Daysi Castillo is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at Cetera Advisors LLC, Wilde Wealth Management Group, Pinnacle Wealth Advisors, Fidelity Investments, and Riversource Distributors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

James Clark is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets from 1996 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved analytical tools.

Jacqueline Mckinney Rodriguez is an advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in senior living and education sectors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Tron Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann is also an officer and treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Brian Derrick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2020. He is also involved in Derrick Family Financial, a support company related to his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored non-discretionary planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Baenke is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America, among other firms. Based in Sun City West, AZ, he joined J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Shelley O'Brien is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Woodbury Financial Services, National Planning Corporation, and Phoenix Financial Group. Outside of her advisory role, she serves as Branch Operations Manager for Phoenix Financial Group, overseeing branch books and client account services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization and offers a range of programs including Unified Managed Accounts and third-party money manager options.

Anthony John Esguerra is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved as a sole proprietor of a retail and online store business, a partner in a healthcare med spa, and serves as a certified pickleball coach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services alongside broader investment and private fund activities.

Lisa Jackson is a financial advisor with Cetera, holding a Series 66 credential and 27 years of industry experience. She has worked at multiple firms including Avantax Advisory Services and 1 St Global Advisors, and is also the owner of Whitman & Jackson CPAs PC, a CPA firm. Additionally, she serves as trustee for the Kaplan Living Trust. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Cody Heins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2025, Heins worked at LPL Financial LLC, Edward Jones, and Union Bank & Trust. He is also associated with Arrowhead Wealth Partners, a non-investment-related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Frederick Balzarini is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors.

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 Series 66 credentialed advisor with 20 years of experience at Thrivent Investment Management and Thrivent Financial For Lutherans. She is based in Surprise, Arizona, and has worked with these firms 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 written recommendations across various planning topics, with options to combine planning with managed-account programs under a consolidated billing structure.

Eugina Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at TIAA-CREF, Fidelity, and Charles Schwab. Outside of her advisory work, she serves as treasurer for a youth girls’ soccer team affiliated with the Phoenix Rising Football Club, managing budgeting and team expenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager research, and customized performance reporting.

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 credentials and 13 years of industry experience. Her work history includes positions at Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its registered commodity pool operator status, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.