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® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Harbour Investments, Thompson Wealth Management, Tandem Wealth Advisors, and Charles Schwab. Outside of advising, he is involved in real estate through Gerboth Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Eric Long is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and 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, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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 credentials and has previously worked at Edward Jones and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process paired with planner delivery and online tools, offering diversified portfolios and discretionary and non-discretionary management options.

William Newbury is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. His career includes prior roles at First Financial Equity Corporation, Waddell & Reed, and RBC Capital Markets. Outside of his advisory work, he is involved in an insurance business and operates under a trade name for financial services. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies as well as unaffiliated third-party advisers.

Manjul Chugh is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner of a rental property. 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. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

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 at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance. He is the owner of TRU Financial LLC, where he sells life, disability, and long-term care insurance. He also serves on the finance committee at St. Clare of Assisi Catholic Church, reviewing parish financial documents. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party managers.

Charles Kessler III is a financial advisor with Edward Jones in Glendale, AZ, holding Series 66 and Series 63 licenses and having 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Laura Carolina is a financial advisor with Ameriprise in Glendale, AZ, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Bankers Life Advisory Services, Valic Financial Advisors, and Spring Venture Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

David Fellows is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2008 and also operates Fellows Tax & Financial Service, which provides tax preparation, accounting, and non-variable insurance services. 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 management, supported by a large network of investment adviser representatives.

Devon Gillard is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation and bringing approximately two years of experience in the financial industry, including prior roles at Morgan Stanley and The Vanguard Group. His work history also includes positions outside of finance in automotive and real estate sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Cody Whiren is a Planning Consultant at Fidelity Investments, where he works directly with in-book clients to guide them through key decisions that contribute to a confident retirement. His role involves reviewing comprehensive retirement analyses, building tax-efficient investment strategies, and designing sustainable income plans tailored to each client's goals. He collaborates closely with financial advisors to develop and implement holistic financial plans that support long-term financial well-being. Before his current position, Cody served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2024 to 2025. This progression reflects his growing experience in client relationship management and financial planning within the firm. Outside of his professional work, Cody's personal interests include camping, comedy, football, and hiking.

William Wheeler is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, he has worked as a computer programmer consultant and has provided tax preparation, bookkeeping, and fixed life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, 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.

Mustafa Bilenler is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and 20 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Sagepoint Financial, INC and Advisor Group. Edward Jones is a full-service wealth management firm serving both 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 over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kevin Bosworth is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments during his career. Prior to entering the financial industry, he was associated with Walden University and A New Hope LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nicholas Lenning is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has operated his own firms, including Lenning & Associates and Lenning Tax and Accounting Services Inc, providing tax preparation, bookkeeping, and wealth management services. His experience spans both financial advising and accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment strategies.