Brooks Gould is a CFP® and Series 66-licensed advisor with five years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at The Vanguard Group, Inc. and Money Management Resource Center. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment approaches.

Jill Skelton is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Her background includes diverse roles in education and the military, having served in the Air National Guard for 16 years and worked with school districts prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Ryan Jankowski is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Prior to that, he was associated with Ensign Wealth Management and also has experience in the pharmaceutical sector with Farmacia Vida. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across its advisory team.

Christopher Nash is a financial advisor with Eagle Strategies (NY Life) in Mesa, Arizona, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been affiliated with New York Life and its related entities since 2004, and he operates CN Results Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joel Cederlind is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023, previously serving at Ensign Wealth Management and Banker's Life. Outside of his advisory role, he is involved in insurance sales and services through Ensign Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a combination of fundamental, technical, and cyclical analysis, managing approximately $49.8 billion for over 127,000 clients.

Matthew Marble is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked in law enforcement with the Chandler and Arvada police departments. Outside of finance, he has held various roles including driving for Uber and employment in industrial construction and party event services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Chad Ensign is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. He is also president of Ensign Wealth Management, Inc., and serves as chapter president and instructor for the American Financial Education Alliance, a nonprofit focused on public finance education. 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 offers a platform-centered investment approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Victor Sanchez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith, Bank of America N.A., and Ameriprise Financial Services, LLC. Sanchez also has outside employment as a financial advisor with Comerica Bank. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing, supported by a platform delivered via Fidelity’s Managed Account Xchange.

Gary Alt is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. Prior to this, he worked for 14 years at Monterey Private Wealth, Inc. Outside of his advisory role, he is involved in property management for both residential and commercial real estate through ownership interests. 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 a range of affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Tracey Knos is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior work includes roles at Charles Schwab and Principal Life Insurance Company. Outside of finance, she owns a photography business, Nora James Photography, which operates on a referral basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan West is a financial advisor at Osaic Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Arizona Federal Credit Union, CUSO Financial Services, L.P., and LPL Financial. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing a model that delegates investment management to its adviser representatives.

Patrick Freeman Jr. is a financial advisor with D.A. Davidson & Co. who holds a Series 66 designation and has 23 years of industry experience. He joined D.A. Davidson in 2018 after working at LPL Financial and Cetera. Freeman serves on the Idaho Department of Finance Emerging Technology Advisory Committee, advising on senior investor concerns. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Chenyi Booth is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 18 years of industry experience. Prior to joining \u0026PARTNERS, Chenyi worked for eight years at Wells Fargo Clearing. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering a range of investment management and financial planning services through its dual registration as an investment adviser and broker-dealer. The firm employs a combination of fundamental, technical, and quantitative analysis, along with model portfolios and third-party strategies, for discretionary and non-discretionary account management.

Joseph Sonkowsky is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at The Vanguard Group, Voya Financial, Liberty Mutual Insurance, and 4imprint. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Megan Henretta is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. Her background includes roles at Nationwide Investment Services Corp and Tailored Management. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Juan Garcia is a financial advisor with First Command Advisory Services in Gilbert, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes service with the Naval War College and Seventh Fleet. Outside of his advisory role, Garcia serves as a conditioning coach for the ASU High School Boys Soccer Team. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Richard Lynch Jr. is a financial advisor at Kestra Advisory with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory since 2016. He is also the owner of Retirement Analytics, overseeing operations and sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Jorge Flores is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ensign Wealth Management, Citi Bank, and Pharmaceutical Distributions SA. Flores is also involved in insurance sales and services through Ensign Wealth Management. 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 offers a platform-centered approach that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services.

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.

Delores Nance is a CFP® with 18 years of experience at Money Concepts Capital Corp. She also holds a Series 63 designation and has worked in accounting and education roles since 1997, including operating her own CPA firm since 2002. Outside of her advisory work, she serves as a volunteer board member for the Music Enrichment Foundation and as treasurer for the Science Center of Inquiry. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of managed programs using model portfolios and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.