Eric Cook is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. In addition to his advisory role, Cook is involved in fixed insurance sales, including life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with non-advisory financial products and extensive operational support tools.

Joshua Willard is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. for over two decades and has been affiliated with Coghlan Financial Group, Inc. since 2007. Outside of his advisory role, Willard owns Willard Capital Consulting, which provides business office organization and workflow consulting. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program offerings.

Harry Calivas is a CFP® with 25 years of industry experience and has been with Wells Fargo Clearing since 2016. He is based in Peoria, AZ. Outside of his advisory role, he serves as a trustee for his parent's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and investment evaluation.

Jeffrey Lamp is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at several Wells Fargo affiliated firms since 2009, as well as Merrill from 2005 to 2009. Outside of his advisory role, he has ownership interests in JJL Capital LLC and OneWealth LLC, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Kevina Ramirez is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she has worked at Fidelity Brokerage Services LLC, Cognizant, and in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad range of clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight controls.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. Outside of his advisory role, he manages a residential rental property through his ownership of ZNL Rentals LLC. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through related affiliates.

Monessa Duran is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Vanguard Group and Bancwest Investment Services. Duran is also affiliated with BMO Bank NA in an advisory capacity. 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 financial planning and investment management services through a broad network of advisers, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. 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 over 23,000 financial advisors.

Christina Riffle is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics guided by diversification principles and modern portfolio theory.

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 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Andrew Tuell is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include nine years at Lincoln Financial Advisors and three years at Equitable Advisors. Tuell also operates a business entity for tax and investment purposes under his name. 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 and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Stephen Arntson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Questar Asset Management and Raymond James Financial Services. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

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 with Princor Financial Services Corporation and Principal Life Insurance Company. Vest is also the CEO and founder of an online coaching business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Timothy Bunker is a financial advisor with OSAIC based in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. He is also president of Bunker Financial Services, Inc., a firm focused on life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and a range of advisor-managed strategies.

Gary Deardorff is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at firms including Woodbury Financial Services, National Planning Corporation, and LPL Financial. Outside of advising, he serves as managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC and holds a role as President of the Union Hills Professional Plaza Condominium Association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates discretionary and third-party managed strategies.

Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and The Vanguard Group. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Seth Fink is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Equitable Advisors, AXA Advisors, Securities America, and PFG Advisors. He is also the president of Human Kindness Project, a nonprofit organization that raises and redistributes tangible goods to local charities. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both discretionary and non-discretionary strategies.

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.