Bryan Stockwell is a financial advisor with LPL Financial, holding a Series 65 registration and having one year of industry experience. He also owns Stockwell Consulting LLC, an IT consulting and software architecture business. His prior experience includes roles at Discount Tire, Apisero, and Isagenix International LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

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, holding Series 65 and Series 63 designations and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA practice, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. He is also a partner at Solomon CPAs & Financial Services PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

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 seven years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2022, also working at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Brandon Phelps is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Ameriprise. Outside of his advisory work, he is a partner in Legaceed LLC, an LLC based in Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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.

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 licenses and bringing 29 years of industry experience. He has worked 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 and offers both brokerage and advisory solutions.

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 who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His prior roles include positions at Merrill and Hardy Asset Management. He is also vice president and membership committee chair of a local networking group in Gilbert, Arizona, and owns Blue Dot Wealth Management. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through multiple platforms and maintains proprietary affiliated model strategies under the Founders Gate Capital brand.

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.