James Kennon is the sole advisor at Kennon Wealth Management, LLC in Goodyear, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monticello Investment Services, Inc. and Northwestern Mutual Investment Management before founding his current firm. In addition to his advisory role, he owns and operates the Jim Kennon Financial Network as an insurance agent. Kennon Wealth Management serves individual clients by assisting them with the selection and oversight of third-party money managers rather than directly managing client portfolios. The firm provides ongoing monitoring and coordination while the managing member maintains an active insurance practice alongside his advisory work.

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, AZ. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior roles at LPL Financial and Pacific West Financial Consultants Inc. Church Capital serves individual and high-net-worth clients, as well as a limited number of pension and profit-sharing plans. The firm provides discretionary portfolio management primarily using equities and ETFs, employs technical analysis and both long- and short-term trading, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

Christopher Carlton is a CFP® with 15 years of industry experience. He has worked at Edward Jones for 15 years before joining North Wind and Sun Advisory LLC, where he has been since 2026. North Wind and Sun Advisory LLC provides wealth management services to individuals and high-net-worth clients through both discretionary and non-discretionary portfolio management, as well as comprehensive financial planning and consulting. The firm primarily constructs diversified portfolios using low-cost mutual funds and ETFs, while allowing for individual stocks, bonds, and margin transactions when appropriate.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.

Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.

Lawrence Orgill is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Paragon Capital Management in Denver, CO since 1999. Paragon Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Ivan Matherson is a CFP® and Series 66 holder with two years of industry experience. He is currently an advisor at The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Ensign Advisory Partners, and Northwestern Mutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and manager relationships.

Jason Slade is a financial advisor at OneSeven with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advisory work, he is a partner in IALA Properties, which supports his practice location in Sun City West, AZ. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a primarily long-term investment approach with access to alternative investments and third-party platforms.

Murray Chalmers is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Ausdal since 2009 and previously worked at Fox Valley Financial Consultants, Inc. for 26 years. Outside of his advisory role, he is involved in fixed insurance and annuity sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies and access to multiple custodial platforms.

Meg Davidson is a financial advisor with Chicago Partners Investment Group LLC and holds Series 63 and Series 65 credentials. She has 14 years of industry experience, including a lengthy tenure at Borthwick Associates, Inc. Prior to joining her current firm, she worked for 37 years at Borthwick Associates. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, and institutional clients, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified investment approach that combines fundamental analysis with quantitative portfolio construction across various asset classes.

Bart Albrigo is a financial advisor at Perennial Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Perennial Investment Advisors, Oak Shore Partners, LLC, and Beverly Hills Wealth Management, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and third-party managers to deliver diversified investment solutions and retirement plan consulting.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Charles Schwab, and Fidelity. Outside of traditional advisory work, Schulz runs a YouTube channel called The Rhino Investor where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs and specializes in a predominance of non-discretionary asset management.

Andrew Hansen is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Foundations Investment Advisors, AE Wealth Management, and Summit Wealth Partners. Outside of advisory work, he is president of Hansen Logistic, Inc., a contracted service provider for FedEx Ground. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs discretionary portfolio management using proprietary models and third-party managers, integrating strategies such as modern portfolio theory and quantitative analysis.

Brock Baker is a financial advisor at Inspire Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thivent Investment Management Inc., World Equity Group, Inc., and Impact Alliance. He serves as treasurer for Impact Alliance, a nonprofit focused on cultural and language immersion programs for students from Spain. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods while often delegating management to sub-advisors and using affiliated managers and proprietary ETFs.

Joseph Olivo is a CFP®-credentialed advisor at Facet with seven years of industry experience. He has held positions at several firms including Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. Additionally, he owns a mortgage brokerage business in Goodyear, Arizona. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily via phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes including machine-learning algorithms for tax optimization and portfolio management.

Vincent La Fata is a Series 66 licensed advisor with Navy Federal Investment Services, LLC and has five years of industry experience. His prior roles include positions at JPMorgan securities, Edward Jones, and Family First Life, where he was involved in insurance products. Outside of his advisory work, he has worked as a driver for Lyft and Uber and has served as a plasma donor. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.