Asha Jain is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and was previously with Wells Fargo Clearing from 2000 to 2016. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through independent and affiliated advisors with a focus on customized portfolio management and an open-architecture investment approach.

Jeffrey Seeman is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, he spent 12 years at Colliers Securities LLC. Outside of finance, he serves as an NFL line judge. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and M&A advisory, with proprietary and third-party model strategies supported by an internal trading desk and custody solutions.

Rushil Patel is a CFP® professional with four years of industry experience, currently with Schwab Wealth Advisory Inc. He has held prior roles at Charles Schwab, Cornerstone Capital Planning Group, Northwestern Mutual, and other firms. Patel is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with at-least-annual reviews.

Joshua Blaker is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 13 years of industry experience. He is also the founder of Accrue Wealth Designs and serves as a classroom instructor for financial education through the American Financial Education Alliance. Additionally, he is president and owner of J&M Blaker LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analyses.

Matthew Miller is a financial advisor at Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 63, 65, and 66 licenses with 19 years of industry experience. His prior roles include positions at Dimensional Fund Advisors LP and several other firms since 2002. He also serves as a regional director managing a small sales team within the wealth management sector. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, 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 and offers discretionary fixed-income and retirement plan investment management 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 Certified Financial Planner (CFP®) with over 32 years of experience in the financial services industry. He has worked at HighTower Advisors since 2018 and previously held roles at Wealth Trust Arizona, Purshe Kaplan Sterling Investments, WT Arizona Securities, and Wealth Trust - Arizona. Mcquiston is also licensed as an insurance agent with part-time fixed insurance sales activity. Hightower Advisors is an enterprise firm that serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement consulting services. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and provides access to discretionary portfolio management, pooled vehicles, and private funds.

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 has worked at Charles Schwab & Co., Inc., Edward Jones, and several other firms. 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 uses asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

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. His prior roles include tenures 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 investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of asset types.

Erica Gargol is a CFP®-credentialed financial advisor with 24 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2016 and LPL Financial since 2003. She operates out of Scottsdale, AZ. Outside of her advisory roles, she is a certified notary public. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model, offering discretionary and non-discretionary portfolio management through a range of programs and an open-architecture platform integrating multiple third-party managers.

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.

Kayla Mayoral is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked with MP Advisors and Raymond James Financial Services. Kayla is also involved with Baldini Investment Strategies in a non-investment role focused on administrative and client service functions. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Barbara Marquis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2020 and previously held positions at LPL Financial, Wells Fargo Clearing, and UBS Financial Services. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, providing customized portfolio management through an open-architecture platform that integrates multiple third-party managers and offers specialized services such as tax management and niche planning.

William Stevens is a ChFC® credentialed financial advisor with 38 years of industry experience. He is affiliated with Guardian Life and currently associated with Park Avenue Securities. Stevens is also the owner and Chief Strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions utilizing advisor-led discretionary management alongside model-based strategies and digital advisory platforms.

Eric Chang is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a Series 66 credential and 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2014 to 2022. Outside of his advisory work, he manages a rental property in Chandler, Arizona. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm utilizes Charles Schwab’s standard asset-allocation models and internal research tools to deliver tailored recommendations based on client goals and risk tolerance.

Keyan Seyfnarimani is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and no prior industry experience. His work history includes roles at Charles Schwab & Co., HR Block, and the Arizona Cardinals among others. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Jennifer Berberich is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She is also a CPA and shareholder at O'Malley & Berberich CPAs PC, where she has been involved in tax preparation, accounting, and bookkeeping since 2003. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and other institutional clients. The firm manages approximately $12.77 billion in assets through a network of independent Investment Adviser Representatives who utilize various custodians, third-party managers, and platform programs.

David Sessions is a Series 65-licensed advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ. He has been in the financial industry since 2022, previously working at Charles Schwab & Co., Inc. and law firms including Frazer Ryan Goldberg and Arnold, LLP. Outside of his advisory role, he has served as a court-appointed arbitrator for a single case. 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 uses Charles Schwab & Co.’s asset-allocation models and research tools to guide investment decisions, with trades executed only upon client authorization.

Glenn Suppanz is a CFP® professional with 20 years of industry experience, currently serving at Schwab Wealth Advisory in Phoenix, AZ. He previously worked for The Vanguard Group, Inc. for 17 years before joining Charles Schwab in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated money managers.