Theresa Engle

James Kennon is the principal of Kennon Wealth Management, LLC, an independent advisory firm based in Goodyear, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Kennon Wealth Management in 2012, he established the Jim Kennon Financial Network in 2011, through which he also operates as a licensed insurance agent. Kennon Wealth Management serves a select group of individual clients by coordinating investment services with third-party money managers rather than managing assets directly. The firm provides ongoing liaison, reporting support, and client reviews, operating on a referral and revenue-sharing model that includes licensed insurance activities and incentive arrangements with third-party managers.

Kimberly Bridges is a CFP® and Series 63-licensed financial advisor with four years of industry experience. She is the sole advisor at Bright Women Financial, where she has worked since 2025. Prior to that, she held roles at BOK Financial and Commerce Trust Company. Bright Women Financial provides comprehensive financial planning services to individuals and high-net-worth clients, focusing on fixed, engagement-based fees rather than percentage-of-assets charges. The firm offers educational seminars and employs a long-term, asset-class-based investment approach alongside cash-flow, retirement, and estate planning.

Charles Herman is a ChFC® credentialed advisor with four years of experience, currently operating at Authentic Financial Planning in Peoria, AZ. His background includes roles in tax preparation, mortgage lending, insurance, and real estate sales through various related businesses. Herman is also involved in tax preparation and accounting, mortgage brokerage, insurance agency ownership, and residential real estate. Authentic Financial Planning serves individuals, families, high-net-worth clients, business owners, and some corporate clients by offering financial planning and investment advisory services. The firm employs a subscription-style billing model for tiered planning packages and integrates investment management with additional services such as insurance, mortgage origination, tax/accounting, and real estate guidance, alongside public financial education workshops.

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Church has operated Church Capital since 2013. Church Capital serves individuals, high-net-worth clients, and a limited number of pension and profit-sharing plans, managing approximately $23 million in discretionary assets. The firm provides ongoing discretionary portfolio management, directs clients to third-party money managers when appropriate, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

Dale Meyer is the sole advisor at Dynamic Financial Solutions, LLC, an independent registered investment adviser based in Glendale, AZ. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. In addition to his advisory role, he is the founder and volunteer manager of AZ Naturals, a nonprofit youth baseball and football organization. Dynamic Financial Solutions serves a very small client base, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses individualized investment policies with periodic rebalancing and quarterly reviews, and it also assists clients with third-party money manager selection and monitoring, including corporate and employee-benefit plan accounts.

Kristina Dahl is a financial advisor at Independent Wealth Network, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securities America, Inc., Verus Capital Partners, LLC, and Waddell & Reed, Inc. Dahl also serves as a precinct captain for the Foundation of the Republican Party in Arizona. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment strategies tailored to client goals and risk tolerances, with ongoing reviews and client contact.