Vicente Iniguez is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with New York Life Insurance Company and NYlife Securities LLC since 2015 and founded Albatross Financial Group in 2020. Iniguez is also a professional PGA member, participating in golf tournaments and charitable events. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Michael Welborn is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the owner of two real estate entities that support his financial services practice. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Derek Mehlhorn is a CFP® with seven years of industry experience, currently an advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked within the Charles Schwab organization since 2019 and previously spent six years with the Make-A-Wish Foundation International. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Charles Suarez is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Andrea Nelson is a financial advisor with United Planners' Financial Services of America, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Eide Bailly Securities and Investor Securities Group. Outside of finance, she has been a Jazzercise franchisee and fitness instructor since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial solutions through its network of independent advisors.

David Kay Jr. is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has previously worked at Vanguard Group and Charles Schwab. Outside of his advisory role, he manages short-term rental properties through his LLC, Dream Stays LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Parks is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Parks Wealth Management Inc., Independent Financial Group, LLC, and Entrust Financial Partners, LLC. He is also a referral partner for EstateDocs Pro, an estate planning service. 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 both fee-based and commission-based options through its network of 477 independent advisors.

Charles Lefkowitz is a CFP® with 55 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles in independent insurance and estate planning document preparation, as well as entrepreneurial activity as a greeting cards distributor. He is based in Chandler, AZ. 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 with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Kyle Ingram is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also worked at Charles Schwab & Co., Inc. since 2023. Prior to his advisory career, he spent several years in full-time education and worked at Troon North Golf Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investment allocations while leaving final trading decisions to clients.

Tanner Domschot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Phoenix, AZ. He has been with the firm since 2025 and has a diverse background including roles in education and hospitality prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations that integrate passive and active management, with portfolio oversight by an internal Investment Committee.

Lauren Ireland is a financial advisor with Bankers Life Advisory Services, Inc. based in Phoenix, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to her current role, she was affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and she also served two years with the Inver Grove Heights Police Department. Outside of advising, she owns Lauren Ireland Insurance LLC and recruits and trains insurance agents for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Matthew Mundy is a financial advisor with Independent Financial Group, LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining Independent Financial Group in 2020, he worked at LPL Financial from 2016 to 2020. Outside of advising, he works with local estate planning law firms to prepare Living Trusts, sells fixed insurance products, and moderates focus groups on public perceptions of insurance and investment programs. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, combining in-house and third-party model portfolios through multiple custodial platforms, and operates as both a registered investment adviser and an active broker-dealer.

Garrett Nash is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at AE Wealth Management since 2017 and is also associated with Ensign Wealth Management. In addition to advisory services, Nash is involved in life insurance and annuity sales as an associate advisor. 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 multiple model portfolio solutions and provides financial planning, plan services, and consulting support.

Nicholas Karabas is a Series 65-licensed financial advisor with Creative Planning in Scottsdale, AZ, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as secretary for a massage therapy business owned by his wife. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and integrated retirement plan services.

Steven Cook is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes long tenures at Cue Financial Group, Securities America, PFG Advisors, and other firms. He is also a managing partner of Sparrow Financial, a marketing entity based in Glendale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party money managers to implement client strategies, with a large portion of its assets under management held on a non-discretionary basis.

Christina Carey is a financial advisor with PNC Wealth Management in Mesa, Arizona, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior roles include positions at Charles Schwab, BancWest Investment Services, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and invests in approved models managed by PNC or third parties. The firm’s approach involves delegated portfolio implementation with limited direct client interaction and features an employee-only pilot structure.

Olivia Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Strategic Advocates, LLC and several positions within the Cambridge Investment Research organizations. Outside of advisory duties, she is also involved in life insurance brokerage, providing financial planning and insurance sales through Cambridge Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and broker-dealer, supporting a broad range of investment and custody services.

Darcy Bergen is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2022. His prior experience includes roles at Simplicity Wealth, LLC and Horter Investments. Bergen is also the owner of Clear Solutions LLC DBA Bergen Financial Group and serves as secretary/treasurer for Bergens Mission, a charitable organization. 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 various model portfolio solutions, discretionary asset management, financial planning, and plan services.

Krista Wittmaack is a financial advisor at Citizens Securities, Inc. in Gilbert, AZ, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Frost Brokerage Services, E*TRADE Capital Management, Morgan Stanley, and Zions Direct. Outside of her advisory role, she is involved with rental property oversight managed by a third party. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Kelly Arakaki is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.