Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at The Colony Group, InterOcean Capital Group, M. S. Howells & Co., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of advising, she has minority ownership in a local bakery business. 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 family office support. 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.

James Casey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Nuveen Investments, Guggenheim Funds Distributors, ALPS Distributors, Smead Capital Management, and Distribution Services. He is based in Scottsdale, AZ. 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 both as an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and investment banking services through a consolidated platform.

Michael Conway is a CFP® professional with eight years of industry experience, currently serving with Empower Advisory Group. His work history includes roles at Personal Capital Advisors Corporation and The Vanguard Group, Inc. He has also held positions related to real estate and education at Sotheby's International Realty and Fort Lewis College. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Michael Gentsch is a CFP® with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, where he spent a total of 15 years. Outside of his advisory role, he operates a car rental service through Turo. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Kent Weaver is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and brokerage services.

Bryan Buzzard is a financial advisor with Guardian Life in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2020 and previously held long-term positions at Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory services, he is involved as an investor in BJD Investments LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

James Ries is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2015. Ries is a co-trustee of a personal family trust established for estate planning purposes. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Peter Dalis is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been associated with New York Life insurance and NYlife Securities LLC since 2014 and joined Eagle Strategies in 2024. Outside of advisory work, he is appointed as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors. Outside of his advisory role, he is involved in freelance theatrical lighting and sound design and ghostwrites a food blog. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of managed programs, third-party manager solutions, financial planning, and access to alternative investments, using both fundamental and technical strategies.

Bingjie Zhu is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Eagle Strategies, Zhu was affiliated with NYLIFE Securities LLC, Famous Financial and Insurance Solutions LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners 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.

Elizabeth Zarate is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ. She holds a Series 65 designation and has three years of industry experience. Prior to joining AE Wealth Management, she worked at Wells Fargo and America First Credit Union. Outside of her advisory role, Zarate is involved with Money Wise, LLC, where she completes and submits life insurance and annuity applications. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from discretionary asset management to financial planning and consulting.

Jed Brody is a CFP® and ChFC® with 35 years of experience in the financial industry. He currently works at Focus Partners Wealth, LLC and has previously held roles at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he teaches Sunday school Hebrew and occasionally provides financial counseling education to military personnel. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies with tax- and fee-sensitive portfolio construction under an enhanced open architecture framework.

Robyn Gerke is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2016. She is based in Scottsdale, AZ, and has spent her entire advisory career with Beacon Pointe entities. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC and The Vanguard Group, INC. Outside of advising, he maintains a real estate license. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and third-party managers.

Ryan Thompson is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Carson Wealth and has held prior roles at Silverhawk Private Wealth, Edward Jones, and John Hancock. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios utilizing fundamental and technical inputs.

Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and services delivered on both discretionary and non-discretionary bases, including equity, balanced, and fixed-income portfolios, along with consulting and retirement services.

Paul Seidman is a CFP® professional with 22 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2018. His prior roles include positions at Alpha Cubed Investments, Ascendant Advisors, and Empowerment Financial Group. He also consults with GLG Consulting, providing expert insights at industry events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a comprehensive range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and provides client education, specialized planning services, and integration of affiliated service lines.

David Fields is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Citigroup Global Markets Inc., and operating his own business, David Brook Fields, since 2006. He is also a managing partner at Pacific Tides Wealth Management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a hybrid advisory and brokerage model with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Michael O'Malley is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with United Planners since 2015 and is also a partner at O'Malley & Berberich CPAs PC, where he has provided accounting, tax preparation, and business consulting services since 2001. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and a broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.