Jason Gerb is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Inc, Woodbury Financial Services, Inc., and TD Bank N.A., among others. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed using proprietary guidance and third-party platforms.

Azita Jalali is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at BMO Private Bank and JP Morgan Private Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Chris Fusselman is a financial advisor with Commonwealth Financial Network in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2011. Fusselman is also the president and owner of C.W.F. Financial, LLC, a private securities business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers both discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, supported by a substantial clearing and custody relationship.

Thomas Hunt is a Series 66-licensed financial advisor with Primerica Advisors, based in Scottsdale, AZ, and has five years of industry experience. Prior to joining Primerica in 2024, he worked at Guardian Life Insurance Company and was involved with Tango Commercial Real Estate, LLC for nine years. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Jonathan Yaeger is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2014, joining Schwab Wealth Advisory in 2017. He is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and asset allocation models to guide client decisions without exercising discretionary trading authority.

Lynette Kontkanen is a financial advisor with SPC based in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and VIP Mortgage, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, with custody services provided by Fidelity/NFS.

Patrick Hauge is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with both firms since 2016. Hauge is involved with the Government Financial Education Group, which provides public financial education. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.

Asha Jain is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Jeffrey Seeman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He previously worked at Colliers Securities LLC for 12 years. Outside of his advisory role, Seeman serves as a Line Judge in the National Football League. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management strategies that combine both discretionary and non-discretionary approaches, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Rushil Patel is a CFP® professional with four years of experience, currently advising at Schwab Wealth Advisory Inc. in Phoenix, AZ. His prior experience includes roles at Charles Schwab, Cornerstone Capital Planning Group, and Northwestern Mutual. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within Charles Schwab’s ecosystem, focusing on annual financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models.

Matthew Miller is a financial advisor with Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 65, Series 66, and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Foreside Financial Services, Versant Capital Management, Continuum Capital Management, Calranch, and Rowland Carmichael Advisors. He also serves as Regional Director for Focus Partners Advisor Solutions, managing a small sales team that supports advisors. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios alongside discretionary fixed-income management and retirement plan fiduciary services.

Jeffrey Kowal is a financial advisor at Creative Planning with over 50 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Mutual Securities, Inc. and Raymond James Financial Services Advisors, Inc. Kowal is also involved in managing real estate holding companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brent Mcquiston is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Hightower Advisors. He has worked with Hightower since 2018 and held prior roles at Wealth Trust Arizona and Purshe Kaplan Sterling Investments. His business activities include fixed insurance sales. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and diverse investment vehicles.

Trace Winn is a CFP® professional with Mercer Global Advisors Inc. in Mesa, AZ, with experience beginning in 2022. Prior to joining Mercer, he worked at Mayo Clinic and held positions at AT Still University and Arizona State University. 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, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of management and planning services along with public content programs and affiliated service lines.

Andrew Damour is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Edward Jones and Charles Schwab & Co., Inc. His background includes roles at multiple firms across different industries prior to his advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Michael Bowen is a financial advisor with Hightower Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Hightower in 2018, he worked at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Erica Gargol is a CFP® professional with 23 years of experience in the financial services industry. She has worked with LPL Financial since 2003 and has been with Stratos Wealth Partners, Ltd since 2016. Outside of her advisory work, she holds a notary commission. Stratos Wealth Partners provides advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Linda Bradle is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. She has 28 years of industry experience, including prior roles at LPL Financial and independent consulting. Outside of finance, she has been a consultant for Arbonne International, a skincare and nutrition company, since 2012. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports independent advisors through a limited-partnership ownership structure and provides a range of custodial and third-party investment solutions.

Barbara Marquis is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2020. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

William Stevens is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Foresters Financial Services, Hornor Townsend & Kent Inc, and Penn Mutual. Stevens is also the owner and chief strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with various account-level features such as lending solutions and tax-harvesting.