Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.

Ryan Thompson is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Carson Wealth and has held prior roles at Silverhawk Private Wealth, Edward Jones, and John Hancock. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios utilizing fundamental and technical inputs.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services and access to alternative and private market solutions through a range of affiliated platforms.

Ryan Toso is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 11 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services 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 approach combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Brian Jones is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brokers International Financial Services, Packerland Brokerage Services, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, Jones is involved with Black Mountain Business Consultants, where he assists physicians transitioning to concierge medicine, and he is a certified scuba, CPR, and first aid instructor. 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 diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Erin Doherty is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes significant tenure at Charles Schwab in various capacities from 2007 to 2023 before joining First Command. She is based in Cave Creek, Arizona. First Command Advisory Services, Inc. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers within defined program constraints.

Brendan Moore is a financial advisor at Carson Wealth with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates, Morgan Stanley, and Northwestern Mutual. He is based in Scottsdale, AZ. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and providing tailored solutions such as custom indexing and alternative investments.

Calvin Wilkinson is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He previously worked at Envision Solar Inc. and 360 Wealth Management, Inc. Outside of his advisory role, he is also licensed as an insurance agent, performing insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and analytical methods.

Jeremy Cheatham is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Silverhawk Private Wealth, Transcend, and the National Bank of Arizona. Outside of his advisory work, he is involved as a silent partner in Cheatham Connection Group, LLC. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, retirement plan services, and customized investment solutions supported by an Investment Committee and integrated technology relationships.

Zachary Green is a financial advisor at Carson Wealth with 12 years of industry experience. He holds the Series 66 designation and has held roles at Silverhawk Private Wealth, Silverhawk Asset Management, LPL Financial, and OneAZ Credit Union. Outside of advisory work, he is also an insurance agent with Silverhawk Insurance Services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, relying on an Investment Committee to construct and monitor model portfolios while offering tailored solutions such as custom indexing and alternative investments.

Joshua Davis is a financial advisor at Cerity Partners LLC with credentials including Series 65 and Series 63 licenses. He has been in the financial industry since 2026 and has prior experience at Baseline LLC and Taza LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and investment entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Rhiana Whitmire is a financial advisor at Carson Wealth with 10 years of industry experience and holds a Series 66 credential. Her prior work includes roles at Silverhawk Private Wealth, OneAZ Credit Union, and Desert Financial Credit Union. She is the owner of BrightMint, a financial literacy education business offering tools and guidance for parents to teach financial skills to their families. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and a range of tailored investment solutions.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at 360 Wealth Management, Inc. for 15 years and is also associated with Arizona Realty One Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, using a combination of discretionary model portfolios and multiple investment strategies. The firm manages approximately $49.8 billion across more than 127,000 clients, emphasizing standardized model and platform services.

Davis Levy is a financial advisor at Carson Wealth with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and The Vanguard Group. He is Regional Vice President of Delta Sigma Pi, a professional business fraternity. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

William Wilkinson III is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at American Mortgage Specialists, Inc. and 360 Wealth Management, Inc., where he served as CEO and was involved in insurance sales. 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 a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Eric Holt is a CFA charterholder with 14 years of experience in the financial industry. He is currently with Cerity Partners LLC and has previously worked at firms including The Milestone Group, Inc., SRS Capital Advisors, Inc., and AllianceBernstein L.P. based in Scottsdale, AZ. Cerity Partners advises a diverse client base ranging from high-net-worth individuals and families to institutional investors, providing customized wealth management services that include investment management, financial planning, and retirement plan consulting. The firm employs a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Adam Carlat is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley and PlanMember Securities Corporation. In addition to his advisory work, he is involved in an insurance business selling life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by technology tools and a broad network of advisors.

Edward Sarraf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of wealth-management professionals to provide a broad range of financial strategies aimed at high net worth individuals and businesses. His comprehensive approach to wealth management encompasses investing, estate planning strategies, retirement planning strategies, concentrated stock positions, alternative investments, life insurance, and corporate relationship management. Ed earned a Bachelor of Science degree in Personnel Management from the University of Arizona Business School in 1991. He began his financial services career with Merrill Lynch Wealth Management in 1992 as a 401(k) representative at the World Financial Center in Manhattan, NY. After nine years working as a NASDAQ and hedge-fund trader, he returned to Merrill Lynch in 2004. Ed holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in North Scottsdale with his wife and daughter, Ed is an active member of the Senior Business to Business Networking group. In his spare time, he enjoys playing recreational ice hockey, a long-standing personal interest.

Michele Healey is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at One2One Wealth Strategies, LPL Financial, TFS Securities, The Beacon Group, and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a variety of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad range of financial products.

Christine Wilkinson is a Senior Financial Advisor at Merrill Lynch Wealth Management in Scottsdale, Arizona. She has dedicated her entire financial career to Merrill, beginning over 20 years ago at Merrill Lynch Trust Company, now known as Bank of America Private Bank. Christine works as part of The A Team, one of the largest advisory teams in Scottsdale, which includes senior consultants, financial advisors, and client associates collaborating to provide a broad range of financial advice and investment solutions. Her background in trust and estate services enables her and her team to assist clients with legacy and charitable planning while helping them achieve investment and retirement goals. Christine’s areas of expertise include education planning, legacy planning, philanthropic planning, personal retirement planning, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits, among others. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christine lives in Mesa, Arizona with her husband of 20 years and has two adult children, one of whom serves in the U.S. Army. Outside of work, she enjoys adventure sports, cooking, dancing, gardening, hiking, reading, running, and spending time with her family and her Bernedoodle puppy.