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® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Sheryl Rayner is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 65 credential and has worked previously at Stellar Capital Management LLC, HoyleCohen, LLC, and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Laux III is a CFP® professional with 15 years of industry experience, currently serving as an advisor at CWM, LLC and Silverhawk Private Wealth. He has held roles at Silverhawk Asset Management, LLC, and SAE-PA, LLC, among others. Outside of his advisory work, he owns Kaizen Solutions, LLC, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios, blending fundamental and technical analysis, third-party sub-advisors, and customized tools while emphasizing fiduciary processes, retirement plan services, and comprehensive client reporting.

David Brasfield is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors and Securities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a variety of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor-managed and third-party strategies.

Bailey Yates is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Versant Capital Management, Inc. for four years. Outside of finance, he has experience in the food service industry, having worked at Bobby Q Great Steaks Real BBQ for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and specialized interval fund services.

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.

Ben Wilson is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hightower since 2018, following prior roles at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Wilson serves on the Board of Directors for the Boys & Girls Club in Phoenix, supporting local youth through fundraising and other activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement consulting.

James Davis is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner since 2019. His prior roles include positions at Woodbury Financial Services and Cetera Advisors LLC. He serves as a board member of the Children in Need Foundation, a charitable organization supporting children's charities in Phoenix, AZ. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services.

Branden Barrom is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 registrations with seven years of industry experience. His work history includes roles at Morgan Stanley, AssetMark Financial, The Vanguard Group, and other firms. Outside of his advisory role, he is connected with Spivak Financial Group, a non-investment related branding venture. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary management with a combination of fundamental and technical analysis.

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.

Susanne Gibo is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior work includes one year at TD Ameritrade and two decades at Eli Lilly and Company. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

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.