Rutkowski, LLC, a business managing bookkeeping and expenses related to his advisory and insurance practice. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and acts both as an adviser to outside RIAs and as a manager of private pooled investments, including private markets and impact investments.

Brennan Holmes is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. He has worked at Brighton Jones since 2023 and previously was employed at Flex PWR in 2023. His background includes four years at the University of Washington and experience at Seattle Preparatory High School. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers services such as discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Christopher Bowman is a financial advisor at CreativeOne Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Prospect Wealth Advisors, LLC and Gentry Wealth Management. Outside of advisory services, he is involved with real estate ventures through an LLC focused on management and business development in that sector. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts with a combination of proprietary and third-party portfolios, utilizing a range of investment strategies including ETFs, mutual funds, options, and private investments.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

Stephen Bull is a financial advisor at Verus Capital Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Securities America, Inc. Outside of his advisory role, he is a business owner of Kraft Screens in Paradise Valley, AZ. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, Merrill Lynch, TEKsystems, and Rent-A-Center. Mitchell is based in Scottsdale, AZ. 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 utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. She is the owner of Meola Consulting, a non-investment-related sole proprietorship. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using a combination of proprietary and third-party investment strategies.

Aaron Vettraino is a financial advisor at United Planners Financial Services of America with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at M. S. Howells & Co and The Vanguard Group, Inc. In addition to his advisory career, he has been involved with AquaSafe Swim School for over a decade. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services primarily through independent representatives, managing approximately $12.77 billion in assets with a focus on non-discretionary accounts.

Justus Novak is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Silverhawk Private Wealth, The Vanguard Group, Inc., and Northwestern Mutual. Outside of advising, Novak has maintained an insurance license. 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 offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supplemented by a combination of fundamental and technical analysis and access to alternative investments.

Dustin Brutton is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. His prior experience includes roles at Canopy Wealth Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he authors a spiritual blog through his ownership of the Surrender Project. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Oppenheimer & Co., Waddell & Reed, Inc., and Piper Sandler & Co. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2020. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Gayle Starr is a CFP® with 41 years of industry experience, currently serving at Commonwealth Financial Network since 2005. Prior to that, she worked at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory role, she is president and owner of Starr Wealth Strategies, Inc., a private entity for operating a securities business, and president of Lin-Com, Inc., a fixed insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides adviser support through a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

Mark Jones is a financial advisor at CWM, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, Geneos Wealth Management, Inc., and Integrated Wealth Management. In addition to his advisory work, he is licensed as an insurance agent, discussing life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Ryan Heck is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fullerton Financial Planning, Kingdom Financial Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.

Michael Eitzen is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 1990 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as co-trustee alongside his mother in managing a personal trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations, among others. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

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.

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.

Chase Perchal is a Series 66–licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he works as a hunting guide for Big Chino Outfitters in Prescott, AZ. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.