Brett Blau is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth, he worked at Prairie Capital Management Group, LLC and DeMarche. He also has experience outside the advisory industry, including roles at Rockhurst University and Indian Hills Country Club. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Peter Hirsch is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Sagepoint Financial, Inc. since 2009 and previously at Sunamerica Securities, Inc. from 1998 to 2005. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments through platform relationships and affiliated managers.

Tyson Sterling is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has been with United Planners since 2010 and also operates as an independent insurance agent specializing in non-variable insurance. Sterling served with the Arizona Interscholastic Association for 14 years and is involved with Jaimee Rose Style LLC, a defined benefit pension plan employer. United Planners Financial Services 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 utilizing multiple custodians and third-party money managers.

Rebecca Kennell is a CFP® professional with 25 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in music and entertainment as a consultant and owns Musica, LLC, a concert production and support company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Frank Gesuale is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Intelligence Driven Advisers, LLC, LDIntelligence, LLC, and Hightower Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Eddie James is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James and Spring Venture Group. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Stephanie Odell is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC and PNC Investments LLC. In addition to her advisory work, Odell owns Stephanie Odell Studio in Fountain Hills, AZ, where she creates and sells stained glass, fabric, and paper art. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and more, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Jeffrey Withrow is a CFA® charterholder based in Scottsdale, AZ, affiliated with RBC Rochdale, LLC. He has 17 years of industry experience, including roles at CNR Securities, LLC and Curian Capital, LLC. Outside of his advisory work, he co-manages a short-term rental property in Scottsdale through JW2 Capital, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis to tailor portfolios across equity, fixed income, real assets, and alternative investments.

Zackary Flodeen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His prior experience includes roles at Evoke Advisors, The Vanguard Group, Tenet Financial Group, Fisher Investments, Voya Investment Management, Charles Schwab, and Allspring Funds Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, sports professionals, and institutional clients. The firm manages a wide range of investment strategies and also offers trust and insurance administrative services.

William Steward is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Ameriprise Financial Services. He is also an insurance agent operating outside of Independent Financial Group under Patel Wealth Management, LLC, which offers insurance, brokerage, and advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies through various platforms and third-party programs.

Brandon Capps is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he is involved with the Kansas Pharmacist Association, assisting with member recruitment and promoting association benefits. He is also engaged with VibeQuest LLC, a company focused on airline comfort travel products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and digital advisory solutions, integrating insurance products and alternative investments through its connection with Guardian Life.

Logan Robertson is a CFA® charterholder and Series 65 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Versant Capital Management. His background also includes a role outside finance with Tempe Boat Rentals and study at Arizona State University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, pension plans, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private markets.

Jesus Zepeda Castro is a CFP® professional with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at Lido Advisors, Creative Planning, and Sonmore Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust affiliates.

Edward Dulin Jr. is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors since 2019. His prior experience includes roles at Msec, LLC, Bank of America, NA, and Merrill. Outside of advisory work, he owns a business focused on buying, fixing, and selling homes. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and family office services.

Joshua Davis is a financial advisor at Cerity Partners LLC with credentials including Series 65 and Series 63 licenses. He has been in the financial industry since 2026 and has prior experience at Baseline LLC and Taza LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and investment entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Tamara Mark is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds Series 66 and Series 63 registrations and has worked at several firms, including Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. Tamara is also an insurance agent with Beacon Pointe Insurance Services, LLC, involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jenna Thornton is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. She has held various roles since 2008, including involvement with Synergy Accounting Solutions and co-ownership of Black Bear Market, LLC, a personalized products business. Thornton also serves as secretary/treasurer of the Washington Park HOA in Payson, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors with a limited-partnership ownership structure and advisor transition programs.

Devan Carlin is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory role, he has worked at American Airlines since 2015 as a Senior IT Systems Engineer and software platform administrator. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and delivers education, planning, and support services through a strategic asset allocation framework and risk-based mutual fund portfolios.

Nathan Pawlak is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ. He holds a Series 65 designation and has two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Wellspring Financial Partners and Duffl, among other roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. Their investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.