Thomas Mitchell Sr. is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 2017. His prior experience includes roles at Cetera and American Airlines. In addition to his advisory work, he is involved with OneAZ Credit Union, where he also operates a wealth management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and corporations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Melanie Cash is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Binder is a financial advisor with Ameriprise in Peoria, AZ, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and consults through Retirement Wealth Strategies, LLC. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Matthew Eherts is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. His prior experience includes roles at Social Tap and Lovesac. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Ryan Hansen is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and OneAZ Credit Union in 2025, he worked at Edward Jones for three years and Rocket Mortgage for six years. Hansen is involved in investment products and services offered through OneAZ Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Stephanie Fagan is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill Lynch, among other firms. Based in Phoenix, AZ, she has been associated with various Cetera entities since 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management and over 10,000 advisors.

John Braden is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Branden Heins is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at Ameritas Advisory Services, AssetMark Financial Holdings, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Andrew Gauer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior work includes roles at OC4 Venture Studio, Investable Games Technology, Happy Money, and Rising Tide. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, trust services, and securities-based lending options.

Lee Bradley is a financial advisor with Edward Jones in Surprise, AZ, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory services, he is a member and president of MINGO Hunt Club LLC, a business related to IRA-held property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Christopher Smurthwaite is a financial advisor at Edward Jones in Glendale, AZ. He holds a Series 66 designation and joined the firm in 2026. Prior to Edward Jones, he worked at eHealth, Science 37, BEK Health, Intuitive Health, Trinnovate Ventures, and Blue Cross Blue Shield of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Errin Kelso is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With a career at Fidelity Investments spanning two decades, Errin has held various roles including Financial Consultant, Regional Planning Consultant, and Investment Solutions Consultant, demonstrating a broad range of experience within the firm. Errin's expertise lies in partnering with clients to understand their financial goals and family wealth objectives, and then collaboratively developing customized strategies tailored to their preferences. This client-focused approach has been central to Errin's professional practice throughout their career. Errin holds a California Insurance License. Outside of work, Errin's personal interests include attending concerts, football, gardening, music, puzzles, and reading.

Douglas Newstrom is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Wedbush Securities. Outside of his advisory work, he is involved in a business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Kyle Stringer is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Securian Financial Services, 3M, and the University of Arizona, as well as involvement in hospitality ventures such as Matt's Big Breakfast and Stringer Restaurant Holdings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dillon Cage is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at FedEx Office and operated his own business before joining Fidelity. Outside of advisory work, he has served as an NFL doping control officer, a role he continues to support on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IR-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Mario Savoie is a financial advisor at Ameriprise with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Thrivent Financial, LPL Financial, BMO Harris Financial Advisors, Fidelity Investments, and Td Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katherine Udy is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kari Elle Thalman is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. She has been with Edward Jones since 2016. 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 advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large national network of advisors and offices.

William Ritman is a CFP® professional with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at American Express from 2015 to 2017. Outside of his advisory role, Ritman manages a rental property through Airbnb. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of over 23,000 financial advisors nationwide.

Christopher Krueger is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.