Tranell Hatfield is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Mark Callahan is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment research.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jennifer Vidaure is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG eligibility frameworks and utilizing broader derivatives and commodities capabilities.

John Porco is a financial advisor with Morgan Stanley in Peoria, AZ. He holds the Series 66 designation and has recently transitioned from roles at Sei and HCA Healthcare. Porco’s background includes experience in healthcare and financial services since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Michael Massarelli is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 65 and Series 63 credentials and having two years of industry experience. His prior roles include positions at The Vanguard Group, Federal First Lending, and Northwestern Mutual. Outside of finance, he was involved with Ten Ninety Brewing Company for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics along with diversification and modern portfolio theory principles to guide investment decisions while offering both brokerage and advisory solutions.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shefali Collins is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. She previously worked at DD Med Trans for seven years before joining Baird in 2022. Shefali is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 brokerage services, supported by internal research and tools such as artificial intelligence to inform client advice.

Patricia Nyborg is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones. Outside of finance, she operates an e-commerce business buying and reselling items on platforms such as eBay and Etsy. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a range of traditional and alternative investment strategies.

Joseph Winters is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2022 and has held various roles including Planning Consultant and Relationship Manager, bringing a comprehensive understanding of investment and financial planning to his current role. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge from 2021 to 2022. Joseph focuses on developing personalized financial strategies that align with his clients' goals, values, and lifestyles. His approach involves taking the time to understand what matters most to each client to help them pursue their financial objectives effectively. Outside of his professional work, Joseph has interests in board games, cars, social events, parenthood, reading, and traveling.

Roland Ho Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is also a Hawaiian lomi practitioner. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

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.

Tiffani Therrien is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 credential and has previously worked at Avantax Investment Services and Pittman Wealth Management, among other firms. She is also involved with Intentional Wealth Solutions LLC, where she works with advisors and clients on solutions and service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program options and third-party managers.

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.

James Van Pelt is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Quicken Loans, Yelp, Inc., and Sandhill's Publishing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

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.