Brent Fooks is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience and has been associated with United Planners and Rogers & Kirby for over a decade. Outside of his advisory role, he serves as a secretary and board member for Base Camp Missions Corp. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates with an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

William Brooks is a Series 65-licensed advisor at AE Wealth Management, LLC with one year of industry experience. He also serves as a wealth manager at Oxford Retirement & Estate Planning and teaches adult financial education classes through Dare to Retire U. Outside of his advisory roles, he works as a bartender at The Cross Eyed Cricket Watering Hole. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs with a range of investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jennifer Statler is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Phoenix, AZ. Her work history includes roles at Gale Investment Management, Five Point Wealth Advisors, and Blakeman & Associates. Outside of her advisory work, she has been involved with Chaparral Christian Church since 2012. Commonwealth Financial Network supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures and discretionary model portfolios managed by its Investment Management and Research team.

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.

Andre Lafleur is a financial advisor at Empower Advisory Group with eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2026. Outside of his advisory role, Lafleur is the owner of Mass Appeal Technologies LLC, an affiliate marketing business based in Scottsdale, AZ. 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 approach integrates proprietary financial planning tools with its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates.

Dominique Murray is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience serving in the United States Air Force. Additionally, she was involved with Make It Happen Sis!, a venture outside the financial industry. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centralized portfolio management and prescreened third-party managers.

Fabrice Choute is a financial advisor at PNC Wealth Management in Phoenix, AZ, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investments managed by PNC or third-party strategists.

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.

Terry Heimes is a Certified Financial Planner® with 31 years of experience, currently affiliated with Commonwealth Financial Network and co-owner of CalmWater Financial Group. He has been with both Commonwealth and CalmWater Financial Group since 2011. He also owns On Time, LLC, a private entity unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Nicholas Scarcelli is a financial advisor with Independent Advisor Alliance, LLC in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Equitable Advisors, LLC, and Creative Financial Group. Outside of advisory services, he has administrative responsibilities supporting Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and leverages a range of portfolio management strategies and technology platforms to deliver its services.

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.

Travis Mcgann is a CFP®-certified financial advisor with 20 years of industry experience, currently with Independent Financial Partners. He has held roles at firms including LPL Financial and Wells Fargo Investments. Outside of advisory work, he is involved with The Pinnacle Group as a life insurance agent. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diversified client needs with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Anna Sinatra is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2000. Outside of advising, she is involved in providing in-home care services through a state program supporting individuals with developmental disabilities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-specific recommendations and at-least-annual reviews.

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 2025. 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 offers financial planning and multiple wrap-fee asset management programs, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved lists.

Holly Grippe is a financial advisor at Private Advisor Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and One AZ Wealth Management. Outside of her advisory work, Holly has experience as a business owner of Integrated Electronic Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model using multiple investment methods and technology platforms while often implementing advice through third-party managers and TAMPs.

Victoria De Oliveira is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. She has held roles at several firms, including J.P. Morgan Securities LLC and Frost Investment Services, before joining Schwab Wealth Advisory in 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with annual reviews.

Gary Rogers is a financial advisor with Commonwealth Financial Network located in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Commonwealth Financial Network and Rogers Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of advisory work, he is a co-owner of Arizona Alternative Materials, LLC, an environmental materials company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets across individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Joseph Tichenor IV is a CFP® with 22 years of industry experience, currently serving at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC for 13 years and National Planning Corporation for 9 years. Outside of his advisory work, he is a partner in Courtside LLC, a group involved in efforts to bring an NBA team to Louisville, and a silent partner in Brewavul LLC (River City Drafthouse). Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, integrating proprietary quantitative methods with third-party strategies and direct security selection.

Chico Huang is a Series 66-licensed financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, he worked at GPFIS, Prudential Advisors, New York Life, and Megaplus Consulting. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Omar Nevarez is a financial advisor with Empower Advisory Group in Surprise, AZ, holding a Series 66 designation. He has experience at Charles Schwab & Co., Inc. and Discover Financial Services, with a total of eight years in the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through both point-in-time financial plans and optional managed account solutions.