Alden Meulenberg is a CFP® certificant with nine years of industry experience, currently serving clients at Edward Jones since 2016. He holds the Series 66 designation and is based in Goodyear, Arizona. Outside of his advisory role, he manages a mixed-use rental property in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Noah Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to providing a deep and thorough planning process to cover all parts of one's financial life. Prior to his current role, Noah served as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2024 and 2022 to 2023, respectively. He also worked as a Client Relationship Specialist at Vanguard from 2021 to 2022. Throughout his career, Noah has gained experience in client relationship management and financial planning. His professional background reflects a focus on assisting clients with comprehensive financial strategies. Further details regarding his education, credentials, or personal interests have not been provided.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Paulette Treguboff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 various advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by in-house and third-party research.

Patrick Duffy is a financial advisor at LPL Financial with 14 years of industry experience. His previous roles include positions at SCF Investment Advisors, First Financial Equity Corporation, Bank of America, and Merrill. In addition to his advisory work, he serves as a city councilmember for the City of Surprise, Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Nora Rodriguez is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds a Series 66 license and is based in Peoria, AZ. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Michael Golinski is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and has prior experience at Northwestern Mutual and Petsmart. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Clark Krueger is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Krueger performs as a freelance musician for occasional events and church services, as well as with the Extreme Decibel Big Band. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without discretionary portfolio management. The firm offers a combination of holistic, goal-based planning and managed-account services through a consolidated billing option called WealthPlan.

Michael Lavine is a financial advisor with Stifel in Buckeye, Arizona, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Stifel since 2007. Outside of his advisory role, he serves as a governor for LaVine Holdings LLC, a real estate entity. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jerry Ball is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to this, he worked in various capacities at Fidelity, including Investment Consultant from 2015 to 2016, Portfolio Specialist from 2014 to 2015, and other service roles from 2011 to 2014. His earlier experience includes positions in securities and insurance sales at PFS Investments and securities trading at Bright Trading Inc. Jerry's career began on Wall Street as a securities trader, which provided a foundation for his transition to working directly with families to build financial plans. He focuses on simplifying complex financial concepts to assist his clients effectively. No specific information about his education, credentials, personal interests, or community involvement has been provided.

Jason Pickering is a Series 66 licensed financial advisor with Edward Jones, based in Sun City, AZ. He has one year of industry experience, including prior employment at Sentinel Technologies from 2001 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Paul Koch is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Lizette Parada is a financial advisor with LPL Financial in Goodyear, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Wendy Stolcis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. 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, incorporates modern portfolio theory, and includes discretionary options tailored to plan objectives and risk tolerances.

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.

Justin Kauffman is a CFP®-designated financial advisor with 10 years of industry experience. He is currently affiliated with Cetera and has previously worked with Independent Financial Group and United Planners Financial Services. Outside of his advisory role, he is involved with Pinnacle Creative Arts, an organization that supports young performers in developing their talents, and serves as an officer for a youth volleyball club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to both affiliated and third-party investment managers.

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.

Diane Robinson is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of her advisory role, she is a self-employed motivational speaker and is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors who use model-driven investment strategies supported by third-party managers and custodians.