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.

Charles Kessler III is a financial advisor at Edward Jones in Glendale, AZ, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of 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 in Peoria, Arizona, holding a Series 63 designation and possessing 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 serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a variety of model portfolios, third-party research, and advanced technologies.

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 with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial for 33 years. Outside of his advisory role, he has worked as a computer programmer consultant and has been involved in tax preparation, bookkeeping, and fixed life insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio management options.

Mustafa Bilenler is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with 19 years of industry experience. He previously worked at SagePoint Financial, Inc. and Advisor Group. 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 nationwide network of 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 10 years of industry experience. He has worked at various firms including Avantax Insurance Agency and runs his own businesses focused on tax preparation, accounting, and wealth management. Lenning owns Lenning & Associates and Lenning Wealth Management LLC, which provide tax and financial services in addition to his advisory role. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options and supports both automated and bespoke portfolio strategies.

Erik Jamsa is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques.

Shawn Quella is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Invest Financial Corp. for four years before joining LPL Financial in 2018. Outside of advisory work, he is involved as an insurance agent and has a role with Quella Orchards Villa 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. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, third-party research, and various portfolio management options.

Hector Arellano Hernandez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PayPal, Goldman Sachs, and Northern Trust. Outside of his advisory role, he is involved in executive management and consulting for a financial accounting firm and a wedding venue business in Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by extensive research and technology.

Patrick Salazar is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has eight years of industry experience, including prior roles at USAA Investment Services Company and USAA Group/USAA Life Co. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Joseph Bates is a financial advisor at Edward Jones in Peoria, AZ, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Hauger is a financial advisor with OSAIC in Goodyear, AZ, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Hauger also works as an insurance agent, providing insurance and disability income research and recommendations to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to construct portfolios tailored to client risk tolerance and objectives.

Mathew Kinser is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in veterinary medicine and real estate, including roles as a relief veterinarian and at EXP Realty. He continues to occasionally work weekend shifts as a fill-in veterinarian. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities such as a trust company and securities-based lending.

Charles Purcell is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2014. Outside of his advisory role, he is a singer and songwriter who records and releases music on platforms like Spotify. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated operational structure, and comprehensive wealth management offerings.

Shelby Williams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2023, Williams worked with Edward Jones, Westpac Wealth Partners, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advising, Williams has partial ownership in Breneman and Associates CPA, PLLC. 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 offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Bryan Cruikshank is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He has been part of Fidelity Investments since 2013, holding positions including Investment Consultant and Financial Representative. Prior to his tenure at Fidelity, Bryan worked as a Stockbroker at Scottrade from 2010 to 2013. Bryan focuses on helping clients develop sound financial plans tailored to their unique situations, emphasizing the importance of creating financial strategies that do not solely depend on the stock market. He works closely with clients to analyze their goals and priorities throughout various stages of their financial journey. Outside of his professional work, Bryan has personal interests in cars, family activities, hiking, kayaking, and traveling.

Jennifer Herl is a financial advisor with Ameriprise in Glendale, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic automation in its recommendations.