Wendy Oliver is a financial advisor at Kestra Advisory with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of finance, she is a co-owner of an HVAC business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets across diverse management platforms.

Maggie Ruetz is a financial advisor with Empower Advisory Group and holds a Series 66 designation. She has one year of industry experience, including prior roles at Edward Jones. Before entering the financial industry, she worked in airline operations and event planning. Empower Advisory Group serves employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm provides financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Kyle Jones is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 license and previously worked at Fisher Investments for six years. His background also includes roles outside finance at Airrosti and a Chiropractic Auto Injury Clinic. Creative Planning provides wealth management and financial planning services to a diverse range of clients, including high-net-worth individuals and institutional plans. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure.

Timothy Wilcox is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sonora Investment Management Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Schannep is a financial advisor with Commonwealth Financial Network based in Tucson, AZ. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he served nine years in the United States Army. Outside of finance, he operates Schannep Travel Agency, a travel business located in Tucson. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment platforms and discretionary model portfolios while delivering operational, compliance, and practice-management support to affiliated advisors.

Robert Roman is a financial advisor with Transamerica Financial Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Humana, Blue Cross Blue Shield of Arizona, and Inheritguard LLC, with additional involvement in estate planning education through the Heartland Institute of Financial Education. Outside of his advisory work, he owns Tucson System Builder and participates in health insurance sales for affiliated companies. Transamerica Financial Advisors, LLC serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

Patrick Bauer is a financial advisor with Allworth Financial, L.P. in Tucson, AZ, holding Series 65 and Series 63 credentials. He has two years of industry experience, including roles at J.P. Morgan Securities LLC and Equitable Advisors, LLC. 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 strategies, discretionary and non-discretionary asset management, and uses technology to manage held-away retirement accounts without client login credentials.

Craig Nochumson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several other business activities, including managing a boba drink and gelato shop as a 50% partner and participating as a member at large in his homeowners association. Additionally, he has roles in solar power sales referrals and offers law-related services through Net Law Group Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platform providers, supported by a large advisor network and multiple program platforms.

Marcos Madril is a financial advisor with Money Concepts Capital Corp in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Nova Financial LLC and Mutual Securities, Inc. Madril is also the sole proprietor of AZ College Planning Specialists and serves as an officer for the Financial Change nonprofit. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis along with modern portfolio theory.

Douglas Rogers is a financial advisor with Focus Partners Wealth, LLC who holds a Series 65 designation and has 19 years of industry experience. He previously worked at Sonora Investment Management for 35 years before its transition and continues at Sonora Investment Management Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Steve Apple is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with various entities within the Bankers Life organization since 2004, currently serving Bankers Life Advisory Services since 2022. Outside of his advisory role, he has experience managing a team of agents focused on insurance sales and has tutored Spanish. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerances.

Andre Solis is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 13 years of industry experience, including roles at Lincoln Investment and Legend Advisory Corporation. He is also the managing officer of Solis Financial Services LLC, an entity used for tax purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and utilizes both custom and model portfolios.

Sara Alexander is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Sonora Investment Management Group and J.P. Morgan Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jeremy Gonzalez is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at several companies such as Instacart and various entrepreneurial ventures like inheritguard, LLC and Legend LD Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary options.

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.

James Mc Cullough is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with First Command in various capacities since 2005. Outside of his advisory work, he is the owner of Chainsaw & Jae LLC, a business incorporated primarily for 401(k) purposes. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Matthew Minehart is a financial advisor with Eagle Strategies (NY Life) based in Tucson, AZ. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2001 and has been affiliated with Eagle Strategies since 2017. He also owns and operates Anchor Financial Solutions Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a significant asset base primarily on a non-discretionary basis and offers a variety of programs tailored to client objectives, including advisory services linked to insurance and annuity products.

Tyler Samko is a financial advisor with Private Advisor Group, LLC in Tucson, AZ, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent four years at Marriott International. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms. The firm’s fiduciary-based advisory model offers both discretionary and non-discretionary services, employing diverse investment strategies and technology platforms.