Danny Brimhall is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2005 to 2026. In addition to his advisory role, he owns Brimhall Financial Group, a branch support company. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Rechkemmer is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 1991 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he has ownership interests in several rental properties, including residential and commercial real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Patricia Wightman is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, she worked in education with the Mesa Public Schools and Tempe Elementary School District. She also owns a consulting business, PG Wightman Consulting, LLC, which she plans to close. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various JPMorgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, including the use of ESG eligibility frameworks.

Corbin Krell is a financial advisor with OSAIC, holding Series 65 and Series 66 registrations and over 26 years of industry experience. His career includes previous roles at Woodbury Financial Services and Questar Asset Management, as well as operating Krell Financial Group since 2007. Outside of advising, he is a partner in a cigar bar and is licensed as a real estate salesperson, working as an independent contractor with Axen Realty. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior work includes roles at Edward Jones and several firms operating under the Anderson, Foe, Kent, and Madsen group. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to both affiliated and third-party managers through various program structures and custodial relationships.

Kyle Singer is a financial advisor with Cetera in Gilbert, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Cetera in 2026, he worked at Edward Jones and Charles Schwab & Co., Inc. Outside of his advisory role, he co-owns an LLC created for trust purposes related to a family-owned RV. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across various program structures.

Lucas Reis is a financial advisor with Edward Jones in Mesa, AZ, holding the CFP® and ChFC® designations and the Series 66 license. He has 16 years of industry experience, including prior roles at Charles Schwab and two separate periods at Edward Jones totaling 14 years. Outside of advisory work, Reis is involved in fitness-related businesses, co-owning two LLCs and operating a fitness franchise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jay Massow is a CFP® professional affiliated with LPL Financial, bringing 34 years of industry experience. His prior roles include 17 years at Raymond James Financial and 11 years with Plumb Realty. Outside of advising, he owns and operates a branch support company. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technology and a broad financial platform.

Ryan Lynch is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Mclain is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory support for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Debra Gallegos Caldwell is a financial advisor at Cetera with 34 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of advisory services, she owns and operates Caldwell Financial Inc., which sells dental plans, insurance, and health products, and she also works as an insurance agent offering life, health, disability, annuities, and long-term care products. Additionally, she refers clients for estate planning services through American Living Trust Services, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party money managers.

Benjamin Backus is a financial advisor with J.P. Morgan Securities based in Mesa, AZ. He holds the Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at The Vanguard Group, Inc. and several financial and lending firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes a broad range of derivatives and commodities capabilities.

Kahri Thompson is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Kahri worked at LoanDepot and held various roles in the legal sector and hospitality industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Martin Ercoline IV is a Series 66-licensed financial professional with seven years of industry experience. He is currently with Cetera and also operates financial services under the DBAs Advanced Wealth Management and FFEC Wealth Partners. In addition to his advisory work, he is a high school wrestling coach at American Leadership Academy in Gilbert, AZ. 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 provides a range of portfolio management and consulting services through a multi-manager platform that offers access to both affiliated and third-party investment managers.

John Leitch is a financial advisor with Primerica Advisors in Mesa, AZ, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, he is a managing partner of LFC LLC and the founder of the Diabetic Wellness Initiative, a nonprofit focused on diabetes awareness. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment services.

Andi Hernandez is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2025. In this capacity, Andi collaborates with participants to develop engagement strategies tailored to their unique planning needs, preferences, and goals, supporting the maintenance of long-term financial plans. Andi has been with Fidelity Investments since 2017, progressing through various positions including Financial Representative, Relationship Manager, Planning Consultant, and Director, Retirement Planner. This progression reflects experience in client relationship management and retirement planning. Outside of work, Andi's interests include family activities, fitness, social events with friends, pets, and traveling.

Mark Link is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates ESG eligibility criteria in its recommendations.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ. She holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Her prior work includes positions at DFPG Investments, Inc. and VSR Financial Services, Inc. She is also the owner of a real estate company in Gilbert, AZ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisors.

Matthew Burton is a financial advisor at Edward Jones with a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Neuro-Behavioral Institute and AT Still University and also served in the United States Army Reserves. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.