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.

Charles Gilligan is a Series 66-licensed advisor with Financial Transparency, bringing 23 years of industry experience. His background includes roles at Envision Financial Transparency, LLC, Cssc Brokerage Services, Inc., and CSSC Insurance Services, Inc., alongside over 20 years as a self-employed CPA. He also owns a consulting firm, Paragon Consulting Group, and provides personal tax preparation services. Financial Transparency offers asset management and financial planning to individuals, retirement plans, businesses, and charitable organizations, employing both passive and active investment strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis. The firm’s services include discretionary asset management, customized managed accounts, and pension consulting, operating as a fiduciary with a multi-advisor structure and specialized held-away account processes.

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.

William Sayre is a financial advisor with Wedbush Securities Inc. in Sun Lakes, AZ. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including 42 years with Wedbush Securities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage, and is notable for its combination of broker-dealer, capital markets, custody, clearing, and prime services related to commodities and derivatives.

Trevor Buggs is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Bank of America and Merrill Lynch. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm focuses on discretionary investment management and comprehensive financial planning, using a principally passive investment approach and offering educational seminars and employer-related retirement support.

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 24 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2011. He is the 100% owner and Investment Advisor Representative of Southwestern Retirement Planning Advisors, Inc., a firm providing financial planning, securities, advisory, and trust services since 2003. Rohrs also serves as a governing board member for the Chandler Unified School District. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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.

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 at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she held positions at Yankee Candle and AAA Northern New England, and spent over a decade at The Walt Disney Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm is noted for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

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 at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

William Whitworth II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked at various J.P. Morgan entities since 2011. Outside of finance, he has been the owner and manager of a catering business, Willy's Wienies Catering LLC, since 2008, although the business is currently dormant. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis where clients retain final decision-making authority.

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 financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Owen Jones is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, the Arizona Cardinals Football Club, and NASCAR. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager-selected strategies overseen by its CIO and platform team, with recent additions focused on tax-efficient investment solutions.

Daniel Jimenez Fulton is a financial advisor at Merrill with Series 63 and Series 66 licenses. He has held positions at Bank of America, Merrill, J.P. Morgan Securities, and several other firms since 2024. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services through personal financial advisors and affiliated entities. The firm emphasizes manager selection and oversight, tax-efficient strategies, and integration with Bank of America’s capital-markets platform.

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 licenses and has worked at firms including BBVA Securities Inc. and Midfirst Bank. He also serves as successor trustee of his parents' revocable living trust. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to multiple program structures, combining retirement and fiduciary capabilities with a large advisory platform.

Talhon Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BancWest Investment Services, W&S Brokerage Services, Western Southern Life, and Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions through its extensive network of adviser representatives, supported by an in-house research team that develops model portfolios and tactical strategies.

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.

Sonia Schneider is a financial advisor with Edward Jones in Sun Lakes, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Serapio Oliveira is a financial advisor with Raymond James Financial in Casa Grande, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at First Command and the US Army AWG (Pacific Architects and Engineering). Outside of advising, he owns an online business called Three Old Guys Hobbies and Games, where he oversees marketing, advertising, and product research. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset allocation analysis, firm research, and a broad affiliate network to support its clients.

Michelle Feland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Raymond James Financial and The Private Wealth Group prior to joining LPL Financial. Outside of her advisory work, she is involved with Exp Realty, providing mortgage and real estate services. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and multiple investment delivery options.

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 with J.P. Morgan Securities LLC, holding a Series 66 designation and six years of industry experience. He has been with various J.P. Morgan entities since 2014. Outside of his advisory role, he is a 16.5% owner of a condominium unit and boat slip at the Sister Bay Yacht Club Marina Condominium. 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 brokerage, distribution, and investment management capabilities.

John Murphy is a financial advisor with Edward Jones in Maricopa, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory work, he serves as a city counselor for Inver Grove Heights, MN, participating in municipal decision-making and governance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,700 financial advisors.

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, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Lincoln Investment and Wells Fargo Advisors. Outside of her advisory work, she serves on the board of Dance for Tatas, a charitable organization focused on breast cancer awareness, and is vice president of Blue Star Moms Maricopa, a support group for military families. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary solutions that combine advisor-managed accounts with firm-sponsored and third-party managed investment programs.

Jose Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC, TD Ameritrade, and Tristaff. Lopez currently serves at Strategic Advisers, LLC, a Fidelity Investments company. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

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 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he operates Gerdes Financial LLC, a CPA firm offering tax preparation and accounting services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

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.