Bruce Thompson is a financial advisor with Wells Fargo Clearing in Sun City, AZ, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large-scale investment approach supported by research and analytics, offering both brokerage and advisory solutions.

Brigham Montez is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting its extensive network of over 22,800 advisors.

Victor Larosa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as Vice President of the Eagle Ridge Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2013, including a recent tenure at Centaurus Financial Inc. Outside of advisory work, he is involved in tax planning through Forum Tax Planning and holds a notary commission in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and combining advisory services with a range of non-advisory financial products.

Arvie Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Morgan Stanley and its affiliated entities from 1999 to 2012. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Tammy Austin is a financial advisor with Wells Fargo Clearing in Peoria, Arizona, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been 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, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brett Andrews is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work history includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is involved in several business activities outside of advisory services, including leadership and ownership roles in multiple financial and insurance-related firms, as well as education and consulting positions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Doris Guardiola is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes a long tenure at the Department of the Treasury from 1984 to 2024. Outside of her advisory role, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors in Peoria, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked for First Command Advisory Services and related entities for over a decade before joining Cambridge. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a variety of platforms and third-party advisers.

Kimberly Leach is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Ameriprise since 2016 and previously spent a year at Wedbush Securities Inc. She is also a co-owner of Horizon Management Group LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware strategies.

Jonathan Miles is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is noted for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending.

Crystal Leon is a financial advisor at Merrill with six years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Bank of America, N.A., Phillips Law Group, Anderson and Cabrera Law Group, and Regus Business Centers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Truscott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, LLC and The Prudential Insurance Company of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Michael Riviere is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2014, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Michael works closely with clients to understand their financial situations and priorities, developing personalized strategies that align with their goals and preferences. He holds a California Insurance License. Michael integrates values such as loyalty, duty, respect, selfless service, honor, integrity, and personal courage into his professional and personal life. Outside of work, his interests include family activities, fitness, military service, motorcycles, pets, and scuba diving.

Efrain Ramirez is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and two years of industry experience. His prior work includes roles at ADP and USAA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm has over 23,700 financial advisors and manages approximately $1.01 trillion in assets, offering services such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Todd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at 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 combines brokerage and advisory solutions while utilizing research and analytics to guide investment strategies.

Asif Ahmed is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and Chase Investment Services Corp. for one year. Outside his advisory roles, he has served as a board member of a technology company focused on business development and growth. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm‑approved tools and modeling techniques.

Ethan Meade is a Planning Consultant who develops engagement strategies tailored to each client's unique needs and collaborates with clients to construct individualized financial plans aimed at achieving their goals. He has professional experience as a Financial Analyst at RR Donnelley from 2023 to 2026 and as a Service Relationship Professional at Morgan Stanley from 2022 to 2023. Outside of his professional work, Ethan has interests in comedy, football, golf, movies, and traveling.

Denise Veerhusen is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at A. G. Edwards & Sons, Inc. and Piper Sandler & Co. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Eva Obregon is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. She previously worked with Lincoln Financial Advisors and Edward Janulis, among other firms. Outside of advising, she operates EBA Legacy LLC for managing business expenses and provides notary public services as a free community offering. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, unified managed accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and allows advisors to tailor strategies with discretionary or advisor-managed options.