Dennis Caufield is affiliated with Centaurus Financial, Inc. and holds Series 63 and Series 65 licenses. He has been with Centaurus Financial since 2025 and also operates the Law Office of Dennis Caufield, LLC, an estate planning and administration law firm he established in 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements.

John Pyles is a CFP® with 22 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He previously worked at Nationwide Investment Services Corporation, CAPTrust, and The Vanguard Group. Outside of advisory roles, he is the owner and executive director of JFP Ventures, Inc., operating the Huntington Learning Center of Arizona, and serves as a board member for the Marilyn Smith and Founders' Legacy Foundation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online planning tools and annual financial reviews.

Daniel Lindblad is a financial advisor with Eagle Strategies (NY Life) based in Sun City, AZ, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has held roles at several firms including Mahoney Financial Organization, Lindblad Commercial, Lindblad Financial Group, Nylife Securities Inc., and New York Life Insurance Company. Outside of his advisory work, Lindblad serves as a board member for Jesus Church in Phoenix, AZ. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate clients. The firm emphasizes tailored recommendations and offers multiple program types, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Raguel Shaw is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has one year of industry experience, including a prior role at The Vanguard Group. Outside of his advisory work, Shaw is involved in real estate sales and property management through his own business, Raguel Shaw Real Estate/TCT Real Estate. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

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.

Austin Johnson is a financial advisor with Creative Planning, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, and Fidelity. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Brent Thurber is a Financial Consultant currently working at Fidelity Investments since 2022. He has 27 years of experience in the financial industry and specializes in developing tailored financial plans by partnering with clients to understand their individual goals and needs. Prior to his current role, Brent served as a Wealth Advisor at USAA from 2014 to 2022 and as a Vice President Financial Consultant at Charles Schwab from 1999 to 2014. He holds a California Insurance License. Outside of his professional career, Brent has personal interests that include the beach, fitness, and military service.

Sarah Stevenson is a financial advisor at Brookstone Capital Management LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Brookstone, she worked at Capital Insight Partners and The Vanguard Group, Inc. Outside of finance, she is a Pilates instructor with Reformed Pilates and has worked as a clothing model under contract with Arizona Model Management. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform involving strategic asset allocation models, a mix of investment vehicles, and a combination of internal and external sub-advisors.

Harley Eisner is a financial advisor at Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at ING Funds Distributor and John R. Flynn CPA, P.C. 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 integrated recordkeeping and administrative platforms.

Anthony Villari is a Series 66-licensed financial advisor with Empower Advisory Group in Surprise, Arizona. He has one year of industry experience, having previously worked at Republic Finance and held various roles in education and finance since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm delivers integrated services through Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Baratta is a financial advisor at Mercer Global Advisors Inc. in Phoenix, AZ, holding a Series 65 designation with 20 years of industry experience. He was previously with Waypoint Capital Advisors for 19 years before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, offering a range of investment implementation options and complementary financial planning and consulting services.

Heidi Joslin is a financial advisor with Independent Financial Partners, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of her advisory work, she is involved in business development and client services with Cogent Wealth Management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Dana Payne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Commonwealth since 2011. Outside of advisory services, he is involved in fixed insurance sales as an agent under the name C.W.F. Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions, while enabling affiliated advisors to operate under their own branding within Commonwealth’s supervisory framework.

Siobhan Collins is a CFP®, ChFC®, and holds a Series 63 registration with 12 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and previously spent eight years at The Vanguard Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active managers, overseen by an internal Investment Committee.

Craig Liguori is a financial advisor with First Command Advisory Services in Phoenix, AZ, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he is a contracted driver for Lyft and a part-time operator for Uber. 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 wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Jacob Guttman is a financial advisor with Carson Wealth based in Phoenix, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has held roles at Rosevest Financial, CWM, LLC, Geneos Wealth Management, and United Planners, and has operated several business ventures including JAG Ventures LLC and Guttman Tax Advisory Group LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors and partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored solutions with integrated custodial and technology 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.

Steven Schulman is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc., Morgan Stanley, and A. G. Edwards & Sons, Inc. Schulman has been with Money Concepts Capital Corp since 2018. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages around $4.07 billion in assets through a network of several hundred advisors, employing model-driven and asset-allocation strategies supported by third-party managers and technology platforms.

Shane Stevenson is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Winston & Companies Retirement and Financial Services, among other firms. Outside of his advisory role, Stevenson is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios and separately managed accounts.

Mary Schueman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Commonwealth since 2015 and has additional experience with Park Avenue Investment and USANA Health Services. Outside of advising, she is involved in fixed insurance sales conducted at her branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.