Jordan Chambers is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at John Hancock and its affiliated entities from 2016 to 2024. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for ultra-high-net-worth clients.

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.

Jacob Lucchese is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Beacon Pointe, he worked at Northrop Grumman, Boeing, First International Bank and Trust, and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

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 and holds a Series 66 designation. She has five years of industry experience and has worked with United Planners and related entities since 2019. Outside of advising, she serves as an adult education instructor at Pima Community College. United Planners Financial Services is a national wealth-management firm with about $12.77 billion in assets under management and approximately 359 advisors. The firm serves a broad range of clients, including individual investors, retirement plans, corporations, and trusts, and offers advisory and brokerage services through independent Investment Adviser Representatives.

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.

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.

Alexander Barrett is a Series 66–registered advisor with Rockefeller Financial LLC in Scottsdale, AZ, where he has worked since 2020. He has 15 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. Barrett serves as a nonprofit board member for the Greater Phoenix Urban League. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer offering a range of securities, insurance, and investment banking services.

Ryan Quigley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Brighton Jones LLC and USAA Financial Advisors Inc. He is also licensed as an insurance agent and involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a broad range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Matthew Kory is a financial advisor at CWM, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Carson Wealth, Carson Group, Cetera Advisor Networks, Pangea Wealth Management, and LPL Financial. Outside of his advisory role, he is an insurance agent specializing in life, health, disability, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages discretionary accounts using model portfolios supported by an Investment Committee and offers services such as portfolio management, financial planning, sub-advisory solutions, and retirement plan services including delegated 3(38) and consulting options.

Rebecca Verr is an advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab and Interocean Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Julie Barker is a financial advisor with Bankers Life Advisory Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab, USAA Financial Advisors, and Integrated Wealth Management. She also assists as a financial advisor assistant at Khan Financial. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Fabrice Choute is a financial advisor at PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and third-party managed investment strategies using mutual funds and ETFs.

Matthew Scanlon is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He previously worked at Arque Capital, Ltd. for 15 years before joining his current firm. Scanlon is also an officer and director involved in marketing activities for Champion Financial Advisors. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using a combination of passive and active investment strategies and a model-driven approach to client risk management.