Michael Peterson is a CFP® with nine years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Impact Wealth Management LLC and Bankers Life Advisory Services, Inc. In addition to his advisory work, he is involved in insurance sales through Key Retirement Solutions. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and platforms.

Jeffrey Boysen is a Series 66 licensed financial advisor with First Command Advisory Services in Glendale, Arizona, bringing four years of industry experience. His background includes roles at Merrill, Bank of America, and the U.S. Army National Guard. He is also the owner and president of J.P. Boysen & Co., LLC, a company involved in general business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Michael Trezza is a financial advisor with AE Wealth Management, LLC in Peoria, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Edelman Financial Engines and JPMorgan Securities LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a variety of investment strategies and operates with a platform focus, managing approximately $49.8 billion for over 127,000 clients.

Kimberle Dyer is a financial advisor with J. W. Cole Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and over 21 years of industry experience. She has been with J. W. Cole Advisors and its affiliated entities since 2014 and has also been associated with Life Investors since 2004. Outside of her advisory role, she is involved with Executive Women International and co-owns a business consulting firm focused on business consulting, estate preparation, social security fundamentals, and tax planning, and she works part-time as a blackjack dealer for an entertainment company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Lisa Mc Clelland is a Series 66-licensed financial advisor at Principal Financial Services with seven years of industry experience. Her prior work includes roles at Nationwide Insurance, Thrivent Financial, and NASCAR event staff. Outside of financial services, she has participated in skincare product testing studies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brianna Steffes is a financial advisor with Principal Financial Services in Glendale, Arizona, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Cruz Financial Group, Principal Life Insurance Company, and The Prudential Insurance Company of America. She serves as Vice Chair of the Area Agency on Aging, supporting the board's leadership and fiduciary responsibilities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, delivering investment solutions through advisory and promoter arrangements.

Christopher Thomas is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Dare To Retire U and Hybrid Retirement Solutions LLC DBA Oxford Retirement & Estate Planning. Outside of advisory roles, he teaches classes through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a complex affiliate structure.

Thomas Ellis is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Transamerica Life Insurance Company and various technology companies such as Postmates, Lyft, and Uber. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services. The firm’s approach relies on Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation, contribution guidance, and retirement planning through both managed and advisory models.

Jesse Sausedo is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds the Series 66 designation and has prior work history at Kroger, where he was employed for 37 years. Additionally, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Paul Okonoski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he co-owns a coffee shop business currently under construction in Mesa, Arizona, which is managed by his wife. 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 portfolio programs, third-party asset management, and institutional platforms.

Ray Jonas is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at Fidelity since 1993, including positions at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base that includes retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a unique role among large institutional peers through its regulatory registrations and use of AI-driven methodologies.

Natalie Flamm Stutenroth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nancy Huynh is a financial advisor at Fidelity with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2020, as well as previously at Charles Schwab & Co., Inc. and USAA Financial Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Martin Falcon is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments, Fidelity Brokerage Services LLC, Charles Schwab Bank, Charles Schwab, and USM, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management, and involvement with registered investment companies and fund-of-funds.

Rickey Pickering is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Brent Hodges is a Series 66 licensed financial advisor with Edward Jones in Goodyear, Arizona, and has three years of industry experience. Prior to joining Edward Jones in 2022, he spent 15 years at Palm Valley Church. He also coaches varsity softball at Millennium High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Henze is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2023, he worked at USAA Investment Services Company and USAA Financial Advisors, Inc. for a combined 19 years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Tevis West is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013 and owns a separate support company, T.W. FINANCIAL PLLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Matthew Parker is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he was affiliated with Matt Parker PLLC and RE/MAX Professionals for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jorge Zavala Mora is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been with J.P. Morgan Securities LLC since 2015 and J.P. Morgan Chase Bank since 2018, based in Peoria, AZ. 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 combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities.