Joseph Truscott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and The Prudential Insurance Company of America. Truscott is based in Sun City, AZ. 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.

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 in Peoria, AZ, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eva Obregon is a financial advisor at Osaic with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Janulis. Outside of her advisory work, she provides notary public services as a free community offering and manages a separate legal entity to oversee business expenses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to build diversified portfolios, offering a range of advisory platforms and third-party managed solutions.

Matthew Mac Lean is a financial advisor at Ameriprise with 21 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mac Lean serves as president of Quenched, a nonprofit organization, and is a member of the Grand Canyon University College of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored, research-driven recommendations that integrate tax efficiency and adaptive withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cody Wheeler is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Cody’s background also includes roles at the University of Arizona and Byrne and Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase & Co., as well as experience outside finance as a bartender at Civana Wellness Resort & Spa. Osaic Wealth, Inc. serves a diverse 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 and wrap programs. The firm utilizes a variety of asset-allocation tools and manages portfolios across multiple investment types, serving clients with both discretionary and non-discretionary account management options.

Angelica Carbajal is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, USAA, and JPMorgan Chase. Outside of her advisory role, she participates as a member of the Wayfair Tried and True program and works as an independent contractor for Amazon Flex. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory strategies.

Jordon Wheeler is a CFP® with 10 years of industry experience currently advising at Raymond James Financial. He previously worked at LPL Financial and Edward Jones. Wheeler is also the branch owner and advisor of Arrowhead Wealth Partners, a non-investment related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing analytical tools and risk profiling to support client goals.

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 eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers and The Vanguard Group prior to joining J.P. Morgan in 2021. J.P. Morgan Securities 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.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. She has worked at LPL Financial since 2014 and concurrently at Arizona State Credit Union since 2012. Outside of her advisory roles, she is involved in cattle business ownership through Lazy P Lazy P, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Scott Dewhurst is a financial advisor with LPL Financial in Peoria, AZ, holding the ChFC® and Series 63 designations. He has 39 years of industry experience, including 15 years with FSC Securities Corporation before joining LPL Financial in 2020. Dewhurst also operates Dewhurst Wealth Management as a business related to his advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and corporations through a national network. The firm offers financial planning, various advisory programs, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

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.