Mari Lloyd is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. Prior to that, she worked at J.W. Cole Advisors and J.W. Cole Financial from 2013 to 2020. She also holds independent trustee responsibilities and is employed in a legal services capacity at Andersen PLLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Joshua Robinson is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has worked at affiliated firms since 2006. In addition to his advisory role, Robinson is an independent insurance agent, a tax preparer, and volunteers as a financial clerk for a local church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding a Series 66 license and eight years of industry experience. Her career includes five years with Edward Jones and three years with Newell Brands, alongside operating Susanne Venberg Consulting since 2011. She serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce and is involved as an independent insurance agent and retail sales influencer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Cody Romero is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 66 and Series 63 licenses and with two years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023 and previously held positions at Costco Wholesale and Bed Bath and Beyond. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Lubna Ahmed is a financial advisor at Edward Jones in Gilbert, AZ, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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.

Samuel Mills is a CFP® and Series 66-registered financial advisor with Edward Jones in Mesa, AZ, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches a monthly financial training class in partnership with an attorney and therapist through the nonprofit 2nd Saturday (WIFE.org), focused on divorce education. Edward Jones is a full-service wealth management firm serving 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 over $1 trillion in assets with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Yesica Cruz is a Series 66 licensed financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2018. She has five years of industry experience and previously held positions at Greystar and Cyracom. Outside of her advisory role, she is involved in rental property management alongside her husband. 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.

Guinnevere Morice is a financial advisor at Edward Jones with 17 years of experience in the industry. She holds the Series 66 designation and is based in Apache Junction, AZ. Morice has been with Edward Jones since 2009. 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 strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the United States.

Deborah Wallace is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as serving clients in the sports and entertainment sectors. She focuses on helping clients create, maintain, and successfully transfer generational wealth, providing personalized strategies tailored to their individual goals and circumstances. Deborah holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations. She completed her high school education at Brookhaven High School. Her client approach emphasizes delivering investment insights from Merrill and leveraging the global network of specialists at Bank of America to assist clients in exploring financial possibilities in today's changing markets. Outside of her professional work, Deborah is involved with the community organization Hattie B. Black Women In Progress. She enjoys dancing, drawing/sketching, football, painting, and spending time with her family.

Brooke Wade is a financial advisor at Edward Jones in Gilbert, AZ, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Mc Kensie Badal is a financial advisor at LPL Financial in Gilbert, AZ, holding a Series 66 designation with 10 years of industry experience. Prior to joining LPL Financial in 2025, Badal worked at Genesis Wealth Partners, CUSO Financial Services, Desert Financial Wealth Management, and Raymond James Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Bryan Stockwell is a financial advisor with LPL Financial in Gilbert, AZ. He holds a Series 65 designation and has been with LPL Financial since 2025. Prior to his current role, he was the owner of Stockwell Consulting LLC, providing IT consulting and software architecture services, and has experience in various other industries including retail and network marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven solutions.

Raymond Tenpenny III is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020, previously holding roles at SigFig Wealth Management LLC and Ttec. 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 investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Solomon is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and also operates his own CPA firm, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. Additionally, he is a partner at Solomon CPAs & Financial Services PLLC, which offers accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and fiduciary services, managing over $256 billion in assets through more than 10,000 advisors.

Brooks Groom is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to pursue their financial goals through strategic investment planning. In this role, he collaborates with clients to assess their current financial landscape and develop investment strategies aligned with their long-term objectives. Prior to his current position, Brooks worked as a Brokerage Service Representative at Charles Schwab from 2023 to 2024 and as a Client Service Associate at Morgan Stanley from 2022 to 2023. His professional experience spans client service and brokerage roles within leading financial firms. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Mark Wiegenstein is a CFP® with 41 years of experience in the financial industry. He has been with Raymond James Financial Services Advisors, Inc. since 2000 and owns Wiegenstein & Associates, LLC, which operates under the trade name Cradlestone Wealth Services. He serves as the acting trustee of the Wiegenstein Family Trust and holds power of attorney for his mother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.

Cassandra Dahline is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for six years with the Newport Beach Police Department and six years at Trader Joe's. 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 approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors.

Jason Silbaugh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2022, alongside a longer tenure at JPMorgan Chase Bank, N.A. since 2008. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brandon Phelps is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked previously at Bank of America, Merrill, and Wells Fargo, among other firms. Outside of his advisory role, he is a partner in Legaceed LLC, an LLC based in Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles with registered investment companies and use of advanced technologies such as AI in research.

Justin Larson is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Bank of America and Merrill from 2014 to 2020, before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its oversight of multiple registered investment companies and use of algorithmic methods and AI in research.