Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Stephen Shepherd is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Bancorp Investments, Amazon, Nationwide Investment Services Corp, Questar Capital Corporation, Dessert Schools Credit Union, and LPL Financial. Outside of his advisory role, he holds an active real estate license for personal use. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a diverse range of investment products.

Veronica Salazar Celis is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of advisory and investment solutions through a large national network of advisors and branch offices.

Daniel Gray is a financial advisor with Merrill based in Gilbert, AZ, holding a Series 66 designation and offering 17 years of industry experience. He has worked with Merrill since 2000 and has been associated with Bank of America, N.A. since 2013. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Whitehouse is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016. His prior experience includes roles at Casablanca Capital LLC. 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.

Scott Krueger is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Kreitinger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones, Bank of America NA, Merrill Lynch, and had several years of experience with Red Bull Distribution Company. Outside of his advisory role, he is employed with Amazon.com in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by internal and third-party research, and offers various institutional and participant advice services.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial sector. 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, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Oliver is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with JP Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jessica Ogden is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She is also an owner and partner in a food truck business, Los Gauchos Heredia, LLC, based in Arizona. Her career includes roles with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC 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 guide its recommendations.

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. 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.

Albert Mendoza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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, investment adviser, and commodity-related registrations, delivering services through a select group of Wealth Advisors on a non-discretionary basis.

Reno Blomquist Jr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch (Bank of America) for 10 years. Edward Jones is a full-service wealth management firm that serves 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 through a large network of financial advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment services.

William Franklin is a financial advisor at Edward Jones in Queen Creek, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in the pharmacy sector and held academic roles at Idaho State University College of Pharmacy and Brigham Young University Idaho. 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, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Eric Myre is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with National Planning Corporation and Trilogy Capital, Inc. He is also a member of Business Networking International. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diverse investment strategies.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent 15 years with JPMorgan Chase Bank, N.A. Outside of his advisory role, Kirkham creates and publishes calming and relaxing videos on YouTube under the name Calming Jedi. 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 affiliated brokerage, distribution, and investment management capabilities.

Mary Sherratt is a Financial Consultant at Fidelity Investments, where she has been employed since 2013. Over the years, she has progressed through various roles including Investment Solutions Representative, Annuity Service Representative, and multiple levels of Investment Management Consultant, reflecting her extensive experience within the company. In her current role, Mary partners with clients to develop personalized investment strategies that align with their unique goals and preferences, aiming to support their financial well-being and the enrichment of their families' lives. She holds a California Insurance License, which complements her expertise in financial consulting. Outside of her professional work, Mary enjoys family activities, outdoor adventures, parenthood, spending time with pets, snowboarding, and traveling.

Timothy Mc Naney is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Stoes is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Voya Financial Advisors, Bank of America, and Merrill. He is also the owner and financial planner of San Tan Planning and Investments, PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing affiliated and third-party managers under various program structures and custodial arrangements.