Jeffrey Lamp is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at several Wells Fargo affiliated firms since 2009, as well as Merrill from 2005 to 2009. Outside of his advisory role, he has ownership interests in JJL Capital LLC and OneWealth LLC, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Kevina Ramirez is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she has worked at Fidelity Brokerage Services LLC, Cognizant, and in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad range of clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight controls.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. Outside of his advisory role, he manages a residential rental property through his ownership of ZNL Rentals LLC. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through related affiliates.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. 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 over 23,000 financial advisors.

Christina Riffle is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics guided by diversification principles and modern portfolio theory.

Tyson Dredge is a Planning Consultant at Fidelity Investments. In his current role, he works closely with clients to develop comprehensive financial plans and clear investment strategies tailored to their unique priorities. Tyson emphasizes the importance of building genuine relationships and ensuring client confidence in their financial decisions. He began his tenure at Fidelity Investments in 2022 as a Workplace Planning Consultant 2 before advancing to his current position in 2023. Prior to that, Tyson worked as a Senior Financial Service Representative 3 at Mountain America Federal Credit Union from 2016 to 2022. Outside of his professional career, Tyson enjoys activities such as visiting the beach, playing board games, fitness, scuba diving, and traveling.

Robert Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Stephen Arntson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Questar Asset Management and Raymond James Financial Services. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Gary Deardorff is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at firms including Woodbury Financial Services, National Planning Corporation, and LPL Financial. Outside of advising, he serves as managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC and holds a role as President of the Union Hills Professional Plaza Condominium Association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates discretionary and third-party managed strategies.

Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and The Vanguard Group. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Christen Krueger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. Christen has been with Thrivent and its related entities since 2005, including 18 years at THRIVENT Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing service called WealthPlan.

Kevin Lewis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley, John Hancock Investment Management, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Hasan Kamal is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various positions at Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Financial Representative, Investment Solution Representative, High Net Worth Representative, and Client Service Advocate. Prior to that, he worked as an Institutional Financial Representative at Charles Schwab from 2012 to 2016. Throughout his career, Hasan has focused on building long-term client relationships founded on transparency, honesty, and trust. He collaborates with a dedicated team of professionals to strengthen clients' financial well-being. Outside of his professional work, Hasan enjoys family activities, golf, caring for pets, and traveling.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, Arizona, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and prior involvement with Grand Canyon University and Summer House Lavender Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.