Caleb Bergamini is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has been working in the financial industry since 2026 and has prior experience with National Mortgage Group, Limitless Financial, and other organizations. Outside of finance, he has been involved with the Arizona Interscholastic Association since 2026. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, catering to discretionary and non-discretionary investment preferences.

Ajaydeep Singh is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Magnus Financial Group LLC and Northwestern Mutual Investment Services LLC. Singh has been affiliated with Hightower securities entities since 2020 and maintains a long-term association with Georgetown University and DCMPAA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles tailored to varying client needs.

Todd Sepp is a financial advisor with GWN Securities Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with GWN Securities since 2015. Outside of his advisory role, he owns a clothing company called Phat Guise and volunteers with the nonprofit The Centurions. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies as part of its approach.

Kendal Mccray is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with multiple organizations including AZ Tax Accounting and Consulting Services, Nationwide Employee Benefits, and World Financial Group. Outside of advisory work, he is involved as a partner in a tax preparation service and serves as a foster parent through the Arizona Department of Child Safety. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Jonathan Gould is a financial advisor with Empower Advisory Group in Tucson, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower, he worked at American Fidelity and Graybar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating its services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisory staff.

Sylvester Akpan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. His work background includes roles at several financial and insurance organizations, as well as providing tax preparation services. He is also involved in college consulting through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party management approach, delivering advisory services through multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

Jennie Henry is a CERTIFIED FINANCIAL PLANNER™ professional with over 26 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2001. In addition to her advisory role, she is involved in selling disability, life, long-term care, annuities, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager programs.

Steven Cooke is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a boat. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management consulting, utilizing both discretionary and non-discretionary strategies managed internally and by third-party managers.

Stephanie Ford is a financial advisor with Wealth Enhancement Advisory Services, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at LPL Financial, Greenberg Financial Group, and Cambridge Investment Research, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

Alejandro Nevarez is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 21 years of industry experience. He worked at Legend Equities Corporation for 12 years before joining Lincoln Investment in 2017. Outside of his advisory role, Nevarez is a sales agent for Blue Cross Blue Shield specializing in health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and dynamic approaches managed by an in-house Investment Management & Research team.

Nicholas Bodmer is an advisor at J.W. Cole Advisors, Inc. based in Tucson, AZ. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.W. Cole, he worked at Sword Health and Paycor. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and provides access to multiple custodial platforms and third-party investment advisers.

Matthew Edwards is a financial advisor at J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining J. W. Cole Advisors, Edwards worked at LPL Financial and Foster Financial Services. He also served in law enforcement with the Sonoma County Sheriff's Office and the Ukiah Police Department. Edwards is a licensed life insurance agent and provides life insurance as part of his financial planning services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of discretionary and non-discretionary strategies.

Bruce Stone is a financial advisor with Independent Financial Group, LLC in Tucson, AZ, holding ChFC® and Series 66 designations and bringing 48 years of industry experience. He previously worked at StoneKimbro for three years and was involved with Stone Ins Services for 46 years. His other business activities include officer and director roles focused on business operations and client relationship management. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers various portfolio management solutions and financial planning, combining strategic asset allocation with multi-manager portfolios and ongoing due diligence.

Aida Castro is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Tucson, AZ. She has a longstanding career at New York Life Insurance Co. and its related entities since 2012 and operates her own advisory practice, AIDA Castro Wealth & Legacy. Outside of her advisory role, she is also active as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives, with most assets under management handled on a non-discretionary basis.

Daniel Wilsford is a Series 66-registered advisor with Commonwealth Financial Network. He has prior experience serving in the U.S. Army from 2014 to 2025. Outside of his advisory role, he co-owns Liora LLC, a private entity involved in event planning and party services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office and custodial services.

Carlos Carranza is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account that uses algorithmic risk assessment and managed strategies implemented via mutual funds and ETFs.

Andre Veres is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Co since 2016. In addition to his advisory work, Veres is a partner at Longview Insurance & Investments, where he is involved in the sales and service of multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing substantial discretionary and non-discretionary assets through a network of advisors and third-party asset managers.

Brandon Jones is a Series 66-licensed financial advisor with PNC Wealth Management in Tucson, AZ, and has four years of industry experience. He has previously worked with Thrivent Financial and LPL Financial LLC among other firms. Outside his advisory roles, he spent five years with Victory Worship Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Eduardo Cervantes is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, NA. He serves as a board member of the American Pediatric Surgical Nurses Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

Micah Davis is a financial advisor with First Command Advisory Services in Tucson, AZ. He holds Series 63 and Series 65 licenses and has recently transitioned from military service, having served in the United States Air Force from 2010 to 2023. Prior to joining First Command, he worked with the Strategic Technology Institute Inc. and V2X Inc. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.