Morgan Roberts is a financial advisor at OSAIC Institutions, Inc. based in Tempe, AZ. He holds a Series 66 designation and has experience working with several firms, including Charles Schwab & Co., Inc. and Alerus Financial. Prior to his advisory roles, Roberts held positions outside the financial industry, including in education and gig economy services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable emphasis on non-discretionary assets and third-party manager arrangements.

Joshua Price is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation. He has been with Mercer since 2026 and has prior experience at Squeeze and Additional Option LLC. He also has been affiliated with Brigham Young University since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Ealing Jahn is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he manages a rental home in Gilbert, Arizona, handling tenant relations and property maintenance. 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 focused on low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

Brady Schneider is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors and AXA Advisors. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management, alongside specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Sarah Connolly is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012. Prior to that, she was involved with Sweet Dreams by Sarah, a venture she managed from 2012 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals. The firm’s advice is based on proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Alexander Barrett is a Series 66–registered advisor with Rockefeller Financial LLC in Scottsdale, AZ, where he has worked since 2020. He has 15 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. Barrett serves as a nonprofit board member for the Greater Phoenix Urban League. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer offering a range of securities, insurance, and investment banking services.

Ryan Quigley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Brighton Jones LLC and USAA Financial Advisors Inc. He is also licensed as an insurance agent and involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a broad range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jennifer Statler is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Phoenix, AZ. Her work history includes roles at Gale Investment Management, Five Point Wealth Advisors, and Blakeman & Associates. Outside of her advisory work, she has been involved with Chaparral Christian Church since 2012. Commonwealth Financial Network supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures and discretionary model portfolios managed by its Investment Management and Research team.

Jose Monterrosa is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Phoenix, AZ, where he has worked since 2025, and has been affiliated with Charles Schwab since 2018. His prior roles include positions at PRO Unlimited, EXTENDED TRAVEL, and Beneco. 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 recommendations are based on Charles Schwab & Co.’s asset-allocation models and internal research, offering guidance on a range of investment options while requiring client authorization for trades.

Joel Pietila is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience at Thrivent Financial and Hillsdale College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager approaches, using affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Joseph Abbott is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Charles Schwab & Co., Fidelity Brokerage Services LLC, and The Vanguard Group. Abbott holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and proprietary research, with investment decisions requiring client authorization and tailored to individual goals and risk tolerance.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Kathy Thornton is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2022. Prior to that, she was with Equitable Advisors from 2016 to 2022. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that uses affiliated funds.

Rebecca Verr is an advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab and Interocean Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Julie Barker is a financial advisor with Bankers Life Advisory Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab, USAA Financial Advisors, and Integrated Wealth Management. She also assists as a financial advisor assistant at Khan Financial. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Mauro D'Amico is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Western International Securities and Coordinated Wealth Management, as well as operating his own firm, Mauro M D'Amico Inc, where he also provides tax preparation and bookkeeping services. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of strategic and dynamic asset-allocation models and uses both proprietary and external sub-advisors to implement client portfolios.

Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Andre Lafleur is a financial advisor at Empower Advisory Group with eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2026. Outside of his advisory role, Lafleur is the owner of Mass Appeal Technologies LLC, an affiliate marketing business based in Scottsdale, AZ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary financial planning tools with its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates.

Casey Wyatt is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2008. Wyatt 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, using asset allocation models and research tools developed by Charles Schwab & Co. The firm offers tailored investment recommendations with at-least-annual reviews, and does not exercise discretionary authority over client accounts.

Dominique Murray is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience serving in the United States Air Force. Additionally, she was involved with Make It Happen Sis!, a venture outside the financial industry. First Command Advisory Services is an SEC-registered investment adviser that primarily serves 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 that utilize centralized portfolio management and prescreened third-party managers.