David Marcus is a CFP® professional with 41 years of experience in financial services. He has been with Kestra Advisory since 2016 and has operated his own firm, David A. Marcus & Associates, Inc., since 1984. Marcus also engages in insurance brokerage and trust management activities outside his advisory role. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Keith Tigue is a financial advisor at Mariner Wealth Advisors with 22 years of industry experience. He holds the Series 65 designation and previously worked at Robinson, Tigue, Sponcil and Associates, LLC for 18 years before joining Mariner in 2021. He is also a licensed insurance agent. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, supported by an internal investment committee and external managers.

Nathan Straw is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. Prior to joining Hightower in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customized portfolio construction.

Douglas Gasser is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously worked at Merrill from 2016 to 2021. Outside of his advisory role, Gasser performs general handyman duties, including remodeling and caulking, through his engagement with Madhouse Properties LLC. 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 emphasizes tailored asset allocation and investment selection without exercising discretionary trading authority.

Eric Christus is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at First Financial Equity Corporation and Mass Mutual Financial Group. Christus is also involved with BrightPhoenix Management LLC and holds an insurance agent license. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm operates with a limited-partnership ownership structure and delivers advisory services primarily on a non-discretionary basis through independent Investment Adviser Representatives.

Robert Cain is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at Arque Capital Ltd for 15 years before joining his current firm in 2023. Cain serves as the president of his local homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm uses both firm- and third-party models to develop client strategies, combining strategic asset allocation and multi-manager portfolios with ongoing monitoring across various risk profiles.

Thomas Knoell is a financial advisor at Kestra Advisory with Series 66 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. and has a diverse background including positions in home improvements and the food service industry. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and investment management services, serving clients ranging from individual investors to large institutional entities such as sovereign wealth funds.

Katrina Angell is a financial advisor with Sanctuary Advisors, LLC in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. She previously worked at Sanctuary Securities, Inc. and has experience in hospitality and family services. Angell serves as a board member of The Living Church, a nonprofit organization focused on faith and counseling. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement consulting, and access to multiple investment platforms, employing various analytical approaches and acting as a fiduciary when a written agreement is in place.

Miguel Mayagoitia is a financial advisor at Allworth Financial, L.P. in Phoenix, AZ, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2019 to 2026. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and offers a range of investment strategies supported by both quantitative and qualitative analysis.

Melanie White is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, UnionBanc Investment Services, and other firms. Outside of advising, she is the founder and CEO of Sunshine Love INC, a nonprofit that provides free and discounted hair services to individuals in domestic abuse shelters. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Randy Azuogu is a CFA® charterholder with 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and with Charles Schwab since 2015. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations, relying on client authorization for trade execution and typically suggesting separately managed accounts.

Matthew Nevins is a financial advisor at Mariner with eight years of industry experience. He holds a Series 66 designation and has worked at Mariner Wealth Advisors since 2023. His prior firms include PFG Advisors, SECURITIES AMERICA, inc., and First Financial Equity Corporation. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by internal research and third-party managers.

Jacob Ries is a financial advisor at Kestra Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for four years. Ries is also the founder and CEO of JR Ecommerce LLC, an online store he has operated since 2020. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Philip Walden is a financial advisor with Eagle Strategies (New York Life) based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes long-term roles at New York Life Insurance Company since 1967 and Nylife Securities Inc. since 1975. Additionally, he is involved in brokering non-registered insurance products for outside insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across various program types and manages a majority of its assets on a non-discretionary basis.

Ashley Monteverde is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2013. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades requiring client authorization.

Andrew Kissinger is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2020. He has prior experience with Charles Schwab & Co., Inc. dating back to 2017 and worked at Carvana from 2014 to 2017. 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’s guidance emphasizes asset allocation and investment selection based on Schwab’s proprietary research tools and standard models, with recommendations tailored to individual goals and risk tolerance.

Raymond Round is a CFP® with 33 years of industry experience, currently serving at D.A. Davidson & Co. since 1995. He is based in Scottsdale, AZ. Outside of his advisory role, he is president of The Loyola Sideliners, a nonprofit organization in Missoula, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under the Advisers Act fiduciary standard.

John Escamilla is a CFP® and Series 66-licensed financial advisor with one year of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2025. His prior experience includes roles at Merrill and Bank of America. 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 centered on Charles Schwab’s proprietary asset-allocation models and internal research, offering tailored recommendations based on client goals and risk tolerance without exercising discretionary trading authority.

Jeffrey Richardson is a financial advisor at Empower Advisory Group in Phoenix, AZ, with 14 years of industry experience. He holds Series 65, Series 66, and Series 63 designations and has worked at firms including Personal Capital Advisors Corporation and Morgan Stanley Private Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and incorporates proprietary and third-party methodologies within plan lineups selected by plan sponsors.

Samuel Udall is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Commonwealth Financial Network and owns Udall Financial, LLC. Outside of his advisory role, he is involved in managing insurance business activities alongside a family member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and due diligence-supported investment advice, serving clients such as large institutional investors and sovereign wealth funds.