Russell Harris is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He was previously with First Financial Equity Corporation for 12 years before joining Cambridge in 2022. In addition to his advisory role, he is engaged as an insurance agent and operates under the trade name Arrowhead Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies with flexible custody and platform arrangements.

Deanna Stow is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as the primary point of contact for addressing the complex needs of affluent clients and their families. She focuses on delivering personalized service, fostering trust, and building lasting relationships. Deanna facilitates conversations around wealth growth, preservation, and transfer, aiming to provide a seamless client experience. Her career in financial services spans over two decades, including roles such as Planning Consultant at Fidelity Investments, Sales Assistant at PNC (formerly BBVA Compass Investment Solutions), Broker Service Center Associate at Chase Bank (formerly Bank One), and Financial Advisor at American Express Financial Advisors. Outside of her professional responsibilities, Deanna's personal interests include family activities, food, movies, reading, theater, and volunteering.

Robert Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is an author. Wells Fargo Clearing provides retirement plan consulting services, including investment policy statement preparation, investment recommendations, and participant education, with an advisory approach grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Christopher Mcdermott is a CFP® professional at Charles Schwab with 18 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously spent 13 years at Fidelity, including two years with Fidelity Personal and Workplace Advisors. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and research from its Schwab Center for Financial Research.

Amanda Williams is the Vice President and Branch Leader at Fidelity Investments. In her current role, she focuses on supporting and coaching representatives to achieve their goals, aligning with the mission of strengthening the financial well-being of customers and delivering better outcomes. Her professional experience includes positions as a Senior Service Relationship Leader at Morgan Stanley from 2022 to 2023 and as a Senior Retail Sales Specialist at Vanguard from 2021 to 2022. These roles contribute to her expertise in financial services and client relationship management. Outside of her professional career, Amanda engages in activities such as cooking and baking, family activities, fitness, hiking, and parenthood.

Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. 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 utilizes advanced analytical tools to support client goals across a large advisor network.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Matthew Mc Nally is a CFP® certificant with 10 years of experience in financial advising, currently working at Edward Jones since 2016. He holds a Series 66 license and is based in Sun City West, AZ. Outside of his advisory work, Mc Nally owns a rental property business in Surprise, AZ. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lesnick is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and he has operated Sound Advice Financial Planning since 1997. He is also the owner of Dimona.biz, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Mircea Ionescu is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of finance, he has taught violin lessons and operated a live wedding music business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Michael Larkin is a CFP® professional affiliated with Cetera, with 27 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates Larkin & Associates, a business focused on marketing and office operations. Additionally, he provides tax preparation and planning services through Larkin Tax Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and collaborates with both affiliated and unaffiliated third-party managers.

Shannon Gallop is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including MassMutual and E*TRADE Securities. Outside of advising, she also works as a travel agent, assisting clients with scheduling vacations around the world. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Alyssa Murphy is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Surprise, AZ, bringing nine years of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank in 2019, she worked at The Vanguard Group and has experience in both financial services and other ventures. Outside of her advisory role, she co-manages two real estate LLCs with a focus on property management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers non-discretionary advice via a select group of Wealth Advisors and is registered for a range of security and futures activities uncommon among competitors.

Joanne Dushek is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She has worked at notable firms including Merrill Lynch, Bank of America, and JPMorgan Chase Bank. Prior to her current role, she was involved with Empowered Home Pros for two years. 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.

Robert Courter is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining Cambridge Investment Research in 2022, he spent 10 years at First Financial Equity Corporation. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customized investment solutions via multiple platforms and includes both proprietary and third-party strategies.

Chris Wilczynski is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mikaela Baker is a Financial Consultant currently working at Fidelity Investments. She has been in this role since 2024, following her position as a Planning Consultant at the same firm from 2022 to 2024. Prior to joining Fidelity Investments, Mikaela held multiple roles at Charles Schwab, including Client Relationship Specialist and Financial Consultant Partner in 2022, as well as working in Advisor Services from 2019 to 2021. Her professional experience encompasses client relationship management and financial planning, with a focus on collaborating closely with clients to understand their financial situations and goals. Mikaela emphasizes the importance of creating adaptable financial plans and supporting clients through ongoing financial planning processes.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

Marcin Urbanowicz is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2019 and also maintains a longstanding association with Rock Martin Private Wealth Management since 2008. Additionally, he has experience in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Mitch Hatton is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he provides clients with personalized financial services and collaborates with them to develop investment strategies aligned with their financial objectives. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Investment Solutions Representative, Central Relationship Manager, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has equipped him with a broad understanding of investment and client relationship management. Outside of his professional work, Mitch is interested in comedy, fitness, movies, parenthood, pets, and traveling.