Jeffrey Withrow is a CFA® charterholder with 16 years of experience in the financial industry. He is currently affiliated with RBC Rochdale, LLC and has worked at CNR Securities, LLC since 2012. Outside of his advisory role, he co-manages a short-term rental property through JW2 Capital, LLC with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, providing discretionary and non-discretionary portfolio management among other services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis supported by proprietary tools.

Zackary Flodeen is a CFP® professional with 17 years of industry experience, currently with MAI Capital Management, LLC. His career includes roles at Evoke Advisors, The Vanguard Group, Tenet Financial Group, and Fisher Investments. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into client relationships.

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 at Guardian Life with over 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Park Avenue Securities and Guardian Life Insurance for the past 10 years. Outside of his advisory role, he is involved with the Kansas Pharmacist Association, assisting with member recruitment and promoting association benefits. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, plans, charitable organizations, and corporate clients. The firm provides a range of brokerage and advisory services, including proprietary and third-party investment programs and tailored financial planning solutions.

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.

Brittney Deese is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and M Scott Henegar. She is based in Scottsdale, AZ. 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 money managers, offering both fee-based and commission-based options through a network of 477 independent advisors.

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.

Alexander Engel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked at Empower Financial Services, Summit Funding, and FirstBank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within a large-scale advisory model.

Joshua Davis is a financial advisor at Cerity Partners LLC with prior experience at Baseline LLC and Taza LLC, spanning a combined 21 years in related roles. He holds Series 65 and Series 63 licenses and is based in Scottsdale, AZ. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens and a range of investment options, including private-market offerings and affiliated pension consulting.

Tamara Mark is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. In addition to her advisory role, she is an agent with Beacon Pointe Insurance Services, LLC, involved in the sale of life and health insurance products. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive investment 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 with PlanMember Securities Corporation in Scottsdale, AZ, holding Series 65 and Series 63 credentials. He has one year of experience in financial advising and has worked at PlanMember since 2025. Carlin also has a background in IT systems engineering as a senior software platform administrator for American Airlines, where he has been employed since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Nathan Pawlak is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Wellspring Financial Partners and Duffl among other roles. He has also worked in roles at the University of Arizona and for the City of Boulder Parks & Recreation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach focused on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies and offers access to a variety of private and registered pooled investment vehicles.

Robert Olson is a financial advisor with TLG Advisors, Inc. based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Kestra Advisory, M Holdings Securities, WealthPoint, and Polaris Insurance Advisors. He is also the owner of Pivotal Financial & Insurance PLLC, where he consults clients on insurance and business solutions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and offers a digital investment platform called Starlight Portfolios.

Massimo Avelluto is a financial advisor at Mariner with three years of industry experience and a Series 66 credential. His background includes roles at The Vanguard Group, Bandelier Capital LLC, and Matthews. Outside of his advisory work, he is a partner at Bandelier Capital LLC, where he invests in real estate. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and integrates tax and accounting services alongside traditional portfolio management.

Joseph Cardella is a financial advisor at Guardian Life and Park Avenue Securities with Series 65 registration. He has previously worked for the City of Tempe for 19 years and has been with his current firms since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, with discretionary and non-discretionary options and tailored services for its clients.

Matthew Anderson is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Churchill Management Group and TD AMeritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dimitri Spanos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities for over 15 years before joining Oppenheimer in 2022. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

James Hundman is a CFP® with 26 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked with Lion Street Advisors and Triad Advisors, Inc., and is the owner of Hundman Wealth Planning, LLC as well as Hundman Law Offices, where he provides estate planning services. Hundman also serves on the board of Foothills Caring Corps, a local nonprofit supporting elderly and disabled individuals. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management, financial planning, and consulting services, utilizing various portfolio strategies and third-party platforms.