Carol Ward is a financial advisor with Eagle Strategies (NY Life) based in Mesa, AZ. She holds the Series 66 designation and has six years of industry experience. Her prior roles include positions at Edward Jones and CN Results, among others. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kurt Rohrs is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Independent Financial Group, LLC since 2011 and is the 100% owner and investment advisor representative of Southwestern Retirement Planning Advisors, Inc., providing financial planning, securities, advisory, and trust services. Rohrs serves as a governing board member for the Chandler Unified School District. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and retirement plan services, combining in-house and third-party investment models while operating both as a registered investment adviser and an active broker-dealer.

Matthew Mundy is a financial advisor with Independent Financial Group, LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining Independent Financial Group in 2020, he worked at LPL Financial from 2016 to 2020. Outside of advising, he works with local estate planning law firms to prepare Living Trusts, sells fixed insurance products, and moderates focus groups on public perceptions of insurance and investment programs. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, combining in-house and third-party model portfolios through multiple custodial platforms, and operates as both a registered investment adviser and an active broker-dealer.

Garrett Nash is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at AE Wealth Management since 2017 and is also associated with Ensign Wealth Management. In addition to advisory services, Nash is involved in life insurance and annuity sales as an associate advisor. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines multiple model portfolio solutions and provides financial planning, plan services, and consulting support.

Christina Carey is a financial advisor at PNC Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her prior roles include positions at Charles Schwab Bank, BancWest Investment Services, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs managed by PNC or third-party strategists.

Olivia Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. She has previously worked at several firms, including Strategic Advocates, LLC and Cambridge Investment Research. Outside of her advisory role, she is also involved in life insurance brokerage, providing financial planning and insurance services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates dual advisory and broker-dealer platforms, managing over $8 billion in assets through a network of advisors and third-party asset manager relationships.

Darcy Bergen is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2022. His prior experience includes roles at Simplicity Wealth, LLC and Horter Investments. Bergen is also the owner of Clear Solutions LLC DBA Bergen Financial Group and serves as secretary/treasurer for Bergens Mission, a charitable organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines various model portfolio solutions, discretionary asset management, financial planning, and plan services.

Krista Wittmaack is a financial advisor at Citizens Securities, Inc. in Gilbert, AZ, with 29 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Frost Brokerage Services, Key Investment Services, E*TRADE Capital Management, Morgan Stanley, Wells Fargo, and Zions Direct. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

John Clarke is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including roles at Penn Mutual Life Insurance Company since 2010. Clarke is a partner in a multi-line insurance brokerage and serves on the board of directors for American Leadership Academy. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Kyle Crews is a financial advisor with Guardian Life and holds Series 66 and Series 63 credentials. He has four years of industry experience, including roles at Vanguard Advisers, Inc. and Park Avenue Securities. His background also includes positions outside finance, such as work at Camp Timberline and Grand Canyon University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Yvette Fernandez is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Edward Jones. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions utilizing affiliated and third-party managers, with access to a range of investment vehicles and strategies.

Tanya Heyn is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021. Her prior roles include positions at Charles Schwab, USAA Investment Management Company, and USAA Financial Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations utilizing Charles Schwab's research tools and standard asset allocation models, with final trading decisions made by the clients.

David O'hea is a financial advisor with Creative Planning holding a Series 66 credential and four years of industry experience. His prior roles include positions at Kestra Advisory Services, Morgan Stanley, and Meaden & Moore LLP. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Trennon Payne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Guardian Life Insurance, Park Avenue Securities, and Northwestern Mutual Wealth Management Company. Outside of finance, he previously worked in the restaurant industry with Oregano's Pizza Bistro and The Herb Box. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies, managing approximately $15 billion in assets with a large network of advisors.

Teresa Bear is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with Brookstone Capital Management since 2008 and operates a tax and accounting services sole proprietorship outside of market hours. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management primarily through model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Connor Garrett is a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. He has been with Schwab-related firms since 2021, including his current role at Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and tailored investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, with final trading decisions made by clients.

Kyle Letzter is a CFP® professional with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Prior to joining Schwab Wealth Advisory in 2022, he held roles at Happy High LLC and Bury the Hatchet, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while allowing clients to retain final trading decisions.

Brad Reichert is a financial advisor with Farther in Chandler, AZ, holding the CFP®, CFA®, and ChFC® designations and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research, Evolve Cross Border Partners, and Reichert Asset Management. He is also an author and educator and serves as a director in a consulting and coaching capacity. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

Michael Passante is a financial advisor with Commonwealth Financial Network in Tempe, AZ, holding CFP® and ChFC® designations and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Commonwealth and becoming part owner of Ke Wealth Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational, compliance, and practice-management support. Advisors on the platform have discretion to construct client portfolios from diverse securities and insurance products, supported by Commonwealth’s investment management and research team.

Ashley Blankenship is a financial advisor with Bankers Life Advisory Services, Inc. in Mesa, AZ. She holds Series 63 and Series 65 licenses and has six years of industry experience. Ashley has worked at several affiliated entities within the Bankers Life organization since 2005 and is also an agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.