George Denham is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including OneAmerica Securities, American United Life, Pembroke Financial Services, and Bordier & Cie (UK). Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and fiduciary oversight under ERISA and DOL guidelines.

Michael Ulrich is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth retirees, corporate executives, business owners, and philanthropists to develop personalized financial strategies. Using the Total Merrill platform, he aims to help clients pursue their long-term financial goals through customized wealth management approaches. Michael has been in the wealth management industry since 1999 and joined Merrill Lynch in 2005. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He graduated with a bachelor's degree from Northern Arizona University and completed an accredited certificate program at Ottawa University. Michael is involved with several community organizations such as Der Valley Unified School District #97, Dysart Education Foundation, St. Judes Children Hospital, and Stars FC USL2 Soccer. His personal interests include golfing, photography, soccer, swimming, and spending time with his family.

Paul Lyon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL Financial, he spent 19 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also maintains an activity in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a variety of financial planning and asset management solutions through a large network of advisors.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chester Mccoy is a financial advisor with Primerica Advisors in Goodyear, AZ, holding a Series 63 credential and one year of industry experience. His work history includes roles at Nellis Auction, Alpha Dog Firearms, and PFS Investments Inc., alongside a six-year tenure at Primerica Financial Services. He is involved in the sale of investment and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Jennifer Vidaure is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018, following a 19-year tenure at JPMChase Bank. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Andrew Kovalcik is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following prior roles at Bank of America and Merrill from 2014 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Roland Ho Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is also a Hawaiian lomi practitioner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Bruce Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. Prior to joining Cambridge in 2026, he spent over a decade with First Command in various advisory and financial planning roles. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management firm based in Glendale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.

Crystal Leon is a financial advisor at Merrill with six years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Bank of America, N.A., Phillips Law Group, Anderson and Cabrera Law Group, and Regus Business Centers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Truscott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and The Prudential Insurance Company of America. Truscott is based in Sun City, AZ. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eva Obregon is a financial advisor at Osaic with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Janulis. Outside of her advisory work, she provides notary public services as a free community offering and manages a separate legal entity to oversee business expenses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to build diversified portfolios, offering a range of advisory platforms and third-party managed solutions.

Matthew Mac Lean is a financial advisor at Ameriprise with 21 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mac Lean serves as president of Quenched, a nonprofit organization, and is a member of the Grand Canyon University College of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored, research-driven recommendations that integrate tax efficiency and adaptive withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase & Co., as well as experience outside finance as a bartender at Civana Wellness Resort & Spa. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes a variety of asset-allocation tools and manages portfolios across multiple investment types, serving clients with both discretionary and non-discretionary account management options.

Angelica Carbajal is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, USAA, and JPMorgan Chase. Outside of her advisory role, she participates as a member of the Wayfair Tried and True program and works as an independent contractor for Amazon Flex. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory strategies.

Sabrina Greenwell is a Series 66 licensed advisor with Edward Jones, based in Goodyear, AZ. She has a total of seven years of experience in the financial industry, including prior roles at ESI and earlier tenure at Edward Jones. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Godwin is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he currently applies his expertise in financial planning. He previously served as a Director and Retirement Planner at Fidelity Investments from 2022 to 2026. Prior to that, Brian worked as an Investment Consultant at Vanguard from 2020 to 2022 and as a Financial Advisor at Edward Jones from 2019 to 2020. Brian's professional focus is on helping individuals and families develop financial strategies aligned with their personal goals and priorities. He emphasizes the importance of thoughtful financial planning as a framework for making informed decisions throughout various life events. By understanding each client's unique circumstances, Brian aims to help them navigate financial complexities and concentrate on their priorities. Outside of his professional work, Brian engages in activities such as family outings, fishing, hiking, visiting museums, and attending theater performances.

Jodie Edmunds is a CFP® professional with 20 years of industry experience, currently advising clients at Edward Jones since 2009. She holds Series 63 and Series 66 licenses and is based in Goodyear, AZ. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Scott Dewhurst is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Financial and has prior experience at FSC Securities Corporation and Mass Mutual Investors Services. Dewhurst is also involved with Dewhurst Wealth Management, a business related to his advisory practice. 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 a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.