Chase Perchal is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior roles at Morgan Stanley and Farm Bureau Financial Services. Outside of his advisory work, he is involved as a hunting guide with Big Chino Outfitters in Prescott, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers a range of brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm combines advisor-managed discretionary strategies with model-based programs and provides access to proprietary and third-party investment solutions.

Lauren Ireland is a financial advisor with Bankers Life Advisory Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and prior experience outside the financial sector. She is also the owner of Lauren Ireland Insurance LLC, an S Corp focused on insurance services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with 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 and portfolio management strategies aligned with clients’ goals and risk tolerances.

Garrett Nash is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at AE Wealth Management since 2017 and is also associated with Ensign Wealth Management. In addition to advisory services, Nash is involved in life insurance and annuity sales as an associate advisor. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines multiple model portfolio solutions and provides financial planning, plan services, and consulting support.

Nicholas Karabas is a Series 65-licensed financial advisor with Creative Planning in Scottsdale, AZ, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as secretary for a massage therapy business owned by his wife. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and integrated retirement plan services.

John Powers is a financial advisor at Mariner with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co., Incorporated for over 16 years combined. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, integrating tax and accounting services alongside traditional portfolio management.

Steven Cook is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes long tenures at Cue Financial Group, Securities America, PFG Advisors, and other firms. He is also a managing partner of Sparrow Financial, a marketing entity based in Glendale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party money managers to implement client strategies, with a large portion of its assets under management held on a non-discretionary basis.

Stewart Willis is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience and a Series 65 credential. He has concurrently held leadership roles at Alpha1 Tax & Wealth Management and Asset Preservation Tax & Retirement Services, providing tax, insurance, and estate planning services. Willis is also an independent insurance agent licensed since 2000. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios in its investment approach.

Christina Carey is a financial advisor with PNC Wealth Management in Mesa, Arizona, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior roles include positions at Charles Schwab, BancWest Investment Services, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and invests in approved models managed by PNC or third parties. The firm’s approach involves delegated portfolio implementation with limited direct client interaction and features an employee-only pilot structure.

David Rich is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior roles include positions at Brightside Benefit and Vanguard. Outside of his advisory work, he is the founder of Proudly We Wave, a holiday flag service based in Mesa, AZ. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Andrew Reinhardt is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has been with Beacon Pointe in various capacities since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions, implementing client strategies primarily through third-party independent managers selected via a proprietary due-diligence process.

Kyle Mendoza is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2024 and has prior experience at Wells Fargo and Target. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select referred clients. Its approach involves customized, at-least-annual reviews using internal research tools and asset-allocation models, with trades executed only upon client authorization.

Darcy Bergen 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 AE Wealth Management since 2022. His prior experience includes roles at Simplicity Wealth, LLC and Horter Investments. Bergen is also the owner of Clear Solutions LLC DBA Bergen Financial Group and serves as secretary/treasurer for Bergens Mission, a charitable organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines various model portfolio solutions, discretionary asset management, financial planning, and plan services.

Krista Wittmaack is a financial advisor at Citizens Securities, Inc. in Gilbert, AZ, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Frost Brokerage Services, E*TRADE Capital Management, Morgan Stanley, and Zions Direct. Outside of her advisory role, she is involved with rental property oversight managed by a third party. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Kelly Arakaki is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Before joining Schwab Wealth Advisory in 2014, Arakaki worked at USAA Financial Planning Services and Massachusetts Mutual Life Insurance Company. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools.

Salvatore Ditusa is a financial advisor at Mariner Wealth Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at IHT Wealth Management, LPL Financial, Neuberger Berman, Inland Securities Corporation, and Morgan Stanley. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charities, corporations, and private funds. The firm offers customized investment management, financial planning, tax services, and employer financial wellness tools, employing a range of strategies overseen by an Investment Committee and supported by in-house research and third-party managers.

Kyle Crews is a financial advisor at Guardian Life with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. He is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Mathew Ofman is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Alerus, Wells Fargo Clearing, Comerica Bank, Equitable Home Mortgage, Bank of America, BOK Financial Securities, and U.S. Bancorp Investments. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients with customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, providing both discretionary and non-discretionary account management through a network of investment adviser representatives.

Rebecca Tornabene is a financial advisor with Beacon Pointe Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. She has worked at Beacon Pointe in various capacities since 2016 and was previously with Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on life, health, and accident products. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, supporting clients with portfolio management and comprehensive performance reporting.

Dante Peterson is a CFP® professional with four years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at Kovitz Investment Group Partners, LLC and TMD Wealth Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Leonard Thompson is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameritas and its affiliated firms since 2003, as well as at Cambridge Investment Research from 2001 to 2003. In addition to advisory work, he is licensed as an independent insurance agent selling fixed insurance products such as life, disability, and long-term care insurance. 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 utilizes a range of investment vehicles and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and management.