Gary Truax is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Wedbush Morgan Securities and Ameriprise Financial Services, Inc. Truax has involvement in managing an independent business, Taurus Partners, alongside his advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Chris Luttman is a Financial Consultant currently working at Fidelity Investments since 2022. He has 20 years of experience partnering with clients to develop financial and retirement plans, leveraging Fidelity's brand, strategy options for pre and post-retirement, and investment platform. His prior roles include Wealth Advisor at US Bancorp Investment Services from 2019 to 2022, Financial Advisor at Key Investment Services from 2015 to 2019, and Wealth Management Advisor at TIAA CREF from 2004 to 2013.

Mark Newcomb is a financial advisor with Merrill in Peoria, Arizona, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior roles include positions at Princor Financial Services and Principal Life Insurance Company, where he worked for seven years. He also serves as a co-trustee of a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyle Kent is a Financial Consultant who collaborates with clients to plan for their goals on their terms, focusing on navigating risk, income, and tax-efficient investing. He has extensive experience at Fidelity Investments, having held multiple roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, Equity Compensation Consultant from 2020 to 2021, Equity Compensation Associate from 2019 to 2020, and Equity Trader from 2018 to 2019. Kyle's professional background reflects a breadth of experience within investment consulting and equity compensation, contributing to his expertise in financial planning and client relationship management. Outside of his professional work, Kyle enjoys cooking and baking, fitness, exploring food, outdoor adventures, parenthood, and reading.

Jareese Williams is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding a Series 66 credential and having two years of industry experience. Prior to joining Thrivent in 2025, Williams worked at Ameriprise from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning areas. The firm integrates planning with managed-account programs under the “WealthPlan” option while maintaining separate planning and portfolio management services.

Andrew St.John is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and 1st Global Advisors Inc. Outside of his advisory work, he is involved in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Chris Emery is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Chris worked as a High Net Worth Representative at Charles Schwab and as a Brokerage Trading Specialist at USAA. Chris specializes in retirement income planning, tax-efficient investing, and protecting multi-generational wealth. As a Certified Financial Planner™, he approaches financial planning as an ongoing process and is committed to helping clients and their families navigate significant life events by co-creating tailored strategies aligned with their financial goals.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Kyle Fugit is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 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, offering a range of investment advisory programs and fiduciary services supported by a large network of financial advisors and branch offices nationwide.

Mirza Kevric is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Monolith Group and CHASE BANK. Kevric has been with J.P. Morgan Securities since 2022 and has a longstanding association with JPMorgan Chase Bank since 2016. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by in-house due diligence and ESG processes.

Robert Gage is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Summer Darkis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Larry Osa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His previous roles include 11 years at RBC Capital Markets before joining Robert W. Baird in 2019. Outside of his advisory work, he serves on the board of Sunshine Dog Rescue, where he helps establish intake and adoption policies. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional to non-traditional investments and providing both discretionary and non-discretionary management options.

Robert Schoen is a CFP® with 39 years of industry experience, currently serving at Cetera. He also owns Schoen & Co., a CPA firm providing income tax preparation and related services since 1979, and works as a CPA at Fates, Bodily & Parker CPAs. His career includes over two decades at Cetera and its affiliated entities, alongside running his own financial advisory practice since 2014. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager investment platform through a nationwide network of over 10,000 independent advisors. It serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients with various portfolio management and financial planning services.

Timothy Woods is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Woods operates a private wealth management business under Rock Martin Private Wealth Management affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support investment decision-making.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. Merrill, together 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.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Jonathan Mueller Schrader is a financial advisor with LPL Financial based in Glendale, AZ, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at notable firms including BMO Harris Financial Advisors, Inc. and M&I Trust Company Inc, with tenures spanning more than two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various account types.

Tricia Pickering is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.