Tyson Dredge is a Planning Consultant at Fidelity Investments. In his current role, he works closely with clients to develop comprehensive financial plans and clear investment strategies tailored to their unique priorities. Tyson emphasizes the importance of building genuine relationships and ensuring client confidence in their financial decisions. He began his tenure at Fidelity Investments in 2022 as a Workplace Planning Consultant 2 before advancing to his current position in 2023. Prior to that, Tyson worked as a Senior Financial Service Representative 3 at Mountain America Federal Credit Union from 2016 to 2022. Outside of his professional career, Tyson enjoys activities such as visiting the beach, playing board games, fitness, scuba diving, and traveling.

Robert Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Andrew Tuell is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He worked at Lincoln Financial Advisors for nine years before joining LPL Financial in 2023. Tuell also operates Andrew Tuell PLLC, a non-investment-related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing model portfolios, third-party research, and various management strategies.

Stephen Arntson is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Bremer Bank. Since 2018, he has been with JPMorgan Chase Bank and J.P. Morgan Securities. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Valarie Vest is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Outside her advisory role, she is the founder and CEO of an online coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of strategies including proprietary models and access to third-party managers, with customized portfolio implementation across multiple platforms.

Timothy Bunker is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018, following a two-year tenure at Signator Investors, Inc. He is also president of Bunker Financial Services Inc., where he sells and services life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Gary Deardorff is a CFP® professional with 34 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. He has previously worked at Woodbury Financial Services, National Planning Corporation, and Cetera, among others. Outside of his advisory role, he is the managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC, providing investment-related portfolio maintenance as well as general tax services. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and The Vanguard Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Seth Fink is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at firms including PFG Advisors, Securities America, Equitable Advisors, and AXA Advisors. Outside of his advisory role, Fink is president of the nonprofit Human Kindness Project and owns Phocus Accounting and Tax Specialists, a CPA firm offering accounting, tax preparation, and business consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with investment offerings supported by LPL Research and third-party subadvisors.

Christen Krueger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. Christen has been with Thrivent and its related entities since 2005, including 18 years at THRIVENT Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing service called WealthPlan.

Timothy Holly is a CFP® professional affiliated with OSAIC, based in Phoenix, AZ, with 41 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corp. Outside of his advisory work, he is an agent for BlueCross BlueShield of Arizona and operates in insurance services through First Financial Strategies, LLC. Osaic Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering brokerage and advisory services, financial planning, and access to multiple managed account solutions. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management through a broad network of affiliated advisers.

Nicholas Doyle is a CFP® professional with 21 years of industry experience, currently serving at Cetera since 2019. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of advisory work, he is a board member and partial owner of Foam Distributors and is involved in family-owned business ventures in warehousing and office real estate. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and manager options, managing over $256 billion in assets with more than 10,000 advisors.

Scott Wallace is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Lewis is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, John Hancock, E*TRADE, and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Hasan Kamal is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various positions at Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Financial Representative, Investment Solution Representative, High Net Worth Representative, and Client Service Advocate. Prior to that, he worked as an Institutional Financial Representative at Charles Schwab from 2012 to 2016. Throughout his career, Hasan has focused on building long-term client relationships founded on transparency, honesty, and trust. He collaborates with a dedicated team of professionals to strengthen clients' financial well-being. Outside of his professional work, Hasan enjoys family activities, golf, caring for pets, and traveling.

Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, AZ. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to his current role, he has worked at entities including Eggstacy and GPRS, and has experience in education through positions at Grand Canyon University and Grand Rapids Community College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that addresses a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.