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) based in Sun City, AZ, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has held roles at several firms including Mahoney Financial Organization, Lindblad Commercial, Lindblad Financial Group, Nylife Securities Inc., and New York Life Insurance Company. Outside of his advisory work, Lindblad serves as a board member for Jesus Church in Phoenix, AZ. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate clients. The firm emphasizes tailored recommendations and offers multiple program types, managing most of its assets on a non-discretionary basis 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 eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Joslin is also involved in business development and client services at Cogent Wealth Management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients 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.

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 at Money Concepts Capital Corp with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc., Morgan Stanley, and A. G. Edwards & Sons, Inc. Schulman has been with Money Concepts Capital Corp since 2018. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages around $4.07 billion in assets through a network of several hundred advisors, employing model-driven and asset-allocation strategies supported by third-party managers and technology platforms.

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 with Empower Advisory Group holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at USAA for five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning services and serves a large participant base relative to its adviser headcount.

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 at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and USAA. He is also the owner of Synergy Principle, LLC, a consulting business providing data analysis and support to startups and individual entrepreneurs. Empower Advisory Group offers 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. The firm’s integrated model emphasizes long-term portfolio returns and savings rates, delivering services through proprietary platforms tied to Empower’s recordkeeping and administrative capabilities.

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.

Keith Schlottman is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Independent Financial Group since 2008. In addition to his advisory role, he operates Schlottman CPA's PLC, providing tax preparation and accounting services. He also serves as treasurer for two nonprofit organizations and owns businesses including an electronics engineering firm and a local running club. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a mix of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies, with services delivered through multiple platforms and tailored to client risk profiles.

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.