James Kennon is the principal of Kennon Wealth Management, LLC, an independent advisory firm based in Goodyear, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Kennon Wealth Management in 2012, he established the Jim Kennon Financial Network in 2011, through which he also operates as a licensed insurance agent. Kennon Wealth Management serves a select group of individual clients by coordinating investment services with third-party money managers rather than managing assets directly. The firm provides ongoing liaison, reporting support, and client reviews, operating on a referral and revenue-sharing model that includes licensed insurance activities and incentive arrangements with third-party managers.

Kimberly Bridges is a CFP® and Series 63-licensed financial advisor with four years of industry experience. She is the sole advisor at Bright Women Financial, where she has worked since 2025. Prior to that, she held roles at BOK Financial and Commerce Trust Company. Bright Women Financial provides comprehensive financial planning services to individuals and high-net-worth clients, focusing on fixed, engagement-based fees rather than percentage-of-assets charges. The firm offers educational seminars and employs a long-term, asset-class-based investment approach alongside cash-flow, retirement, and estate planning.

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Church has operated Church Capital since 2013. Church Capital serves individuals, high-net-worth clients, and a limited number of pension and profit-sharing plans, managing approximately $23 million in discretionary assets. The firm provides ongoing discretionary portfolio management, directs clients to third-party money managers when appropriate, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

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.

Ivan Matherson is a CFP® and Series 66 registered advisor with The AmeriFlex Group, bringing one year of industry experience. His prior roles include positions at Ensign Advisory Partners LLC, OSAIC Wealth Inc, and Southwest Wealth Advisory Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jason Slade is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Everest Home Health and Hospice and Legacy Advisors. Outside of advising, he is a partner in a business that owns the building housing his Sun City West practice. 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 offers financial planning and non-discretionary investment consulting, utilizing asset allocation, modeling tools, and firm research to develop customized financial strategies.

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 at Chicago Partners Investment Group LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chicago Partners since 2024, previously affiliated with Borthwick Associates, Inc. since 1987. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and utilizes strategies such as direct indexing and tax-loss harvesting.

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 33 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for nine years. Outside of her advisory role, she operates a YouTube channel called The Rhino Investor, where she creates investment content and personal stories to educate viewers about investing. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, employing both passive and active approaches.

Jonathan Fuimaono is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones and Morgan Stanley. Fuimaono has also been affiliated with Regis University since 2017. Prospera Financial Services, Inc. is an enterprise-scale advisor and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Brock Baker is a financial advisor at Inspire Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial, Thivent Investment Management Inc, World Equity Group, Inc., and Impact Alliance. Outside of his advisory role, he serves as treasurer for Impact Alliance, a nonprofit organization focused on cultural immersion programs for students. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of portfolio strategies, including index-based, strategic, and tactical allocations.

Joseph Olivo is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes roles at Charles Schwab, USAA, Rocket Mortgage, and the National Bank of Arizona. Outside of his advisory work, he owns a mortgage brokerage business in Goodyear, AZ. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

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 LLC and Edward Jones. Outside of advisory work, he has engaged in various driving roles for companies such as Lyft, Uber, and Amazon, as well as plasma donation. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes third-party portfolio managers and provides model-driven investment strategies supported by ongoing due diligence and account monitoring.

Nicholas Silberschlag is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Goodyear, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with Raymond James since 2013 and operates Silberschlag Wealth Management. Outside of his advisory work, he owns and manages agricultural businesses including a family farm and a cattle ranch in Tucson, AZ. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies through detailed risk profiling and asset allocation, with a significant portion of its advisory business conducted on a non-discretionary basis.

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.