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.

Kyle Irion is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at firms including The Colony Group, LLC, Versant Capital Management, and Brighton Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Oracio Cappello is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has worked at firms including Park Avenue Securities, Penn Mutual Life Insurance, and Hornor Townsend & Kent Inc. Outside of his advisory role, he is the owner of Dream Q Brokerage LLC, an insurance brokerage business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, institutions, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to insurance and alternative investment products.

Jacob Kaites is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cresset since 2025. His prior roles include positions at Tooker Tactical LLC, Vanguard Marketing Corporation, and The Vanguard Group. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives.

Zachary Eitzen is a CFP® with 10 years of industry experience and has been with Oppenheimer since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Tristen Foley is a financial advisor with PNC Wealth Management holding a Series 66 designation. Based in Scottsdale, AZ, Foley has recently entered the industry, joining PNC Investments LLC in 2025 after prior experience at UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Justin Smith is a CFP® and CFA® with 13 years of industry experience. He has worked at Savant Wealth Management since 2020, following prior roles at Savant Capital Management, Slayton Lewis, J.P. Morgan Securities, and Goldman Sachs Wealth Services. Outside of his advisory work, he is a minority owner of a resume writing and career coaching business. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

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.

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Prahl is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked with First Financial Equity Corporation and operates Dundas Wealth Management LLC. Outside of investment advising, he serves as a Financial Peace University facilitator at Emmanuel Lutheran Church in Tempe, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm combines advisory and brokerage services delivered by independent Investment Adviser Representatives using various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Grant Lyon is a CFP® with 11 years of industry experience, currently advising at Beacon Pointe Advisors, LLC. He previously worked at Brighton Jones for six years before joining Beacon Pointe. Outside of his advisory role, he coaches youth hockey as a goalie coach for the Coyotes Amateur Hockey Association in Scottsdale, Arizona. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Yvonne Jimenez is a CFP® with 25 years of industry experience, currently an advisor at Mercer Global Advisors Inc. Her prior roles include positions at The Vanguard Group, Charles Schwab, Fidelity Investments, and TIAA. 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 follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and specialized consulting services.

Nicholas Lindholm is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Petersen Hastings Wealth Advisors, Inc., Waddell & Reed Financial Advisors, LPL Financial, and Synergistics, Inc. Outside of his advisory roles, he was involved with GSL Tournament / Ellensburg Little League from 2021 to 2023. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets, and distinguishes itself by acting as general partner for proprietary private funds and advising a continuously offered interval fund.

Jason Gerb is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Securities America Inc, Woodbury Financial Services, Triad Advisors, TD Bank, Foresters Financial Services, and Equinox Fund Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing various strategies and platform relationships to serve both retail and institutional clients.

Azita Jalali is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at BMO Private Bank and JP Morgan Private Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Thomas Hunt is a financial advisor with Guardian Life in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Guardian Life, he spent nine years with Tango Commercial Real Estate, LLC, where he remains involved on a limited basis. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.

Ryan Reming is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Elite Wealth Advisors, LLC, Raymond James Financial Services Advisors, Inc., and Roosevelt Group, LLC. He is also the owner and president of Elite Wealth Advisors, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services supported by a network of approximately 286 advisors.

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.

Asha Jain is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and was previously with Wells Fargo Clearing from 2000 to 2016. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through independent and affiliated advisors with a focus on customized portfolio management and an open-architecture investment approach.

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.