Gary Chamberlain is a financial advisor with Edward Jones in Gilbert, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Emma Ngo is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work history at Thrivent Financial, as well as experience in the hospitality sector with Scottsdale Resort and Spa and Sanctuary Resort. Ngo also worked at Canopy Tempe and has experience in education from her time at Arizona State University, Jefferson High School, and Oak Grove Middle School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning through a network of advisors. The firm’s approach includes holistic, model-driven analyses and a consolidated billing option combining planning with managed-account programs, while maintaining separate services.

Jason Arciniega is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2006. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Greenway is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Eaton Vance Distributors, Inc. for 12 years before joining LPL Financial in 2017. In addition to his advisory role, he is involved in Aero Security Training, a non-investment-related activity based in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools while overseeing substantial discretionary assets through a large network of advisors.

Maggie Zaun is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017 and previously worked at UHC Optum 360 for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Peter Girgis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 18 years of industry experience. His career includes roles at Fidelity Investments, LPL Financial, Ameriprise Financial Services, and Edward Jones. He is based in Fountain Hills, AZ. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

William Brooks is a financial advisor with Cetera, holding the CFP® and ChFC® designations, and has 28 years of industry experience. His prior work includes over a decade at Cetera Advisors LLC and earlier roles at Pacific West Financial Consultants Inc and Osaic FA, Inc. Outside of his advisory work, he serves as a soccer referee for youth and competitive leagues. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a large nationwide network of independent advisors, utilizing a multi-manager platform that provides diverse portfolio management options.

Joshua Mogush is a CFP® with 22 years of experience in the financial advisory industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and H&R Block. He also serves as power of attorney for family members managing their financial affairs due to health-related issues. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charles Mills is a Series 66-registered financial advisor with Edward Jones in Gilbert, Arizona, where he has worked since 2008. He has 17 years of industry experience. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Raymond Thompson Jr. is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment strategies and services under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Abraham Martinez Flores is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE, Merrill, and Wells Fargo. Outside of advisory work, he delivers items part-time for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Peter Schraufnagel is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with seven years of industry experience. He worked at BMO Harris Bank NA from 2015 to 2018 before joining Edward Jones. Outside of his advisory role, he is involved in commercial and short-term residential rental properties in Arizona. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an extensive network of advisors and branch offices nationwide.

Louis Schuster III is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and incorporates algorithmic automation alongside human oversight in its planning process.

Audrey Hammond is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, offering a range of eligible investment strategies supported by affiliates with broader derivatives and commodities capabilities.

Azucena Beltran is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and having 11 years of industry experience. 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rolando Quintana is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he develops and guides a team of financial consultants who work to improve the financial well-being of the families they serve. Prior to this, he served as Director of Executive Services at Fidelity Investments from 2020 to 2023. His professional experience at Fidelity Investments includes leadership and management responsibilities focused on financial consulting and executive services. Specific details about his education, credentials, personal interests, or community involvement were not provided.

John Wiegenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 16 years of industry experience. He is also associated with Cradlestone Wealth Services and Wiegenstein & Associates, LLC as a financial advisor. 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 institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement advisory programs.

Paul Burton is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and operates a large nationwide network of financial advisors and branch offices.

Robert Conroy is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2009. 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 strategies supported by the largest financial advisor and branch network in its category.

Erik Woods is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and The Vanguard Group, Inc. Outside of his advisory work, he has experience in the hospitality industry with Flemings Prime Steakhouse and Wine Bar. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated committees to support its advisory approach.