Mauro D'amico is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at Brookstone Capital Management since 2018 and has been involved with Coordinated Wealth Management and his own firm, Mauro M D'Amico Inc, for more than three decades. Outside of his advisory roles, he provides tax preparation and bookkeeping services through his separate business. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Kyle Addington is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Independent Financial Group since 2016 and is also affiliated with American Wealth Advisers, PLLC. Outside of his advisory role, he owns a tax preparation and filing business and serves as a power of attorney for his parents' living trust. Independent Financial Group is an enterprise-level 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, utilizing both in-house and third-party manager models across multiple platforms.

Anthony Remund is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Remund Financial, Commonwealth Financial Network, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Zachary Armenta is a CFA® charterholder and holds a Series 66 license, with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at State Street Global Advisors, John Hancock Advisers, Northern Trust, and Ameriprise Financial Services. Wealth Enhancement Advisory Services is a large enterprise managing over $122 billion in assets, providing financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes diversified, risk-class based allocations combining passive and active managers, supported by an internal Investment Committee, and offers various implementation tools and services.

Christopher Roming is a financial advisor with PNC Wealth Management in Goodyear, AZ, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Independent Financial Group LLC, Principal Life Insurance Company, and Brookstone Capital Management LLC. Roming also served five years in the United States Marine Corps. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs.

Justin Tanquist is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles outside the financial industry, including positions at Carabba's Italian, Troon Golf, and The Home Depot. 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 financial planning services, utilizing both in-house and third-party manager models delivered through multiple platforms.

Brad Baker is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021, following prior roles at PNC Investments and BBVA-affiliated firms. In addition to his advisory work, he operates a tax and accounting practice handling fewer than 30 tax returns annually. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary services, plan design, and benchmarking, supporting investments through due diligence and multiple management platforms.

Robert Zinn is a financial advisor with Transamerica Retirement Advisors, LLC in Goodyear, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Mass Mutual, and Mutual of Omaha. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services, employing proprietary tools from Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Jamie Phillips is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with Empower Advisory Group and Empower Financial Services since 2022, and previously held positions at Fidelity Brokerage Services and Morgan Stanley. Prior to his financial services career, he was employed at Lakeside Fitness Center for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Vayahn Onuselogu is a CFP® professional with eight years of industry experience, currently affiliated with Hightower Advisors since 2023. His prior roles include positions at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. from 2018 to 2023, as well as experience at Arete Wealth Management and Larson Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Elizabeth Mcleod is a financial advisor with Creative Planning, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She worked at Paragon Capital Management, LLC for 17 years before joining Creative Planning in 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Theresa Engle is a financial advisor at Osaic Wealth, Inc. with 36 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked with firms including Orba Financial and Signator Investors. Engle also operates her own sole proprietorship, providing sales and marketing services for securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Brian Polk is a financial advisor at Edward Jones in Buckeye, AZ, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent twelve years at JW Marriott at Desert Ridge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Bruce Wall Jr. is a CFP® credentialed financial advisor with Edward Jones, based in Goodyear, Arizona. He has 11 years of industry experience, all with Edward Jones since 2014. Outside of his advisory work, he and his wife own a second home in Michigan that is maintained by his mother. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Chad Swanson is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Southwest Products from 2014 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Robert Escobedo is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at JE Elite, SFCU, and DFCU. He is involved in a family business, JE Elite LLC, based in Litchfield Park, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Sean Warren is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Hassing is a CFP®-credentialed financial advisor with Edward Jones, based in Buckeye, AZ, and has 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as Chairman of the Board for the River Heights Chamber of Commerce and is the President of the Big Sand Lake Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Aaron Rosas is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and a background that includes law enforcement roles with the Bend Police Department and Ashland Police Department, as well as service in the Oregon Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lopez is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent a decade at NEXT Financial Group. He also works as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.