Chad Wing is a CFP® with 24 years of industry experience, currently serving at Cerity Partners LLC and Cerity Partners Retirement Plan Consultants since 2025. His prior experience includes roles at Petrichor Asset Management LLC, Canopy Wealth Management, and Northwestern Mutual. He holds a Series 66 designation and continues to receive renewal commissions from prior insurance product sales, although he is no longer active as an insurance agent. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

David Marcus is a CFP® professional with 41 years of experience in financial services. He has been with Kestra Advisory since 2016 and has operated his own firm, David A. Marcus & Associates, Inc., since 1984. Marcus also engages in insurance brokerage and trust management activities outside his advisory role. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Eric Christus is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 credentials and nine years of industry experience. His prior roles include positions at First Financial Equity Corporation and Mass Mutual, among others. Christus also serves as Vice President of Dundas Wealth Management LLC and is an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm operates primarily on a non-discretionary basis and features a limited-partnership ownership structure with formalized advisor transition support.

Robert Cain is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He worked at Arque Capital Ltd for 15 years prior to joining his current firm in 2023. Cain serves as president of his local homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment exposures to develop client strategies using firm and third-party models.

Thomas Knoell is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Charles Schwab & Co., Inc. and various positions outside the financial industry, including in home improvements and the food service sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Miguel Mayagoitia is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Allworth and AW Securities in 2026, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2019 to 2026, and at Pathways Financial Partners from 2017 to 2019. He also has experience at the University of Arizona College of Pharmacy and the University of Arizona. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs proprietary technology to manage held-away employer retirement accounts.

Philip Walden is a financial advisor with Eagle Strategies (New York Life) based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes long-term roles at New York Life Insurance Company since 1967 and Nylife Securities Inc. since 1975. Additionally, he is involved in brokering non-registered insurance products for outside insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across various program types and manages a majority of its assets on a non-discretionary basis.

Raymond Round is a CFP® with 33 years of industry experience, currently serving at D.A. Davidson & Co. since 1995. He is based in Scottsdale, AZ. Outside of his advisory role, he is president of The Loyola Sideliners, a nonprofit organization in Missoula, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under the Advisers Act fiduciary standard.

Bradley Kutler is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Stoker Ostler, The Vanguard Group, Edward Jones, Capco, and Cognizant Technology Solutions. Outside of his advisory role, he tutors CFP and securities exam content as an independent contractor for Varsity Tutors. Focus Partners Wealth, LLC serves individual and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Denise Lilien is a financial advisor at Mariner with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Mariner, she worked at MSEC, LLC, Apple Inc., and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Tovin Mcgovern is a CFP® with 14 years of industry experience, currently serving at Creative Planning since 2022. His prior experience includes roles at Hatton Consulting, Inc., and various positions at J.P. Morgan Securities and JP Morgan Chase Bank from 2009 to 2020. Creative Planning provides 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated non-investment services such as estate law and trust companies.

John Nielsen is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Merrill and Wells Fargo Advisors before joining Stratos Wealth Partners and LPL Financial LLC in 2017. Stratos Wealth Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

John Odell III is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Janney Montgomery Scott since 2022, following six years with Wells Fargo Clearing and two years with Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Torrey Pine is a CFP® with three years of industry experience, currently affiliated with CWM, LLC. Prior to joining CWM, they worked at Carson Wealth and Integrated Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Christopher Cassutt is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. He is also involved with Eagleston Financial Group, partnering to sell life and disability insurance through Guardian and other carriers. Park Avenue Securities LLC serves a wide retail client base including individual and high-net-worth investors, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Matthew Wilson is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 18 years of industry experience and has been involved with several firms, including Capital Analyst and Gold & Associates. Outside of his advisory role, he is the owner of New Market Wealth Management, a non-investment-related business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning, portfolio management, and retirement plan services.

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.