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 Wallen is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Bank of America, Merrill, LPL Financial, and Oneaz Credit Union. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Creighton Hardy is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with Park Avenue Securities, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is also licensed as an insurance broker outside of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, and retirement plan consulting services. The firm offers a combination of proprietary and third-party investment advisory programs and provides both discretionary and non-discretionary advisory relationships.

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.

David Brasfield is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Intelligence Driven Advisers, LDIntelligence LLC, and Hightower Advisors. 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 representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. He previously worked at Woodbury Financial Services for seven years. Davis is a board member of the Children in Need Foundation, a charitable organization supporting children's charities in the Phoenix area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

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.