Daniel Kambeitz is a Certified Financial Planner® with seven years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously spent nine years at Meristem Family Wealth LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive implementation across a variety of asset classes.

Joshua Price is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation. He has been with Mercer since 2026 and has prior experience at Squeeze and Additional Option LLC. He also has been affiliated with Brigham Young University since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Brady Schneider is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors and AXA Advisors. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management, alongside specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Alexander Barrett is a Series 66–registered advisor with Rockefeller Financial LLC in Scottsdale, AZ, where he has worked since 2020. He has 15 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. Barrett serves as a nonprofit board member for the Greater Phoenix Urban League. 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, and it also operates as a registered broker-dealer offering a range of securities, insurance, and investment banking services.

Ryan Quigley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Brighton Jones LLC and USAA Financial Advisors Inc. He is also licensed as an insurance agent and involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a broad range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jose Monterrosa is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Phoenix, AZ, where he has worked since 2025, and has been affiliated with Charles Schwab since 2018. His prior roles include positions at PRO Unlimited, EXTENDED TRAVEL, and Beneco. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab & Co.’s asset-allocation models and internal research, offering guidance on a range of investment options while requiring client authorization for trades.

Joel Pietila is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Hightower Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. He has also held roles in education at Hillsdale College, Heritage Academy Gateway, and Benjamin Franklin Charter School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and a variety of investment vehicles.

Joseph Abbott is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Charles Schwab & Co., Fidelity Brokerage Services LLC, and The Vanguard Group. Abbott holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and proprietary research, with investment decisions requiring client authorization and tailored to individual goals and risk tolerance.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Kathy Thornton is a financial advisor at TIAA-CREF with nine years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022, following six years at Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

Rebecca Verr is an advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab and Interocean Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Julie Barker is a financial advisor with Bankers Life Advisory Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab, USAA Financial Advisors, and Integrated Wealth Management. She also assists as a financial advisor assistant at Khan Financial. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Casey Wyatt is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2008. Wyatt is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using asset allocation models and research tools developed by Charles Schwab & Co. The firm offers tailored investment recommendations with at-least-annual reviews, and does not exercise discretionary authority over client accounts.

Dominique Murray is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience serving in the United States Air Force. Additionally, she was involved with Make It Happen Sis!, a venture outside the financial industry. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centralized portfolio management and prescreened third-party managers.

Fabrice Choute is a financial advisor at PNC Wealth Management in Phoenix, AZ, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investments managed by PNC or third-party strategists.

Matthew Scanlon is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He previously worked at Arque Capital, Ltd. for 15 years before joining his current firm. Scanlon is also an officer and director involved in marketing activities for Champion Financial Advisors. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using a combination of passive and active investment strategies and a model-driven approach to client risk management.

Cody Deane is a CFP® with 12 years of industry experience and is currently with Mariner Wealth Advisors. His work history includes roles at Charles Schwab and Cetera. Outside of financial advising, he owns an online store specializing in 3D printed goods. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and integrates tax and accounting services uncommon for firms of its size.

Hoyt Vanderpool IV is a financial advisor at Oppenheimer in Scottsdale, AZ, holding a Series 66 designation and with one year of industry experience. Prior to joining Oppenheimer, he has worked in various roles at Arizona State University, fitness-related businesses, and a high school. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Jeffrey Zorn is a financial advisor with Principal Financial Services in Phoenix, AZ. He holds a Series 66 designation and has seven years of industry experience, including roles at Principal Securities Inc. and Principal Life Insurance Company since 2019. Prior to this, he was involved with Java Pura LLC for five years. Outside of his advisory work, he serves as a board member of the Kiwanis Club of Carefree Benefit Foundation and is also a football official. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.