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 Financial Services, holding a Series 66 designation and over 25 years of industry experience. He has worked at Ameriprise since 2016, following roles at Wedbush Securities Inc. and Merrill. Newstrom also owns a non-investment-related business, Twentysix Enterprises LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Stringer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at J.P. Morgan Securities LLC since 2022 and prior experience with Securian Financial Services Inc and other firms. He has also been involved in restaurant businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

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.

Thomas Barger is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. His prior roles include positions at Charles Schwab and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG considerations.

Thomas Tourek Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for J.P. Morgan Securities for 13 years. Outside of his advisory role, he is the owner of Turning Point Enterprises, LLC (dba 1320CONNECT), a motorsports marketing and advertising business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

Jeremiah Miller is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. He is based in Peoria, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Munger is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2024, with prior experience at JPMorgan Chase Bank dating back to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program leverages centralized due diligence and integrates quantitative and qualitative research to develop model asset allocations.

Ronald Adamoli is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Financial Engines Advisors L.L.C., Bank of America, and Merrill. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Moses Medina is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Cambridge Investment Research Advisors and Ameritas Investment Corp., as well as ongoing involvement with Capital Choice Financial Services. Outside of advisory work, he is engaged with SMARTPRO FINANCIAL in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management and access to proprietary and third-party model strategies through multiple platforms.

Ali Rizvi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, Integra Partners LLC, Ascend Financial Services, and Minnesota Life Insurance Company. Rizvi serves as a board member of the Honor Health Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets under management.

William Sturdevant is a Series 66 credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones in Peoria, AZ since 2012. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Miller is a financial advisor with LPL Financial based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.