Kenneth Brundage is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Jacob Gold & Associates and Voya Financial Advisors, Inc., among others. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

George Klima is a ChFC® credentialed advisor with 44 years of industry experience, currently with Guardian Life in Scottsdale, AZ. He has been associated with Guardian Life and its affiliated entities since 2014 and also has experience with Park Avenue Securities since 2024. Outside of his advisory role, Klima is involved in the restaurant industry as an investor and partner in several businesses, including Nova Restaurant Group and Tavern 4 & 5 LLC. He works at Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and integrated financial planning services.

Renee Rael is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked with United Planners since 1999, including her current role at United Planners Financial Services since 2022, and previously worked at First Financial Equity Corporation. Outside of her advisory work, she serves as a trustee for the Mercedes G Weaver Living Trust. 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 with multiple custodians and third-party money managers, offering a range of advisory and brokerage services through its network of independent investment advisor representatives.

Ann Stojanovic is a financial advisor at Schwab Wealth Advisory with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, including her current role at Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jameson Van Houten is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Crown Capital Securities, LP and Stonegate Financial Group. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Michael Frazier is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at The Vanguard Group, USAA Financial Advisors, Merrill, Bank of America, and Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Andrew Johnson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Trajan Wealth, loandepot, and American Income Life Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach involves integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Benjamin Aeschliman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools. The firm delivers tailored recommendations through at-least-annual reviews and typically utilizes separately managed accounts managed by third-party or affiliated managers.

Randy Morse is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Creative Planning since 2018 and previously spent 22 years at Fidelity Brokerage Services, Inc. and Fidelity Personal Trust. Outside of his advisory role, he is a landlord of rental properties in Mesa, AZ, and Aliso Viejo, CA. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and integrated retirement plan services.

Daniel Skellan is a financial advisor at Eagle Strategies (NY Life) in Mesa, AZ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Eagle Strategies LLC since 2024, NYLIFE Securities LLC since 2017, and New York Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member for Four Peaks Little League, where he is involved in coaching and organizing youth baseball activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and distinguishes itself by managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cyrus Baravati is a CFP® professional with 13 years of industry experience, currently with Concurrent Investment Advisors, LLC and The Wealth Stewards. His prior experience includes roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Cyrus operates The Wealth Stewards as a wealth strategist. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integrated operational tools.

Alexander Csekme is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has been with Schwab-affiliated firms since 2023. Outside of advisory roles, his background includes various positions in hospitality and technology sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.–referred clients. The firm’s approach relies on proprietary asset-allocation models and Schwab’s internal research tools to offer tailored recommendations aligned with clients’ goals and risk tolerance.

Charles Tucker is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Carrie Hall and Associates Financial & Insurance Services since 2012 and has affiliations with New York Life and NYLIFE Securities LLC. Tucker is also involved in brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailored recommendations, with the majority of assets managed on a non-discretionary basis, serving both retail and institutional clients within an integrated New York Life affiliate structure.

Brent Breshears is a financial advisor at D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson & Co. for 20 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and wealth management, including specialized programs for clients with over $20 million in net worth.

Grant Osborne is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WCG Wealth Advisors, LLC and AXA Advisors, LLC. Osborne is also involved with Treloar & Heisel, LLC, a firm engaged in fixed and accident and health insurance sales. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

James Smith is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at United Planners since 2009 and previously at OSAIC Services, Inc. and Sunamerica Securities, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services utilizing multiple custodians and third-party managers.

Nancy Loveland is a CFP® professional with 44 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. She has been with United Planners since 2004 and has worked as a self-employed representative since 1983. Loveland also holds licensure as a non-variable insurance agent. 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 provides advisory and brokerage services through independent representatives and utilizes various custodians and third-party managers, with a notable majority of assets managed on a non-discretionary basis.

Troy Klunk is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory, Inc., and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations while requiring client authorization for trades.

Jeffrey Kirshner is a financial advisor with Guardian Life, holding the PFS™ designation and Series 63 and 66 licenses, with 24 years of industry experience. He has worked at Park Avenue Securities since 2002. Outside of his advisory role, he serves as a trustee for multiple family trusts and is a member of the Congregation Beth Israel Endowment Committee in Scottsdale, AZ. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Dane Breslo is a CFP® professional with three years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. He previously worked at Prospera Financial Services and Charles Schwab. Outside of his advisory role, he sells personal and collectible items on eBay as a side activity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on Charles Schwab & Co.’s proprietary asset-allocation models and research tools, with a focus on tailored recommendations and client authorization for trades.