Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Cynthia Tornetta is a financial advisor at Integrity Alliance, LLC with 33 years of industry experience. She holds Series 65, Series 63, and Series 66 designations. Her career includes roles at The Vanguard Group, Voya Investment Management, and FBL Financial Group. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large advisor network offering portfolio management, financial planning, and various program options, combining advisor-managed accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Mauro D'Amico is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Western International Securities and Coordinated Wealth Management, as well as operating his own firm, Mauro M D'Amico Inc, where he also provides tax preparation and bookkeeping services. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of strategic and dynamic asset-allocation models and uses both proprietary and external sub-advisors to implement client portfolios.

Kyle Addington is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at American Wealth Advisers, PLLC, Kovack Advisors, Inc., Crown Capital Securities, L.P., and National Planning Corporation. Outside of his advisory work, he owns a tax preparation and filing business and serves as a power of attorney for his parents' living trust. 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 employs a blend of firm- and third-party models across discretionary and non-discretionary portfolio management, combining strategic asset allocation with active and passive investments.

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.

Christopher Roming is a financial advisor with PNC Wealth Management in Litchfield Park, AZ, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Independent Financial Group LLC, Principal Life Insurance Company, and Amerilife of Arizona. Roming also served in the United States Marine Corps for five years. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and managed model strategies implemented via mutual funds and ETFs.

Justin Tanquist is a Series 66 licensed advisor at Independent Financial Group, LLC with two years of industry experience. Before joining Independent Financial Group, he worked in the retail and service sectors, including positions at Carabba's Italian and Troon Golf. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across active and passive investments.

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 eight years of industry experience. He has worked at Empower Advisory Group and Empower Financial Services, Inc. since 2022, and previously held roles at Fidelity Brokerage Services LLC, Morgan Stanley, and The Investment Center Inc. Prior to his financial career, he spent six years at Lakeside Fitness Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio strategy and client savings rates within a framework tied to Empower’s recordkeeping and administrative platforms.

Keith Schlottman is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Independent Financial Group since 2008. In addition to his advisory role, he operates Schlottman CPA's PLC, providing tax preparation and accounting services. He also serves as treasurer for two nonprofit organizations and owns businesses including an electronics engineering firm and a local running club. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a mix of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies, with services delivered through multiple platforms and tailored to client risk profiles.

Jonathan Fuimaono is a financial advisor at Farther with eight years of industry experience. He holds a Series 66 designation and has previously worked at JWM-Prospera Financial Services, Edward Jones, and Morgan Stanley. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, utilizing a mix of ETFs, mutual funds, individual equities, and fixed income.

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, 65, and 66 credentials and has worked at Osaic since 2018. Prior to that, she was with Signator Investors and Orba Financial, and she also operates as a sole proprietor under Cws Financial Services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and third-party management options.

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, AZ, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he co-owns a second home in Michigan. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Chad Swanson is a Series 66 licensed advisor with Edward Jones in Litchfield Park, AZ, where he has worked since 2018. He has eight years of industry experience, including four years at Southwest Products prior to joining Edward Jones. Outside of his advisory role, he manages rental property in Litchfield Park. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

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 at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG eligibility framework.