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.

Theresa Engle is a financial advisor at Osaic Wealth, Inc. with 36 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at Osaic since 2018. Prior to that, she was with Signator Investors and Orba Financial, and she also operates as a sole proprietor under Cws Financial Services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and third-party management options.

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.

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.

Carl Hulse is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior roles include positions at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., and National Planning Corporation. He also operates PLAN 4, Inc., an entity associated with his LPL business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Gary Frisch is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and affiliation with family trusts and investment partnerships. He serves as treasurer on the board of Sun City Area Interfaith Services, a nonprofit organization providing supportive community programs. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Stephen Harnden is a CFP®-designated financial advisor with Ameriprise, based in Glendale, AZ, and has 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he owns a property intended to house his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Freeman is a financial advisor with Edward Jones in Sun City, AZ, holding Series 65 and Series 63 licenses and possessing 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices as well as its affiliated services.

Gale Northrop is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and TD Ameritrade. Outside of his advisory role, he is a partner at Sweet But Fearless, an education and mentorship organization focused on women, where he contributes to strategy, training, and podcasting. Strategic Advisers LLC, a Fidelity Investments company, 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 is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Brian Polk is a financial advisor at Edward Jones in Buckeye, AZ, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent twelve years at JW Marriott at Desert Ridge. 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 national network of advisors and branch offices.

Joshua Watson is a financial advisor at J.P. Morgan Securities in Surprise, AZ, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Ameriprise Financial Services, Inc. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process relies on centralized due diligence combining quantitative screening and qualitative research to build model asset allocations, focusing on written asset allocation advice, manager searches, and customized performance reporting.

Marcus Luckeneder is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and Equitable Advisors for three years. Outside of his advisory role, he is involved in product design and manufacturing through a non-investment-related business activity. 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 financial planning, asset management programs, and institutional platforms, combining a broad advisory network with extensive non-advisory financial services.

Serge Lazar is a Planning Consultant at Fidelity Investments, where he has been employed since 2021. In his role, he assists clients with various financial needs by evaluating their current financial status, understanding their goals, creating investment plans aligned with those goals, and educating clients on Fidelity's principles of investing. Serge's professional experience centers around financial planning and client education within the investment sector. Outside of his professional work, he has personal interests that include camping, cooking and baking, movies, reading, soccer, and traveling.

Ryan Furuta is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments and its affiliated entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Keith Osborne is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Nova R Wealth, Inc., and Wells Fargo Clearing. Osborne is also involved with KLO Companies LLC, a business entity for tax and investment purposes. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and technology-supported advisory tools.