Bryan Webb is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Carson Wealth and previously worked at Silverhawk Private Wealth and Grand Canyon University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Anna Sinatra is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2000. Outside of advising, she is involved in providing in-home care services through a state program supporting individuals with developmental disabilities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-specific recommendations and at-least-annual reviews.

Jeffrey Thiede is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and NPB Financial Group, LLC. Outside of his advisory role, he is the owner of a property management business in Scottsdale, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions.

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 2025. First Command Advisory Services is an SEC-registered investment adviser serving 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, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved lists.

Eloy Acosta IV is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His prior roles include positions at Park Avenue Securities, 954 Consulting, The Standard, WhiteLight Group, Delta Air Lines, and TriZetto. Guardian Life's subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Holly Grippe is a financial advisor at Private Advisor Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and One AZ Wealth Management. Outside of her advisory work, Holly has experience as a business owner of Integrated Electronic Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model using multiple investment methods and technology platforms while often implementing advice through third-party managers and TAMPs.

Navreet Bath is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2020. Prior to this, Navreet worked at Charles Schwab starting in 2017 and was employed at Harkins Theatres from 2014 to 2017. 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 approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

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, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. She has held roles at several firms, including J.P. Morgan Securities LLC and Frost Investment Services, before joining Schwab Wealth Advisory in 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with annual reviews.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently advising clients at Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, Boston College, and Northwestern Mutual Investment Management. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and foundations, offering customized wealth management services with a focus on client-specific investment profiles and asset allocation. The firm also provides access to alternative and private market solutions alongside traditional investment strategies.

Gary Rogers is a financial advisor with Commonwealth Financial Network located in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Commonwealth Financial Network and Rogers Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of advisory work, he is a co-owner of Arizona Alternative Materials, LLC, an environmental materials company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets across individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

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® professional with 34 years of industry experience, currently affiliated with United Planners' Financial Services of America as a limited partner. His prior experience includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc., and he has been involved with multiple business activities including volunteering to facilitate Financial Peace University classes and authoring written work. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable majority of assets managed on a non-discretionary basis.

Michael Carlin is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, InterOcean Capital Group, and M. S. Howells & Co. Outside of advising, he serves on the board of a chiropractic practice and is a director at a renewable energy company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing a range of wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 at Schwab Wealth Advisory with a Series 66 designation and 10 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients' goals and risk tolerance.

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 Wealth Advisory in 2025, he worked at Charles Schwab & Co., Inc. and Carvana LLC. 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 referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with client-approved trade execution and regular portfolio reviews.

Joseph Tichenor IV is a CFP® with 22 years of industry experience, currently serving at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC for 13 years and National Planning Corporation for 9 years. Outside of his advisory work, 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 advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, integrating proprietary quantitative methods with third-party strategies and direct security selection.

Chico Huang is a Series 66-licensed financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, he worked at GPFIS, Prudential Advisors, New York Life, and Megaplus Consulting. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

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.