Brent Mcquiston is a CFP® with 33 years of experience in financial advisory services. He is currently with Hightower Advisors and has previously worked at Wealth Trust Arizona, Purshe Kaplan Sterling Investments, and various affiliated entities. In addition to his advisory role, he holds a fixed insurance agent license with a limited practice. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Michael Bowen is a financial advisor with Hightower Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include tenures at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of asset types.

Erica Gargol is a CFP®-credentialed financial advisor with 24 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2016 and LPL Financial since 2003. She operates out of Scottsdale, AZ. Outside of her advisory roles, she is a certified notary public. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model, offering discretionary and non-discretionary portfolio management through a range of programs and an open-architecture platform integrating multiple third-party managers.

Kayla Mayoral is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked with MP Advisors and Raymond James Financial Services. Kayla is also involved with Baldini Investment Strategies in a non-investment role focused on administrative and client service functions. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Barbara Marquis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2020 and previously held positions at LPL Financial, Wells Fargo Clearing, and UBS Financial Services. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, providing customized portfolio management through an open-architecture platform that integrates multiple third-party managers and offers specialized services such as tax management and niche planning.

William Stevens is a ChFC® credentialed financial advisor with 38 years of industry experience. He is affiliated with Guardian Life and currently associated with Park Avenue Securities. Stevens is also the owner and Chief Strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions utilizing advisor-led discretionary management alongside model-based strategies and digital advisory platforms.

Jennifer Berberich is a financial advisor at United Planners' Financial Services of America and holds Series 65 and Series 63 licenses. She has 22 years of industry experience and also serves as a CPA shareholder at O'Malley & Berberich CPAs PC, where she has been involved since 2003. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients, providing advisory and brokerage services through independent representatives.

James Toddy is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Center Street Advisors, Inc., Arete Wealth Advisors, LLC, and United Planners. He is also involved in licensing estate planning software through his business Estate Documents Pro. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm operates with an emphasis on non-discretionary account management and is owned in part by its financial professionals as limited partners.

Daniel Bendheim is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pillar Financial Group, Robinhood, The Vanguard Group, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Sean Mahoney is a financial advisor at Beacon Pointe Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stonegate Capital Advisors and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension 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 asset classes.

Matthew Armistead is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2015. He also holds a role at Beacon Pointe Insurance Services, LLC, where he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm emphasizes manager selection from a proprietary “Focus List” and employs both active and passive asset allocation strategies supported by quantitative and qualitative due diligence.

Michael Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience as a self-employed musician for 14 years and has worked in various insurance and advisory roles since 2020. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party solutions.

Kristen Rose is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Valic Financial Advisors since 2011 and is also an agent with Agia, involved in 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-developed UMA models for portfolio construction.

Timothy Hatton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously led Hatton Consulting, Inc. for 21 years before joining Creative Planning in 2022. Based in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach using low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market investments.

Carlee Hughes is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and five years of industry experience. Her background includes roles at United Financial Center and tax preparation services, and she serves as an adult education instructor at Pima Community College. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives who utilize a variety of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary, client-directed basis.

Evan Cole is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Peachtree Life Finance. Outside of advising, he owns oil and gas rights leases in Ohio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures while acting as a platform provider for affiliated advisors.

Daniel Kambeitz is a Certified Financial Planner® with seven years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously spent nine years at Meristem Family Wealth LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive implementation across a variety of asset classes.

Morgan Roberts is a financial advisor at OSAIC Institutions, Inc. based in Tempe, AZ. He holds a Series 66 designation and has experience working with several firms, including Charles Schwab & Co., Inc. and Alerus Financial. Prior to his advisory roles, Roberts held positions outside the financial industry, including in education and gig economy services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable emphasis on non-discretionary assets and third-party manager arrangements.

Joshua Price is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation. He has been with Mercer since 2026 and has prior experience at Squeeze and Additional Option LLC. He also has been affiliated with Brigham Young University since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Brady Schneider is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors and AXA Advisors. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management, alongside specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.