Hunter Hinton is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on providing clients with clear peace of mind, ongoing predictability, and overall control of their financial lives. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and began his financial advisory career as a Financial Advisor at Edward Jones from 2023 to 2024. His professional experience encompasses various aspects of financial planning and client relationship management.

Kal Jamsa Jr. is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent over two decades at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and extensive resources.

Ryan Graham is a Financial Consultant at Fidelity Investments, where he began his current role in 2023. He has over two decades of experience in the financial industry, focusing on retirement planning, tax-efficient investing, and legacy preservation. His career includes positions such as Investment Consultant at Fidelity Investments, Financial Advisor at PFG Advisors - Copper State Wealth Management, and Private Client Advisor and Personal Banker roles at JPMorgan Chase. Ryan's background spans from entry-level teller roles to advanced advisory positions, showcasing a comprehensive understanding of financial services. Ryan holds a California Insurance License. Outside of his professional work, he has personal interests in cars, fitness, music, parenthood, snowboarding, and traveling.

Theresa Cann is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds.

Manuel Hierro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Joseph Woods is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2008. Based in Peoria, AZ, Woods has over two decades of tenure with his current firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Kurt Oswald is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years and WFG Advisors for six years. Outside of his advisory work, he participates in medical research testing. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.

Ivey Lopez is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, Lopez worked at Edward Jones for three years and spent fifteen years at Sephora. Lopez holds a Series 66 designation and is based in Peoria, AZ. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, 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 services that include both direct individual plans and Corporate Financial Planning agreements.

Nicholas Bair is a CFP® and ChFC® financial advisor with 18 years of industry experience. He currently works at Cetera and previously held positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is a licensed insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

John Luy is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert Baird since 1985. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Timothy Woodlock is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, SagePoint Financial, Bank of America, Merrill, and Charles Schwab. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a 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 structured planning tools and modeling techniques to support its advisory services.

Suzanne Crook is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ronald Barton is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and 48 years of industry experience. He has worked at LPL Financial since 2021 and has been involved with Triwealth Partners, LLC since 2019. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers from 1977 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, employing both proprietary and third-party strategies.

Benjamin Israelsen is a financial advisor at Edward Jones in Sun City, AZ, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in various roles across technology, venture partnerships, and nonprofit organizations. From 2020 to 2025, he was affiliated with Brigham Young University in multiple capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.

Clifford Selsor III is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

Scarlet Filmore is a CFP® professional with 17 years of experience in the financial services industry. She has worked at Ameriprise since 2018, following roles at 1st Global Advisors Inc., 1ST Global Capital Corp., and Monheit Financial Group. Outside of her advisory work, she is involved with Young Living Essential Oils, where she occasionally purchases products for personal use. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.