Theresa Kennedy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles.

Kelly Correll is a CFP® with 15 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent seven years at Fs2 Capital Partners, LLC. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and employs a broad range of strategies across equity, fixed income, alternatives, and digital assets.

Ghazwan Ramlawi is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Charles Schwab and its related entities since 1994. Outside of finance, he is also involved in acting and modeling on a part-time basis. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab research tools. The firm operates within the Schwab ecosystem and focuses on client-directed decisions rather than discretionary trading.

Ryan Vena is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and over 12 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2013 and has worked at Schwab Wealth Advisory since 2019. Outside of his advisory role, he operates a running coaching business called Humble Running. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s proprietary research and asset allocation models.

Winston Stevenson is a financial advisor with Brookstone Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing nine years of experience with the firm. Prior to joining Brookstone in 2017, he operated his own practice, Winston P. Stevenson, from 1998 to 2016. He is also president of WPS, Inc., where he sells life insurance, annuities, long-term care, and disability products in multiple states. Brookstone Capital Management is an SEC-registered adviser offering 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Davis Beazer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. Prior to joining AE Wealth Management, he held roles at Vanguard Marketing Corporation and The Vanguard Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies implemented through discretionary model portfolios.

Jared Sweitzer is a CFP® professional with 23 years of experience based in Phoenix, AZ. He has worked at Commonwealth Financial Network and Camelback Retirement Planners since 2003. Outside of his advisory work, he is a 33% owner of Shycus LLC, a private entity involved in processing expenses related to his securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Westin Cox is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2016. Outside of finance, he is involved in a gate fabrication business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments, while clients retain final trading authority.

Ryan West is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Arizona Federal Credit Union and CUSO Financial Services, L.P. before joining OSAIC Institutions in 2023. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment analysis and account management to its investment adviser representatives.

Babette Molina is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with United Planners Financial Services since 2014. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates as both a registered investment adviser and broker-dealer, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Tania Volk is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2012. Outside of her advisory work, she is involved in selling protein drinks and nutritional supplements to fitness-oriented customers through a business called Life Recovery Wellness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on a range of investment options and annual financial reviews, while allowing clients to retain final trading decisions.

Trace Udall is a CFP® with 30 years of experience in financial advisory services, currently with Kestra Advisory since 2025. He previously worked at Commonwealth Financial Network for 11 years and operated Udall Financial LLC for three decades. Outside of advisory work, he serves as managing member of BILTMORE TRAVEL LLC, a travel agency established to support personal travel needs for friends and family. Kestra Advisory provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs multiple management platforms and third-party solutions within a supervised framework.

Andrew Levy is a financial advisor with Oppenheimer in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oppenheimer since 2005. Outside of his advisory role, Levy serves as a general partner in a family-owned limited liability partnership and manages several family trusts for his children and grandchildren. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary account management.

Tracy Tennant is a financial advisor at Fifth Third Securities, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials with six years of industry experience. She has been with Fifth Third Securities since 2020 and has a longer tenure at Fifth Third Bank beginning in 2014. Fifth Third Securities serves a diverse client base including high-net-worth individuals, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing access to various portfolio management options and strategies.

Seth Bergquist is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes positions at USAA Financial Advisors and USAA Investment Management Company, with Schwab Wealth Advisory since 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations without exercising discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Brandon Rose is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, J.P. Morgan Chase, Bank of the West, and BancWest Investment Services. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

David Kerber is a CFP® with 12 years of industry experience and is currently affiliated with Mercer Global Advisors Inc. in Scottsdale, AZ. He has been with Mercer for his entire professional career, which spans multiple roles within the firm over the past 12 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning and family office services. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios using various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Alison Stine is a CFP® professional with 11 years of experience in financial advising, currently with GWN Securities Inc. She previously worked at Equitable Advisors and Axa Advisors. In addition to her advisory role, she serves as an associate board member for the Boys & Girls Club of Greater Scottsdale. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

John Pettee is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. He has been affiliated with Charles Schwab in various capacities since 2013. Outside of his advisory role, he is a guitarist and singer who performs musical entertainment at local restaurants and coffee houses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual clients.

Bruce Lindvig is a CFP® professional with 46 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2017. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a FINRA arbitrator, a role he has held since 1987. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.