Shanna Templeton is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has spent significant time with Silverhawk Private Wealth and related entities, where she has also managed operations and compliance. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers a broad range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Jonathan Michaels is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 credential and has previously worked at Ultra Financial Partners. Outside of his advisory role, he is the founder and CEO of 200+ Racing, LLC, a luxury lounge featuring Formula 1 racing simulators in Scottsdale, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Christopher Palermo is a CFP® and CFA® with 17 years of experience in financial advisory. He has been with Beacon Pointe Advisors, LLC since 2014, working in Scottsdale, AZ. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm employs a manager-driven investment approach featuring proprietary due diligence and utilizes third-party platforms to implement client strategies.

Nicholas Glueckler is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at John Hancock Investment Management, State Street Global Advisors, Morgan Stanley, Financial Engines Advisors, Turin Capital, and Merrill. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a mix of model and custom portfolio management strategies with a broad range of investment vehicles, supported by ongoing research, due diligence, and regular portfolio reviews.

Jon Zoet is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has over 40 years of experience in the industry, including roles at Zoet Financial and Zoet & Associates LLC. He is also an independent insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.

Witta Payackapan is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience and a Series 66 designation. Prior to joining Focus Partners Wealth, he held roles at Sonora Investment Management Group, E*TRADE Capital Management, Bank of America, Merrill, and Morgan Stanley, among others. He serves on the board of a nonprofit organization focused on advancing the Asian community in Arizona and is a passive investor in management of chiropractic clinics. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Ryan Everett is a financial advisor with Principal Financial Services in Phoenix, AZ. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Principal, he worked at LPL Enterprise and has diverse experience outside finance, including time with DME-Direct.com and In N Out Burger. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Juilfs is a CFP® professional with 28 years of industry experience, currently advising at Commonwealth Financial Network since 2002. His background includes tax preparation and serving as an expert witness in divorce-related matters. He is also involved in private business ventures such as automobile title purchases and resale. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, technology, compliance, and investment management services.

Meryl Feys is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has prior experience at Bradley Wealth. Beacon Pointe Advisors, LLC offers wealth advisory and consulting services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive investment strategies across public and private asset classes.

Nimish Shah is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has been affiliated with Columbia University for ten years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party models to develop client strategies, offering a range of portfolio management and retirement plan services.

Steven Mindak is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Mahoney Financial Organization and direct involvement with New York Life Insurance Company and Nylife Securities LLC since 1987. He also operates Mindak Financial Group, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Omar Nevarez is a financial advisor with Empower Advisory Group in Surprise, AZ, holding a Series 66 designation. He has experience at Charles Schwab & Co., Inc. and Discover Financial Services, with a total of eight years in the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through both point-in-time financial plans and optional managed account solutions.

David Moratti is a financial advisor with Commonwealth Financial Network in Phoenix, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Morgan Stanley and Camelback Retirement Planners. He is a co-owner of RUN DMCC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources to affiliated advisors who deliver advice under Commonwealth’s supervision.

Thomas Rankin is a financial advisor with Ameritas Advisory Services, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Arizona Advisors, Ameritas Life Insurance Company, and Ameritas Investment Corp. He is also the owner and managing member of Time2Buy, LLC, a holding company involved in the purchase and sale of horological and other resale items. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory across discretionary and non-discretionary programs, utilizing model portfolios, mutual funds, ETFs, and individual securities.

Corinne York is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, Arizona. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. York has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by Charles Schwab’s asset-allocation models and internal research, with reviews tailored to client goals and risk tolerance.

Samuel Sells is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Charles Schwab Bank, and Equitable Advisors. Prior to his financial services career, Mr. Sells held positions at In-N-Out Burger and Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on proprietary asset allocation models and internal research tools, offering tailored recommendations based on each client’s goals and risk tolerance.

Tyler Kunzler is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Wells Fargo Clearing. Schwab Wealth Advisory 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, focusing on asset allocation and investment selection based on proprietary research and tailored to individual goals and risk tolerance.

Carson Brechner is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. beginning in 2024. His background includes several roles outside finance, including positions in the education sector and the food service industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and tools, with trades executed only upon client authorization.

Anthony Ruggieri 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 multiple firms, including his own entities such as Ruggieri Wealth Advisors LLC and Ruggieri Financial and Marketing Group LLC. Outside of advisory services, he is an independent insurance agent through his ownership of Ruggieri Financial and Marketing Group LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Orion Willis is a financial advisor with Centaurus Financial, Inc. in Sun City West, Arizona, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Centaurus Financial since 2013. Outside of advising, he is involved in inventing electronic devices and manages a farming operation focused on organic animal and produce sales. He also serves as a board member for two non-investment related entities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary investment approaches.