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 with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2023 and previously held roles at Ensign Wealth Management, Banker's Life, and CACI Inc. Cederlind is also involved in insurance sales through Ensign Wealth Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining model portfolios managed internally and by third parties, with advisors tailoring solutions under discretionary authority.

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 credentials. His prior roles include positions at Morgan Stanley, Merrill Lynch, Bank of America, and Ameriprise Financial Services. Sanchez also serves as a financial advisor for Comerica Bank in addition to his role at Fifth Third Securities. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs and investment strategies delivered via the Passageway platform, which includes options such as tax-overlay services and direct indexing.

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 Arizona Federal Credit Union and CUSO Financial Services, L.P. before joining OSAIC Institutions in 2023. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment analysis and account management to its investment adviser representatives.

Patrick Freeman Jr. is a financial advisor with D.A. Davidson & Co. based in Gold Canyon, AZ, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson since 2018 and previously spent time at LPL Financial. 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 retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of advisory, wealth management, and financial planning services.

Chenyi Booth is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse group of clients, including high-net-worth individuals, institutional investors, and charitable organizations. The firm offers a range of investment management and consulting services using a combination of proprietary and third-party strategies, supported by both 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 career includes roles at Nationwide Investment Services Corp and Banner Health. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and hybrid digital advisory services.

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.

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.

Casey Coffey is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BOK Financial Securities, Inc. and Bokf, Na. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only employee pilot for a digital, discretionary model account that uses approved strategies managed by PNC or third parties and executed with mutual funds and ETFs. The firm’s approach involves algorithm-driven portfolio selection and annual rebalancing, with portfolio implementation and proxy voting delegated to external providers.

Scott Piper is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Google (Powered by Mosaic North America), and in educational roles at Arizona Virtual Academy, Legacy Traditional Schools, and Coolidge Unified School District. 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 account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ellery Segebart is a certified financial planner (CFP®) with 13 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Facet Wealth, and Vanguard. Outside of the financial sector, he is pursuing work as a fitness trainer, assisting individuals with health and fitness goals including strength and conditioning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and saving rates in its financial planning approach.