Elizabeth Mcleod is a financial advisor with Creative Planning, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She worked at Paragon Capital Management, LLC for 17 years before joining Creative Planning in 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Thomas Ellis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, World Financial Group, and several technology companies such as Uber, Lyft, and Postmates. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, relying on Morningstar Investment Management for portfolio construction and oversight.

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 based in Peoria, AZ, holding Series 63 and 66 licenses and bringing 17 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank. Outside of advisory work, he is a co-owner of a coffee shop under development in Mesa, AZ, which is managed by his wife. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing diversified investment strategies supported by proprietary and third-party research.

Ray Jonas is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Natalie Flamm Stutenroth is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nancy Huynh is a financial advisor at Fidelity with Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Charles Schwab & Co., Inc. and USAA Financial Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

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, Series 65, and Series 66 licenses and has worked with firms including Orba Financial and Signator Investors. Engle also operates her own sole proprietorship, providing sales and marketing services for securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

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 CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at USAA Investment Services Company and USAA Financial Advisors, Inc. There are no other notable outside activities reported. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Tevis West is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of his advisory role, he is the owner of T.W. FINANCIAL PLLC, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

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 financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he has worked within J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Carl Hulse is a financial advisor with LPL Financial in Glendale, AZ, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., and National Planning Corporation. He is also involved with Plan4, Inc., an entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

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 credentials and 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, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.