Jonathan Miles is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is noted for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending.

Michael Riviere is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2014, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Michael works closely with clients to understand their financial situations and priorities, developing personalized strategies that align with their goals and preferences. He holds a California Insurance License. Michael integrates values such as loyalty, duty, respect, selfless service, honor, integrity, and personal courage into his professional and personal life. Outside of work, his interests include family activities, fitness, military service, motorcycles, pets, and scuba diving.

Efrain Ramirez is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and two years of industry experience. His prior work includes roles at ADP and USAA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm has over 23,700 financial advisors and manages approximately $1.01 trillion in assets, offering services such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Todd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions while utilizing research and analytics to guide investment strategies.

Asif Ahmed is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and Chase Investment Services Corp. for one year. Outside his advisory roles, he has served as a board member of a technology company focused on business development and growth. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm‑approved tools and modeling techniques.

Ethan Meade is a Planning Consultant who develops engagement strategies tailored to each client's unique needs and collaborates with clients to construct individualized financial plans aimed at achieving their goals. He has professional experience as a Financial Analyst at RR Donnelley from 2023 to 2026 and as a Service Relationship Professional at Morgan Stanley from 2022 to 2023. Outside of his professional work, Ethan has interests in comedy, football, golf, movies, and traveling.

Denise Veerhusen is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at A. G. Edwards & Sons, Inc. and Piper Sandler & Co. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Cody Wheeler is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Cody’s background also includes roles at the University of Arizona and Byrne and Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jordon Wheeler is a CFP® with 10 years of industry experience currently advising at Raymond James Financial. He previously worked at LPL Financial and Edward Jones. Wheeler is also the branch owner and advisor of Arrowhead Wealth Partners, a non-investment related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing analytical tools and risk profiling to support client goals.

David Maxton is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2007. Outside of his advisory work, Maxton is a part owner of Maxton Farm in Jackson, Missouri. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Sullivan is a financial advisor with J.P. Morgan Securities in Sun City West, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group. 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 through a non-discretionary program.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding role at Arizona State Credit Union. Outside of her advisory work, she owns and operates a cattle business through Lazy P Lazy P, LLC. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Garrett Storr is a Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial strategies tailored to clients' unique goals. He aims to build holistic plans designed to support long-term success and peace of mind. Garrett has been with Fidelity Investments since 2021, progressing through roles as Financial Representative and Investment Consultant before his current position. He holds a California Insurance License. Outside of his professional work, Garrett is involved in family activities, hiking, military service, caring for pets, traveling, and volunteering.

Nikos Gutrugianios is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at MSI Financial Services. Outside of his advisory role, he is involved in e-commerce through ownership of a business that sells products on Amazon, and he participates in real estate activities including property ownership and management. 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 searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with a focus on Eligible Strategies and may incorporate ESG considerations.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2001 and has also been affiliated with firms including Raymond James Financial Services Advisors and ONEAZ Credit Union. 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 financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Tyler Boxwell is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked in full-time education for a year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

David Dobrusin is a financial advisor with LPL Financial in Sun City, AZ, holding CFP® and Series 66 credentials and over 16 years of industry experience. He has worked at Cambridge Investment Research Advisors and operates Dobrusin Financial LLC as well as David J. Dobrusin, CPA, PLLC, providing tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Gary Yeager is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has operated his own firm, G. A. Yeager & Co, since 1977. In addition to his advisory work, he prepares taxes through a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Eric Long is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

William Newbury is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. His career includes prior roles at First Financial Equity Corporation, Waddell & Reed, and RBC Capital Markets. Outside of his advisory work, he is involved in an insurance business and operates under a trade name for financial services. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies as well as unaffiliated third-party advisers.