Dylan Duniho is a CFP® professional with 12 years of industry experience. He currently works at Fidelity, where he has been since 2019, including roles at Fidelity Brokerage Services LLC and Fidelity Investments. Prior to this, he spent five years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and model portfolios.

Kari Kibby is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and account management services separate.

Eugina Rodriguez is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at TIAA-CREF and JPMorgan Chase Bank, N.A. Outside of her advisory role, she serves as treasurer for a girls’ soccer team with Phoenix Rising Football Club, managing budgeting and expenses. 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. The firm delivers these services on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Carol Trueg is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and previously worked for Holy Family Catholic Schools for eight years. Trueg serves on the executive and investment committees of Catholic Education Arizona, where she evaluates the CEO and reviews reports on the organization’s outside investments. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with Cetera and First National Bank of PA prior to joining LPL Financial and Oneaz Credit Union in 2026. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Samuel Lee is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Baird in 2022, he worked at RBC Capital Markets from 2014 to 2022. He serves on the Board of Development at Hardin-Simmons University, contributing to the university’s goal-setting activities. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with both discretionary and non-discretionary options.

James Vallery is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Morgan Stanley in 2023, he worked at J.P. Morgan Securities for 11 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Thomas Pilling Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Karla Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation and nine years with the firm. She has 27 years of prior self-employment experience. Outside of her advisory role, she is a trustee of a family trust associated with a family farm and participates in a local business and community networking group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.

Michele Kisenwether is a financial advisor with Primerica Advisors in Sun City West, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. In addition to her advisory role, she is involved in the sale of home-related products and services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, primarily via a tiered wrap-fee structure.

Jacob Parent is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameriprise in Glendale, AZ since 2024. He previously worked at Equitable Advisors for four years. Outside of his advisory role, he owns JSP Global Consulting, a consulting business based in Scottsdale, AZ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized, tax-aware retirement income planning through a collaborative and research-driven approach.

Samantha Mosher is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her prior work includes roles at JPMorgan Chase and Renaissance Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Srdjan Calija is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Tom McNertney is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. He has more than 18 years of experience in the financial services industry, during which he has worked in various capacities including Investment Consultant and Retirement Solutions Representative at Fidelity Investments. His professional background spans wealth accumulation, retirement income planning, and financial legacy protection. Tom is committed to building trust-based relationships with clients and focuses on simplifying investment complexities while prioritizing clients' interests. Tom holds a California Insurance License and has been associated with Fidelity Investments since 2008, following his initial experience with Northwestern Mutual.

Ryan Rosenmeyer is a financial advisor with Edward Jones in Anthem, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.

Richard Alexander is a financial advisor with Merrill, holding Series 63 and Series 66 designations and having 20 years of industry experience. His prior work includes roles at Bank of America and Lexington Law Firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

Stephen Jaffke is a financial advisor at Fidelity with six years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at The Vanguard Group, Inc. from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.