Michael Passante is a financial advisor with Commonwealth Financial Network in Tempe, AZ, holding CFP® and ChFC® designations and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Commonwealth and becoming part owner of Ke Wealth Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational, compliance, and practice-management support. Advisors on the platform have discretion to construct client portfolios from diverse securities and insurance products, supported by Commonwealth’s investment management and research team.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to her current role, her background includes positions in education and conference center management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with recommendations tailored to each client’s goals and risk tolerance.

Susanne Gibo is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior work includes one year at TD Ameritrade and two decades at Eli Lilly and Company. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Marc Montini is a Series 65-licensed financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He has worked at Foundations Investment Advisers since 2016 and also serves as president of Montini and Farrah Tax Advisory Group, providing tax and retirement planning services. Additionally, he is involved in annuity sales through an independent role at Fidelity and Guaranty. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and incorporates model portfolios and an asymmetric rebalancing strategy, leveraging third-party sub-advisers and custodians.

Ashley Blankenship is a financial advisor with Bankers Life Advisory Services, Inc. in Mesa, AZ. She holds Series 63 and Series 65 licenses and has six years of industry experience. Ashley has worked at several affiliated entities within the Bankers Life organization since 2005 and is also an agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Jason Stam is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Guardian Life since 1999 and currently operates in Phoenix, AZ. In addition to his advisory work, Stam is involved in the sale of insurance products outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Kolton Quitno is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with six years of industry experience. His prior roles include positions at Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. He holds Series 63 and Series 66 licenses and is based in Gilbert, AZ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary models, and features a hybrid digital advisory solution called VestWise™.

Kyle Irion is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at firms including The Colony Group, LLC, Versant Capital Management, and Brighton Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

Oracio Cappello is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Cappello is also the owner of Dream Q Brokerage LLC, which sells insurance products outside of Guardian. Park Avenue Securities serves a wide range of clients, 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.

Sean Rhea is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Charles Schwab since 2018 and previously spent eight years at Streetlnks/Assurant. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice relies on Charles Schwab’s asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Einar Johnson is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Stockbridge Capital Group, LLC and John Hancock Investment Management Distributors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Schwab Wealth Advisory since 2016 and has been affiliated with Charles Schwab & Co., Inc. since 2013. His prior roles include positions at Raymond James Financial, PNC Wealth Management, SII Investments, and Thrivent Investment Management. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on internal research tools and asset-allocation models, with a focus on client goals and risk tolerance, and trades are executed only with client authorization.

Chimaobi Abarikwu is a financial advisor with Osaic Institutions, Inc. based in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Edward Jones, Chase Bank, LPL Financial, Morgan Stanley Smith Barney, and Merrill Lynch. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm combines an adviser/broker-dealer structure with a hybrid service model, offering customized advisory services, financial planning, and access to alternative investments and lending solutions.

Travis Mott is a CFP® with 22 years of industry experience, currently serving at Schwab Wealth Advisory. He has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2018 and previously worked at USAA Financial Planning Services and related affiliates for over a decade. Schwab Wealth Advisory provides fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and it operates without discretionary trading authority.

Zachary Eitzen is a CFP® with 10 years of industry experience and has been with Oppenheimer since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Tristen Foley is a financial advisor with PNC Wealth Management holding a Series 66 designation. Based in Scottsdale, AZ, Foley has recently entered the industry, joining PNC Investments LLC in 2025 after prior experience at UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Trevor Sharp is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Phoenix, AZ, accumulating seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked with Charles Schwab since 2018 and held various roles in companies including Royal Truck Body and Origami Owl LLC. Outside of his advisory role, Sharp owns and operates DBM Vending Services LLC, a local vending machine business. 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. The firm’s advice is based on Charles Schwab’s asset allocation models and research tools, offering tailored recommendations with at-least-annual reviews.

Kyle Caouette is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at UBS Private Wealth Management, Parcion Private Wealth LLC, Simplified Wealth Strategies LLC, and Parallel Advisors, LLC. He also holds a license as an independent insurance agent. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a primarily long-term investment approach.

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.