Kristopher Roche is a CFP® professional with two years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Prior to his financial advisory roles, he was involved with Lost Dog Cafe and worked at George Mason University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Sheryl Rayner is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has previously worked at Stellar Capital Management LLC and HoyleCohen, LLC. Rayner has been with The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, business management, and family office services.

David Brasfield is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Intelligence Driven Advisers, LDIntelligence LLC, and Hightower Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Christopher Leineweber is a CFP®-certified financial advisor with Schwab Wealth Advisory in Phoenix, AZ, bringing nine years of industry experience. He has worked with Charles Schwab since 2016 and previously spent two years at State Farm. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses standardized asset allocation models and research tools to guide client decisions, with advisors recommending but not executing trades, and maintains a unique operational structure within the Schwab ecosystem.

James Davis is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. He previously worked at Woodbury Financial Services for seven years. Davis is a board member of the Children in Need Foundation, a charitable organization supporting children's charities in the Phoenix area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without exercising discretionary trading authority.

Susanne Gibo is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior work includes one year at TD Ameritrade and two decades at Eli Lilly and Company. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Jason Stam is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including long-term roles at Guardian Life Insurance Company of America and Primerica Advisors. Stam is also involved in the sale of insurance products beyond Guardian offerings. He is currently affiliated with Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Kyle Irion is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Versant Capital Management, JLFranklin Wealth Planning, Brighton Jones, and Washington Officials Association. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that combines fundamental and quantitative analysis, and it offers a broad range of wealth management and advisory services.

Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

Sean Rhea is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab and Streetlnks/Assurant. Based in Phoenix, AZ, he focuses on providing client investment advisory services. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm serves individual clients by providing financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients.

Jacob Kaites is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Tooker Tactical LLC, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Kaites has also been involved with Scottsdale Christian Academy in various roles. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes, including alternatives such as private equity and digital assets.

Travis Mott is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Charles Schwab and Schwab Wealth Advisory since 2018 and was previously with USAA financial planning services and USAA Financial Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s standard asset allocation models and research tools. The firm’s advisors recommend investments and allocations but do not exercise discretionary trading authority, conducting at least annual account reviews within the Schwab ecosystem.

Zachary Eitzen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds the Series 66 designation and is based in Oro Valley, Arizona. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Tristen Foley is a financial advisor with PNC Wealth Management holding a Series 66 designation. Based in Scottsdale, AZ, Foley has recently entered the industry, joining PNC Investments LLC in 2025 after prior experience at UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Trevor Sharp is a Series 66 licensed advisor with Schwab Wealth Advisory in Phoenix, AZ, and has seven years of industry experience. His prior work includes roles at Charles Schwab, Royal Truck Body, The Home Depot, Origami Owl LLC, and West USA Realty. Outside of his advisory work, he owns and operates a vending services business in Mesa, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Kyle Caouette is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at UBS Private Wealth Management, Parcion Private Wealth LLC, Simplified Wealth Strategies LLC, and Parallel Advisors, LLC. He also holds a license as an independent insurance agent. 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 services, and retirement plan advisory, employing customized portfolios with a primarily long-term investment approach.

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Prahl is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has held roles at The 401(k) Solution, Dundas Wealth Management LLC, and First Financial Equity Corporation. Outside of advisory work, he serves as a facilitator for Financial Peace University at Emmanuel Lutheran Church. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm’s network of independent Investment Adviser Representatives offers advisory and brokerage services supported by multiple custodians and third-party managers, with a focus on non-discretionary assets and a limited-partnership ownership structure.