Jason Stam is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Guardian Life since 1999 and is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Stam also engages in the sale of certain insurance products beyond his primary firm’s offerings. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, investment management solutions, and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Kolton Quitno is a CFP® professional with seven years of experience in financial advisory roles. He currently works at Guardian Life and Park Avenue Securities, having previously held positions at Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

Einar Johnson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Wealth Enhancement in 2026, he worked at Stockbridge Capital Group, LLC and Foreside Fund Services, LLC. His background also includes positions at John Hancock and in corporate roles outside of finance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Schwab Wealth Advisory since 2016 and has been affiliated with Charles Schwab & Co., Inc. since 2013. His prior roles include positions at Raymond James Financial, PNC Wealth Management, SII Investments, and Thrivent Investment Management. 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 guidance is based on internal research tools and asset-allocation models, with a focus on client goals and risk tolerance, and trades are executed only with client authorization.

Chimaobi Abarikwu is a financial advisor with Osaic Institutions, Inc. based in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Edward Jones, Chase Bank, LPL Financial, Morgan Stanley Smith Barney, and Merrill Lynch. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm combines an adviser/broker-dealer structure with a hybrid service model, offering customized advisory services, financial planning, and access to alternative investments and lending solutions.

Kyle Caouette is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at UBS Private Wealth Management, Parcion Private Wealth LLC, Simplified Wealth Strategies LLC, and Parallel Advisors, LLC. He also holds a license as an independent insurance agent. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a primarily long-term investment approach.

Lance Zasso is a CFP®, ChFC®, and Series 65-registered financial advisor with four years of industry experience. He has been with Creative Planning since 2022 and has prior work experience that includes roles at Liberty University and Hume Lake Christian Camps. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various specialized investment options.

John Graef is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His work history includes multiple roles at Charles Schwab & Co., Inc., as well as experience with Empower Financial Services and Liberty Mutual. Outside of his advisory work, he is a licensed real estate agent in Arizona. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm emphasizes tailored asset allocation and investment selection based on standard Schwab models, with advice supported by internal research tools and annual client reviews.

John Corcoran is a financial advisor with Valic Financial Advisors in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He has previously worked at USAA Financial Advisors, Inc. and USAA Life Insurance Company, with a combined tenure of over a decade. Corcoran also serves as an agent for Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Charisse Mackenzie is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 13 years of industry experience. Her prior roles include positions at Regal Investment Advisors, LLC and Saturn Wealth, LLC, where she is also president. In addition to her advisory work, Mackenzie is an author and is involved in financial education through the Institute for Women's Financial Education and the Society of Financial Awareness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

David Arvizu is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2014. Prior to this, he worked at USAA Financial Planning Services and USAA Investment Services Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm offers tailored recommendations and wealth management consultations without exercising discretionary trading authority.

Austin Kohler is a financial advisor with Empower Advisory Group in Mesa, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, The Vanguard Group, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and are closely tied to Empower’s recordkeeping and administrative platforms.

Cole Beckwith is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Keystone Wealth Partners and TPC Scottsdale, as well as military service in the U.S. Army. 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 that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Michael Wallace is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 license and four years of industry experience. Prior to his current role, he worked for Capital Analysts, LLC and spent 20 years with the City of Tempe. Outside of advising, he serves as a firearms instructor, providing training for police and civilians. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, portfolio management, and access to third-party managers, with investment strategies developed by an in-house Investment Management & Research team.

Lynette Kontkanen is a financial advisor with SPC based in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and VIP Mortgage, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, with custody services provided by Fidelity/NFS.

Patrick Hauge is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he is involved with the Government Financial Education Group, which provides financial education to the public. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm provides personalized financial planning and investment management through advisor-led discretionary and model-based strategies, supported by proprietary programs and third-party platforms.

Jeffrey Seeman is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, he spent 12 years at Colliers Securities LLC. Outside of finance, he serves as an NFL line judge. 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 more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and M&A advisory, with proprietary and third-party model strategies supported by an internal trading desk and custody solutions.

Joshua Blaker is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 13 years of industry experience. He is also the founder of Accrue Wealth Designs and serves as a classroom instructor for financial education through the American Financial Education Alliance. Additionally, he is president and owner of J&M Blaker 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 emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analyses.

Matthew Miller is a financial advisor with Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 65, Series 66, and Series 63 credentials and 19 years of industry experience. His career includes roles at firms such as Dimensional Fund Advisors LP and Versant Capital Management. He also serves as a Regional Director for a wealth management business supporting advisors. Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors, offering diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed‑income management, and retirement plan fiduciary services. The firm supports approximately 42 advisors and manages around $41 billion in assets under management and administration.