Peter Spiteri is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior roles at TD Ameritrade and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

David Carter is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining Raymond James in 2025, he worked at Cetera and First Financial Equity Corporation. He is also the owner and president of Carter Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance services through its affiliate network.

Paul Hassing is a CFP®-credentialed financial advisor with Edward Jones, based in Buckeye, AZ, and has 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as Chairman of the Board for the River Heights Chamber of Commerce and is the President of the Big Sand Lake Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Jeffrey Hertig is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for seven years at Ernst & Young LLP. He serves as president of the Surprise Pickleball Association in Phoenix, AZ. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michelle Selsor is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jack Spicer is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2022, following roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory work, he spends time coaching sports. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Aaron Rosas is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and a background that includes law enforcement roles with the Bend Police Department and Ashland Police Department, as well as service in the Oregon Air National Guard. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Elwer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. Outside of his advisory role, he was involved with ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyle Anglin is a financial advisor with Charles Schwab based in Peoria, AZ, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes multiple roles at Charles Schwab and positions at United Planners Financial Services of America, Giallo Consulting LLC, and Arizona Precision Security. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Eric Brudi is a financial advisor with Edward Jones in Peoria, Arizona, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is an owner of Brudi Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of more than 23,700 advisors and emphasizes fiduciary standards in its services.

Charles Belton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Edward Jones. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Lopez is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent a decade at NEXT Financial Group. He also works as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.

Julie England is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. 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 its Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence process that includes ESG considerations.

Michael Gombrich is a financial advisor with Ameriprise Financial Services LLC in Peoria, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017 and previously at EF Legacy Securities LLC and Edelman Financial Services LLC. Outside of his advisory work, he participates in the planning giving committee for the Southwest Autism Research and Resource Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm uses centralized analysis incorporating investment research, third-party data, and internal committee oversight, with recommendations operating within an investment universe influenced by affiliated product relationships.

Steven Binder is a financial advisor with Ameriprise in Peoria, AZ, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and consults through Retirement Wealth Strategies, LLC. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Matthew Eherts is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has held positions at Bank of America, N.A. since 2016. Prior to that, he worked at Lovesac and Social Tap. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of financial products and services.

Rod Glisic is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he is a co-owner of a family rental property in Peoria, Arizona. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Dewhurst is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at LOUIE INC and the University of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various technology-driven investment solutions.

John Braden is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.