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 ChFC® credentialed financial advisor with 23 years of industry experience. She currently works at Schwab Wealth Advisory, Inc., where she has been since 2019. Prior to that, she held various roles at USAA financial entities from 2007 through 2019. Outside of financial advising, she is an author publishing non-financial books, including journals and how-to guides, on platforms such as Amazon and Audible. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

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.

Heidi Joslin is a financial advisor with Independent Financial Partners, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of her advisory work, she is involved in business development and client services with Cogent Wealth Management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

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 licenses and has previously worked at Intelligence Driven Advisers, LLC, LDIntelligence, 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 advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2025 and has previously worked at Charles Schwab & Co., Inc. Outside of finance, he has experience working in the restaurant industry, including time at Gen Korean BBQ and PK Shabu. 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 advice is guided by Schwab's internal research and standard asset-allocation models, with a focus on tailored recommendations and client authorization for trades.

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 CFP®, ChFC®, and holds a Series 63 registration with 12 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and previously spent eight years at The Vanguard Group, Inc. Wealth Enhancement Advisory Services provides 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 employs a diversified, risk-class based investment approach that blends passive and active managers, overseen by an internal Investment Committee.

Jeffrey Withrow is a CFA® charterholder based in Scottsdale, AZ, affiliated with RBC Rochdale, LLC. He has 17 years of industry experience, including roles at CNR Securities, LLC and Curian Capital, LLC. Outside of his advisory work, he co-manages a short-term rental property in Scottsdale through JW2 Capital, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis to tailor portfolios across equity, fixed income, real assets, and alternative investments.

Michael Gobbato is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and USAA Financial Advisors. Outside of his advisory work, he serves as COO of Ambitious Stryk LLC, a soccer clothing vendor involved in a yearly soccer tournament. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of advisory services that separate point-in-time financial planning from ongoing portfolio management, including customized and model-based investment strategies.

Abigail King is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2023. Prior to her advisory role, she was involved in education and operated the Learn 2 Rip Surfing and Ocean Academy. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s guidance relies on Schwab’s asset-allocation models and internal research tools, with client authorization required for all trades.

Marc Braden is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds the Series 63 and Series 65 credentials and has 24 years of industry experience. Braden has been with Eagle Strategies since 2012 and with New York Life since 2001. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Liguori is a financial advisor with First Command Advisory Services in Phoenix, AZ, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he is a contracted driver for Lyft and a part-time operator for Uber. 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 wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Cheryl Bodwin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and its affiliated entities since 1999, including 14 years specifically at Schwab Wealth Advisory. Outside of her advisory role, she owns a rental property in Peoria, Arizona. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program as well as select Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and wealth management consultations. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Soren Van Houten is a CFP® credentialed advisor with five years of industry experience, currently serving at Schwab Wealth Advisory. He previously worked at The Vanguard Group and has a background that includes roles in financial services and education. Outside of his advisory work, he operates an e-commerce business selling clothing through Mercari and eBay. Schwab Wealth Advisory 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 advice is based on proprietary asset-allocation models and internal research, with trades executed only upon client authorization.

Zackary Flodeen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His prior experience includes roles at Evoke Advisors, The Vanguard Group, Tenet Financial Group, Fisher Investments, Voya Investment Management, Charles Schwab, and Allspring Funds Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, sports professionals, and institutional clients. The firm manages a wide range of investment strategies and also offers trust and insurance administrative services.

Eric McDowell is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. McDowell is also an owner of a long-term rental property in Scottsdale, Arizona. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, often serving clients with prior employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management using model or customized portfolios.