T Powell is a CFP® professional with 14 years of experience in financial advising. He is currently with Beacon Pointe Advisors, LLC and has prior experience at firms including Stonegate Capital Advisors and Ameriprise Financial Services. In addition to his advisory role, he is an insurance agent at Beacon Pointe Insurance Services. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base consisting of individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds while maintaining a broad range of institutional relationships.

Paul Perreault Jr. is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 designations. He has 38 years of industry experience, including roles at First Financial Equity Corporation and managing his own practice, Paul A. Perreault Jr. He serves on the Four Peaks Rotary Signer-Oversight Committee in Fountain Hills, AZ. United Planners Financial Services supports 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 a range of advisory models and predominantly non-discretionary asset management through a network of 477 independent Investment Advisor Representatives.

Ashley Quick is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill from 2011 to 2020 before joining Mariner in 2020. She also has experience with Msec, LLC from 2020 to 2025. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Joshua Brown is a CFP® with 10 years of industry experience, currently affiliated with Guardian Life in Scottsdale, AZ. He has held roles at Park Avenue Securities, Guardian Life Insurance Company, and The Vanguard Group. Outside of his advisory work, he consults with retail and e-commerce merchants through Lighthouse Payments LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Eric Verhulst is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in managing several LLCs related to vehicle sharing. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Aaron Clark is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Mariner Wealth Advisors in Scottsdale, AZ, where he has worked since 2019. His prior experience includes roles at BOK Financial Securities, Inc. and Bokf, NA. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services.

Barry Eller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Cambridge Investment Research Advisors, TD Ameritrade, and BBVA Wealth Solutions. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent investment advisor representatives. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Marc Normann is a financial advisor with Mercer Global Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mercer Global Advisors since 2017 and previously at Scottrade from 2014 to 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

David Sears is a financial advisor with AE Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Bank of the Internet and Horter Investment Management. He is also the owner and manager of Secure Financial Solutions Group, LLC, which provides insurance sales and services, and Secure Estate Services, where he prepares and delivers legal documents. 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 range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that integrates models from multiple sources with advisor-managed strategies.

Henry Eversole III is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior experience includes roles at LPL Financial LLC, RBC Capital Markets, LLC, and Morgan Stanley. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an independent advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Kenneth Brundage is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Jacob Gold & Associates and Voya Financial Advisors, Inc., among others. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

George Klima is a ChFC® credentialed advisor with 44 years of industry experience, currently with Guardian Life in Scottsdale, AZ. He has been associated with Guardian Life and its affiliated entities since 2014 and also has experience with Park Avenue Securities since 2024. Outside of his advisory role, Klima is involved in the restaurant industry as an investor and partner in several businesses, including Nova Restaurant Group and Tavern 4 & 5 LLC. He works at Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and integrated financial planning services.

Renee Rael is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked with United Planners since 1999, including her current role at United Planners Financial Services since 2022, and previously worked at First Financial Equity Corporation. Outside of her advisory work, she serves as a trustee for the Mercedes G Weaver Living Trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory and brokerage services through its network of independent investment advisor representatives.

Simon Moran is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Ultra Financial Partners and Vora Wealth Management, among other firms. Moran is also the owner of Dark Knight Capital, LLC, a single-member LLC for personally funded investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by internal and third-party management, and features integrated tax, accounting, and family office services alongside traditional portfolio management.

Jameson Van Houten is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Crown Capital Securities, LP and Stonegate Financial Group. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, pension plans, 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.

John Thomas is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at Silvercrest Asset Management Group. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

James Pupillo Jr. is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LLC, LDIntelligence LLC, and Hightower Advisors. He serves as a board member for the nonprofit Help in Healing Home in Phoenix, Arizona. 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 representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining manager selection with third-party models and advisor discretion.

Dustin Giannangelo is a financial advisor with Kestra Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2017, he worked at LPL Financial for three years. He is also the owner and CEO of NeutrinoIQ, a financial software company focused on product vision and leadership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, serving large investors with approximately $79.8 billion in assets under management and maintaining extensive third-party and affiliate relationships.

Drake Qualls is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, InterOcean Capital Group, M. S. Howells, Independent Financial Group, Henry, Horne Wealth Management, and CliftonLarsonAllen Wealth Advisors. His credentials include Series 63 and Series 65 licenses. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Daniel Skellan is a financial advisor at Eagle Strategies (NY Life) in Mesa, AZ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Eagle Strategies LLC since 2024, NYLIFE Securities LLC since 2017, and New York Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member for Four Peaks Little League, where he is involved in coaching and organizing youth baseball activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and distinguishes itself by managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.