Mark Rogers is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various roles within the USAA organization since 2016, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, using phone and digital channels. The firm offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

John Durham is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked in various roles within the USAA organization since 2007, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christopher Stokes is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at USAA Life Insurance Company since 2018 and USAA Financial Advisors, Inc. from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Paul Mann is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Empire Wealth Advisors and AE Wealth Management. In addition to his advisory role, he is involved in licensed insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a client-tailored investment process documented in an investment policy statement.

Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Lisa Dickholtz is a CFP® professional with 39 years of industry experience. She is currently with Cooper McManus and has prior experience at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she owns and operates the Atlas Pillow Company, a retail sales and distribution business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process selecting individual securities and pooled products, employing a broad range of instruments including stocks, bonds, mutual funds, ETFs, and options.

Cheryl Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with USAA Investment Services Company. Her career includes roles at multiple USAA entities dating back to 2009. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income planning and refers investment business to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

John Fitzpatrick is a financial advisor at Savvy with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.M. Arbour, LLC, Foundations Investment Advisors LLC, Fitzco Trading, and Gelber Group White Plains. In addition to his advisory role, he is involved in insurance sales and provides referrals to a tax advisory firm. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

Bernadette Broek is a financial advisor at Sequent Planning, LLC with three years of industry experience. She holds a Series 65 credential and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Outside of her advisory role, she is also an insurance agent affiliated with Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Thomas Kelleher is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes six years at CliftonLarsenAllen, LLP. He is also licensed to sell various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Tanya Holmesley is a CFP® professional affiliated with USAA Investment Services Company, with 18 years of industry experience. She has worked within the USAA organization since 2010, including roles at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm specializes in retirement income planning and asset allocation but does not manage client assets directly.

Courtney Lewis Williams is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade, and Penn Mutual Life Insurance Company. Outside of her advisory work, she serves as a Notary Signing Agent and works part-time with the United States Postal Service. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Michael Mchugh is a financial advisor at Diversify Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W. Baird for nine years. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, with a focus on due diligence and alignment with clients’ objectives and ERISA fiduciary requirements.

Thomas Shanley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at DFPG Investments since 2014 and has operated his own firm, T. Haneman Shanley, LLC, since 2000. Outside of his advisory work, Shanley serves as an adjunct instructor at Colorado State University's College of Business and practices law as an attorney. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment instruments and platforms to tailor strategies according to client objectives.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Matthew Anderson is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment product services. The firm operates primarily as a retirement-advice intermediary and does not manage client assets directly.

Kristina Stetson is a Series 65-licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning in 2024, she worked at TD SYNNEX and Insight. Outside of her advisory role, she owns a small business selling gemstones and costume jewelry. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and provides ongoing investment communications uncommon among firms its size.