Ray Jonas is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at Fidelity since 1993, including positions at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base that includes retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a unique role among large institutional peers through its regulatory registrations and use of AI-driven methodologies.

Natalie Flamm Stutenroth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nancy Huynh is a financial advisor at Fidelity with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2020, as well as previously at Charles Schwab & Co., Inc. and USAA Financial Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Craig Despres is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Phoenix, AZ. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining MassMutual, he worked at Adopt Technologies, LLC and Zayo Group. He is also the owner and manager of Milestone Financial, LLC. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and a range of programs including divorce planning, estate settlement, and employer-sponsored planning.

Martin Falcon is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments, Fidelity Brokerage Services LLC, Charles Schwab Bank, Charles Schwab, and USM, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management, and involvement with registered investment companies and fund-of-funds.

Rickey Pickering is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Theresa Engle is a financial advisor at Osaic Wealth, Inc. with 36 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at Osaic since 2018. Prior to that, she was with Signator Investors and Orba Financial, and she also operates as a sole proprietor under Cws Financial Services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and third-party management options.

David Barnett is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at Avantax Investment Services and PK Financial Strategies. He is also president of DB Golf, LLC, a company involved in revenue management. Cetera Investment Advisers LLC serves individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Brent Hodges is a Series 66 licensed financial advisor with Edward Jones in Goodyear, Arizona, and has three years of industry experience. Prior to joining Edward Jones in 2022, he spent 15 years at Palm Valley Church. He also coaches varsity softball at Millennium High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Henze is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2023, he worked at USAA Investment Services Company and USAA Financial Advisors, Inc. for a combined 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Derrick Jennings is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, Morgan Stanley, and JPMorgan Chase Bank, N.A. prior to joining his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Tevis West is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013 and owns a separate support company, T.W. FINANCIAL PLLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Matthew Parker is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he was affiliated with Matt Parker PLLC and RE/MAX Professionals for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jack Lamm is a CFP®-designated financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. and has a background in education. Outside of his advisory role, he serves as treasurer for Trout Unlimited, Inc., a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various wrap fee advisory programs, utilizing both in-house and third-party investment managers.

Jacob Somero is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at Merrill, Bank of the West, BancWest Investment Services, and Vanguard through Randstad, Inc. He is currently based in Phoenix, AZ. 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 range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of advisors and advanced operational tools.

Jeremiah Bartlett is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop customized wealth plans that align with their goals, values, and future vision, aiming to simplify complex financial matters and support confident wealth management. Jeremiah's professional experience includes roles at Vanguard, where he served as Google Retirement and Benefits Planning Concierge from 2018 to 2021, Senior High Net Worth Wealth Planning Consultant from 2014 to 2018, and Retirement Plan Services Consultant from 2012 to 2014. He holds a California Insurance License.

Jorge Zavala Mora is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been with J.P. Morgan Securities LLC since 2015 and J.P. Morgan Chase Bank since 2018, based in Peoria, AZ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities.

Carl Hulse is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior roles include positions at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., and National Planning Corporation. He also operates PLAN 4, Inc., an entity associated with his LPL business. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Gary Frisch is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and affiliation with family trusts and investment partnerships. He serves as treasurer on the board of Sun City Area Interfaith Services, a nonprofit organization providing supportive community programs. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Logan Brinkmann is a financial advisor with Raymond James Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SilverTree Collective, Silver Tree Wealth Partners, and Edward Jones Investments. Outside of his advisory work, he has been involved with SilverTree Collective and Silver Tree Wealth Partners in associate capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and supports municipal and public-finance advisory services through a unique affiliation with a municipal advisor.