Jennifer Jenson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of her advisory work, she is an independent sales consultant for Norwex, a company focused on reducing chemicals in the home environment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios for personalized advice and operates a large-scale advisory platform with over 300 advisors.

Myer Rickless is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley and Alliance Global Partners prior to joining Empower in 2024. He also had a brief association with the University of Arizona in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, emphasizing long-term portfolio returns and annual rebalancing within an integrated service model linked to Empower’s administrative platforms.

Steven Molinario is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including prior work at Cetera Advisors LLC. He has been with Charles Schwab and Schwab Wealth Advisory since 2022. 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 point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Renee Millick is a financial advisor with Eagle Strategies (New York Life) based in Surprise, Arizona, holding Series 65 and Series 63 licenses. She has 11 years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored advice across various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to both individual and institutional clients.

Jonathan Floe is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and access to third-party managers, supported by an in-house Investment Management & Research team.

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.

Leticia Blumenkron is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Merrill prior to joining Empower. Blumenkron also has ownership in a transport generator fueling business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Katrina Angell is a financial advisor with Sanctuary Advisors, LLC in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. She previously worked at Sanctuary Securities, Inc. and has experience in hospitality and family services. Angell serves as a board member of The Living Church, a nonprofit organization focused on faith and counseling. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement consulting, and access to multiple investment platforms, employing various analytical approaches and acting as a fiduciary when a written agreement is in place.

Melanie White is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, UnionBanc Investment Services, and other firms. Outside of advising, she is the founder and CEO of Sunshine Love INC, a nonprofit that provides free and discounted hair services to individuals in domestic abuse shelters. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Timothy Hazelton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He previously worked at The Vanguard Group, Inc. for 16 years and owns a retail business selling products on Amazon and eBay. Hazelton also serves as a designated bank officer supporting Principal retirement plan accounts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those managers.

Jeffrey Richardson is a financial advisor at Empower Advisory Group in Phoenix, AZ, with 14 years of industry experience. He holds Series 65, Series 66, and Series 63 designations and has worked at firms including Personal Capital Advisors Corporation and Morgan Stanley Private Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and incorporates proprietary and third-party methodologies within plan lineups selected by plan sponsors.

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.

Nicole Meehan is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, Politisocks, LLC, and Morgan Stanley. Outside of her advisory work, she provides business consulting focused on operations and recruiting for non-investment related companies. Lincoln Investment is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines in-house investment management and research with advisor-led consulting, offering model portfolios, third-party managers, and both wrap and non-wrap platform options.

Shane Foster is a CFP® professional with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior roles include positions at Schwab Wealth Advisory Inc. and Merrill. 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 utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis methods in its investment approach.

Ninos Mirza is a financial advisor at Creative Planning with nine years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors from 2015 to 2026 before joining Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by a range of portfolio management and advisory services.

Robert Schweitzer is a financial advisor with Transamerica Retirement Advisors, LLC in Phoenix, AZ. He holds Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at Fidelity Investments and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses Morningstar Investment Management’s proprietary software for portfolio construction and offers both managed portfolios and non-discretionary, view-only recommendations.

Jonathan Derra is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 23 years of industry experience. He previously worked at BancWest Investment Services Inc. for nine years before joining his current firm in 2023. Based in Phoenix, AZ, he serves a range of clients through First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and applies fundamental, quantitative, and technical analysis across various investment vehicles, including equities, fixed income, and mutual funds.

Tammy Austin is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones, The Vanguard Group, Inc., and Humana. She is based in Surprise, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

James Garner is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, The Vanguard Group, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated model focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Kevin Takinen is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Sequoia, World Investment Advisors, ADP, Fis, and KeyBank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and family office offerings, implementing discretionary, customized portfolios supported by an internal investment committee and a combination of in-house and third-party management.