Chico Huang is a Series 66-licensed financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, he worked at GPFIS, Prudential Advisors, New York Life, and Megaplus Consulting. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Omar Nevarez is a financial advisor with Empower Advisory Group in Surprise, AZ, holding a Series 66 designation. He has experience at Charles Schwab & Co., Inc. and Discover Financial Services, with a total of eight years in the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through both point-in-time financial plans and optional managed account solutions.

Orion Willis is a financial advisor with Centaurus Financial, Inc. in Sun City West, Arizona, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Centaurus Financial since 2013. Outside of advising, he is involved in inventing electronic devices and manages a farming operation focused on organic animal and produce sales. He also serves as a board member for two non-investment related entities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary investment approaches.

Max Bjurlin is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with Equitable Advisors, LLC and Oxford Retirement & Estate Planning. Before entering the financial industry, he worked at Aspen Valley Golf Course and other roles outside finance. 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 employs a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Gary Johanson is a financial advisor at Hornor, Townsend & Kent, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. In addition to his advisory role, he is engaged in insurance sales and service for multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a wide network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting while operating both advisory and broker-dealer services.

Landon Randall is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience and holds a Series 65 credential. His work history includes roles at multiple firms, notably hybrid wealth management enterprises and educational marketing through Dare To Retire U, where he teaches classes. Randall's involvement in educational initiatives distinguishes his professional background. 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 discretionary model portfolios and supports third-party RIAs with a platform-focused approach, managing nearly $50 billion across more than 127,000 clients.

Steve Smith is a financial advisor at Centaurus Financial, Inc. in Peoria, AZ, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003. In addition to his advisory role, he is involved in an estate planning team focused on providing investment vehicles for trustees participating in deferred sales trusts. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a combination of discretionary and non-discretionary arrangements.

Michael Maehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior experience includes roles at Opus 111 Group, Securities America Advisors, KMS Financial Services, UBS Financial Services, and Piper Sandler & Co. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Roger Wood is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Commonwealth and its affiliated entity, C.W.F. Financial, for 15 years. Wood is also a co-owner of rental properties outside his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers a range of managed account programs and third-party asset management solutions to individual and institutional clients.

Jennifer Jenson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of her advisory work, she is an independent sales consultant for Norwex, a company focused on reducing chemicals in the home environment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios for personalized advice and operates a large-scale advisory platform with over 300 advisors.

Renee Millick is a financial advisor with Eagle Strategies (New York Life) based in Surprise, Arizona, holding Series 65 and Series 63 licenses. She has 11 years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored advice across various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to both individual and institutional clients.

Christopher Roming is a financial advisor with PNC Wealth Management in Litchfield Park, AZ, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Independent Financial Group LLC, Principal Life Insurance Company, and Amerilife of Arizona. Roming also served in the United States Marine Corps for five years. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and managed model strategies implemented via mutual funds and ETFs.

Leticia Blumenkron is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Merrill prior to joining Empower. Blumenkron also has ownership in a transport generator fueling business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Timothy Hazelton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He previously worked at The Vanguard Group, Inc. for 16 years and owns a retail business selling products on Amazon and eBay. Hazelton also serves as a designated bank officer supporting Principal retirement plan accounts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those managers.

Justin Tanquist is a Series 66 licensed advisor at Independent Financial Group, LLC with two years of industry experience. Before joining Independent Financial Group, he worked in the retail and service sectors, including positions at Carabba's Italian and Troon Golf. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across active and passive investments.

Shane Foster is a CFP® professional with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior roles include positions at Schwab Wealth Advisory Inc. and Merrill. 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 discretionary model portfolios and combines fundamental, technical, and cyclical analysis methods in its investment approach.

Tammy Austin is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones, The Vanguard Group, Inc., and Humana. She is based in Surprise, Arizona. 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 certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Olga Den is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Mass Mutual Investors Services, MMl Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she sells items online through Amazon and Shopify. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Meagan Ballew is a financial advisor with Empower Advisory Group in Surprise, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Equitable Financial Life Insurance Co. and JPMorgan affiliates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joseph Bauer is a financial advisor at Principal Financial Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Principal Securities Inc. in 2019, Bauer worked at Edward Jones and Chevron. He serves on the board of the Green Ranch North HOA, where he consolidates financial statements and participates in executive meetings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.