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 at Allworth Financial, L.P. in Tucson, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance Co. 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 strategies and employs technology to manage held-away retirement accounts without direct client login access.

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.

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.

Mario Dela Cerna is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management since 2023. Prior to that, he was with Secure Investment Management, LLC for 11 years. In addition to his advisory role, he is a licensed agent and producer in an annuity and insurance-related business under J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

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.