Rodney Smith II is a CFP® with 23 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Seacat Financial Services before joining RS Wealth Management, where he also acts as an insurance agent selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services.

Stanton Shields is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Alerus, Bank of America, N.A., and Merrill. He is also involved in banking activities through Alerus. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker‑dealer model, combining discretionary and non-discretionary management with access to alternative investments and lending solutions.

Navreet Bath is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has worked with Charles Schwab since 2017 and was previously employed at Harkins Theatres. Bath is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing proprietary asset allocation models and Schwab research tools. The firm serves clients primarily through annual reviews and investment recommendations while leaving final trading decisions to clients.

Baz Nissan is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2013 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Victoria De Oliveira is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Frost Investment Services. Victoria has worked at Schwab since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and wealth management education, with final trading decisions resting with clients.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently affiliated with Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, and Boston College. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating both proprietary quantitative screens and third-party managers, and offers access to alternative and private-market investments through several specialized programs.

David Latshaw is a financial advisor at PNC Wealth Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Latshaw has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessment and delegates portfolio implementation and proxy voting to third parties.

Dennis Rogers is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with United Planners' Financial Services of America in Phoenix, AZ. His work history includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc. Outside of his advisory work, he volunteers to facilitate Financial Peace University classes for church and community groups and is also an author. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Carlin is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital Group, M. S. HOWELLS & Co., Independent Financial Group, and Henry+Horne Wealth Management LLC. Outside of advisory work, he serves as a director for a renewable energy company and sits on the board of a chiropractic practice. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various distinct investment programs.

Heather Tomka is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 66 licenses and has been in the industry since 2026. Prior to her current role, she held positions at several financial and mortgage firms, including Equitable Advisors, LLC, Nations Lending, and Homeowners Financial Group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Kayla Begue is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has 10 years of industry experience, including over a decade with Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools while maintaining a non-discretionary advisory approach.

Davis Pearce is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Carvana LLC and held various other roles outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Joseph Tichenor IV is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for 13 years at ARGI Investment Services, LLC. Outside of his advisory role, he is a partner in Courtside LLC, a group involved in efforts to bring an NBA team to Louisville, and a silent partner in Brewavul LLC (River City Drafthouse). Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized portfolios and diversified asset allocation across various asset classes.

Shanna Templeton is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has held roles at Silverhawk Private Wealth and Silverhawk Asset Management, LLC since 2013, including operations management and compliance responsibilities. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios overseen by an in-house Investment Committee and a combination of fundamental and technical analysis along with third-party sub-advisors.

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 at Sequoia Financial Group, L.L.C. with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at firms including John Hancock Investment Management Distributors LLC, State Street Global Advisors, and Morgan Stanley. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm combines model allocations and custom solutions using a variety of investment vehicles, with research and monitoring supported by an Investment Policy Committee.

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 22 years of industry experience and holds the Series 66 designation. Prior to joining Focus Partners in 2025, he worked at Sonora Investment Management Group, E*TRADE Capital Management, Bank of America, Merrill, and Morgan Stanley. He serves on the board of Asian Corporate and Entrepreneur Leaders, a nonprofit organization focused on elevating the Asian community in Arizona. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, including firm-affiliated private and registered funds and distinct strategies such as an Options Income Overlay and a trend-following sleeve.

Ryan Everett is a financial advisor with Principal Financial Services in Phoenix, AZ. He holds the Series 66 and Series 63 credentials and has one year of industry experience. Prior to joining Principal Financial Services, he worked at LPL Enterprise and Principal Life Insurance Company, and has experience in healthcare supply through DME-Direct.com. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.