Thane Walton is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with United Planners since 2014. United Planners is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Tiffany Lum is a CFP® with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior experience includes roles at OSAIC, PFG Advisors-RIA, Securities America, and Cue Financial Group. Outside of advisory work, she serves as president of Teal Tax Services PLLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a large network of independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.

Consuelo Lopez is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of her advisory work, she is the owner of VALSBAT LLC, a baseball coaching business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and manages over $79 billion in assets, serving notable clients such as sovereign wealth funds.

Dieter Bollmann is a CFP® professional with 26 years of experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Dundas Wealth Management LLC since 2022 and has been an independent insurance agent since 2020. Outside of his advisory work, he has been involved with the Arizona Center for Germanic Cultures for over two decades and participates in the German-American Chamber of Commerce West-Arizona Chapter. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and utilizes a variety of custodians and third-party money managers to implement client strategies, with a significant portion of assets managed on a non-discretionary basis.

Joseph Popp is a financial advisor at Oppenheimer with 45 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory role, he has served as an Arizona election poll observer with the GOP. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including asset management, consulting, and retirement planning, delivered on discretionary and non-discretionary bases.

Tanya Heyn is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021, following prior roles at Charles Schwab, Charles Schwab Bank, and USAA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with client authorization required for all trades.

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 who holds Series 63 and Series 65 designations and has 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for nine years before joining Park Avenue Securities and Guardian Life. Payne also has experience as a broker for insurance products outside of Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, businesses, and institutions, offering a range of financial planning, investment management, and consulting solutions through both advisor-led and model-based strategies.

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. based in Phoenix, AZ, holding Series 66 and Series 63 licenses with five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2021 and joined Schwab Wealth Advisory in 2026. Prior to this, he held positions at firms including Central States Beverage Company and Creighton University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research and standard asset-allocation models, with trades executed only upon client authorization.

Kyle Letzter is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory in Phoenix, AZ, where he has been since 2022. His prior roles include positions at Happy High LLC and Bury the Hatchet, and he spent a decade in full-time education before entering financial services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is guided by Charles Schwab & Co.’s asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Brad Reichert is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is currently an advisor at Farther and has held roles at multiple firms including Cambridge Investment Research and Reichert Asset Management. Outside of his advisory work, Reichert is active as an author and educator and serves as a director in consulting and coaching. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, equities, fixed income, and AI tools to support investment decisions.

Michael Kulaski is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at Morgan Stanley, Edward Jones, and multiple State Farm entities. He also operated the Mike Kulaski Insurance Agency. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice and financial planning focused on asset allocation and investment selection with client-approved trades.

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® professional with seven years of experience in financial advisory roles. He currently works at Guardian Life and Park Avenue Securities, having previously held positions at Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Einar Johnson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Wealth Enhancement in 2026, he worked at Stockbridge Capital Group, LLC and Foreside Fund Services, LLC. His background also includes positions at John Hancock and in corporate roles outside of finance. 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 regulatory assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Schwab Wealth Advisory since 2016 and has been affiliated with Charles Schwab & Co., Inc. since 2013. His prior roles include positions at Raymond James Financial, PNC Wealth Management, SII Investments, and Thrivent Investment Management. Schwab Wealth Advisory, Inc. 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 wealth management consultations. The firm’s guidance is based on internal research tools and asset-allocation models, with a focus on client goals and risk tolerance, and trades are executed only with client authorization.

Chimaobi Abarikwu is a financial advisor with Osaic Institutions, Inc. based in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Edward Jones, Chase Bank, LPL Financial, Morgan Stanley Smith Barney, and Merrill Lynch. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm combines an adviser/broker-dealer structure with a hybrid service model, offering customized advisory services, financial planning, and access to alternative investments and lending solutions.

Kyle Caouette is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at UBS Private Wealth Management, Parcion Private Wealth LLC, Simplified Wealth Strategies LLC, and Parallel Advisors, LLC. He also holds a license as an independent insurance agent. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a primarily long-term investment approach.