Christopher Bonnington is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked previously at Mutual of Omaha and Thrivent Financial. Bonnington is based in Phoenix, AZ. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard in its RIA services and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brady Marlow is a CFP® professional affiliated with Sequoia Financial Group, L.L.C. in Omaha, NE, with 21 years of industry experience. His prior roles include positions at CWM, LLC, Northwestern Mutual Wealth Management Company, and Execso. Outside of financial advising, Marlow serves as Vice Chair of the Omaha Venture Group, a community foundation, and is the owner of Scopious Coaching, providing life coaching services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selections, supported by an Investment Policy Committee and extensive research resources.

Kenneth Gatliff is a financial advisor with Creative Planning in Gilbert, AZ, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His prior experience includes roles at Keystone Wealth Partners and Matson Money, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

James Garner is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, The Vanguard Group, and Charles Schwab. 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’s integrated model focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Carson Busch is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequoia, he worked at Focus Partners Wealth and The Gellman Team Real Estate. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee.

Douglas Rosendahl is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2015. In addition to his advisory role, he serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

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 19 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 held various roles from 2009 to 2024. Outside of his advisory work, he operates a car rental service through Turo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies.

Matthew Sutton is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Group and Robinhood Markets, along with earlier experience in the hospitality and solar industries. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers investment recommendations using Schwab’s asset allocation models and research tools, conducting annual account reviews without exercising discretionary trading authority.

Kevin Takinen is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Investment Advisors, Sequoia, ADP, Fis, and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for a firm of its size.

Ty Tabile is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with four years of industry experience. His prior roles include positions at The Vanguard Group, Northwestern Mutual, and Bank of America. Outside of financial services, he was involved with Tabile LLC, a business named "Cups and Cakes." Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Bryan Buzzard is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including long tenures at New York Life Insurance Company and Nylife Securities Inc. He has also been involved with Cypress Strategies since 2002. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Sterling Mccarty is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 35 years before joining D.A. Davidson in 2018. Outside of his advisory work, he serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs, a nonprofit organization managing funds for the diocese. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and private wealth management for clients with significant assets.

Ernest Miranda is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. for 12 years. His background includes roles in caregiving and healthcare prior to his current financial services positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

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.

Tye Dutcher is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance, and Brokers Alliance Inc. Outside of advising, he has held various positions in small business ventures including food service and landscaping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. 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.

John Thompson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and also spent time with VIP Kid and Rancho Sordo Mudo. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Kaleb Parrett is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at KFG Wealth Management, Korhorn Financial Group, Whirlpool Corporation, and Jackson National. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Janet Horowitz is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 41 years of industry experience. She has been with Private Advisor Group since 2019 and concurrently associated with Wells Fargo Advisors Financial Network LLC since 2009. She operates under the business name Janet Horowitz LLC when providing investment advice. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to multiple advisory programs and third-party asset managers through its extensive network of investment adviser representatives.

Matthew Langmack is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. Prior to this, he held positions at Ameriprise Financial Services, One2One Wealth Strategies, and The Boeing Company. Langmack also worked in student and family programs at Arizona State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.