Olga Den is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Mass Mutual Investors Services, MMl Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she sells items online through Amazon and Shopify. 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 account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Meagan Ballew is a financial advisor with Empower Advisory Group in Surprise, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Equitable Financial Life Insurance Co. and JPMorgan affiliates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joseph Bauer is a financial advisor at Principal Financial Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Principal Securities Inc. in 2019, Bauer worked at Edward Jones and Chevron. He serves on the board of the Green Ranch North HOA, where he consolidates financial statements and participates in executive meetings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Kaleb Parrett is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at KFG Wealth Management, Korhorn Financial Group, Whirlpool Corporation, and Jackson National. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Arryn Kempner is a CFP® professional with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. She has previously worked at The Vanguard Group, Inc. and Infosys BPM. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily to individual investors and households focused on retirement goals. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations for financial planning.

Jordan Kuntzelman is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, Inc. and The Vanguard Group, Inc. 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 account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Abram is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed by Churchill Management Group, Charles Schwab Bank, Charles Schwab & Co., Inc., and BBVA Compass. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Bohnett is a financial advisor at Farther with 15 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 14 years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Abigail Brown is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, Robinhood, Charles Schwab, USAA, 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 Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Winston Stevenson is a financial advisor with Brookstone Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing nine years of experience with the firm. Prior to joining Brookstone in 2017, he operated his own practice, Winston P. Stevenson, from 1998 to 2016. He is also president of WPS, Inc., where he sells life insurance, annuities, long-term care, and disability products in multiple states. 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 broad 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 various model portfolios and managed accounts.

Tracy Tennant is a financial advisor at Fifth Third Securities, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials with six years of industry experience. She has been with Fifth Third Securities since 2020 and has a longer tenure at Fifth Third Bank beginning in 2014. Fifth Third Securities serves a diverse client base including high-net-worth individuals, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing access to various portfolio management options and strategies.

Aaron Mills is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc., MML Distributors, LLC, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. 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. The firm delivers services through integrated recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Dennis Eckmeyer is a financial advisor with Eagle Strategies (NY Life) in Sun City, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Eagle Strategies since 2019 and has worked with New York Life Insurance Company and its affiliated entities since 2004. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Gavin Tolan is a financial advisor with SPC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for eight years. Outside of his advisory role, he coaches high school athletics at Arcadia High School. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored investment advice through a large network of advisors and offers multiple account programs supported by Fidelity/NFS custody and execution services.

Alan Schmidt is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and Next Financial Group. Outside of advising, he is involved part-time in remodeling sales with Dreamstyle Remodeling and owns a life insurance business focused on client needs. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, pension plans, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a mix of fundamental and technical strategies along with platform partnerships to deliver and monitor investment solutions.

Teresa Brock is a financial advisor with VOYA Financial Advisors, Inc. based in Surprise, AZ. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Voya, she worked at CUSO Financial Services, L.P. and several other firms. She serves as the recording secretary for the Rancho Buena Vista chapter of the Daughters of the American Revolution. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to deliver primarily non-discretionary investment management through a large network of advisers.

Marvin Rosales is a financial advisor with PNC Wealth Management in Peoria, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, U.S. Bank, Amazon, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Ken Ihori is a financial advisor at Centaurus Financial, Inc. in Glendale, AZ, holding Series 63, 65, and 66 credentials with 30 years of industry experience. He has been with Centaurus Financial since 2011. Outside of advising, Ihori is involved in fixed life insurance sales, business consulting related to marketing and sales training, and occasional modeling for print ads, television, and video. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a range of investment analysis techniques and both discretionary and non-discretionary management arrangements.

Rick Wertheim is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior work history includes positions at Ameriprise, Cetera Wealth Services, Woodbury Financial Services, and Invest Financial Corporation. Outside of his advisory role, he serves as Treasurer for the Cal Poly Alumni Association. 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 offers a range of financial planning and portfolio management solutions, utilizing both firm- and third-party models across active and passive strategies.

Harrison Smith is a financial advisor at Schwab Wealth Advisory in Phoenix, AZ, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at US Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with investment decisions executed only upon client authorization.