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 66 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to her advisory role, she operates an online selling business through Amazon and Shopify platforms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Arryn Kempner is a CFP® professional with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. She has previously worked at The Vanguard Group, Inc. and Infosys BPM. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily to individual investors and households focused on retirement goals. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations for financial planning.

Abigail Brown is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, Robinhood, Charles Schwab, USAA, and The Vanguard Group. 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 retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Winston Stevenson is a financial advisor with Brookstone Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing nine years of experience with the firm. Prior to joining Brookstone in 2017, he operated his own practice, Winston P. Stevenson, from 1998 to 2016. He is also president of WPS, Inc., where he sells life insurance, annuities, long-term care, and disability products in multiple states. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Aaron Mills is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc., MML Distributors, LLC, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. 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. The firm delivers services through integrated recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

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.

Gavin Tolan is a financial advisor with SPC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for eight years. Outside of his advisory role, he coaches high school athletics at Arcadia High School. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored investment advice through a large network of advisors and offers multiple account programs supported by Fidelity/NFS custody and execution services.

Alan Schmidt is a financial advisor with OSAIC Advisory Services, LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of financial advising, he is involved part-time in remodeling sales with Dreamstyle Remodeling. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement consulting, utilizing multiple program models and various third-party platforms to manage portfolios.

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.

Sarah Stevenson is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Capital Insight Partners and The Vanguard Group, Inc. In addition to her advisory role, she is a Pilates instructor at Reformed Pilates in Scottsdale, AZ, and has experience as a contracted clothing model with Arizona Model Management. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes various investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

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 with Independent Financial Partners, holding Series 66 and Series 63 designations and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of eight years at Wells Fargo entities. Joslin is also involved in business development and client services at Cogent Wealth Management. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors, offering a decentralized advisory model along with specialized retirement-plan and pension consulting capabilities.