Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, and Cantor Fitzgerald. Cerity Partners provides comprehensive wealth management services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized programs in private markets alongside affiliated pension consulting and insurance services.

Bruce Eisenhauer is a financial advisor with CWM, LLC based in Phoenix, AZ, holding Series 65 and Series 66 licenses and possessing 24 years of industry experience. He has worked at LPL Financial, Cetera Wealth Services, CWM, LLC, and Meikle Financial Group. Outside of advisory roles, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios guided by an in-house Investment Committee, integrating fundamental and technical analysis, third-party sub-advisors, and customizable tools.

Chad Wing is a CFP® with 24 years of industry experience, currently serving at Cerity Partners LLC and Cerity Partners Retirement Plan Consultants since 2025. His prior experience includes roles at Petrichor Asset Management LLC, Canopy Wealth Management, and Northwestern Mutual. He holds a Series 66 designation and continues to receive renewal commissions from prior insurance product sales, although he is no longer active as an insurance agent. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

John Bartimoccia is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 registrations and has 24 years of industry experience. His prior work includes roles at LPL Financial and SJI Financial Services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support investment recommendations, operating primarily through non-discretionary client relationships alongside select discretionary programs.

Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Kelly is based in Scottsdale, AZ. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and 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 customized, diversified portfolios and private market programs for qualified clients.

Ryan Toso is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 11 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services 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’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Brian Jones is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brokers International Financial Services, Packerland Brokerage Services, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, Jones is involved with Black Mountain Business Consultants, where he assists physicians transitioning to concierge medicine, and he is a certified scuba, CPR, and first aid instructor. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Erin Doherty is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Charles Schwab and various finance and advisory firms. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Calvin Wilkinson is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He previously worked at Envision Solar Inc. and 360 Wealth Management, Inc. Outside of his advisory role, he is also licensed as an insurance agent, performing insurance sales and services. 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 emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and analytical methods.

Martin Guzman is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2016 and has additional involvement with Arizona Estate Planners Inc., where he has worked since 2001. Outside of his advisory role, he is engaged in leadership and strategic planning activities related to estate and retirement planning through his roles in other financial services businesses. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining multiple model portfolios and advisory services, supporting a high client load per advisor and offering various investment and consulting solutions.

Joshua Davis is a financial advisor at Cerity Partners LLC with experience at Baseline LLC and Taza LLC, spanning a total of over 20 years in related roles. He holds Series 63 and Series 65 designations and is based in Scottsdale, AZ. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with external managers and individual securities.

John Hasslacher is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with J. W. Cole Advisors since 2015 and also manages Hasslacher Tax & Financial, LLC, a firm providing tax preparation, estate planning, and accounting services. In addition to his advisory role, he serves as a family trustee and holds a notary public commission. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at 360 Wealth Management, Inc. for 15 years and is also associated with Arizona Realty One Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, using a combination of discretionary model portfolios and multiple investment strategies. The firm manages approximately $49.8 billion across more than 127,000 clients, emphasizing standardized model and platform services.

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.

William Wilkinson III is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at American Mortgage Specialists, Inc. and 360 Wealth Management, Inc., where he served as CEO and was involved in insurance sales. 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 discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

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.

Adam Carlat is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley and PlanMember Securities Corporation. In addition to his advisory work, he is involved in an insurance business selling life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by technology tools and a broad network of advisors.

Edward Sarraf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of wealth-management professionals to provide a broad range of financial strategies aimed at high net worth individuals and businesses. His comprehensive approach to wealth management encompasses investing, estate planning strategies, retirement planning strategies, concentrated stock positions, alternative investments, life insurance, and corporate relationship management. Ed earned a Bachelor of Science degree in Personnel Management from the University of Arizona Business School in 1991. He began his financial services career with Merrill Lynch Wealth Management in 1992 as a 401(k) representative at the World Financial Center in Manhattan, NY. After nine years working as a NASDAQ and hedge-fund trader, he returned to Merrill Lynch in 2004. Ed holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in North Scottsdale with his wife and daughter, Ed is an active member of the Senior Business to Business Networking group. In his spare time, he enjoys playing recreational ice hockey, a long-standing personal interest.

Logan Brinkmann is a financial advisor with Raymond James Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SilverTree Collective, Silver Tree Wealth Partners, and Edward Jones Investments. Outside of his advisory work, he has been involved with SilverTree Collective and Silver Tree Wealth Partners in associate capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and supports municipal and public-finance advisory services through a unique affiliation with a municipal advisor.