James Weil is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. His previous roles include positions at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC, where he worked from 1992 to 2020. Weil is also a board director at Ruth Lake Country Club, a nonprofit organization. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research with a wide range of investment vehicles and operational support.

Ludwell Gaines IV is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Robert Gentry is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 66 and Series 63 designations and 21 years of industry experience. His prior work includes roles at firms such as Nationwide Investment Services Corporation, Wells Fargo, Fidelity Investments, Charles Schwab & Co., and USAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Sophia Katsafouros is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform.

Ryan Papez is a CFP® professional with 11 years of industry experience, currently working at Rockefeller Financial LLC since 2020. He previously worked at UBS Financial Services from 2015 to 2020 and has been with ROCKEFELLER Capital Management since 2025. Papez holds the Series 66 designation. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Timothy Selvey is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at U.S. Bancorp Investments, Sage Point Financial, and Kestra Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services primarily through independent representatives and manages approximately $12.77 billion in assets.

Anna Duarte is a financial advisor at Creative Planning with 20 years of industry experience and a Series 66 designation. Her prior experience includes roles at Lockton Companies LLC and WealthPlan Advisors. Duarte is based in Scottsdale, AZ. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brandy Friend is a ChFC® and Series 66–licensed financial advisor with seven years of industry experience, currently with Kestra Advisory. Her prior work includes roles at Edward Jones and State Farm Mutual Automobile Insurance Company. She is the owner of Bfriend Development LLC, an entity intended for book sales and career coaching services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services from plan design to fiduciary consulting and employee education. The firm serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions.

Brian Meythaler is a financial advisor with AE Wealth Management, LLC, holding the CFP® and ChFC® designations and nine years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company. He is also involved with Clear Solutions, LLC DBA Bergen Financial Group. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

William Wilkinson III is a CFP® and ChFC® with 20 years of industry experience. He is currently with AE Wealth Management, LLC and also serves as CEO and President of 360 Wealth Management, Inc., where he is involved in insurance sales and services. His prior experience includes working at American Mortgage Specialists, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Teresa Haire is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2016 and previously was with Wells Fargo Clearing from 2011 to 2016. Additionally, she is a commissioned Notary Public in Arizona. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm utilizes a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary account management, and operates across multiple custodians with a broad network of investment adviser representatives.

Marcia Ramos is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Stratos Wealth Partners since 2020 and previously held roles with LPL Financial and Wells Fargo Clearing firms. Ramos is also a commissioned notary in the state of Arizona. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Mitchell Everitt is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at UBS Financial Services from 2006 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charitable organizations, pension and profit-sharing plans, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Angela Mansfield is a financial advisor at Guardian Life with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Pensionmark Financial Group, and Ameritas Investment Corp. Outside of her advisory role, she coaches women on financial topics through virtual workshops and book studies and is writing a book focused on financial issues specific to women. She also coaches the Saguaro High School Colorguard. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party model portfolios.

Jeffrey Frisch is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer offering services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of programs and advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Jeffrey Romero is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. He serves as a board member of the New Mexico Philharmonic, a nonprofit organization. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, delivering services through a large network of investment adviser representatives.

Eric Holt is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC and previously worked at The Milestone Group, Inc., 7258 Wealth Management Inc., and SRS Capital Advisors, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens along with third-party managers and individual securities.

Nemanja Miljkovic is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance, Bank of America, Merrill, and Morgan Stanley Smith Barney. He is also involved in insurance activities outside of Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party platforms.

Abe Bochner is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has worked as an independent insurance agent and with United Planners since 1999. Bochner owns a non-variable insurance business in Phoenix, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors on an open-architecture platform.

Ryan Garrison is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 14 years of industry experience. His career includes roles at multiple settlement-focused firms, including Garrison Settlements and Mass Tort Settlement Group, where he has been involved since 2015 and 2017 respectively. He serves as a board member of the Society of Settlement Planners, a national trade association related to structured settlement planning. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a combination of custodians, third-party money managers, and platform programs. The firm operates largely on a non-discretionary basis and is known for its limited-partnership ownership structure and support for advisor transitions.