Kyle Jones is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 license and previously worked at Fisher Investments for six years. His background also includes roles outside finance at Airrosti and a Chiropractic Auto Injury Clinic. Creative Planning provides wealth management and financial planning services to a diverse range of clients, including high-net-worth individuals and institutional plans. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure.

Patrick Bauer is a financial advisor with Allworth Financial, L.P. in Tucson, AZ, holding Series 65 and Series 63 credentials. He has two years of industry experience, including roles at J.P. Morgan Securities LLC and Equitable Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, discretionary and non-discretionary asset management, and uses technology to manage held-away retirement accounts without client login credentials.

Steve Apple is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with various entities within the Bankers Life organization since 2004, currently serving Bankers Life Advisory Services since 2022. Outside of his advisory role, he has experience managing a team of agents focused on insurance sales and has tutored Spanish. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerances.

Randolph Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include work with Securities Service Network and operating under his own name, Randolph S. Moore. He is also involved in financial coaching and tax preparation services in Scottsdale and Marana, Arizona. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.

Tyra Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at SSN Advisory, Inc. and Securities Services Network. Outside of her advisory duties, she owns and operates More4UTaxSolutions, providing tax preparation, accounting, and bookkeeping services, and offers consulting services related to divorce through her firm More4uSolutions. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, focusing primarily on non-discretionary asset management, and offers both fee-based and commission-based options through its network of independent advisors.

Blake Davelaar is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Allworth Financial, L.P. and has prior experience at Pathways Financial Partners, Inc. Since 2006, he has also been involved in ongoing academic pursuits. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, trusts, estates, and corporate clients. The firm offers customized portfolio strategies that incorporate core-satellite, pure-index, and specialized models, and is distinguished by its ownership structure and an airline-focused division serving airline industry employees.

Brian Murphy is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at My Pathway, LLC and Pathways Financial Partners, Inc. He is also an investor and limited partner in Saunders Amos LLC, a non-investment-related business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

James Mc Cullough is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with First Command in various capacities since 2005. Outside of his advisory work, he is the owner of Chainsaw & Jae LLC, a business incorporated primarily for 401(k) purposes. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Matthew Minehart is a financial advisor with Eagle Strategies (NY Life) based in Tucson, AZ. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2001 and has been affiliated with Eagle Strategies since 2017. He also owns and operates Anchor Financial Solutions Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a significant asset base primarily on a non-discretionary basis and offers a variety of programs tailored to client objectives, including advisory services linked to insurance and annuity products.

Tyler Samko is a financial advisor with Private Advisor Group, LLC in Tucson, AZ, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent four years at Marriott International. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms. The firm’s fiduciary-based advisory model offers both discretionary and non-discretionary services, employing diverse investment strategies and technology platforms.

Mario Dela Cerna is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Secure Investment Management, LLC and has been involved with J.D. Mellberg Financial since 2010, where he is also a licensed agent in an annuity and insurance-related business. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and is noted for its platform orientation and insurance and banking referral arrangements.

Elena Suther is a financial advisor with Empower Advisory Group and holds a Series 66 designation. She has six years of industry experience, including roles at Fidelity Brokerage Services LLC and Nationwide Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Oscar Larranaga is a financial advisor with Bankers Life Advisory Services, Inc. in Tucson, AZ, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked with Bankers Life entities since 2019 and serves as a Unit Field Trainer, recruiting and training insurance agents and assisting with Medicare, long-term care, life insurance, and annuity products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Kelley Velasquez is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. She has worked at Brookstone since 2023 and previously spent eight years at Secure Investment Management. Additionally, she operates an annuity and insurance-related business through J.D. Mellberg Financial. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional investors such as sovereign wealth funds and banking institutions. The firm supports a large advisor network with a platform-oriented approach, offering discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts.

Anthony Laporta is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and experience beginning in 2026. Prior to his current role at Private Advisor Group and LPL Financial, he worked at Leidos Inc from 2021 to 2023 and served in the United States Air Force Civil Service as well as the Air Force Reserves since 2004. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model that integrates technology platforms and third-party managers.

Maria Peralta is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at LPL Financial LLC, RBC Capital Markets, Bank of America, and Merrill. Outside of her advisory work, she is the Chairperson of the Make-A-Wish of Southern Arizona Wishmaker's council, where she coordinates fundraising and awareness activities. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers while offering integrated tax, accounting, and CFO services not common among large advisory enterprises.

Frank Lopez is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Ameriprise, Woodbury Financial Services, and other firms. Outside of his advisory work, he is involved with Andrea Bazil's LLC, a retail jewelry business managed by his wife, where he handles banking and payment systems. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account that uses algorithm-driven risk assessments and invests via approved model strategies focused on mutual funds and ETFs.

Scarlett Vogel Ham is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and totaling 17 years of industry experience. Her background includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. She is the owner of Full Moon Financial LLC, where she runs group business and life insurance activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Joseph Vetrano is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Vetrano Financial Services since 2013 and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2018. Outside of advising, he is involved in the sale and service of fixed life, annuity, long-term care, disability, group benefit, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

Eduardo Cervantes is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, NA. He serves as a board member of the American Pediatric Surgical Nurses Association. 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 a combination of fundamental, technical, bottom-up, and top-down analysis.