Kevin Takinen is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Investment Advisors, Sequoia, ADP, Fis, and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for a firm of its size.

Kent Weaver is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Morgan Stanley entities prior to joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform delivering discretionary, non-discretionary, and model-driven investment solutions.

Bryan Buzzard is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including long tenures at New York Life Insurance Company and Nylife Securities Inc. He has also been involved with Cypress Strategies since 2002. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Grace Guenther is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has been in the financial industry since 2026. Her prior work experience includes roles at Hangar Club, Kate Spade New York, and First Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program. The firm delivers advice through Schwab’s asset allocation models and research tools, recommending investments while leaving final trading decisions to clients.

Kyle Dofelmier is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews 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 act as a discretionary portfolio manager.

Sterling Mccarty is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 35 years before joining D.A. Davidson in 2018. Outside of his advisory work, he serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs, a nonprofit organization managing funds for the diocese. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and private wealth management for clients with significant assets.

James Ries is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Oppenheimer since 2015. Outside of his advisory role, he serves as co-trustee of a personal family trust established for estate planning purposes. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, maintaining both discretionary and non-discretionary account management.

Peter Dalis is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been associated with New York Life insurance and NYlife Securities LLC since 2014 and joined Eagle Strategies in 2024. Outside of advisory work, he is appointed as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional 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.

Dukehart Mac Millan is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has previously worked at Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he has worked as a delivery driver for DoorDash since 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final decision-making authority.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Arbor Point Advisors and Securities America Advisors since 2014. Outside of finance, he has worked as a freelance theatrical lighting and sound designer and has ghostwritten a food blog in collaboration with his wife. He also serves as a minister and has officiated weddings. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of advisory and financial planning services through multiple program models, utilizing a mix of proprietary and third-party platforms, with custody and execution arranged primarily through Schwab and Fidelity.

Tye Dutcher is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance, and Brokers Alliance Inc. Outside of advising, he has held various positions in small business ventures including food service and landscaping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Abigail Read is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Schwab Wealth Advisory since 2014 and has a broader tenure with Charles Schwab dating back to 2013. Prior to that, she was self-employed for 13 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Kaleb Parrett is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at KFG Wealth Management, Korhorn Financial Group, Whirlpool Corporation, and Jackson National. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Sean Campbell is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2022. His prior roles include positions at Charles Schwab, Versant Capital Management, and Schwab Private Client Investment Advisory. Schwab Wealth Advisory, Inc. offers non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support investment recommendations while allowing clients to retain final trading decisions.

Bingjie Zhu is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining Eagle Strategies, Zhu was associated with NYLIFE Securities LLC, Famous Financial and Insurance Solutions LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Jared Lang is a CFP® with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Charles Schwab, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Before entering financial services, he worked four years at Grand Canyon Beverage Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Charles Schwab ecosystem, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm does not exercise discretionary trading authority itself but collaborates with affiliated money managers for discretionary management.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners 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 with multiple custodians and third-party money managers.

Vincent Heck is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab & Co. Inc. since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while clients retain final trading decisions.

Elizabeth Zarate is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ. She holds a Series 65 designation and has three years of industry experience. Prior to joining AE Wealth Management, she worked at Wells Fargo and America First Credit Union. Outside of her advisory role, Zarate is involved with Money Wise, LLC, where she completes and submits life insurance and annuity applications. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from discretionary asset management to financial planning and consulting.

Jed Brody is a CFP® and ChFC® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he volunteers as a Hebrew School teacher at Ortzion Synagogue and participates in financial counseling educational seminars for military personnel through Magellan Federal. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, and institutional investors, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad array of investment strategies and affiliated service offerings.