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 a Series 66 designation and has worked at LPL Financial since 2018, following four years at Invest Financial Corp. Outside of his advisory role, Quella is involved as an insurance agent and has a business interest in an orchard-related entity. 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, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Hector Arellano is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Edward Jones, PayPal, Goldman Sachs, and Northern Trust. Outside of advising, he is involved in executive management and marketing consulting for an accounting firm and in government relations and management consulting for a wedding venue business. 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, model portfolios, third-party asset management, and institutional platforms.

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.

Sonya Crenshaw is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Edelman Financial Engines and its predecessor firms since 2011. Outside of advising, she owns FaceFanz, a party decoration company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Chandler Herl is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at The Vanguard Group and Ameriprise. Outside of his advisory role, he serves as a director at Desert Valley Garage, where he repairs and restores lawn equipment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Errol Stradling is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes over a decade at Bank of America and Merrill before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting with an emphasis on quantitative modeling and ESG eligibility.

Vanessa Spaulding is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She previously served as Branch Leader at Fidelity from 2023 to 2026 and as a Financial Consultant from 2021 to 2023. Prior to joining Fidelity, Vanessa gained extensive experience in the financial services industry through roles at U.S. Bank as a Performance Consultant from 2014 to 2021, at PNC Bank as Branch Manager III from 2012 to 2014, and at Chase as Branch Manager II from 2006 to 2012. In her current leadership role, Vanessa focuses on empowering her team by fostering development and removing obstacles. She cultivates a culture centered on resourcefulness and a winning mindset, emphasizing coaching, relationship building, and leading through change. Vanessa is committed to supporting her team members in reaching their full potential. Outside of her professional responsibilities, Vanessa enjoys camping, cooking and baking, exploring outdoor adventures, traveling, and engaging in parenthood.

Dallin Montez is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has worked in marketing and service roles, including positions at Ninefold Marketing, Grit Marketing, and In-N-Out Burger. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Julie Anderson is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a photography business, operates YouTube channels focused on outdoor activities and DIY projects, and runs an online Etsy shop selling handmade crafts and collectibles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Tara Viehman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brandon Lev is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. He has worked at Charles Schwab since 2021 and was previously with USAA from 2015 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.