Brian Hershey is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 13 years before joining Cetera in 2025. In addition to his role at Cetera, he is involved with Wilde Wealth Management Group as a financial advisor and a member of Hershey Wealth Management LLC, which manages business-related expenses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lauren Berlean is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cambridge Investment Research and currently serves as a portfolio specialist at Renaissance Financial, where she constructs and monitors client portfolios. Cetera Investment Advisers LLC is an SEC-registered firm 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 various program structures and third-party managers.

Elizabeth Reilly is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Michael Lyons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Robert Wade is a CFP® professional with 23 years of industry experience. He has been with LPL Financial since 2005. Wade also holds a role related to investments at Credit Union West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of adviser representatives. The firm offers a variety of advisory services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Thomas Gerboth is a CFP® with 14 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior roles include positions at Harbour Investments, Thompson Wealth Management, Tandem Wealth Advisors, and Schwab Private Client Investment Advisory. He is also the owner of Gerboth Ventures LLC, a business involved in real estate. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Marnie Rose is a financial advisor with UBS Financial Services in Tolleson, AZ, holding a Series 66 designation and 25 years of industry experience. Her career includes two periods at UBS Financial Services, from 2005 to 2017 and from 2018 to the present, as well as a one-year tenure at RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors who utilize proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Jared Duran is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Financial Engines Advisors L.L.C. for ten years before joining Edelman Financial Engines. The firm provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Edelman Financial Engines employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Kelly Lavine is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a part owner and governor of Lavine Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Wehner is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is the owner of TRU Financial LLC, through which he operates his financial services business, and serves on the finance committee of St. Clare of Assisi Catholic Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

David Fellows is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2008 and also operates Fellows Tax & Financial Service, which provides tax preparation, accounting, and non-variable insurance services. 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 and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

William Wheeler is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, he has worked as a computer programmer consultant and has provided tax preparation, bookkeeping, and fixed life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, 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.

Mustafa Bilenler is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with 19 years of industry experience. He previously worked at SagePoint Financial, Inc. and Advisor Group. 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 nationwide network of advisors and branch offices.

Hector Arellano is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Edward Jones, PayPal, Goldman Sachs, and Northern Trust. Outside of advising, he is involved in executive management and marketing consulting for an accounting firm and in government relations and management consulting for a wedding venue business. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Hauger is a financial advisor with OSAIC in Goodyear, AZ, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Hauger also works as an insurance agent, providing insurance and disability income research and recommendations to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to construct portfolios tailored to client risk tolerance and objectives.

Mathew Kinser is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in veterinary medicine and real estate, including roles as a relief veterinarian and at EXP Realty. He continues to occasionally work weekend shifts as a fill-in veterinarian. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities such as a trust company and securities-based lending.

Charles Purcell is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2014. Outside of his advisory role, he is a singer and songwriter who records and releases music on platforms like Spotify. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated operational structure, and comprehensive wealth management offerings.

Sonya Crenshaw is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Edelman Financial Engines and its predecessor firms since 2011. Outside of advising, she owns FaceFanz, a party decoration company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Tara Viehman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.