Nancy Bakshi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at Nationwide Investment Services Corporation for eight years before joining Voya in 2019. Outside of her advisory work, she is an investor in an artificial intelligence startup and hosts guests through Airbnb. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures, primarily utilizing non-discretionary recommendations.

Stephen Rodgveller is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 license and bringing 16 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at St. Bernard Financial Services, Inc. Rodgveller operates under the DBAs Modern Wealth Management Group LLC and Friendly 401k for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and allowing both discretionary and non-discretionary management arrangements.

Timothy Schannep is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Cbiz Financial Solutions, Inc. and National Planning Corporation. Outside of his advisory work, he owns a travel agency based in Tucson, Arizona. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and customized investment solutions while supporting affiliated advisors with operations, technology, and compliance.

Luke Reilly is a financial advisor with Principal Financial Services based in Tucson, AZ. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Alliance Group and multiple entities within Principal since 2020. He is also licensed as an insurance agent for life, annuities, disability income, long-term care, health, and Medicare supplements. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Michelle Monteleone is a financial advisor with GWN Securities Inc. in Tucson, AZ, holding a Series 66 designation and nine years of industry experience. She has been with GWN Securities since 2016 and also works with Retirement Plan Professionals. Outside of her advisory work, she creates and occasionally sells mixed media artwork. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including traditional asset allocation and legacy momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Aaron Alonzo is a financial advisor with Capital Analysts, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for nineteen years. Outside of advisory work, he is the owner of Alonzo Financial Services, Inc., a tax and accounting business, and AIM Wealth Partners, LLC, which is involved in real estate. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role supported by an in-house investment management and research team.

Lisa Jacobsen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at Cambridge Investment Research Advisors and LPL Financial. She operates out of Tucson, AZ. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a strategic allocation approach that combines passive and active management supported by quantitative and fundamental research.

Anthony Serino is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 10 years. Outside of his advisory role, he is a sales representative for individual and group health insurance policies through BCBS of Arizona. 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 financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

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.