Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 advisors.

King Mah is a financial advisor with OSAIC in Peoria, AZ, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has experience with various insurance carriers and Waddell & Reed, Inc. Outside of his advisory role, Mah is employed at Magic Feet Reflexology, where he handles administrative duties and guest services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Susan Roberts is a financial advisor at Osaic Wealth Inc. with six years of industry experience. She holds a Series 66 designation and has worked at several firms including NEXT Financial, Securities America, and Bank of the West. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Matthew Hanna is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. He previously worked at Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2010 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Patino is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Securities America Advisors. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and offers portfolio management with options for discretionary or non-discretionary control.

Timothy Street is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at JP Morgan Securities, LLC since 2016 and at JP Morgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kevin Deluca is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016, including a role at Charles Schwab Bank, SSB since 2021. Outside of his advisory work, he serves as the Treasurer for The Phoenix Iowa Club, a volunteer position involving financial reporting and fund management. 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 separate managed accounts and offers a broad range of investment guidance through multi-asset model portfolios and alternative investment programs.

Christie Jones Popour is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her financial advisory role, she is involved in a modeling and acting agency based in Scottsdale, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Crystal Barcello is a financial advisor with Edward Jones in Anthem, AZ, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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, access to separately managed accounts, and affiliated mutual funds.

Shelley Sedor is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Donovan Zimmerman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 19 years before joining Cetera in 2025. Outside of advisory work, he serves as an elder at Sunnyslope Mennonite Church, providing leadership and spiritual guidance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Jennifer Hersh is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1999. She leads an all-women wealth management team that provides comprehensive wealth management services including investment management, retirement planning, risk management, estate considerations, and legacy planning. The team emphasizes collaboration, continuity, and planning aligned with each client's long-term goals. Jennifer's approach involves working closely with clients' legal and tax professionals to ensure consistent guidance throughout all stages of their financial lives. Jennifer has focused expertise in Income Planning and Retirement strategies, holding designations such as Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has worked with a range of clients including business owners, corporate executives, multiple generations of families, retirees, non-profit organizations, and individuals navigating divorce. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income. Jennifer holds a Bachelor of Science degree from Arizona State University. She has been involved with several charitable organizations including Junior Achievement, the Women's Leadership Council of Valley of the Sun United Way, and serves on the Board of Hunkapi Programs, a nonprofit providing equine-assisted therapy. She is also an active member of the National Charity League in Scottsdale. Outside of work, Jennifer enjoys horseback riding, tennis, traveling, and spending time with her family.

Roger Beguiristain is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joe Carter is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America, N.A., and is currently associated with J.P. Morgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of Sweet Wheels LLC, a food and ice cream restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, leveraging quantitative asset-allocation models and centralized due diligence to inform non-discretionary recommendations.

Michael Palmer is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2020, following six years at Ameriprise Financial Services, Inc. located in Scottsdale, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Brown is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 65 and Series 66 registrations with five years of industry experience. He previously worked at Securities America, Prostatis Group LLC, and McPherson Financial Group. Outside of his advisory work, he volunteers on the fundraising committee for Unique Foundations, Inc., a nonprofit organization. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, while supporting multiple platforms and third-party services.

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.

Tom Mc Dermott is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His work history includes roles at Securities America Inc. from 2017 to present and Mutual of Omaha from 2010 to 2017. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management with a diverse range of investment options.

Preston Schmidt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He 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, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm integrates holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and asset management services separate.

Victor Sanders is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors Corporation, Managed Account Services, LLC, and IPC. Outside of advisory work, he has modeled for Graco children's products on a part-time basis. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.