David O'hea is a financial advisor with Creative Planning holding a Series 66 credential and four years of industry experience. His prior roles include positions at Kestra Advisory Services, Morgan Stanley, and Meaden & Moore LLP. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Trennon Payne is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes nearly nine years at Northwestern Mutual in various capacities and a brief experience outside finance as part of Oregano's Pizza Bistro. He also acts as a broker for insurance products beyond those offered by Guardian. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and advisory programs combining proprietary and third-party investments.

Teresa Bear is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with Brookstone Capital Management since 2008 and operates a tax and accounting services sole proprietorship outside of market hours. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management primarily through model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Connor Garrett is a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. He has been with Schwab-related firms since 2021, including his current role at Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and tailored investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, with final trading decisions made by clients.

Kyle Letzter is a CFP® professional with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Prior to joining Schwab Wealth Advisory in 2022, he held roles at Happy High LLC and Bury the Hatchet, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while allowing clients to retain final trading decisions.

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.

Brad Reichert is a financial advisor with Farther in Chandler, AZ, holding the CFP®, CFA®, and ChFC® designations and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research, Evolve Cross Border Partners, and Reichert Asset Management. He is also an author and educator and serves as a director in a consulting and coaching capacity. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

Michael Passante is a financial advisor with Commonwealth Financial Network in Tempe, AZ, holding CFP® and ChFC® designations and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Commonwealth and becoming part owner of Ke Wealth Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational, compliance, and practice-management support. Advisors on the platform have discretion to construct client portfolios from diverse securities and insurance products, supported by Commonwealth’s investment management and research team.

Ashley Blankenship is a financial advisor with Bankers Life Advisory Services, Inc. in Mesa, AZ. She holds Series 63 and Series 65 licenses and has six years of industry experience. Ashley has worked at several affiliated entities within the Bankers Life organization since 2005 and is also an agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Kolton Quitno is a CFP®-credentialed financial advisor with six years of industry experience. He currently works with Guardian Life and Park Avenue Securities, having previously held roles at Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.

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.

Einar Johnson is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Stockbridge Capital Group, LLC and John Hancock Investment Management Distributors. 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 investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and 17 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2016, respectively. Based in Phoenix, AZ, he has focused his career within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting at least annual account reviews without exercising discretionary trading authority.

Chimaobi Abarikwu is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Chase Bank. Abarikwu is based in Gilbert, AZ. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Lance Zasso is a CFP®, ChFC®, and Series 65-registered financial advisor with four years of industry experience. He has been with Creative Planning since 2022 and has prior work experience that includes roles at Liberty University and Hume Lake Christian Camps. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, 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, supplemented by various specialized investment options.

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.

Charisse Mackenzie is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 13 years of industry experience. Her prior roles include positions at Regal Investment Advisors, LLC and Saturn Wealth, LLC, where she is also president. In addition to her advisory work, Mackenzie is an author and is involved in financial education through the Institute for Women's Financial Education and the Society of Financial Awareness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

David Arvizu is a CFP® professional with 23 years of experience, currently serving at Schwab Wealth Advisory Inc. since 2014. He is based in Phoenix, AZ, and holds the Series 63 license. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s proprietary research tools and asset allocation models.

Austin Kohler is a financial advisor with Empower Advisory Group in Mesa, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, The Vanguard Group, and Randstad. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Cole Beckwith is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Keystone Wealth Partners and TPC Scottsdale, as well as military service in the U.S. Army. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.