T Powell is a CFP® professional with 14 years of experience in financial advising. He is currently with Beacon Pointe Advisors, LLC and has prior experience at firms including Stonegate Capital Advisors and Ameriprise Financial Services. In addition to his advisory role, he is an insurance agent at Beacon Pointe Insurance Services. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base consisting of individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds while maintaining a broad range of institutional relationships.

Jeffrey Cary is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Yvonne Dolny is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2004, including 11 years with Charles Schwab Bank before joining Schwab Wealth Advisory in 2019. 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 approach relies on Schwab’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

David Bonar is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience and holds a Series 66 designation. He has worked at various entities within the Charles Schwab organization since 2015, including Charles Schwab & Co., Inc. and Charles Schwab Bank SBB. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to offer customized recommendations, while trades require client authorization.

Heather Turner is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her previous roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. She is based in Sun City, Arizona. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and manages portfolios using approved model strategies with mutual funds and ETFs.

Paul Perreault Jr. is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 designations. He has 38 years of industry experience, including roles at First Financial Equity Corporation and managing his own practice, Paul A. Perreault Jr. He serves on the Four Peaks Rotary Signer-Oversight Committee in Fountain Hills, AZ. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering a range of advisory models and predominantly non-discretionary asset management through a network of 477 independent Investment Advisor Representatives.

Ashley Quick is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill from 2011 to 2020 before joining Mariner in 2020. She also has experience with Msec, LLC from 2020 to 2025. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Joshua Brown is a CFP® with 10 years of industry experience, currently affiliated with Guardian Life in Scottsdale, AZ. He has held roles at Park Avenue Securities, Guardian Life Insurance Company, and The Vanguard Group. Outside of his advisory work, he consults with retail and e-commerce merchants through Lighthouse Payments LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Eric Verhulst is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in managing several LLCs related to vehicle sharing. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Jake Scanlon is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab since 2020 and The Vanguard Group in 2019-2020. Outside of finance, he is involved in a family home remodeling business, Room by Room: Total Home Remodeling. 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, focusing on asset allocation and investment selection with client-authorized trades.

Aaron Clark is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Mariner Wealth Advisors in Scottsdale, AZ, where he has worked since 2019. His prior experience includes roles at BOK Financial Securities, Inc. and Bokf, NA. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services.

Barry Eller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Cambridge Investment Research Advisors, TD Ameritrade, and BBVA Wealth Solutions. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent investment advisor representatives. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Marc Normann is a financial advisor with Mercer Global Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mercer Global Advisors since 2017 and previously at Scottrade from 2014 to 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

David Sears is a financial advisor with AE Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Bank of the Internet and Horter Investment Management. He is also the owner and manager of Secure Financial Solutions Group, LLC, which provides insurance sales and services, and Secure Estate Services, where he prepares and delivers legal documents. 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 offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that integrates models from multiple sources with advisor-managed strategies.

Henry Eversole III is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior experience includes roles at LPL Financial LLC, RBC Capital Markets, LLC, and Morgan Stanley. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an independent advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Kenneth Brundage is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Jacob Gold & Associates and Voya Financial Advisors, Inc., among others. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Andrew Battles is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including 14 years at Schwab Wealth Advisory and a total of 26 years at Charles Schwab & Co., Inc. Outside of his advisory role, he is involved as a landlord in real estate activities. 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, financial planning, and wealth management consultations guided by Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Daniel Baron is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Charles Schwab & Co., Inc. since 2010, Schwab Private Client Investment Advisory, USAA Financial Planning Services, and other firms. Outside of his professional work, he participates in a recreational shooting organization, assisting with match set-up and tear-down. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations, with investment recommendations based on Schwab’s asset-allocation models and internal research tools.

Jacob Richey is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2015. Schwab Wealth Advisory 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 uses standardized asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Robert Pier is a financial advisor with Hightower Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Success Property Brokers, Your Castle Real Estate, Advisor Group Inc, and United Planners Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a wide range of investment vehicles.