Darla East is a financial advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 22 years of industry experience, including 16 years at her current firm. D Squared Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a mix of fundamental, technical, charting, and cyclical analysis, offering both wrap fee and non-wrap advisory arrangements, and employs a range of strategies including active trading, option-based stock replacements, and limited short-sale transactions.

Ronald Knapp is the sole advisor at RH Knapp & Co. He holds a Series 63 designation and has 27 years of industry experience. His career has been focused entirely at RH Knapp & Co., where he has worked since 1989. RH Knapp & Co. is an independent firm providing discretionary investment management primarily to individuals, trusts, small corporations, and various institutional clients. The firm emphasizes individual securities selection through fundamental and technical analysis, generally recommending equity investments for clients with a minimum five-year horizon and operating under limited trading discretion.

Brooks Larson is a financial advisor with Wealth Planning Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has operated his own firm, Brooks Larson, LLC, since 1994 and has been self-employed in financial planning since 1991. Larson is involved in a family estate planning LLC unrelated to real estate transactions. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm provides investment management, financial planning, retirement-plan consulting, and educational seminars, with additional tax, bookkeeping, and payroll services offered through an affiliated accounting entity.

Joseph Von Unschuld is a Series 65-licensed financial advisor with 13 years of industry experience, currently with Royal Fund Management, LLC. He has been involved with The American Society of Fiduciary Education since 2016 as its founder and chairman, where he develops and trains adult financial planning courses. In addition to his advisory role, he is engaged in insurance sales through Peak Advisors and owns Fractal Profile Investment Management. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs customized portfolios based on documented risk tolerance using various analytical methods and strategies, while also providing held-away advice and participant account management through multiple platforms.

Scarlett Vogel Ham is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and totaling 17 years of industry experience. Her background includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. She is the owner of Full Moon Financial LLC, where she runs group business and life insurance activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Estel Freese is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she spent six years at Avantax Investment Services and 17 years with 1ST Global Advisors. Outside of her advisory role, she consults on tax issues and retirement planning for employee benefit plans as an outside consultant for WEST & COMPANY, LLC, CPAs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Adrian Arvayo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2018, following seven years at Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Warren Myers is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he operates a sole proprietorship focused on the sales and service of insurance products and annuities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party managers. The firm employs various tools and methodologies to construct portfolios tailored to client risk profiles and supports a broad range of investment products.

Harold Teel Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, Inc. for 15 years and has operated a sole proprietorship, Teel Financial Group, since 1979. He also serves as a board member of the Sandy Carter Charitable Foundation. OSAIC serves a diverse client base, including individual investors, institutional clients, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisers. The firm employs various tools such as asset-allocation models and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Aaron Murray is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and offers access to a broad range of products, including those available through its affiliated entities.

Jeffrey Herndon is a CFP® professional with 13 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Tucson, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth management supported by a centralized due-diligence framework.

Mathew Benson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing ten years of industry experience. His work history includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and NYLife Securities LLC. Outside of financial services, he operated a handyman and haul business for a year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers these services either as a one-time or ongoing engagement and integrates planning with managed-account programs through its WealthPlan consolidated billing option.

Frank Youdelman is a financial advisor with MassMutual Investors Services who holds Series 63 and 65 licenses and has 36 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously affiliated with MetLife Securities from 2010 to 2017. In addition to his advisory role, he serves as a board member for Homestay Volunteer Teacher Organization Inc., a teaching nonprofit. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative annual planning process employing firm-approved software and offers specialized programs including financial seminars and a standalone Divorce Planning service.

James Rathje is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kevin Tokarski is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with J.P. Morgan Securities and its related entities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG processes.