Leonard Templeton is a financial advisor at Templeton Financial Services Inc. in Sun Lakes, AZ, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Templeton Financial Services since 2003. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach centered on municipal securities, closed-end funds, and higher-yield bonds, with detailed allocation policies tailored to client objectives and risk tolerance.

Christian Price is a financial advisor with Life Planning Advisors LLC in Maricopa, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 13 years before joining Life Planning Advisors and Woodbury Financial Services in 2017. Outside of finance, he owns Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth, and business clients by providing asset management, financial planning, and specialized estate, tax, and risk-management services. The firm focuses on non-discretionary management with diversified, low-cost, tax-efficient portfolios, and offers referrals to third-party portfolio managers.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Eric Gauthier is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Terra Wealth and Val Vista Capital Management. Outside of his advisory role, he owns Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a wide range of investment options including ESG models and specialized services for insurance company clients and private funds.

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Sharyl Schultz is a financial advisor at RedHawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Redhawk Wealth Advisors since 2015, with a three-year period at HF Advisory Group, LLC. Outside of her advisory role, Schultz has a 50% ownership interest in a personal home inspection business. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, supported by a weekly investment committee, documented due diligence, and risk management tools.

Kurt Rohrs is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Independent Financial Group, LLC since 2011 and is the 100% owner and investment advisor representative of Southwestern Retirement Planning Advisors, Inc., providing financial planning, securities, advisory, and trust services. Rohrs serves as a governing board member for the Chandler Unified School District. Independent Financial Group is a large integrated 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, combining in-house and third-party investment models while operating both as a registered investment adviser and an active broker-dealer.

Christina Carey is a financial advisor at PNC Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her prior roles include positions at Charles Schwab Bank, BancWest Investment Services, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs managed by PNC or third-party strategists.

Joseph Okros is a financial advisor with Brookstone Capital Management LLC in Ann Arbor, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Brookstone since 2015 and has also been self-employed since 2014. Outside of his advisory work, Okros is involved in insurance sales, including traditional life, disability, and long-term care insurance, as well as annuities, and he is associated with an attorney 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, providing primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

Richard Forscutt is a financial advisor with Money Concepts Capital Corp in Sun Lakes, AZ, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 14 years of experience at Money Concepts Capital Corp and over 30 years as a CPA providing tax preparation and accounting services. In addition to his advisory role, he maintains a tax preparation business and is a partner in a family real estate venture. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis within a framework of modern portfolio theory.

Alexis Searles is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at The Walt Disney Company for eleven years and held positions at AAA Northern New England and Yankee Candle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also manages and advises multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Shawna Baker is a financial advisor with Edward Jones in Maricopa, Arizona, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erick Geryol is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in the restaurant industry as a silent partner in several establishments, including Rock Junction Inc., Ascenders LLC, and Barley Bros LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Dino Goegan is a financial advisor with Edward Jones in Chandler, Arizona. He holds Series 66 and Series 63 designations and has 32 years of industry experience, all with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Whitworth II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has held various roles within J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2012. Outside of his advisory career, he has owned and managed a catering business, Willie's Wienies Catering LLC, since 2008, although the business is currently dormant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kelly Luft is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandi Burgess is a Series 66-credentialed financial advisor at Edward Jones in Chandler, Arizona, with 11 years of industry experience. She has been with Edward Jones for her entire career, joining the firm in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Nancy Hansen is a Certified Financial Planner® with 33 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hansen serves as a volunteer board member for Leave a Legacy SW MN, a group focused on charitable gift planning, and is involved with cancer awareness efforts in Redwood County. She also serves as treasurer on the Endowment Committee of St. John Evangelical Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and comprehensive planning without discretionary portfolio management.

Aaron Hyde is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Cristobal Rodriguez is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rea Mayer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including RBC Capital Markets and City National Bank prior to joining J.P. Morgan. Mayer serves on the Board of Trustees for the Desert Botanical Garden in Phoenix, chairing its Planned Giving Committee and participating on the Finance Committee. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Eric Sitton is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Sitton serves as an executive producer for a movie production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Christine Lobdell Raney is a financial advisor with Edward Jones in Sun Lakes, AZ, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she develops and delivers training courses under a contract with Sprint Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

Bradley Sonoda is a CFP® and Series 66 credentialed advisor with Edward Jones, based in Sun Lakes, AZ. He has three years of industry experience, including nine years of service in the US Army. Outside of financial advising, he is involved in operational management and business strategy development for a home electrical company in San Tan Valley, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment solutions.

Daniel Jimenez Fulton is an advisor with Merrill holding Series 63 and Series 66 licenses, and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Varonis, Task Rabbit, and a teaching position at the University of Southern California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrienne Borchers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Stephen Johnson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. He serves as successor trustee of the Beckman Revocable Living Trust. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program structures and oversees more than $256 billion in assets under management.

Talhon Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at BancWest Investment Services, W&S Brokerage Services, Western Southern Life, and Edward Jones. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non‑discretionary management supported by research, model portfolios, and various tools.

Michelle Delgado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and handles administrative duties for SOMOS Weddings LLC, a wedding officiant business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, operating under a non-discretionary program where clients retain final decision authority.

Serapio Oliveira is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James Financial and its affiliates since 2019 and previously at First Command and US Army AWG. Outside of advising, he owns an online business focused on marketing and product research. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Michelle Feland is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and The Private Wealth Group. Outside of her advisory role, she is involved in real estate services through Exp Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with access to model portfolios, third-party research, and technology-driven investment strategies.

Jaren Packard is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019. Prior to that, he spent ten years with Bank of America and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Ceman is a financial advisor at Fidelity with nine years of industry experience. He has held various roles within Fidelity and prior to that worked at Northwestern Mutual Investment Services. Outside of his advisory work, he is a partner in Ceman Enterprises LLC, a commercial property ownership business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Stephen Phair is a financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, Compass Bank, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kenneth Gudewich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Starck is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan entities since 2016. Outside of his advisory work, he is a part owner of a condominium unit and boat slip at Sister Bay Yacht Club Marina Condominium. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence in its recommendations. The firm emphasizes non-discretionary advisory services, integrating an ESG eligibility framework and access to a broad range of products including security-based swaps and futures.

John Murphy is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Outside of his advisory role, he serves as a city counselor for Inver Grove Heights, Minnesota, participating in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

Cristopher Crisologo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Bank of America, Merrill, Robinhood Financial, Wells Fargo, and Colonial Life Insurance Company. He is also an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative, software-supported approach to develop tailored recommendations.

Kevin Stultz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill Edge and Robinhood Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers model portfolios through intermediary platforms.

Kimberly Myers is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Lincoln Investment, Wells Fargo Advisors, and BBVA-related firms. She is involved in several community and charitable activities, serving as a board member for Dance for Tatas and vice president of Blue Star Moms Maricopa. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a multi-manager platform with more than 10,000 advisors nationwide.

Jose Lopez is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, TD Ameritrade, and Tristaff. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and oversees sub-advisers as part of its investment process.

Tina Villanueva is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Todd Gerdes Zertuche is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2003. In addition to his advisory role, he operates Gerdes Financial LLC, a CPA firm providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kim Hamilton is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to his current role, he was involved with Rillionaire Music for nine years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Sanstead is a Certified Financial Planner (CFP®) with four years of industry experience. He has been with Edward Jones since 2021 and previously worked at the University of Phoenix for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.