Kimberly Frances Myers

Leonard Templeton is a financial advisor at Templeton Financial Services Inc. in Sun Lakes, AZ, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Templeton Financial Services since 2003. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach centered on municipal securities, closed-end funds, and higher-yield bonds, with detailed allocation policies tailored to client objectives and risk tolerance.

Christian Price is a financial advisor with Life Planning Advisors LLC in Maricopa, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 13 years before joining Life Planning Advisors and Woodbury Financial Services in 2017. Outside of finance, he owns Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth, and business clients by providing asset management, financial planning, and specialized estate, tax, and risk-management services. The firm focuses on non-discretionary management with diversified, low-cost, tax-efficient portfolios, and offers referrals to third-party portfolio managers.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Eric Gauthier is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Terra Wealth and Val Vista Capital Management. Outside of his advisory role, he owns Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a wide range of investment options including ESG models and specialized services for insurance company clients and private funds.

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Sharyl Schultz is a financial advisor at RedHawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Redhawk Wealth Advisors since 2015, with a three-year period at HF Advisory Group, LLC. Outside of her advisory role, Schultz has a 50% ownership interest in a personal home inspection business. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, supported by a weekly investment committee, documented due diligence, and risk management tools.