Blake Davelaar is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Allworth Financial, L.P. and has prior experience at Pathways Financial Partners, Inc. Since 2006, he has also been involved in ongoing academic pursuits. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, trusts, estates, and corporate clients. The firm offers customized portfolio strategies that incorporate core-satellite, pure-index, and specialized models, and is distinguished by its ownership structure and an airline-focused division serving airline industry employees.

Brian Murphy is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at My Pathway, LLC and Pathways Financial Partners, Inc. He is also an investor and limited partner in Saunders Amos LLC, a non-investment-related business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Juan Bautista is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. He has previously held roles at Kestra Investment Services, LLC and worked at the University of Arizona for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, serving institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Edwin Hopper is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Sonora Investment Management Group, Marcus Engineering, IDEA2SUCCESS Biz, RMH Investment Management, and Orchid Run Investments. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Clinton Davis is a financial advisor with Primerica Advisors in Tucson, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience and has been associated with Primerica Advisors since 1999 and Guardian Life Insurance Co of America since 1986. Outside of advisory work, he owns and operates Clinton Davis Financial Services, Inc., which includes a health and life insurance agency in California, and serves as Chair of the Risk Sub-committee of the Finance Committee for Saint Philip's in the Hills Episcopal Church in Tucson. Primerica Advisors is part of a large enterprise serving a broad retail client base, offering both brokerage and advisory services with various proprietary and third-party investment programs. The firm supports diverse investment strategies and account-level services tailored to individual and institutional clients.

Holly Brauer is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Wilde Wealth Management Group. Outside of advisory roles, she is involved with Bulletproof Bunny, LLC, an entrepreneurial venture she has been part of since 2020. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Charles Doughty is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Equitable Advisors. Outside of his advisory work, he creates faceless short story and inspiration content on YouTube. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to support its investment approach.

Edwin Brouse is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He began his advisory career in 2025 and has experience working at several companies, including Alvarez & Marsal and Air Methods Corporation. Brouse is also currently involved with Pima County. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael O’Neal is a financial advisor at First Command Advisory Services in Tucson, AZ, holding Series 65 and Series 63 designations with one year of industry experience. His background includes over a decade of service in the U.S. Air Force prior to joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Vernon Henifin is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Centaurus Financial since 2011. Outside of his work at Centaurus, he owns Northwest Financial Solutions, where he offers financial services and sells insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches with both discretionary and non-discretionary management, offering services such as financial planning, portfolio management, and retirement-plan consulting.

Amy Montiel is a Series 66-registered financial advisor with Capital Analysts, based in Tucson, AZ, and has three years of industry experience. She previously worked at Adara Wealth Management and RBC Wealth Management. Outside of her advisory role, she is co-owner of a duplex rental property. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and provides ERISA retirement plan advisory services.

Bradley Neppl is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Sonora Investment Management and Davis Distributors, LLC among others. He is based in Tucson, AZ. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and tools such as trend-following and options overlays.

Ross Donaghay II is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His background includes roles at Lincoln Investment and AIM Wealth Partners, as well as involvement with several volleyball organizations and service in the Arizona National Guard. Capital Analysts serves a wide range of clients including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house investment management team to support discretionary and non-discretionary portfolio management across various program types and offers services through a network of several hundred advisors managing approximately $8.8 billion.

Sarah Eschenbrenner is a financial advisor with Eagle Strategies (New York Life) based in Tucson, AZ. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. She also owns and operates Anchor Financial Solutions Group LLC, which sells New York Life products and brokers non-registered insurance. In addition, she serves as a board member for an early-stage business focused on providing secure, QR code-based life-saving information for first responders. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Steven Foster is a financial advisor with J.W. Cole Advisors, Inc. in Tucson, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining J.W. Cole Advisors, he worked at LPL Financial and VOYA Financial Advisors. He is also the founder and owner of Foster Financial Services LLC and Foster Wealth Management, and he provides life insurance products as a licensed agent. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Karyn Damschen is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. She has been associated with AE Wealth Management and her own firms, Damschen Wealth Management LLC and Damschen Group, LLC, since 2019. Outside of her advisory work, she serves as a director for the Girl Scouts of Southern Arizona. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and other services.

Charles Drennan is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and no prior industry experience. He has served in the United States Marine Corps since 2003. First Command Advisory Services, Inc. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing Envestnet’s platform and Pershing for custody and execution.

Supriya Bakshi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 30 years of industry experience, including longstanding roles with Nylife Securities Inc. and New York Life Insurance Company. In addition to her advisory work, she serves as president of Tu Nidito, a nonprofit supporting children, teens, and families dealing with serious illness or loss in the Tucson community. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and offers multiple program types, with a majority of assets managed on a non-discretionary basis.

Oscar Larranaga is a financial advisor with Bankers Life Advisory Services, Inc. in Tucson, AZ, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked with Bankers Life entities since 2019 and serves as a Unit Field Trainer, recruiting and training insurance agents and assisting with Medicare, long-term care, life insurance, and annuity products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Andres Cota is a financial advisor with Brookstone Capital Management LLC in Tucson, AZ, holding a Series 66 designation and with 10 years of industry experience. His prior work includes roles at First Dominion Capital Corp, G.F. Investment Services, LLC, and Secure Investment Management, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm employs a variety of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.