Steffani Johnstone is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of advisory work, she is employed with DoorDash. 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.

Beaux Treguboff is a financial advisor with LPL Financial based in Glendale, AZ, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL in 2020, he worked at Morgan Stanley in various capacities from 2008 to 2020, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of portfolio strategies.

Michael Federico is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and First Financial Equity Corp. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options and employs a range of investment strategies, including proprietary model portfolios and access to third-party managers.

Timothy Lovell is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America, Morgan Stanley, The Vanguard Group, Adobe Home Systems, and Wells Fargo. Outside the financial sector, he held a position at Buffalo Chip Steakhouse and Saloon. Merrill, along 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 plans, corporations, and charitable organizations.

Kimber Bettino is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc., First Financial Equity Corp, and engaged in notary services. Bettino has been with Edward Jones since 2021. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Cameron Harper is a CFP® with 11 years of industry experience, currently affiliated with Fisher Investments since 2024. His prior work includes roles at Charles Schwab Bank, Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. In addition to his advisory career, he has been associated with Jacob Zuniga DDS since 2015. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and high-net-worth investors. The firm employs a centralized Investment Policy Committee to construct diversified portfolios and uses tax-aware and risk management strategies in its investment approach.

Chris Howard is a financial advisor with LPL Financial based in Sun City, AZ. He holds the CFP® designation and securities registrations Series 63, 65, and 66, and has 25 years of industry experience. His prior work includes a year at Merrill before joining LPL Financial and Flagstar Bank N.A., where he has worked since 2010. 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 and access to third-party asset management, utilizing various strategies and advisor-support tools across a broad platform.

Maryse Marshall is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, including a role at Bank of America, N.A. since 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Piankhi Sykes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role, he was involved with Private Client Travel L.L.C. for five years. He is based in Goodyear, AZ. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved fund strategies.

Angela Turlington is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2019. She has two years of industry experience and previously worked in marketing and disability services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

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.

Brandon Willard is a financial advisor at Edward Jones in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach for the Deer Valley Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.