Wayne Polk

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.

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.

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.

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.

Ross Luekenga is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has operated as a sole proprietor since 2007 and has been affiliated with AZ Legacy Wealth in various capacities since 2014. In addition to advisory services, he works as an independent insurance agent specializing in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset and portfolio management primarily to individual clients, managing approximately $52.9 million across about 331 accounts. The firm offers customized investment strategies with an emphasis on long-term holdings, utilizing a Unified Managed Account program and third-party overlay managers.

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.