Drake Qualls is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, InterOcean Capital Group, M. S. Howells, Independent Financial Group, Henry, Horne Wealth Management, and CliftonLarsonAllen Wealth Advisors. His credentials include Series 63 and Series 65 licenses. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jonathan Crosby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Charles Schwab, Protective Life Corporation, Private Client Services, RFG Advisory, Regions Bank, and BBVA Securities Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with final trading decisions made by clients.

Zachary Green is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked in the construction sector with Arizona Tile and Stone Specialists and Sun West Builders. 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 using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Michael Roasa is a financial advisor at Mariner with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include Ultra Financial Partners, Claraphi Advisory Network, and Liberty Partners Financial Services. In addition to advising, he is licensed as an insurance producer in Arizona, focusing on accident, health, life, and life settlement insurance since 1977. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services unusual for a firm of its size.

Aaron Albers is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and previously served in the United States Marine Corps from 2020 to 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jason Ladner is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Nina Anoya is a Financial Consultant I with nearly a decade of experience in wealth planning. She has spent over five years advising high-net-worth clients, focusing on building trusted relationships and providing personalized financial strategies. Her professional experience includes roles at Fisher Investments, where she served as a Wealth Advisor from 2020 to 2025, Client Operations Group Manager from 2017 to 2020, and Client Service Associate from 2016 to 2017.

Garrett Benham is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm conducts annual account reviews and focuses on investment recommendations without exercising discretionary trading authority.

Donovan Seguritan is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 certifications. Prior to joining Schwab Wealth Advisory in 2018, he worked at USAA in various financial planning and advisory roles from 2007 to 2018. Outside of advising, he manages a single-dwelling rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating its approach from many other enterprise wealth managers.

Alexander Csekme is a financial advisor at Schwab Wealth Advisory, Inc. based in Phoenix, AZ, with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at several hospitality and technology firms prior to joining Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations that utilize Schwab’s research tools and asset allocation models.

Angelo Risola is a financial advisor with J.W. Cole Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Morgan Stanley, and Axa Advisors. Outside of advisory work, he is a member-manager of Risola Holdings, LLC, involved in residential home rehabilitation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions using a variety of investment approaches.

Samer Kaddoura is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 63 credentials and three years of industry experience. He has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and JCF Capital Markets, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority for clients.

Charles Tucker is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Carrie Hall and Associates Financial & Insurance Services since 2012 and has affiliations with New York Life and NYLIFE Securities LLC. Tucker is also involved in brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailored recommendations, with the majority of assets managed on a non-discretionary basis, serving both retail and institutional clients within an integrated New York Life affiliate structure.

Justin Stanford is a CFP® with 10 years of experience in the financial services industry. He currently works at United Planners Financial Services of America and previously spent eight years at The Vanguard Group. Outside of advisory work, he has been involved with Stanford Enterprises and operated the Classic Cooking Academy. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform supported by multiple custodians and third-party money managers.

Brent Breshears is a financial advisor at D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson & Co. for 20 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and wealth management, including specialized programs for clients with over $20 million in net worth.

Grant Osborne is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WCG Wealth Advisors, LLC and AXA Advisors, LLC. Osborne is also involved with Treloar & Heisel, LLC, a firm engaged in fixed and accident and health insurance sales. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Kevin James is a CFA® charterholder with over 21 years of experience in the financial services industry. He has worked at TIAA and its affiliate TIAA-CREF since 2018 and was previously with BlackRock Investment Management for 11 years. James is based in Phoenix, AZ. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker‑dealer services primarily to individuals connected with TIAA‑administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-driven investment options.

James Smith is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at United Planners since 2009 and previously at OSAIC Services, Inc. and Sunamerica Securities, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services utilizing multiple custodians and third-party managers.

Michael Arko is a Series 65-licensed advisor with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Sonora Investment Management Group, LLC and Sonora Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Patricia Shyman is a financial advisor with Commonwealth Financial Network in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Commonwealth since 2012 and has also been associated with Camelback Retirement Planners since 2010. Outside of her advisory role, she works as a clerk for Griffin Estate Sales in Phoenix. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, compliance, and practice management, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.