Brian Wayne Polk

James Kennon is the sole advisor at Kennon Wealth Management, LLC in Goodyear, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monticello Investment Services, Inc. and Northwestern Mutual Investment Management before founding his current firm. In addition to his advisory role, he owns and operates the Jim Kennon Financial Network as an insurance agent. Kennon Wealth Management serves individual clients by assisting them with the selection and oversight of third-party money managers rather than directly managing client portfolios. The firm provides ongoing monitoring and coordination while the managing member maintains an active insurance practice alongside his advisory work.

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, AZ. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior roles at LPL Financial and Pacific West Financial Consultants Inc. Church Capital serves individual and high-net-worth clients, as well as a limited number of pension and profit-sharing plans. The firm provides discretionary portfolio management primarily using equities and ETFs, employs technical analysis and both long- and short-term trading, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

Johnny Burris is the sole advisor at Burris Wealth Management, Inc. in Surprise, AZ, holding Series 63, 65, and 66 licenses with 28 years of industry experience. He has led Burris Wealth Management since 2014. Outside of advisory services, he is a licensed real estate broker involved in real estate activities through his firm. Burris Wealth Management provides discretionary investment management, financial planning, and tax planning/preparation services to individuals, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios based on client-specific factors and employs a range of trading strategies, with a notable affiliation to real estate brokerage services.

Todd Downing is the principal advisor at Financial Counsel, LLC, an independent firm based in Surprise, Arizona. He holds the ChFC® designation and a Series 63 license, with 14 years of industry experience and 25 years operating Financial Counsel, LLC. Outside of advisory services, he has been a licensed insurance agent since 1987, appointed with various life, health, and disability insurance companies. Financial Counsel, LLC serves individual investors and institutional clients, including pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a Modern Portfolio Theory framework and primarily manages assets through SEI-sponsored third-party programs, offering personalized portfolio management and financial planning.