Dennis Eckmeyer is a financial advisor with Eagle Strategies (NY Life) in Sun City, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Eagle Strategies since 2019 and has worked with New York Life Insurance Company and its affiliated entities since 2004. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Alan Schmidt is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of advising, he is involved in remodeling sales with Dreamstyle Remodeling and owns a life insurance business focused on client needs and policy setup. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base ranging from individuals and high-net-worth clients to pension plans, corporations, and charitable organizations. The firm offers a variety of investment and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms to manage and monitor client portfolios.

Teresa Brock is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at CUSO Financial Services, AXA Advisors, and Flexible Plan Investments. She serves as the recording secretary for the Rancho Buena Vista Chapter of the Daughters of the American Revolution. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based relationships.

Marvin Rosales is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with PNC Wealth Management and has held prior roles at Fidelity Investments, Edward Jones, U.S. Bank, Amazon, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC Bank employees. The firm employs algorithm-driven model selection and relies on third-party managers for portfolio implementation and proxy voting.

Ken Ihori is a financial advisor with Centaurus Financial, Inc. based in Glendale, AZ, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has been with Centaurus Financial since 2011. Outside of advising, Ihori is involved in selling fixed life insurance, modeling for print ads, television, and video, and provides business consulting services focused on marketing, sales training, and systems analysis. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services, employing various investment strategies and providing both discretionary and non-discretionary portfolio management.

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.

Brad Baker is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021, following prior roles at PNC Investments and BBVA-affiliated firms. In addition to his advisory work, he operates a tax and accounting practice handling fewer than 30 tax returns annually. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary services, plan design, and benchmarking, supporting investments through due diligence and multiple management platforms.

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.

Robert Zinn is a financial advisor with Transamerica Retirement Advisors, LLC in Goodyear, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Mass Mutual, and Mutual of Omaha. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services, employing proprietary tools from Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

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.

Jamie Phillips is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Empower Advisory Group and Empower Financial Services, Inc. since 2022, and previously held roles at Fidelity Brokerage Services LLC, Morgan Stanley, and The Investment Center Inc. Prior to his financial career, he spent six years at Lakeside Fitness Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio strategy and client savings rates within a framework tied to Empower’s recordkeeping and administrative platforms.

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.