Scott Ahrens is a financial advisor with Wells Fargo Advisors in Gilbert, Arizona, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Advisors since 2020, following prior roles at Wells Fargo Clearing and Allied Outdoor Solutions. Ahrens is also a 50% owner of A.G. Investment Management PLLC, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and planning services to individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and tools, serving clients through a network of financial advisors.

Jasmine Stanfill is a Series 66-licensed financial advisor with Edward Jones in Mesa, AZ, and has 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Logan Radke is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Equitable Advisors and other organizations. Outside of his advisory work, he serves as the offensive coordinator and football coach for Desert Mountain High School in Scottsdale, Arizona. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Catherine O'Connor is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 18 years of experience at the firm since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Joseph Cahill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lloyd Kent is a Series 66-licensed financial advisor with Cetera, based in Mesa, AZ, and has 24 years of experience in the industry. He has been with Cetera since 2002 and also owns Lloyd E. Kent CPA, a tax and accounting services firm he has operated since 1991. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets with a network of more than 10,000 advisors.

Robert Young is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, Young is owner of Blue Dot Wealth Management and serves as Vice President and Membership Committee Chair for a local networking group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Darcie Brown is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to her current role, she worked at Better Homes and Gardens Influence Partners Brokerage and was a fitness coach specializing in weightlifting and nutrition. She continues to be involved in fitness coaching on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Daniel Athmann is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. Their approach includes holistic, goal-based planning across a range of areas, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Justin Chamberlain is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vacation Ownership Consultants and GoDaddy. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. 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 supported by a large network of financial advisors and branch offices.

David Murset is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Jairo Giraldo is a CFA® charterholder with 18 years of industry experience. He has worked at Edward Jones in various roles since 2004, including at Edward Jones Trust Company from 2018 to 2025. Giraldo is currently based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Susan Gallant is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior work includes roles at VALIC Financial Advisors, Agia, and OSAIC Wealth, Inc. She is also involved with Agia as an agent for non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Manuel Torrado is a financial advisor at LPL Financial with 20 years of industry experience and holds Series 63 and Series 65 credentials. His prior work includes roles at CUSO Financial Services, CUNA Mutual Group, Wells Fargo, and Bankers Life Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and LPL Research.

Kira Ross is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at Alegis and Cardinals Management. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Marie Jensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of her advisory role, she is involved in direct sales and promotion of cosmetic and lifestyle products through several companies including Tupperware, Thirty One Gifts, Farmasi, Lime Life by Alcone, and Mary Kay Cosmetics. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christina Lipari is a financial advisor with Edward Jones in Apache Junction, AZ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Empower Advisory Group LLC, among others. Outside of her advisory role, Lipari operates Lipari Coaching LLC, where she provides life and health coaching and hosts a related podcast titled Connecting with Your Inner Hero. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment products. The firm manages over $1 trillion in assets and maintains an extensive nationwide network of financial advisors and branch offices.

Anneliesa Alexander is a Series 66–licensed financial advisor with Edward Jones in Gilbert, AZ, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of over 23,700 advisors.