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.

Dana Payne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Commonwealth since 2011. Outside of advisory services, he is involved in fixed insurance sales as an agent under the name C.W.F. Financial. 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 support services, including discretionary model portfolios and various customized investment solutions, while enabling affiliated advisors to operate under their own branding within Commonwealth’s supervisory framework.

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.

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.

William Steward is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Ameriprise Financial Services. He is also an insurance agent operating outside of Independent Financial Group under Patel Wealth Management, LLC, which offers insurance, brokerage, and advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies through various platforms and third-party programs.

Brandon Capps is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he is involved with the Kansas Pharmacist Association, assisting with member recruitment and promoting association benefits. He is also engaged with VibeQuest LLC, a company focused on airline comfort travel products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and digital advisory solutions, integrating insurance products and alternative investments through its connection with Guardian Life.

Martin Guzman is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2016 and has additional involvement with Arizona Estate Planners Inc., where he has worked since 2001. Outside of his advisory role, he is engaged in leadership and strategic planning activities related to estate and retirement planning through his roles in other financial services businesses. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining multiple model portfolios and advisory services, supporting a high client load per advisor and offering various investment and consulting solutions.

Shannon Knight is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Charles Schwab since 2006, as well as prior roles at KeyBanc Capital Markets and Prudential Equity Group. Outside of her advisory work, she is involved in the management of Nickel Plate Clothing Company LLC, overseeing marketing, pricing, and distribution. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to individual client goals and risk tolerance.

Hannah Krumreich is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her career includes roles at Charles Schwab Bank, JP Morgan Securities, and Fidelity Brokerage Services. She holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection guided by proprietary research and standard models, with client authorization required for trades.