Ryan Thompson is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Carson Wealth and has held prior roles at Silverhawk Private Wealth, Edward Jones, and John Hancock. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios utilizing fundamental and technical inputs.

Tanya Forsythe is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund sponsored by Charityvest.

Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and services delivered on both discretionary and non-discretionary bases, including equity, balanced, and fixed-income portfolios, along with consulting and retirement services.

Jordan Kuntzelman is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, Inc. and The Vanguard Group, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Seidman is a CFP® professional with 22 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2018. His prior roles include positions at Alpha Cubed Investments, Ascendant Advisors, and Empowerment Financial Group. He also consults with GLG Consulting, providing expert insights at industry events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a comprehensive range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and provides client education, specialized planning services, and integration of affiliated service lines.

Brenton Harris is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2004, with a brief tenure at Chinook Capital Management in 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection based on proprietary models and research, with trades executed only upon client authorization.

David Fields is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Citigroup Global Markets Inc., and operating his own business, David Brook Fields, since 2006. He is also a managing partner at Pacific Tides Wealth Management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a hybrid advisory and brokerage model with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

William Abram is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed by Churchill Management Group, Charles Schwab Bank, Charles Schwab & Co., Inc., and BBVA Compass. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Bohnett is a financial advisor at Farther with 15 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 14 years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Michael Swenson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked for The Vanguard Group, Inc. for seven years. His background also includes roles at Arizona State University and self-employment. Mariner serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolios overseen by an Investment Committee with in-house research and third-party strategies, alongside integrated tax and accounting services uncommon among large advisory firms.

Michael O'Malley is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with United Planners since 2015 and is also a partner at O'Malley & Berberich CPAs PC, where he has provided accounting, tax preparation, and business consulting services since 2001. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and a broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Seth Dhaenens is a financial advisor with Principal Financial Services based in Phoenix, AZ. He holds the ChFC® designation and has 17 years of industry experience. His career includes roles at Principal Life Insurance Company and Principal Securities Inc since 2023, and prior to that, he worked with Pruco Securities, LLC and Prudential Insurance Company of America for 15 years. Dhaenens is also involved in providing fixed insurance products, including life, disability, annuities, long-term care, and Medicare supplements. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Jake Eitzen is a financial advisor with Oppenheimer in Scottsdale, AZ, holding a Series 66 designation and with 12 years of industry experience. He has been with Oppenheimer & Co Inc since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with advisory approaches that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Whitney Williams is a CFP® professional with 14 years of industry experience, currently with Schwab Wealth Advisory. Prior to joining Schwab in 2020, Whitney worked at The Vanguard Group and USAA financial planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with tailored recommendations reviewed at least annually.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services and access to alternative and private market solutions through a range of affiliated platforms.

Christopher Talbot is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Valic Financial Advisors since 2011 and also has a role at Agia. Outside of his advisory work, he manages a rental property in Cave Creek, AZ. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Courtney Hicks is a financial advisor at Kestra Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Anna Kramer is a CFP® and ChFC® with 27 years of industry experience. She has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co. since 2020, following 16 years at USAA Financial Planning Services and USAA Financial Advisors, Inc. She also holds a role at the Maricopa County Elections Department since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. Their approach uses Charles Schwab & Co.’s asset-allocation models and internal research tools, focusing on tailored recommendations without exercising discretionary trading authority.

Joshua Obolewicz is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he held positions at Charles Schwab & Co. and Charles Schwab from 2023 to 2025, and worked in various other roles including at Swain Electric Inc. and Harkins Theatres. 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 relies on Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Daniel Gombrich is a financial advisor with Integrity Alliance, LLC in Scottsdale, AZ, holding a Series 65 license and eight years of industry experience. Prior to joining Integrity Alliance in 2023, he worked at Gladstone Wealth Partners, Gradient Securities LLC, Questar Asset Management, FinRev Financial, LLC, and American Senior Benefits. Outside of investment advising, he is involved in insurance sales through several entities including Heartland Retirement Group and Gombrich Consulting, LLC. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers a diverse range of services including portfolio management, financial planning, and access to both advisor-managed and third-party model portfolios, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.