Trennon Payne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Guardian Life Insurance, Park Avenue Securities, and Northwestern Mutual Wealth Management Company. Outside of finance, he previously worked in the restaurant industry with Oregano's Pizza Bistro and The Herb Box. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies, managing approximately $15 billion in assets with a large network of advisors.

Tigran Unciano is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, he worked for 16 years at Hatton Consulting, Inc. based in Phoenix, AZ. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Jeremy Kisner is a CFP® professional with 21 years of industry experience, currently serving at Corient in Phoenix, AZ. His prior roles include positions at Surevest Private Wealth, Crown Capital Securities, and Securities America. Kisner also manages two residential rental properties as a landlord. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Justin Fitzpatrick is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and based in Phoenix, AZ. He has been in the industry since 2026 and previously worked at LPL Financial. Justin has experience with the National Restaurant Association and spent time in education roles at Bradley University and elsewhere. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and serves primarily individual investors rather than institutional accounts.

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.

Christine Leach is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab-affiliated firms since 1997, including Schwab Wealth Advisory since 2023 and Charles Schwab Bank since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standardized asset allocation models and Schwab research tools, with final investment decisions made by clients, and focuses on annual reviews rather than discretionary management.

Kristopher Roche is a CFP® professional with two years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Prior to his financial advisory roles, he was involved with Lost Dog Cafe and worked at George Mason University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Sheryl Rayner is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has previously worked at Stellar Capital Management LLC and HoyleCohen, LLC. Rayner has been with The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, business management, and family office services.

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.

Christopher Leineweber is a CFP®-certified financial advisor with Schwab Wealth Advisory in Phoenix, AZ, bringing nine years of industry experience. He has worked with Charles Schwab since 2016 and previously spent two years at State Farm. 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 investment recommendations across various asset classes. The firm uses standardized asset allocation models and research tools to guide client decisions, with advisors recommending but not executing trades, and maintains a unique operational structure within the Schwab ecosystem.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without exercising discretionary trading authority.

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.

Jason Stam is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including long-term roles at Guardian Life Insurance Company of America and Primerica Advisors. Stam is also involved in the sale of insurance products beyond Guardian offerings. He is currently affiliated with Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Kolton Quitno is a CFP®-certified financial advisor at Guardian Life with six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. His current firm, Park Avenue Wealth Management, is a dually registered broker-dealer and investment adviser subsidiary of The Guardian Life Insurance Company. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services, including model portfolios and digital advisory solutions.

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.