Dudley Balzer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously with LPL Financial and V Wealth Management. Outside of his advisory role, Balzer is involved as a member and manager of JPB Farms, LLC, a real estate rental business. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory resources.

Joseph Olivo is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. In addition to his advisory work, Olivo is the owner of a mortgage brokerage business based in Goodyear, AZ. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic financial planning approach through its Total Financial Life Resources framework and utilizes discretionary asset-allocation programs focused primarily on ETFs.

Vincent La Fata is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Securities, Edward Jones, and USAA Investment Services. Outside of advising, he has worked as a driver for rideshare companies such as Lyft and Uber. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers accessed via the Envestnet platform and offers a range of sub-advisers and overlay services, with a client base supported by affiliations within a large credit-union banking group.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Justin Carlson is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Magellan Financial since 2022 and has been affiliated with Foundations Investment Advisors, Fusion Investment Advisors, and Arizona Lighting Innovations, LLC. Outside of his advisory work, Carlson is involved as a minority owner and manager in Arizona Lighting Innovations, a business-to-business company specializing in energy-efficient lighting retrofits, and holds investor interests in several restaurant and bar ventures in Arizona. Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement tailored investment strategies.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

Cynthia Tornetta is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including The Vanguard Group and Voya Investment Management. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various program options through multiple platforms and investment approaches.

Brendan Luther is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and The Vanguard Group. His background also includes roles outside finance, such as positions with Sonesta International Hotels Corporation and Marriott International. PNC Wealth Management offers retail brokerage and advisory services through several model-based investment programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Gabriel Spano is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, and COMPASS Bank. Outside of finance, he is a silent partner in a sports grill business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

David Simmers is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2014. He also operates Simwey Financial Group, an investment-related business offering mutual funds, variable contracts, and fixed annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with an approach that includes discretionary and nondiscretionary management options and collaboration with third-party investment managers.

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.

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.

Chris Fusselman is a financial advisor with Commonwealth Financial Network in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2011. Fusselman is also the president and owner of C.W.F. Financial, LLC, a private securities business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers both discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, supported by a substantial clearing and custody relationship.

Debra Armenta is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Schwab entities since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within a structured advisory framework that uses Schwab’s research tools and standard asset allocation models.

William Brooks is a financial advisor with AE Wealth Management, LLC holding a Series 65 credential and has been in the industry since 2025. He has concurrent roles with Oxford Retirement & Estate Planning and serves as an instructor for adult financial education through Dare to Retire U. Outside of finance, he has experience working in the service industry as a bartender. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and supports third-party RIAs with sub-advisory and model-licensing services.

Mauro D'amico is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at Brookstone Capital Management since 2018 and has been involved with Coordinated Wealth Management and his own firm, Mauro M D'Amico Inc, for more than three decades. Outside of his advisory roles, he provides tax preparation and bookkeeping services through his separate business. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and 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, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Dominique Murray is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience serving in the United States Air Force. Additionally, she was involved with Make It Happen Sis!, a venture outside the financial industry. First Command Advisory Services is an SEC-registered investment adviser that primarily serves 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 that utilize centralized portfolio management and prescreened third-party managers.

Kyle Addington is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Independent Financial Group since 2016 and is also affiliated with American Wealth Advisers, PLLC. Outside of his advisory role, he owns a tax preparation and filing business and serves as a power of attorney for his parents' living trust. Independent Financial Group is an enterprise-level advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and retirement plan services, utilizing both in-house and third-party manager models across multiple platforms.