Dennis Caufield is affiliated with Centaurus Financial, Inc. and holds Series 63 and Series 65 licenses. He has been with Centaurus Financial since 2025 and also operates the Law Office of Dennis Caufield, LLC, an estate planning and administration law firm he established in 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements.

Daniel Lindblad is a financial advisor with Eagle Strategies (NY Life) located in Sun City, AZ. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term affiliations with New York Life Insurance Company since 1987 and multiple financial entities bearing his name. Lindblad serves as a board member for Jesus Church in Phoenix, where he provides counsel to pastoral staff and participates in budget reviews. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides both fee-based and non-discretionary advisory solutions, tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Brent Thurber is a Financial Consultant currently working at Fidelity Investments since 2022. He has 27 years of experience in the financial industry and specializes in developing tailored financial plans by partnering with clients to understand their individual goals and needs. Prior to his current role, Brent served as a Wealth Advisor at USAA from 2014 to 2022 and as a Vice President Financial Consultant at Charles Schwab from 1999 to 2014. He holds a California Insurance License. Outside of his professional career, Brent has personal interests that include the beach, fitness, and military service.

Anthony Villari is a Series 66-licensed financial advisor with Empower Advisory Group in Surprise, Arizona. He has one year of industry experience, having previously worked at Republic Finance and held various roles in education and finance since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm delivers integrated services through Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Heidi Joslin is a financial advisor at Independent Financial Partners with 8 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside her advisory role, she is involved in business development and client services at Cogent Wealth Management. Independent Financial Partners is a multi-advisor platform offering investment advisory, financial planning, trust, and retirement-plan services to individual, charitable, corporate, and high-net-worth clients nationwide. The firm supports both individual and centralized investment strategies and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Dana Payne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Commonwealth since 2011. Outside of advisory services, he is involved in fixed insurance sales as an agent under the name C.W.F. Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions, while enabling affiliated advisors to operate under their own branding within Commonwealth’s supervisory framework.

Martin Guzman is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2016 and has additional involvement with Arizona Estate Planners Inc., where he has worked since 2001. Outside of his advisory role, he is engaged in leadership and strategic planning activities related to estate and retirement planning through his roles in other financial services businesses. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining multiple model portfolios and advisory services, supporting a high client load per advisor and offering various investment and consulting solutions.

Steven Schulman is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Money Concepts Capital Corp since 2018 and has been affiliated with Ameriprise Financial Services, Inc. since 2009. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets across discretionary and non-discretionary account structures.

Mary Schueman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Commonwealth since 2015 and has additional experience with Park Avenue Investment and USANA Health Services. Outside of advising, she is involved in fixed insurance sales conducted at her branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jonathan Brown is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at firms including USAA and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alison Mcguire is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at PNC Investments since 2021 and previous positions at BBVA Wealth Solutions Inc., Bbva Securities Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank dating back to 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Heather Turner is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and outsourced portfolio implementation.

Andrew Shand is a financial advisor with Empower Advisory Group in El Mirage, AZ, holding Series 66 and Series 63 designations and 11 years of industry experience. His prior roles include positions at The Vanguard Group and USAA, and he is the owner of Synergy Principle, LLC, a consulting business providing data analysis and advice to startups and individual entrepreneurs. Empower Advisory Group delivers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

John Lahman is a financial advisor with GWN Securities Inc. in Waddell, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, he serves as a volunteer board member for the nonprofit DoingGrief.org and is involved in agricultural management through Lahman Heritage Farm, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and businesses. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of traditional and legacy market-timing and momentum-based investment strategies.

Austin Fetch is a CFP® with 10 years of industry experience, currently advising at AE Wealth Management, LLC. His prior roles include positions at Charles Schwab and Ameriprise Financial Services, Inc. He also serves as an advisor for Dare To Retire U, where he teaches financial education classes. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines multiple model strategies and advisor customization.

Michael Peterson is a CFP® with nine years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Impact Wealth Management LLC and Bankers Life Advisory Services, Inc. In addition to his advisory work, he is involved in insurance sales through Key Retirement Solutions. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and platforms.

Jeffrey Boysen is a Series 66 licensed financial advisor with First Command Advisory Services in Glendale, Arizona, bringing four years of industry experience. His background includes roles at Merrill, Bank of America, and the U.S. Army National Guard. He is also the owner and president of J.P. Boysen & Co., LLC, a company involved in general business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Michael Trezza is a financial advisor with AE Wealth Management, LLC in Peoria, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Edelman Financial Engines and JPMorgan Securities LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a variety of investment strategies and operates with a platform focus, managing approximately $49.8 billion for over 127,000 clients.

Kimberle Dyer is a financial advisor with J. W. Cole Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and over 21 years of industry experience. She has been with J. W. Cole Advisors and its affiliated entities since 2014 and has also been associated with Life Investors since 2004. Outside of her advisory role, she is involved with Executive Women International and co-owns a business consulting firm focused on business consulting, estate preparation, social security fundamentals, and tax planning, and she works part-time as a blackjack dealer for an entertainment company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Lisa Mc Clelland is a financial advisor with Principal Financial Services in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at Principal Life Insurance Company, Thrivent Financial, and Nationwide Insurance. Outside of finance, she has participated as a product tester for skincare products and worked event staff for NASCAR car racing events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.