Michael Van Horn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Bank since 2007 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Winne Wang is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan, Wang worked at firms including The Vanguard Group and Northwestern Mutual. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Lance Baxter is a CFP® and holds a Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lori Derrick is a financial advisor with Edward Jones in Glendale, AZ, holding the Series 66 designation and bringing 13 years of industry experience. She has worked at Edward Jones across two periods, from 2007 to 2020 and since 2025, as well as with Raymond James Financial Services from 2020 to 2025. She also operates Derrick Family Financial, her own business, concurrently since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Rebecca Wyatt is a Series 66-licensed financial advisor with LPL Financial, bringing seven years of industry experience. She has held roles at various firms including Cetera Advisor Networks, Freeman Tax Service, and Edward Jones. Outside of advisory services, Wyatt owns Wyatt Welding and Fabrication and is involved in tax preparation and accounting through her roles with Gavilan Peak Tax Service and Freeman Income Tax Service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party sources.

Tony Anderson is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to design, implement, and monitor investment strategies aimed at achieving their long-term investment goals. His professional journey at Fidelity Investments began in 2004 and includes a series of roles with increasing responsibility in investment services and management. His experience spans various positions such as Investment Management Consultant IV, Investment Strategist, Senior Portfolio Specialist, and Portfolio Advisory Service Investment Consultant. Tony holds a California Insurance License, which supports his advisory capabilities within the financial services sector. Outside of his professional work, Tony has interests in camping, outdoor adventures, and traveling.

Nathan Buckles is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has held roles at multiple firms including VOYA Financial Advisors and has specialized in special needs planning through his ownership of Meridian Special Needs Planning LLC. In addition to his advisory work, he operates as an independent insurance agent and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and customizable investment options.

Tranell Hatfield is a financial advisor with J.P. Morgan Securities in Glendale, AZ, holding Series 63 and Series 66 registrations and having nine years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Mark Callahan is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as having experience with Citigroup Global Markets dating back to 1995. Morgan Stanley Wealth Management provides a broad range of advisory programs to both 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 services that include both direct financial planning and Corporate Financial Planning agreements.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Porco is a financial advisor with Morgan Stanley in Peoria, AZ. He holds the Series 66 designation and has recently transitioned from roles at Sei and HCA Healthcare. Porco’s background includes experience in healthcare and financial services since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Michael Massarelli is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at The Vanguard Group, Federal First Lending, and Northwestern Mutual. Outside of finance, he was involved with Ten Ninety Brewing Company for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shefali Collins is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2022. Prior to her current role, she was employed at DD Med Trans and also worked as a freelance photographer. She works within The DDK Group, a team in Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Patricia Nyborg is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones. Outside of finance, she operates an e-commerce business buying and reselling items on platforms such as eBay and Etsy. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a range of traditional and alternative investment strategies.

Joseph Winters is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2022 and has held various roles including Planning Consultant and Relationship Manager, bringing a comprehensive understanding of investment and financial planning to his current role. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge from 2021 to 2022. Joseph focuses on developing personalized financial strategies that align with his clients' goals, values, and lifestyles. His approach involves taking the time to understand what matters most to each client to help them pursue their financial objectives effectively. Outside of his professional work, Joseph has interests in board games, cars, social events, parenthood, reading, and traveling.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Brigham Montez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. His prior work experience includes positions at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Tiffani Therrien is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Pittman Wealth Management. Therrien is also involved in Intentional Wealth Solutions LLC, where she works with advisors and clients regarding solutions and service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a nationwide network of more than 10,000 advisors.

Victor Larosa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as Vice President of the Eagle Ridge Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.