Travis Mcgann is a CFP® professional at Independent Financial Partners with 20 years of industry experience. He has worked at firms including LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he is involved in overseeing a wealth management firm and serves as a life insurance agent. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Samuel Hawkins is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Cetera, Renaissance Financial, and Securian Financial Services. Outside of finance, he has experience in the restaurant industry with Fox Restaurant Concepts. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers wealth planning, investment management, and retirement-plan advisory services, using a mix of model and custom portfolios with various investment vehicles overseen by an Investment Policy Committee.

Tracy Rinaldi is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc, Merrill, and Morgan Stanley Smith Barney. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Taylor Sevenants is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for three years. Prior to that, he was involved with Ambli Global Cuisine and spent several years in education roles, including two years at Grand Canyon University Campus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Bryan Webb is a financial advisor at CWM, LLC with CFP® and Series 65 credentials and two years of industry experience. He has worked at Silverhawk Private Wealth and taught at Grand Canyon University and local schools prior to his advisory career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm utilizes model portfolios with discretionary management and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Anna Sinatra is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Charles Schwab and its affiliates since 2000. Outside of her advisory role, she is involved with Advanced Developmental Disabilities Services, providing in-home care support through a state program. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

Jeffrey Thiede is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and NPB Financial Group, LLC. Outside of his advisory role, he is the owner of a property management business in Scottsdale, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions.

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 2025. First Command Advisory Services is an SEC-registered investment adviser serving 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, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved lists.

Eloy Acosta IV is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at The Standard, WhiteLight Group, and Delta Air Lines. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement plan consulting to individuals, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs with both discretionary and non-discretionary options.

Holly Grippe is a financial advisor at Private Advisor Group, LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, One AZ Wealth Management, and several credit unions. Outside of finance, she has experience as a business owner of Integrated Electronic Services. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs and third-party asset managers, with investment strategies supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Rodney Smith II is a CFP® with 23 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Seacat Financial Services before joining RS Wealth Management, where he also acts as an insurance agent selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services.

Stanton Shields is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Alerus, Bank of America, N.A., and Merrill. He is also involved in banking activities through Alerus. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker‑dealer model, combining discretionary and non-discretionary management with access to alternative investments and lending solutions.

Navreet Bath is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has worked with Charles Schwab since 2017 and was previously employed at Harkins Theatres. Bath is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing proprietary asset allocation models and Schwab research tools. The firm serves clients primarily through annual reviews and investment recommendations while leaving final trading decisions to clients.

Baz Nissan is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2013 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Victoria De Oliveira is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Frost Investment Services. Victoria has worked at Schwab since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and wealth management education, with final trading decisions resting with clients.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently affiliated with Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, and Boston College. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating both proprietary quantitative screens and third-party managers, and offers access to alternative and private-market investments through several specialized programs.

Gary Rogers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Rogers Wealth Management since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a co-owner of Arizona Alternative Materials, LLC, an environmental materials company based in Peoria, AZ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion in constructing client portfolios from diverse securities and insurance products.

David Latshaw is a financial advisor at PNC Wealth Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Latshaw has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessment and delegates portfolio implementation and proxy voting to third parties.

Dennis Rogers is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with United Planners' Financial Services of America in Phoenix, AZ. His work history includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc. Outside of his advisory work, he volunteers to facilitate Financial Peace University classes for church and community groups and is also an author. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Carlin is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital Group, M. S. HOWELLS & Co., Independent Financial Group, and Henry+Horne Wealth Management LLC. Outside of advisory work, he serves as a director for a renewable energy company and sits on the board of a chiropractic practice. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various distinct investment programs.