Micah Davidson is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 65 licenses. He began his advisory career in 2025, with prior experience at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Four Corners Financial Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a broad range of financial topics without implementing recommendations directly. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and portfolio management services.

Christopher Armenta is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at USAA Investment Services Company and USAA Life Insurance Company. Outside of his advisory role, he is involved with the Church of God for the Nations in Phoenix, where he participates as a worship team member providing musical support. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

David Bown is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, and Mass Mutual Investors Services. Outside of his advisory role, he owns a sole proprietorship that produces a Christian radio show focused on Bible lessons, personal empowerment, and success strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and access to multiple third-party money managers.

Camille Rosen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Fidelity in Glendale, AZ. Her career includes prior roles at Charles Schwab and Nordstrom, with a consistent focus on investment advisory services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, offering discretionary and non-discretionary portfolio management alongside model portfolio construction using proprietary research and quantitative methods.

Evelyn Quintanar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Bank of America, where she had a 19-year tenure. Outside of her advisory role, Evelyn serves as a Member at Large for the Centennial Packbackers, a booster club supporting student and parent participation in local football programs through fundraising and volunteer efforts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.

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 in Glendale, AZ, holding Series 63 and Series 65 credentials 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Patrick Duffy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including SCF Investment Advisors, First Financial Equity Corporation, Bank of America, and Merrill. Outside of his advisory role, he serves as a City of Surprise councilmember. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Torrey Jewett is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Wells Fargo Investments and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies.

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.

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.

Russell Trapp is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he maintains an Arizona real estate license for personal and family use and is an owner of an LLC that owns a Cessna 172 airplane flown by his wife. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ted Duvall is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Peoria, AZ. Outside of his advisory role, he is a member of Kingdom Advisors, a professional association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies.