Grant Lindaman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at LPL Financial LLC and J.W. Cole Financial, Inc., as well as extensive tenure at New Era Financial Advisor, Inc. and New Era Financial Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, employing a diversified investment approach that blends passive and active strategies with oversight by an internal Investment Committee.

Jonathan Floe is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and access to third-party managers, supported by an in-house Investment Management & Research team.

Antonio Carter is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at M Financial Asset Management and Commonwealth Financial Network. Outside of his advisory work, he buys and sells baseball cards through eBay and trade shows. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager programs under various investment adviser and promoter arrangements.

Jeffrey Stegge is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential and three years of industry experience. Prior to joining Foundations in 2023, he worked at Asset Preservation Tax & Retirement and has been involved with Medicare Logic LLC since 2018, where he provides Medicare plan services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Brendan Duggan is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC since 2021, following five years at Wells Fargo Clearing and three years at Wells Fargo Advisors. Duggan is a managing partner and 50% owner of Prominent Peak Wealth Management and owns Prominent Peak Tax and Estate Services, which provides outsourced tax preparation and estate planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a varied client base that includes large institutional investors and sovereign wealth funds.

Dylan Brosious is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Fidelity Brokerage Company LLC. His current role at Empower Advisory Group began in 2023. Empower Advisory Group provides financial planning and investment management services 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 approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kenneth Oliverio Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with United Planners since 2010 and serves as co-trustee of The Kenneth & Emelinda Oliverio Family Trust since 2018. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, through a network of 477 independent advisors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions via an open-architecture platform that utilizes multiple custodians and third-party money managers.

Mary Strong is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked with Penn Mutual, Iron Mountain, and Roots Management Group. Outside of advisory work, she created and sells a popular Series 66 study guide marketed via social media. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on tailored asset allocation and diversification strategies.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her previous roles include positions at LPL Financial and Truist Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with an emphasis on non-discretionary account management.

Luke Pine is a financial advisor at CWM, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Integrated Wealth Management, LLC for six years. Prior to his advisory career, he was affiliated with Chapman University for four years. 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 primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

Tyler Cawthorne is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab Bank, Charles Schwab & Co., and other companies. Outside of his advisory role, Tyler is involved in online content production related to sports affiliate marketing and participates in online entertainment streaming and food delivery services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on Charles Schwab’s proprietary asset-allocation models and internal research, with client authorization required for all trades.

Tyler Mehlhorn is a CFP® with 20 years of industry experience, currently with Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Fidelity, and Wells Fargo Investments during his career. Outside of advising, he runs TC Squared, LLC, where he produces and shares project and agricultural videos on YouTube. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Andrea Flores is a CFP® and ChFC® with 19 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2019. Her prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, Inc., Centaurus Financial, Inc., and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and wealth management.

Shaun Horan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as an officer and bookkeeper for DanAm Aviation LLC, a holding company. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Jay Chang is a financial advisor at Farther with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Farther in 2025, he worked at Charles Schwab for eight years in various advisory roles. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining various asset classes and AI tools subject to internal review.

Bryan Chubinsky is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Schwab Wealth Advisory since 2015. He also serves in the US Army Reserves, a role he has maintained since 1995. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm offers tailored recommendations without exercising discretionary trading authority, serving clients with a variety of investment options including mutual funds, ETFs, and separately managed accounts.

Kevin De Stefanis is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, having previously worked at Edward Jones, MassMutual, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brandon Lopez is a financial advisor at First Citizens Investor Services, Inc. based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes over a decade at Wells Fargo institutions, including Wells Fargo Clearing and Wells Fargo Bank. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers a range of advisory and brokerage services, including portfolio management, model portfolios, financial planning, and tax-aware services, with a client process emphasizing tailored assessments and diversified asset allocation.

William Jorden is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2017, with prior experience at Oppenheimer, Merrill, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co. referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Kaden Creager is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 63 and Series 65 licenses. He has three years of industry experience and previously worked at Penn Mutual Life Insurance Company, the Department of Interior AZ Strip District, and the LDS Church. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.