John Cameron Harper is a CFP® with 11 years of industry experience, currently affiliated with Fisher Investments since 2024. His prior work includes roles at Charles Schwab Bank, Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. In addition to his advisory career, he has been associated with Jacob Zuniga DDS since 2015. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and high-net-worth investors. The firm employs a centralized Investment Policy Committee to construct diversified portfolios and uses tax-aware and risk management strategies in its investment approach.

Maryse Marshall is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, including a role at Bank of America, N.A. since 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Piankhi Sykes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role, he was involved with Private Client Travel L.L.C. for five years. He is based in Goodyear, AZ. 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 an ESG eligibility framework to recommend approved fund strategies.

Mark Newcomb is a financial advisor with Merrill in Peoria, Arizona, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior roles include positions at Princor Financial Services and Principal Life Insurance Company, where he worked for seven years. He also serves as a co-trustee of a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jareese Williams is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding a Series 66 credential and having two years of industry experience. Prior to joining Thrivent in 2025, Williams worked at Ameriprise from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning areas. The firm integrates planning with managed-account programs under the “WealthPlan” option while maintaining separate planning and portfolio management services.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Kyle Fugit is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large network of financial advisors and branch offices nationwide.

Chin Chae is a financial advisor with Edward Jones in Laveen, AZ, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Mueller Schrader is a financial advisor with LPL Financial based in Glendale, AZ, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at notable firms including BMO Harris Financial Advisors, Inc. and M&I Trust Company Inc, with tenures spanning more than two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various account types.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Ameriprise and its predecessor firm since 2004. Outside of her advisory role, Olson co-owns a personal fitness training business and is involved with New Life Community Church, assisting with its missionary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendations developed by a centralized team in collaboration with advisors.

Humberto Yee Flores Jr. is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Vanguard Group and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Andrew Tuell is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include nine years at Lincoln Financial Advisors and three years at Equitable Advisors. Tuell also operates a business entity for tax and investment purposes under his name. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Timothy Bunker is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018, following a two-year tenure at Signator Investors, Inc. He is also president of Bunker Financial Services Inc., where he sells and services life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Scott Wallace is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Hachmann is a financial advisor at Fidelity with five years of industry experience. He previously worked at Edward Jones and managed the Hachmann Funeral Home & Cremation Service for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Snyder is a financial advisor at Ameriprise with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Tony Widowski Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Widowski has worked with firms including Quadrant Asset Management L.L.C. and TLT Partners LLC. He serves as President of a local BNI chapter, where he organizes and runs weekly meetings that are not investment-related. 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 clients through advisory programs and partnerships focused on municipal finance and retirement solutions.

Derek Newman is a Financial Advisor at Merrill Lynch Wealth Management, based in Peoria, Arizona. He provides guidance to affluent families and business owners in the West Valley, focusing on personalized strategies to preserve, grow, and transfer wealth for clients with $1 million or more in investable assets. His expertise includes divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Mr. Newman holds a Bachelor's Degree from the University of Phoenix and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He integrates disciplined planning with access to advanced solutions provided through Merrill Lynch and Bank of America to address all facets of his clients' financial lives. Originally from Arizona, Derek currently lives in Buckeye, AZ with his wife, five children, and one grandchild. Outside of his professional role, he participates in community organizations including All Faith Community Services, Heart for the City, Homeless Youth Connection, One Way Only Sports, and the Southwest Valley YMCA. He enjoys hiking, traveling, and spending time with family.