Albert Dailey

Anthony Park is a financial advisor at Panoptic Global Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Panoptic Global Wealth Management since 2011. In addition to his advisory role, he is an independent insurance agent in Arizona. Panoptic Global Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, personal trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental analysis-based investment approach, combining pension plan consulting with retail financial planning for non-high-net-worth clients.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with Series 63 and Series 65 licenses and eight years of prior experience at Dynamic Wealth Advisors. She has worked in various roles since 2016, including positions at Ascensus and Enterprise Sage. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach complemented by shorter-term trades for rebalancing or hedging, and offers a range of portfolio options including equities, fixed income, mutual funds, ETFs, options, structured notes, and private equity.

Michael Bell is a financial advisor with Sage Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at KMS Financial Services, Inc., MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his advisory role, he owns an independent insurance agency focused on the sales and service of fixed insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios with a variety of investment vehicles and emphasizes pension consulting services, including investment policy development and participant education.

Bruce Wilson is a financial advisor with Mariner Advisor Network based in San Tan Valley, CA, holding a Series 66 designation and 28 years of industry experience. He has worked at Advantage Wealth Advisors since 2017 and has been affiliated with LPL Financial since 2009. Mariner Advisor Network is an enterprise registered investment adviser that operates a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm provides portfolio management, financial planning, consulting, and access to a range of investment strategies and third-party managers, with a notable focus on retirement plan consulting and a distinctive operating model integrating multiple affiliated resources.

Brandy Harrington is a Certified Financial Planner® with nine years of industry experience, currently serving at HighPoint Planning Partners. Her prior roles include positions at Trust Company of Illinois and TC Wealth Partners. She is based in San Tan Valley, AZ. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a tailored investment approach utilizing fundamental analysis across a variety of securities and third-party solutions.

Dallin Davis is a financial advisor with Principal Advised Services in San Tan Valley, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and AssetMark, as well as a current role as Assistant Vice President for Advice, Education & Sales at Principal Bank. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, utilizing a combination of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated bank and insurance products alongside discretionary and non-discretionary investment programs.