Michael Welborn is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the owner of two real estate entities that support his financial services practice. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Tanner Domschot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Phoenix, AZ. He has been with the firm since 2025 and has a diverse background including roles in education and hospitality prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations that integrate passive and active management, with portfolio oversight by an internal Investment Committee.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

Cynthia Tornetta is a financial advisor at Integrity Alliance, LLC with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has prior experience with firms including The Vanguard Group, Inc. and Voya Investment Management. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm delivers investment advice through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers, offering a range of portfolio management and financial planning services.

Leonard Thompson is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameritas and its affiliated firms since 2003, as well as at Cambridge Investment Research from 2001 to 2003. In addition to advisory work, he is licensed as an independent insurance agent selling fixed insurance products such as life, disability, and long-term care insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and management.

David Simmers is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2014. He also operates Simwey Financial Group, an investment-related business offering mutual funds, variable contracts, and fixed annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with an approach that includes discretionary and nondiscretionary management options and collaboration with third-party investment managers.

Jesus Jaramillo is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Brookstone Wealth Advisors, Thrivent Investment Management, and Mutual of Omaha among others. Outside of finance, he works as a musician, playing keyboards at various events. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Kristopher Roche is a CFP® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

John Graef is a CFP® professional with 13 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., ERN, L.L.C., Empower Advisory Group, and Liberty Mutual. Outside of finance, he is a licensed real estate agent in Arizona. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and conducts at-least-annual reviews tailored to individual goals and risk tolerance.

John Corcoran is a financial advisor with Valic Financial Advisors in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He has previously worked at USAA Financial Advisors, Inc. and USAA Life Insurance Company, with a combined tenure of over a decade. Corcoran also serves as an agent for Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Chris Fusselman is a financial advisor with Commonwealth Financial Network in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2011. Fusselman is also the president and owner of C.W.F. Financial, LLC, a private securities business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers both discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, supported by a substantial clearing and custody relationship.

Lynette Kontkanen is a financial advisor with SPC based in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and VIP Mortgage, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, with custody services provided by Fidelity/NFS.

Matthew Miller is a financial advisor at Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 63, 65, and 66 licenses with 19 years of industry experience. His prior roles include positions at Dimensional Fund Advisors LP and several other firms since 2002. He also serves as a regional director managing a small sales team within the wealth management sector. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income and retirement plan investment management services.

Tyler Griner is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has held roles at Empower Financial Services, MML Investors Services, and MassMutual. Outside of finance, he has worked in the food service and gig economy sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and delivering both point-in-time financial plans and managed account options.

Jeremiah Boothe is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated entities since 2000. He has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm employs asset-allocation models and Schwab's internal research tools to guide investment decisions, with trades executed only upon client approval.

Debra Armenta 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 multiple Charles Schwab entities since 2008, as well as Thrivent Investment Management. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Clevie Carter is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, New York Life Insurance Company, and their affiliated broker-dealers. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed and advisory retirement programs supported by Morningstar Investment Management’s model portfolios and software. The firm focuses on asset allocation and retirement planning guidance through both discretionary and non-discretionary advice.