John Hanson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Lion Street Financial, The Leaders Group Inc, Rational Life, Investacorp Inc, and Highland Capital. Hanson is also involved in insurance product sales as an independent contractor. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Ryan Schulte is a CFP® with 20 years of industry experience currently with Guardian Life. He has been associated with Guardian Life and Park Avenue Securities for multiple years throughout his career. Outside of advisory services, he serves as an adjunct professor of finance and writes articles for various publications. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Scott Ellsworth is a financial advisor with PlanMember Securities Corporation in Gilbert, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked with multiple firms during his career, including Legend Advisory, LLC and New England Securities. Ellsworth is also involved with Williams & Co dba Williams and Company Financial Services and One2One Wealth Strategies in financial sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Chenyi Booth is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 18 years of industry experience. Prior to joining \u0026PARTNERS, Chenyi worked for eight years at Wells Fargo Clearing. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering a range of investment management and financial planning services through its dual registration as an investment adviser and broker-dealer. The firm employs a combination of fundamental, technical, and quantitative analysis, along with model portfolios and third-party strategies, for discretionary and non-discretionary account management.

Jackson Hansen is a CFP® professional with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Ameriprise, Hinman Financial Planning, and RH Advisors, LLC. Before entering the financial advisory field, he spent four years as a student and missionary. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Janette Schwendeman is a CFP® professional with 15 years of experience in financial advisory services. She is currently with Private Advisor Group, LLC and has previously worked with firms including Graystone Partners Wealth Management, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo. Schwendeman holds a Series 66 license and is based in Chandler, AZ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary services, utilizing a range of strategies and technology platforms while providing access to third-party managers and proprietary solutions.

Joseph Sonkowsky is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at The Vanguard Group, Voya Financial, Liberty Mutual Insurance, and 4imprint. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Joshua Lawson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Churchill Management Group, Charles Schwab & Co., Inc., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, 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.

Kerry Tanner is a Certified Financial Planner® with 45 years of industry experience, currently serving at Independent Financial Group, LLC since 2005. He has operated his own practice under his name since 1999. In addition to his advisory role, he works as an insurance agent offering life, health, and long-term care insurance, and provides tax preparation and bookkeeping services as an independent contractor. He is also active as a volunteer board member for a homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes firm- and third-party investment models to create customized client strategies, combining passive and active asset management across various risk profiles.

Megan Henretta is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. Her background includes roles at Nationwide Investment Services Corp and Tailored Management. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Laura Boone is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, she worked at TLB Consulting Services, LLC and Cdw, and has a background that includes roles in education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jared Charley is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, and Transamerica entities. Prior to his financial services career, he worked with the Phoenix Police Department for 17 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs offering managed portfolios and investment education, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and a large client base focused on non-discretionary assets.

Juan Garcia is a financial advisor with First Command Advisory Services in Gilbert, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes service with the Naval War College and Seventh Fleet. Outside of his advisory role, Garcia serves as a conditioning coach for the ASU High School Boys Soccer Team. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Nicholas Keyser is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Connor Weinman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Weinman is based in Chandler, Arizona. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary technology and third-party model portfolios to provide asset allocation and retirement planning guidance, focusing primarily on non-discretionary and managed portfolios for a broad client base.

Richard Lynch Jr. is a financial advisor at Kestra Advisory with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory since 2016. He is also the owner of Retirement Analytics, overseeing operations and sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Jared Christensen is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including extensive tenure at Fidelity Investments before joining Empower in 2026. Jared is based in Gilbert, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary planning tools and emphasizes long-term portfolio returns within plan lineups selected by plan sponsors.

Michael Frazier is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at The Vanguard Group, USAA Financial Advisors, Merrill, Bank of America, and Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Delores Nance is a CFP® with 18 years of experience at Money Concepts Capital Corp. She also holds a Series 63 designation and has worked in accounting and education roles since 1997, including operating her own CPA firm since 2002. Outside of her advisory work, she serves as a volunteer board member for the Music Enrichment Foundation and as treasurer for the Science Center of Inquiry. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of managed programs using model portfolios and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Richard Forscutt is a financial advisor with Money Concepts Capital Corp in Sun Lakes, AZ, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 14 years of experience at Money Concepts Capital Corp and over 30 years as a CPA providing tax preparation and accounting services. In addition to his advisory role, he maintains a tax preparation business and is a partner in a family real estate venture. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis within a framework of modern portfolio theory.