Leah Johnson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent in 2025, she worked at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of her advisory role, she provides horseback riding lessons through Apex Riding Academy. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates a combined advisory and broker-dealer platform and offers both discretionary and non-discretionary management, managing billions in client assets.

Miguelito Reyes is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with both Transamerica Financial Advisors since 2014 and World Financial Group since 2012. He was also involved with B & L Learning Center LLC from 2011 to 2019. Reyes is engaged in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party managers, operating as both a registered broker-dealer and a registered investment adviser.

Edward Stark is a financial advisor with D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining D.A. Davidson in 2019, he worked for RBC Capital Markets LLC for 11 years. Outside of his advisory role, he manages a vacation rental property when not in Arizona. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment approaches.

Eric Pyles is a CFP® and ChFC® with 25 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2000. Outside of his advisory role, Pyles is involved in multiple insurance brokerage ventures and serves as president of a local football booster club supporting a community educational program. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a reported $8.37 billion in discretionary assets under management as of December 2025.

Colin Ruttinger is a financial advisor with AE Wealth Management, LLC in Gilbert, AZ, holding a Series 65 license and five years of industry experience. He has worked at AE Wealth Management since 2021 and concurrently operates Accrue Wealth Designs, where he has been involved in insurance sales and financial advising since 2017. Prior to that, he spent ten years with CMR Insurance Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and managing nearly $50 billion in assets across more than 127,000 clients.

Kerry Vandine is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2000. Vandine is based in Phoenix, AZ. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored annually to clients’ goals and risk tolerance.

Ma Paula Louise Leido is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Amazon.com and Philippine Savings Bank. 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 & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection using Schwab’s proprietary research tools, with recommendations tailored to individual goals and risk tolerance.

Daniel Applegate is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at Creative Planning since 2022, following roles at Keystone Wealth Partners and Wisdom Index Advisors. Prior to his advisory career, he spent four years at Liberty University. Creative Planning is an enterprise firm managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices. The firm serves a broad client base, including high-net-worth individuals, retirement plans, and institutions, using a financial-planning-led investment approach that emphasizes low-cost indexing, tax strategies, and selective private market exposure.

Grant Lindaman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at LPL Financial LLC and J.W. Cole Financial, Inc., as well as extensive tenure at New Era Financial Advisor, Inc. and New Era Financial 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies with oversight by an internal Investment Committee.

Antonio Carter is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at M Financial Asset Management and Commonwealth Financial Network. Outside of his advisory work, he buys and sells baseball cards through eBay and trade shows. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager programs under various investment adviser and promoter arrangements.

Brendan Duggan is a financial advisor with Kestra Advisory and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Kestra Advisory Services LLC and Wells Fargo Clearing. Duggan is a 50% owner and managing partner of Prominent Peak Wealth Management and owns Prominent Peak Tax and Estate Services, which provides outsourced tax preparation and basic estate planning services. He is also involved in a retail business selling skin and body care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, serving a diverse group including plan sponsors and sovereign wealth funds. The firm offers a range of services such as fiduciary consulting, employee education, and access to multiple management platforms, with approximately $79.8 billion in assets under management.

Mary Strong is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked with Penn Mutual, Iron Mountain, and Roots Management Group. Outside of advisory work, she created and sells a popular Series 66 study guide marketed via social media. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on tailored asset allocation and diversification strategies.

Luke Pine is a financial advisor with CWM, LLC in Scottsdale, AZ. He holds a Series 65 credential and has one year of industry experience. Prior to joining CWM, he worked at Integrated Wealth Management, LLC for six years and was affiliated with Chapman University for four years. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing access to customized solutions and alternative investments.

Shaun Horan is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes longstanding roles at Guardian Life and Mutual/United of Omaha Insurance Company. Outside of his advisory work, he serves as an officer and bookkeeper for DanAm Aviation LLC, a holding company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships supported by proprietary and third-party platforms.

Jay Chang is a financial advisor at Farther with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Farther in 2025, he worked at Charles Schwab for eight years in various advisory roles. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining various asset classes and AI tools subject to internal review.

Bryan Chubinsky is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Schwab Wealth Advisory since 2015. He also serves in the US Army Reserves, a role he has maintained since 1995. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm offers tailored recommendations without exercising discretionary trading authority, serving clients with a variety of investment options including mutual funds, ETFs, and separately managed accounts.

Kevin De Stefanis is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, having previously worked at Edward Jones, MassMutual, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brandon Lopez is a financial advisor at First Citizens Investor Services, Inc. based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes over a decade at Wells Fargo institutions, including Wells Fargo Clearing and Wells Fargo Bank. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers a range of advisory and brokerage services, including portfolio management, model portfolios, financial planning, and tax-aware services, with a client process emphasizing tailored assessments and diversified asset allocation.

Kaden Creager is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Penn Mutual Life Insurance Company and the Department of Interior AZ Strip District. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a broad range of custody, execution, and brokerage capabilities alongside investment advice.

Dominick Chavez is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and possessing 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and with Schwab Wealth Advisory, Inc. since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor investment recommendations, with a focus on mutual funds, ETFs, separately managed accounts, and alternative investments.