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.

Carlton Weber is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. He previously worked at Keystone Wealth Partners and USAA, among other positions. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by customized equity, bond, and private market investments.

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® with nine years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His previous roles include positions at Churchill Management Group, Charles Schwab Bank, Charles Schwab & Co., Inc., and BBVA Compass. He holds Series 63 and Series 66 licenses. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and offers access to private funds and specialized portfolio tools.

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 before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

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.

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 one year of industry experience. His prior work includes roles at Charles Schwab & Co., Swain Electric Inc., and Harkins Theatres. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

Scott O'keeffe is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with United Planners since 2011 and concurrently maintains an active insurance license in Arizona for life, health, and disability coverage, though he does not currently solicit insurance products or clients. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, providing financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Lennon Fregien Miller is a financial advisor at Oppenheimer with a Series 66 designation and seven years of experience as a self-employed financial trader. He has worked at Oppenheimer since 2025 and previously held roles in mortgage processing and automotive sales. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides various programs and advisory services across equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Steven Deacon is a financial advisor with Commonwealth Financial Network in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Blackrock Investments, LLC from 2011 to 2019 and has been with Commonwealth and Blakeman and Associates, Inc. since 2019. Outside of his advisory role, he is the owner of Five Point Wealth Advisors LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including custom portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, while its Investment Management and Research team manages discretionary model portfolios.

Mark Willets is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His prior career includes roles at Merrill, Bank of America, and LPL Financial LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model, offering customized portfolio management through multiple third-party platforms and managers, alongside financial planning and outsourced CIO solutions.

Carter Barrett is a CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory in Phoenix, AZ. His career includes roles at Charles Schwab & Co., Cetera, and Merrill. 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 services focus on asset allocation and investment selection, guided by internal research tools and standard allocation models, with recommendations tailored to individual goals and risk tolerance.