Leticia Blumenkron is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Merrill prior to joining Empower. Blumenkron also has ownership in a transport generator fueling business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Shane Foster is a CFP® professional with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior roles include positions at Schwab Wealth Advisory Inc. and Merrill. 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 combines fundamental, technical, and cyclical analysis methods in its investment approach.

Tammy Austin is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones, The Vanguard Group, Inc., and Humana. She is based in Surprise, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Olga Den is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Mass Mutual Investors Services, MMl Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she sells items online through Amazon and Shopify. Empower Advisory Group provides financial planning and investment management 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 integrated approach links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Meagan Ballew is a financial advisor with Empower Advisory Group in Surprise, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Equitable Financial Life Insurance Co. and JPMorgan affiliates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Bartimoccia is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 registrations and has 24 years of industry experience. His prior work includes roles at LPL Financial and SJI Financial Services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support investment recommendations, operating primarily through non-discretionary client relationships alongside select discretionary programs.

Joseph Bauer is a financial advisor at Principal Financial Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Principal Securities Inc. in 2019, Bauer worked at Edward Jones and Chevron. He serves on the board of the Green Ranch North HOA, where he consolidates financial statements and participates in executive meetings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Winston Stevenson is a financial advisor with Brookstone Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing nine years of experience with the firm. Prior to joining Brookstone in 2017, he operated his own practice, Winston P. Stevenson, from 1998 to 2016. He is also president of WPS, Inc., where he sells life insurance, annuities, long-term care, and disability products in multiple states. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Alan Schmidt is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and Next Financial Group. Outside of advising, he is involved part-time in remodeling sales with Dreamstyle Remodeling and owns a life insurance business focused on client needs. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, pension plans, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a mix of fundamental and technical strategies along with platform partnerships to deliver and monitor investment solutions.

Teresa Brock is a financial advisor with VOYA Financial Advisors, Inc. based in Surprise, AZ. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Voya, she worked at CUSO Financial Services, L.P. and several other firms. She serves as the recording secretary for the Rancho Buena Vista chapter of the Daughters of the American Revolution. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to deliver primarily non-discretionary investment management through a large network of advisers.

Marvin Rosales is a financial advisor with PNC Wealth Management in Peoria, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, U.S. Bank, Amazon, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Dennis Caufield is affiliated with Centaurus Financial, Inc. and holds Series 63 and Series 65 licenses. He has been with Centaurus Financial since 2025 and also operates the Law Office of Dennis Caufield, LLC, an estate planning and administration law firm he established in 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements.

Brent Thurber is a Financial Consultant currently working at Fidelity Investments since 2022. He has 27 years of experience in the financial industry and specializes in developing tailored financial plans by partnering with clients to understand their individual goals and needs. Prior to his current role, Brent served as a Wealth Advisor at USAA from 2014 to 2022 and as a Vice President Financial Consultant at Charles Schwab from 1999 to 2014. He holds a California Insurance License. Outside of his professional career, Brent has personal interests that include the beach, fitness, and military service.

Sarah Stevenson is a financial advisor at Brookstone Capital Management LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Brookstone, she worked at Capital Insight Partners and The Vanguard Group, Inc. Outside of finance, she is a Pilates instructor with Reformed Pilates and has worked as a clothing model under contract with Arizona Model Management. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform involving strategic asset allocation models, a mix of investment vehicles, and a combination of internal and external sub-advisors.

Anthony Villari is a Series 66-licensed financial advisor with Empower Advisory Group in Surprise, Arizona. He has one year of industry experience, having previously worked at Republic Finance and held various roles in education and finance since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm delivers integrated services through Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Heidi Joslin is a financial advisor with Independent Financial Partners, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of her advisory work, she is involved in business development and client services with Cogent Wealth Management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Dana Payne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Commonwealth since 2011. Outside of advisory services, he is involved in fixed insurance sales as an agent under the name C.W.F. Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions, while enabling affiliated advisors to operate under their own branding within Commonwealth’s supervisory framework.

Martin Guzman is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2016 and has additional involvement with Arizona Estate Planners Inc., where he has worked since 2001. Outside of his advisory role, he is engaged in leadership and strategic planning activities related to estate and retirement planning through his roles in other financial services businesses. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining multiple model portfolios and advisory services, supporting a high client load per advisor and offering various investment and consulting solutions.

Steven Schulman is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc., Morgan Stanley, and A. G. Edwards & Sons, Inc. Schulman has been with Money Concepts Capital Corp since 2018. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages around $4.07 billion in assets through a network of several hundred advisors, employing model-driven and asset-allocation strategies supported by third-party managers and technology platforms.

Shane Stevenson is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Winston & Companies Retirement and Financial Services, among other firms. Outside of his advisory role, Stevenson is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides 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, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios and separately managed accounts.