Amy Montiel is a Series 66-registered financial advisor with Capital Analysts, based in Tucson, AZ, and has three years of industry experience. She previously worked at Adara Wealth Management and RBC Wealth Management. Outside of her advisory role, she is co-owner of a duplex rental property. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and provides ERISA retirement plan advisory services.

Bradley Neppl is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Sonora Investment Management and Davis Distributors, LLC among others. He is based in Tucson, AZ. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and tools such as trend-following and options overlays.

Ross Donaghay II is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His background includes roles at Lincoln Investment and AIM Wealth Partners, as well as involvement with several volleyball organizations and service in the Arizona National Guard. Capital Analysts serves a wide range of clients including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house investment management team to support discretionary and non-discretionary portfolio management across various program types and offers services through a network of several hundred advisors managing approximately $8.8 billion.

Sarah Eschenbrenner is a financial advisor with Eagle Strategies (New York Life) based in Tucson, AZ. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. She also owns and operates Anchor Financial Solutions Group LLC, which sells New York Life products and brokers non-registered insurance. In addition, she serves as a board member for an early-stage business focused on providing secure, QR code-based life-saving information for first responders. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Steven Foster is a financial advisor with J.W. Cole Advisors, Inc. in Tucson, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining J.W. Cole Advisors, he worked at LPL Financial and VOYA Financial Advisors. He is also the founder and owner of Foster Financial Services LLC and Foster Wealth Management, and he provides life insurance products as a licensed agent. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Karyn Damschen is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. She has been associated with AE Wealth Management and her own firms, Damschen Wealth Management LLC and Damschen Group, LLC, since 2019. Outside of her advisory work, she serves as a director for the Girl Scouts of Southern Arizona. 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 portfolio solutions, discretionary asset management, financial planning, and other services.

Charles Drennan is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and no prior industry experience. He has served in the United States Marine Corps since 2003. First Command Advisory Services, Inc. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing Envestnet’s platform and Pershing for custody and execution.

Supriya Bakshi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 30 years of industry experience, including longstanding roles with Nylife Securities Inc. and New York Life Insurance Company. In addition to her advisory work, she serves as president of Tu Nidito, a nonprofit supporting children, teens, and families dealing with serious illness or loss in the Tucson community. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and offers multiple program types, with a majority of assets managed on a non-discretionary basis.

Andres Cota is a financial advisor with Brookstone Capital Management LLC in Tucson, AZ, holding a Series 66 designation and with 10 years of industry experience. His prior work includes roles at First Dominion Capital Corp, G.F. Investment Services, LLC, and Secure Investment Management, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm employs a variety of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Caleb Bergamini is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has been working in the financial industry since 2026 and has prior experience with National Mortgage Group, Limitless Financial, and other organizations. Outside of finance, he has been involved with the Arizona Interscholastic Association since 2026. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, catering to discretionary and non-discretionary investment preferences.

Ajaydeep Singh is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Magnus Financial Group LLC and Northwestern Mutual Investment Services LLC. Singh has been affiliated with Hightower securities entities since 2020 and maintains a long-term association with Georgetown University and DCMPAA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles tailored to varying client needs.

Todd Sepp is a financial advisor with GWN Securities Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with GWN Securities since 2015. Outside of his advisory role, he owns a clothing company called Phat Guise and volunteers with the nonprofit The Centurions. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies as part of its approach.

Kendal Mccray is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with multiple organizations including AZ Tax Accounting and Consulting Services, Nationwide Employee Benefits, and World Financial Group. Outside of advisory work, he is involved as a partner in a tax preparation service and serves as a foster parent through the Arizona Department of Child Safety. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Jonathan Gould is a financial advisor with Empower Advisory Group in Tucson, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower, he worked at American Fidelity and Graybar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating its services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisory staff.

Sylvester Akpan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. His work background includes roles at several financial and insurance organizations, as well as providing tax preparation services. He is also involved in college consulting through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party management approach, delivering advisory services through multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

Jennie Henry is a CERTIFIED FINANCIAL PLANNER™ professional with over 26 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2001. In addition to her advisory role, she is involved in selling disability, life, long-term care, annuities, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager programs.

Alejandro Nevarez is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 21 years of industry experience. He worked at Legend Equities Corporation for 12 years before joining Lincoln Investment in 2017. Outside of his advisory role, Nevarez is a sales agent for Blue Cross Blue Shield specializing in health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and dynamic approaches managed by an in-house Investment Management & Research team.

Nicholas Bodmer is an advisor at J.W. Cole Advisors, Inc. based in Tucson, AZ. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.W. Cole, he worked at Sword Health and Paycor. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and provides access to multiple custodial platforms and third-party investment advisers.

Matthew Edwards is a financial advisor at J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining J. W. Cole Advisors, Edwards worked at LPL Financial and Foster Financial Services. He also served in law enforcement with the Sonoma County Sheriff's Office and the Ukiah Police Department. Edwards is a licensed life insurance agent and provides life insurance as part of his financial planning services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of discretionary and non-discretionary strategies.

Bruce Stone is a financial advisor with Independent Financial Group, LLC in Tucson, AZ, holding ChFC® and Series 66 designations and bringing 48 years of industry experience. He previously worked at StoneKimbro for three years and was involved with Stone Ins Services for 46 years. His other business activities include officer and director roles focused on business operations and client relationship management. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers various portfolio management solutions and financial planning, combining strategic asset allocation with multi-manager portfolios and ongoing due diligence.