Anthony Ruggieri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including his own entities such as Ruggieri Wealth Advisors LLC and Ruggieri Financial and Marketing Group LLC. Outside of advisory services, he is an independent insurance agent through his ownership of Ruggieri Financial and Marketing Group LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jacob Heisler is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Scottsdale, AZ, where he has worked since 2019. Prior to that, he was with Versant Capital Management and Barnes Investment Advisory. He also holds a role as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension plans, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Bruce Frank is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding a Series 63 designation and with 40 years of industry experience. He has worked with Nylife Securities Inc. and New York Life Insurance Company since 1985 and operates Bruce Frank Financial Group, LLC, brokering non-registered insurance products. Outside of his advisory roles, he is involved with Safe Management, which provides security services for the Arizona Cardinals and NFL events, and volunteers with Billy’s Place providing grief services for children and families, as well as the Fiesta Bowl committee. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides customized advice across multiple program types and manages the majority of assets on a non-discretionary basis, with a focus on relationships with institutional sponsors and integration within the New York Life affiliate structure.

Brian Nelson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. He is associated with several entities including Osaic Wealth, Tribe Financial Group, and DeepBlue Pool Pro's LLC. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing multiple analytical approaches and platform partnerships to deliver and monitor strategies.

Andrew Padgett is a financial advisor at J. W. Cole Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Jonathan Roberts Advisory Group, Inc. since 2011 and J W Cole Financial Inc since 2007. Outside of advisory work, he operates a web design business and provides mobile notary public services. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning solutions, including access to third-party managers and digital advice platforms.

Laura Rider is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial planning, and brokerage, organizing client relationships around a Private Advisor model with access to both in-house and third-party investment solutions.

Noah Putnam is a CFP® and holds a Series 65 designation with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been affiliated with Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.

Cassandra Thornock is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2022. She previously worked at Stoker Ostler Wealth Advisors, EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of her advisory role, she is an agent with Beacon Pointe Insurance Services, LLC, where she is involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Patrick O'Leary is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He previously worked at Charles Schwab & Co. from 2000 to 2024 before joining Mercer in 2024. He holds the Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Theresa Labadie is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Osaic Advisory Services, LLC since 2024 and previously spent eight years at Triad Advisors, Inc. in Scottsdale, Arizona. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple analytical approaches and platform integrations to deliver and monitor strategies.

Amrish Patel is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, Securities America Advisors, and Merrill. Outside of his advisory work, he is involved in consulting and business coaching through GWS Advisors, LLC, and co-owns a tax consulting firm, GWS Tax Facts, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers financial planning and portfolio management services using both firm- and third-party models, combining active and passive investment strategies tailored to individual risk profiles.

Gavin Lyons is a CFP® with 14 years of industry experience currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, TMD & Associates, and McAlvany Wealth Management. He serves as a panel member on the Schwab Client Experience Panel, providing feedback on client service without compensation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis as well as specialized strategies such as trend-following and options overlays.

Albert Filosa is a financial advisor with Integrated Wealth Concepts LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 14 years before joining Integrated Wealth Concepts and LPL Financial in 2017. 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, and retirement plan services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Thomas Noel is a financial advisor with Carson Wealth, holding ChFC® and Series 63 designations and bringing 36 years of industry experience. He has worked at several firms including LPL Financial and Cetera Advisor Networks, and is a partner at Noel-Schopen, LLC dba Financial Impact Advisors. In addition to his advisory work, Noel is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to manage model portfolios and providing tailored investment solutions alongside comprehensive portfolio oversight.

John Glass is a financial advisor with Eagle Strategies (NY Life) based in Paradise Valley, AZ. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Glass has been affiliated with New York Life Insurance Company since 1970 and has operated Glass Financial Group since 2013. He serves as a board member of the Forest Highlands Foundation, a charitable organization involved in fundraising and supporting local charities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jason Zilveti is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2008 to 2020. Outside of his advisory role, he serves on the boards of two Christian faith-based nonprofit organizations, the Arizona Fellowship of Christian Athletes and Tales From The Tour. 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 operates with a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and unique broker-dealer services including securities transactions and placement of alternative investment vehicles.

Marcus Fabiano is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. His prior roles include positions at Raymond James & Associates, J.P. Morgan Securities, and JPMORGAN Chase Bank. He has also operated as an Independent Insurance Agent and has experience with insurance product sales through Symmetry Financial Group and Conners Wealth Management. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and a client base of nearly 300,000.

Denise Mcguire is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services and Well On Your Way. She also manages staff and serves as a relationship manager at The Wealth Stewards. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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, and other investment vehicles, supported by internal due diligence and strategic asset allocation.

Kenneth Milano is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley in various roles over the past two decades. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Christopher Popkey is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2016 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisor relationships, customized portfolio management, and an open-architecture approach integrating multiple third-party managers and platforms.