Brian Godwin is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he currently applies his expertise in financial planning. He previously served as a Director and Retirement Planner at Fidelity Investments from 2022 to 2026. Prior to that, Brian worked as an Investment Consultant at Vanguard from 2020 to 2022 and as a Financial Advisor at Edward Jones from 2019 to 2020. Brian's professional focus is on helping individuals and families develop financial strategies aligned with their personal goals and priorities. He emphasizes the importance of thoughtful financial planning as a framework for making informed decisions throughout various life events. By understanding each client's unique circumstances, Brian aims to help them navigate financial complexities and concentrate on their priorities. Outside of his professional work, Brian engages in activities such as family outings, fishing, hiking, visiting museums, and attending theater performances.

Robert Sullivan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group, Inc., and earlier work at the University of Arizona and Target. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jodie Edmunds is a CFP® professional with 20 years of industry experience, currently advising clients at Edward Jones since 2009. She holds Series 63 and Series 66 licenses and is based in Goodyear, AZ. 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 through a nationwide network of more than 23,700 financial advisors.

Scott Dewhurst is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Financial and has prior experience at FSC Securities Corporation and Mass Mutual Investors Services. Dewhurst is also involved with Dewhurst Wealth Management, a business related to his advisory practice. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Brian Hershey is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 13 years before joining Cetera in 2025. In addition to his role at Cetera, he is involved with Wilde Wealth Management Group as a financial advisor and a member of Hershey Wealth Management LLC, which manages business-related expenses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Reilly is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Garrett Storr is a Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial strategies tailored to clients' unique goals. He aims to build holistic plans designed to support long-term success and peace of mind. Garrett has been with Fidelity Investments since 2021, progressing through roles as Financial Representative and Investment Consultant before his current position. He holds a California Insurance License. Outside of his professional work, Garrett is involved in family activities, hiking, military service, caring for pets, traveling, and volunteering.

Nikos Gutrugianios is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in several entrepreneurial ventures, including owning an e-commerce business selling various products on Amazon and participating in real estate activities such as buying, selling, and managing rental properties. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory program.

Michael Lyons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Robert Wade is a CFP® professional with 23 years of industry experience. He has been with LPL Financial since 2005. Wade also holds a role related to investments at Credit Union West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of adviser representatives. The firm offers a variety of advisory services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Tyler Boxwell is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked in full-time education for a year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

David Dobrusin is a financial advisor with LPL Financial in Sun City, AZ, holding CFP® and Series 66 credentials and over 16 years of industry experience. He has worked at Cambridge Investment Research Advisors and operates Dobrusin Financial LLC as well as David J. Dobrusin, CPA, PLLC, providing tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Thomas Gerboth is a CFP® with 14 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior roles include positions at Harbour Investments, Thompson Wealth Management, Tandem Wealth Advisors, and Schwab Private Client Investment Advisory. He is also the owner of Gerboth Ventures LLC, a business involved in real estate. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Eric Long is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Marnie Rose is a financial advisor with UBS Financial Services in Tolleson, AZ, holding a Series 66 designation and 25 years of industry experience. Her career includes two periods at UBS Financial Services, from 2005 to 2017 and from 2018 to the present, as well as a one-year tenure at RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors who utilize proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Jared Duran is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Financial Engines Advisors L.L.C. for ten years before joining Edelman Financial Engines. The firm provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Edelman Financial Engines employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

William Newbury is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at First Financial Equity Corporation for 10 years before joining Cambridge in 2022. His other business activities include serving as an insurance agent and operating under a trade name within the financial services sector. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, by offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm employs various investment strategies, including proprietary models and third-party managers, and provides both discretionary and non-discretionary portfolio management tailored to client objectives.

Kelly Lavine is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a part owner and governor of Lavine Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Andrew Fausett is a Planning Consultant at Fidelity Investments. In this role, he meets with clients regularly to understand their individual needs and concerns, collaborating with them to identify strategies tailored to their unique financial circumstances. Andrew has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience at Fidelity has provided him with a comprehensive understanding of financial planning and client relationship management.

Michael Wehner is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is the owner of TRU Financial LLC, through which he operates his financial services business, and serves on the finance committee of St. Clare of Assisi Catholic Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.