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.

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.

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.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.

Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.

Lawrence Orgill is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Paragon Capital Management in Denver, CO since 1999. Paragon Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Ivan Matherson is a CFP® and Series 66 holder with two years of industry experience. He is currently an advisor at The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Ensign Advisory Partners, and Northwestern Mutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and manager relationships.

Jason Slade is a financial advisor at OneSeven with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advisory work, he is a partner in IALA Properties, which supports his practice location in Sun City West, AZ. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a primarily long-term investment approach with access to alternative investments and third-party platforms.

Murray Chalmers is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Ausdal since 2009 and previously worked at Fox Valley Financial Consultants, Inc. for 26 years. Outside of his advisory role, he is involved in fixed insurance and annuity sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies and access to multiple custodial platforms.

Meg Davidson is a financial advisor at Chicago Partners Investment Group LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chicago Partners since 2024, previously affiliated with Borthwick Associates, Inc. since 1987. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and utilizes strategies such as direct indexing and tax-loss harvesting.

Bart Albrigo is a financial advisor at Perennial Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Perennial Investment Advisors, Oak Shore Partners, LLC, and Beverly Hills Wealth Management, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and third-party managers to deliver diversified investment solutions and retirement plan consulting.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She held prior roles at UBS Financial Services from 2014 to 2023 before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2023. In addition to her advisory work, she runs a YouTube channel called The Rhino Investor, where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary managed programs with a notable predominance of non-discretionary assets under management.

Brock Baker is a financial advisor at Inspire Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial, Thivent Investment Management Inc, World Equity Group, Inc., and Impact Alliance. Outside of his advisory role, he serves as treasurer for Impact Alliance, a nonprofit organization focused on cultural immersion programs for students. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of portfolio strategies, including index-based, strategic, and tactical allocations.

Joseph Olivo is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. In addition to his advisory work, Olivo is the owner of a mortgage brokerage business based in Goodyear, AZ. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic financial planning approach through its Total Financial Life Resources framework and utilizes discretionary asset-allocation programs focused primarily on ETFs.

Vincent La Fata is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Navy Federal Investment Services, JPMorgan, Edward Jones, and several other companies. Outside of his advisory work, he has been involved as a driver for Lyft and Uber, and he has donor experience with Biolife. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Cynthia Tornetta is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. Her prior experience includes roles at The Vanguard Group, Voya Investment Management, Bankers Life Securities, and FBL Financial Group. Integrity Alliance serves individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services and employs diverse investment approaches supported by multiple third-party platforms.