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.

Derek Skains is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of his advisory role, he collects royalties from family-owned land in Louisiana and serves as president of Skains Investment Partners, LLC, an insurance-related business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client needs.

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.

Jacqueline Villa is a financial advisor at Osaic Wealth Inc with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Woodbury Financial Services, and National Planning Corporation. Villa is also named as a future trustee on a family trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Matthew Goldman is a financial advisor with Charles Schwab in Peoria, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank and Yard House, as well as public service with the Jurupa Community Services District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts through an integrated and large-scale operational platform.

Tyler Zavala is a financial advisor with LPL Financial, holding the CFP® designation and Series 65 and Series 63 licenses, and has six years of industry experience. Prior to joining LPL Financial in 2022, he worked at AE Wealth Management, LLC and Independent Wealth Management. He also provides tax preparation and accounting services through his business, Rock Martin Private Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services including model portfolio programs and third-party asset management, supported by a large network of investment adviser representatives.

Miguel Hernandez Jr. 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 2019, having also worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alan Conrad is a financial advisor with Raymond James Financial in Goodyear, AZ. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked in various roles including positions at Family Tree Health Care and Prospect Blue. He owns Blue Sky Financial Services PLLC, through which he operates as an independent contractor for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christine Villacis is a Series 66-registered financial advisor at Merrill with four years of industry experience. She has worked at Bank of America since 2022 and has been with Merrill since 2005. Outside of her advisory role, she operates a sole proprietorship related to raising backyard chickens as a hobby with her son. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Peterson is a financial advisor at Edward Jones with 12 years of industry experience. He has held his position at Edward Jones since 2013. Outside of his advisory role, he owns two consulting businesses focused on business development and energy optimization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Charles McGrath Jr. is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Lincoln Financial Advisors Corporation, Avantax, and 1st Global Advisors. In addition to his advisory role, he has extensive experience as a CPA and tax professional, and he also serves as a soccer referee and instructor for tax software. 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 wide range of financial planning and investment management services through a large network of advisors and utilizes various investment platforms and operational tools.

George Denham is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including OneAmerica Securities, American United Life, Pembroke Financial Services, and Bordier & Cie (UK). Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and fiduciary oversight under ERISA and DOL guidelines.

Vincent Fitzpatrick is a CFP®-designated financial advisor with Edward Jones in Surprise, AZ, bringing 25 years of industry experience. Before joining Edward Jones in 2018, he worked at Scottrade for five years. Outside of his advisory work, he serves as a golf course ranger at Granite Falls Golf Course on weekends. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. 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 funds, operating under a fiduciary standard.

Michael Ulrich is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth retirees, corporate executives, business owners, and philanthropists to develop personalized financial strategies. Using the Total Merrill platform, he aims to help clients pursue their long-term financial goals through customized wealth management approaches. Michael has been in the wealth management industry since 1999 and joined Merrill Lynch in 2005. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He graduated with a bachelor's degree from Northern Arizona University and completed an accredited certificate program at Ottawa University. Michael is involved with several community organizations such as Der Valley Unified School District #97, Dysart Education Foundation, St. Judes Children Hospital, and Stars FC USL2 Soccer. His personal interests include golfing, photography, soccer, swimming, and spending time with his family.

Paul Lyon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL Financial, he spent 19 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also maintains an activity in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a variety of financial planning and asset management solutions through a large network of advisors.

Michael Van Horn is a financial advisor with Wells Fargo Clearing in Surprise, AZ, holding a Series 66 designation and 20 years of industry experience. He has worked with various Wells Fargo entities since 2006 and briefly with Chase Investment Services Corp. in 2007. 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, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.