Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Tyler Forrest is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. He previously worked at Rochford, Burns, Nasses, and Associates LLC and attended Grand Canyon University. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse range of clients, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven and asset-allocation investment approaches across discretionary and non-discretionary programs.

Chris Fusselman is a financial advisor with Commonwealth Financial Network in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2011. Fusselman is also the president and owner of C.W.F. Financial, LLC, a private securities business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers both discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, supported by a substantial clearing and custody relationship.

Vicki Bartimoccia is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Voya Financial Advisors since 2014, with a four-year tenure at LPL Financial from 2021 to 2025, and recently joined Water Tower Financial. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, combining in-house and third-party strategies with technology-enabled tools to support both discretionary and non-discretionary account management.

Tyler Griner is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has held roles at Empower Financial Services, MML Investors Services, and MassMutual. Outside of finance, he has worked in the food service and gig economy sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and delivering both point-in-time financial plans and managed account options.

Clevie Carter is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, New York Life Insurance Company, and their affiliated broker-dealers. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed and advisory retirement programs supported by Morningstar Investment Management’s model portfolios and software. The firm focuses on asset allocation and retirement planning guidance through both discretionary and non-discretionary advice.

William Brooks is a Series 65-licensed advisor at AE Wealth Management, LLC with one year of industry experience. He also serves as a wealth manager at Oxford Retirement & Estate Planning and teaches adult financial education classes through Dare to Retire U. Outside of his advisory roles, he works as a bartender at The Cross Eyed Cricket Watering Hole. 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 emphasizes model portfolio and direct asset management programs with a range of investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Dominique Murray is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience serving in the United States Air Force. Additionally, she was involved with Make It Happen Sis!, a venture outside the financial industry. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centralized portfolio management and prescreened third-party managers.

Timothy Cone is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over a decade of industry experience, including twelve years at Centuri Group. He is also involved with Arizona Estate Planners, Inc., a comprehensive financial, estate, and insurance planning firm. Outside of his advisory work, Cone is the founder of Orange Dog Ware, an online outdoor apparel and goods business that also offers upland dog guide services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by internal investment consulting and licensing programs.

Travis Mcgann is a CFP®-certified financial advisor with 20 years of industry experience, currently with Independent Financial Partners. He has held roles at firms including LPL Financial and Wells Fargo Investments. Outside of advisory work, he is involved with The Pinnacle Group as a life insurance agent. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diversified client needs with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 2025. 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 multiple wrap-fee asset management programs, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved lists.

Gary Rogers is a financial advisor with Commonwealth Financial Network located in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Commonwealth Financial Network and Rogers Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of advisory work, he is a co-owner of Arizona Alternative Materials, LLC, an environmental materials company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets across individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Omar Nevarez is a financial advisor with Empower Advisory Group in Surprise, AZ, holding a Series 66 designation. He has experience at Charles Schwab & Co., Inc. and Discover Financial Services, with a total of eight years in the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through both point-in-time financial plans and optional managed account solutions.

Orion Willis is a financial advisor with Centaurus Financial, Inc. in Sun City West, Arizona, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Centaurus Financial since 2013. Outside of advising, he is involved in inventing electronic devices and manages a farming operation focused on organic animal and produce sales. He also serves as a board member for two non-investment related entities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary investment approaches.

Max Bjurlin is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with Equitable Advisors, LLC and Oxford Retirement & Estate Planning. Before entering the financial industry, he worked at Aspen Valley Golf Course and other roles outside finance. 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 employs a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Landon Randall is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience and holds a Series 65 credential. His work history includes roles at multiple firms, notably hybrid wealth management enterprises and educational marketing through Dare To Retire U, where he teaches classes. Randall's involvement in educational initiatives distinguishes his professional background. 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 supports third-party RIAs with a platform-focused approach, managing nearly $50 billion across more than 127,000 clients.

Bruce Eisenhauer is a financial advisor with Carson Wealth in Phoenix, AZ, holding Series 66 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial, Cetera Wealth Services, Meikle Financial Group, and CWM, LLC. Outside of advisory roles, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while integrating custodial and technology relationships with Fidelity, Schwab, and Goldman Sachs.

Michael Maehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior experience includes roles at Opus 111 Group, Securities America Advisors, KMS Financial Services, UBS Financial Services, and Piper Sandler & Co. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Roger Wood is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Commonwealth and its affiliated entity, C.W.F. Financial, for 15 years. Wood is also a co-owner of rental properties outside his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers a range of managed account programs and third-party asset management solutions to individual and institutional clients.

Renee Millick is a financial advisor with Eagle Strategies (New York Life) based in Surprise, Arizona, holding Series 65 and Series 63 licenses. She has 11 years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored advice across various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to both individual and institutional clients.