Richard Beckley is a CFP® professional with 37 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked with Primerica since 1999 and Guardian Life Insurance Company since 1998. Beckley also engages in the sale of insurance products beyond Guardian Life. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Hunter Shaw is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at OSAIC, Securities America, Inc., Iron Point Financial Advisors, and Gallagher Insurance Co. Outside of investment advising, he is also an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a manager-driven investment approach with asset allocation modeling and offers services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Jennifer Foster is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at BlackRock since 2013. Foster is also the owner of Saving Cents, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Martin Czerwonka is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Services Company. Outside of his advisory work, he is an owner of a cabin that he occasionally rents through Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Harley Eisner is a financial advisor at Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at ING Funds Distributor and John R. Flynn CPA, P.C. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through integrated recordkeeping and administrative platforms.

Jeremy Cheatham is a financial advisor at CWM, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles including private wealth and mortgage lending across multiple firms. Outside of his advisory role, he is involved with several related business activities including Wealth Strategies Advisory Group and serves as a silent partner in Cheatham Connection Group, LLC. 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 manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers services such as portfolio management, financial planning, and retirement-plan programs with fiduciary monitoring and diverse investment options.

Zachary Green is a financial advisor at CWM, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management, LPL Financial, and OneAZ Credit Union. He is also active as an insurance agent through Silverhawk Insurance Services, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brett Blau is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Prairie Capital Management Group, LLC and DeMarche, along with experience outside finance in education and hospitality. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm follows a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting and advice across managed and held-away assets.

Peter Hirsch is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at SagePoint Financial, Inc. and Sunamerica Securities, Inc. He is based in Scottsdale, AZ. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to both proprietary and third-party investment platforms.

David Baratta is a financial advisor at Mercer Global Advisors Inc. in Phoenix, AZ, holding a Series 65 designation with 20 years of industry experience. He was previously with Waypoint Capital Advisors for 19 years before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, offering a range of investment implementation options and complementary financial planning and consulting services.

Anne Sailer is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Before joining Schwab in 2019, she worked at USAA in various financial advisory and investment management roles for 12 years. Outside of her advisory work, she is an author of non-financial books, including journals and guides on topics such as quilting and children’s literature. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and research tools. The firm conducts annual account reviews and delivers investment recommendations across a broad range of securities, while clients retain final trading decisions.

Tyson Sterling is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has been with United Planners since 2010 and also operates as an independent insurance agent specializing in non-variable insurance. Sterling served with the Arizona Interscholastic Association for 14 years and is involved with Jaimee Rose Style LLC, a defined benefit pension plan employer. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Rebecca Kennell is a CFP® professional with 25 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in music and entertainment as a consultant and owns Musica, LLC, a concert production and support company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Frank Gesuale is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Intelligence Driven Advisers, LLC and Hightower Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using both in-house manager selection and third-party model strategies.

Eddie James is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James and Spring Venture Group. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Jacob Nordquist is a CFP®-designated financial advisor with Schwab Wealth Advisory in Phoenix, AZ, bringing three years of industry experience. Before joining Schwab, he worked in the restaurant industry, including roles at Gen Korean BBQ and PK Shabu. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Stephanie Odell is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC and PNC Investments LLC. In addition to her advisory work, Odell owns Stephanie Odell Studio in Fountain Hills, AZ, where she creates and sells stained glass, fabric, and paper art. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and more, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Siobhan Collins is a financial advisor at Wealth Enhancement Advisory Services, LLC with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Wealth Enhancement Advisory Services in 2025, she worked at The Vanguard Group for eight years and had roles at Robert W. Baird & Co. and as a self-employed advisor. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Jeffrey Withrow is a CFA® charterholder with 16 years of experience in the financial industry. He is currently affiliated with RBC Rochdale, LLC and has worked at CNR Securities, LLC since 2012. Outside of his advisory role, he co-manages a short-term rental property through JW2 Capital, LLC with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, providing discretionary and non-discretionary portfolio management among other services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis supported by proprietary tools.