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.

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, holding a Series 66 designation and one year of industry experience. He has previously worked at various organizations including Prospect Blue, Family Tree Health Care, Phoenix Children's Hospital, and academic institutions such as Arizona State University and Estrella Mountain Community College. He is also an owner and associate of Blue Sky Financial Services PLLC, where he works as an independent contractor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through its affiliations and specialized programs.

Christine Villacis is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America since 2022. Outside of her advisory work, she owns a small sole proprietorship related to raising backyard chickens and selling eggs and chicks as a hobby involving her young son. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

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®-certified advisor with 30 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Lincoln Financial Advisors, Avantax Advisory Services, and a 22-year tenure at 1st Global Advisors. In addition to his advisory work, he is a practicing CPA, teaches virtual tax software classes, and serves as a soccer referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and technology-driven solutions.

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® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Scottrade for five years and has a brief period listed as seeking employment in 2018. Outside of his advisory role, Vincent works as a golf course ranger at Granite Falls Golf Course in Surprise, AZ on weekends. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Michael Ulrich is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been active in wealth management since 1999 and joined Merrill in 2005. His professional focus encompasses serving high net worth retirees, corporate executives, business owners, and philanthropists, utilizing the Total Merrill platform to support his advisory services. Michael holds a Bachelor's Degree from Northern Arizona University and has completed an Accredited Certificate Program at Ottawa University. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has been recognized on the Forbes “Best-in-State Wealth Advisors” list for several consecutive years, including 2022 through 2025. In addition to his professional commitments, Michael is involved in 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 affiliated with LPL Financial since 2024. He previously spent 19 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Lyon is also involved in selling non-variable life and long-term care insurance through Brokerage Resources Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to support both discretionary and non-discretionary management strategies.

Michael Van Horn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Bank since 2007 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Lance Baxter is a CFP® and holds a Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lori Derrick is a financial advisor with Edward Jones in Glendale, AZ, holding the Series 66 designation and bringing 13 years of industry experience. She has worked at Edward Jones across two periods, from 2007 to 2020 and since 2025, as well as with Raymond James Financial Services from 2020 to 2025. She also operates Derrick Family Financial, her own business, concurrently since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.