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 CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has held roles at Silverhawk Private Wealth and Silverhawk Asset Management, LLC since 2013, including operations management and compliance responsibilities. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios overseen by an in-house Investment Committee and a combination of fundamental and technical analysis along with third-party sub-advisors.

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 financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Bradley Wealth and Hope College. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and a formal due-diligence process to implement client strategies across third-party independent managers.

Nimish Shah is a financial advisor at Independent Financial Group, LLC with a Series 66 designation and no prior industry experience. He has been with Independent Financial Group since 2025 and has an ongoing affiliation with Columbia University since 2016. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers a range of portfolio management and financial planning services using both firm- and third-party models, blending passive and active exposures across standard risk profiles.

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.

Anthony Ruggieri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Ruggieri Wealth Advisors and Encompass More Asset Management. In addition to his advisory work, he is the owner of Ruggieri Financial and Marketing Group LLC, an independent insurance agency. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

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 has held roles at multiple related firms, including Osaic Wealth and Tribe Financial Group. Outside of his advisory work, he is involved with DeepBlue Pool Pro's LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base ranging from individuals to institutional entities. The firm provides a variety of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to alternative investment platforms.

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.

Michelle Bergmann is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Primerica Advisors, Wipfli LLP, Bradle Tax Services, Woodbury Financial Services, Brickheimer Planners, and SII Investments. Outside of her advisory work, she serves as treasurer for the Marathon County Literacy Council and is the inventor and creator of Common Cents, a teaching and coaching initiative. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent advisors.

Laura Rider is a Series 66-credentialed financial advisor with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2020 and spent nine years at Morgan Stanley Smith Barney prior to that. Outside of her advisory role, she is a member of a family LLC that manages a residential property. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm uses a Private Advisor model supported by a consolidated investment platform to deliver a range of portfolio management and consulting services, and it is distinctive in operating as a registered broker-dealer with a broad set of affiliated capabilities.

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® professional at Beacon Pointe Advisors, LLC with nine years of industry experience. She has worked at Beacon Pointe since 2022 and previously held roles at Stoker Ostler Wealth Advisors, EF Legacy Securities, and Edelman Financial Services. In addition to her advisory duties, she is an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors offers wealth advisory, consulting, financial planning, and retirement plan services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive 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.