Kimberly 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.

Charles Gilligan is a Series 66-licensed advisor with Financial Transparency, bringing 23 years of industry experience. His background includes roles at Envision Financial Transparency, LLC, Cssc Brokerage Services, Inc., and CSSC Insurance Services, Inc., alongside over 20 years as a self-employed CPA. He also owns a consulting firm, Paragon Consulting Group, and provides personal tax preparation services. Financial Transparency offers asset management and financial planning to individuals, retirement plans, businesses, and charitable organizations, employing both passive and active investment strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis. The firm’s services include discretionary asset management, customized managed accounts, and pension consulting, operating as a fiduciary with a multi-advisor structure and specialized held-away account processes.

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.

William Sayre is a financial advisor with Wedbush Securities Inc. in Sun Lakes, AZ. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including 42 years with Wedbush Securities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage, and is notable for its combination of broker-dealer, capital markets, custody, clearing, and prime services related to commodities and derivatives.

Trevor Buggs is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Bank of America and Merrill Lynch. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm focuses on discretionary investment management and comprehensive financial planning, using a principally passive investment approach and offering educational seminars and employer-related retirement support.