Bryan Webb is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Carson Wealth and previously worked at Silverhawk Private Wealth and Grand Canyon University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Jeffrey Thiede is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and NPB Financial Group, LLC. Outside of his advisory role, he is the owner of a property management business in Scottsdale, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions.

Eloy Acosta IV is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His prior roles include positions at Park Avenue Securities, 954 Consulting, The Standard, WhiteLight Group, Delta Air Lines, and TriZetto. Guardian Life's subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Rodney Smith II is a CFP® with 23 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Seacat Financial Services before joining RS Wealth Management, where he also acts as an insurance agent selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services.

Stanton Shields is a financial advisor with Osaic Institutions, Inc. based in Tempe, AZ, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Infinex Investments, Inc., Alerus, Bank of America, N.A., and Merrill. Shields is also engaged in wealth management advising through Alerus. Osaic Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts, leveraging third-party managers and promoters in its service approach.

Baz Nissan is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2013 and is also associated with Agia, where he serves as an agent for 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.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently advising clients at Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, Boston College, and Northwestern Mutual Investment Management. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and foundations, offering customized wealth management services with a focus on client-specific investment profiles and asset allocation. The firm also provides access to alternative and private market solutions alongside traditional investment strategies.

David Latshaw is a financial advisor at PNC Wealth Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Latshaw has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessment and delegates portfolio implementation and proxy voting to third parties.

Dennis Rogers is a CFP® professional with 34 years of industry experience, currently affiliated with United Planners' Financial Services of America as a limited partner. His prior experience includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc., and he has been involved with multiple business activities including volunteering to facilitate Financial Peace University classes and authoring written work. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable majority of assets managed on a non-discretionary basis.

Michael Carlin is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, InterOcean Capital Group, and M. S. Howells & Co. Outside of advising, he serves on the board of a chiropractic practice and is a director at a renewable energy company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing a range of wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Heather Tomka is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 66 licenses and has been in the industry since 2026. Prior to her current role, she held positions at several financial and mortgage firms, including Equitable Advisors, LLC, Nations Lending, and Homeowners Financial Group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Shanna Templeton is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has spent significant time with Silverhawk Private Wealth and related entities, where she has also managed operations and compliance. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers a broad range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Jonathan Michaels is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 credential and has previously worked at Ultra Financial Partners. Outside of his advisory role, he is the founder and CEO of 200+ Racing, LLC, a luxury lounge featuring Formula 1 racing simulators in Scottsdale, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Christopher Palermo is a CFP® and CFA® with 17 years of experience in financial advisory. He has been with Beacon Pointe Advisors, LLC since 2014, working in Scottsdale, AZ. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm employs a manager-driven investment approach featuring proprietary due diligence and utilizes third-party platforms to implement client strategies.

Jon Zoet is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has over 40 years of experience in the industry, including roles at Zoet Financial and Zoet & Associates LLC. He is also an independent insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.

Witta Payackapan is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience and a Series 66 designation. Prior to joining Focus Partners Wealth, he held roles at Sonora Investment Management Group, E*TRADE Capital Management, Bank of America, Merrill, and Morgan Stanley, among others. He serves on the board of a nonprofit organization focused on advancing the Asian community in Arizona and is a passive investor in management of chiropractic clinics. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Michael Juilfs is a CFP® professional with 28 years of industry experience, currently advising at Commonwealth Financial Network since 2002. His background includes tax preparation and serving as an expert witness in divorce-related matters. He is also involved in private business ventures such as automobile title purchases and resale. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, technology, compliance, and investment management services.

Meryl Feys is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has prior experience at Bradley Wealth. Beacon Pointe Advisors, LLC offers wealth advisory and consulting services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive investment strategies across public and private asset classes.

Nimish Shah is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has been affiliated with Columbia University for ten years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party models to develop client strategies, offering a range of portfolio management and retirement plan services.

Steven Mindak is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Mahoney Financial Organization and direct involvement with New York Life Insurance Company and Nylife Securities LLC since 1987. He also operates Mindak Financial Group, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.