Cody Deane is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors. Prior to joining Mariner, he held roles at Cetera, Enterprise Bank & Trust, and Charles Schwab. Outside of his advisory work, he owns an online store specializing in 3D printed goods. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

Hoyt Vanderpool IV is a financial advisor at Oppenheimer in Scottsdale, AZ, holding a Series 66 designation and with one year of industry experience. Prior to joining Oppenheimer, he has worked in various roles at Arizona State University, fitness-related businesses, and a high school. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Christopher Roger is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Bayntree Wealth Advisors, Bank of America, and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation, passive and active management, and research-driven factor premiums, supported by an internal Investment Committee and various program offerings.

Matthew Reeves is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including New York Life Insurance Co. and Quantum. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Johnathon Campion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. He previously worked at Canopy Wealth Management and Northwestern Mutual Investment Services LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024, serving a diverse client base including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private-market programs for qualified clients.

Elizabeth Mahoney is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and was previously with Wells Fargo Clearing from 2012 to 2016. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

James Lesniewski is a financial advisor at VALIC Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Bankers Life. He also acts as an agent selling non-securities insurance products through Agia. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven approach to investment management.

Jason Kennedy is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Colony Group, Commonwealth Financial Network, and Retirement Wealth Partners LLC. Kennedy is based in Scottsdale, AZ. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, financial and tax planning, and employee benefit consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds, while also providing access to affiliated private funds and specialized financial products.

Marc Delphine is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, and Edward Jones. Outside of advising, he serves as an adjunct professor at Grand Canyon University, teaching basic economics. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Tracy Rinaldi is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc, Merrill, and Morgan Stanley Smith Barney. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Bryan Webb is a financial advisor at CWM, LLC with CFP® and Series 65 credentials and two years of industry experience. He has worked at Silverhawk Private Wealth and taught at Grand Canyon University and local schools prior to his advisory career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm utilizes model portfolios with discretionary management and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

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 a Series 66 designation and two years of industry experience. His prior roles include positions at The Standard, WhiteLight Group, and Delta Air Lines. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement plan consulting to individuals, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs with both discretionary and non-discretionary options.

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 at OSAIC Institutions, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Alerus, Bank of America, N.A., and Merrill. Shields is also active as a Wealth Management Advisor at Alerus. OSAIC Institutions, Inc. serves individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer structure, emphasizing a combination of firm supervision and delegated investment management by its representatives.

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 affiliated with Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, and Boston College. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating both proprietary quantitative screens and third-party managers, and offers access to alternative and private-market investments through several specialized programs.

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®-credentialed financial advisor with 33 years of industry experience, currently affiliated with United Planners' Financial Services of America in Phoenix, AZ. His work history includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc. Outside of his advisory work, he volunteers to facilitate Financial Peace University classes for church and community groups and is also an author. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Carlin is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital Group, LLC, and Independent Financial Group. Outside of advisory work, he serves on the board of a chiropractic practice and is a director at a renewable energy company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach integrating active and passive strategies, third-party account managers, and private funds.