Daniel Welker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of a family trust and owns investment-related entities Welker Capital LLC and Welker Holdings LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop client recommendations.

John Braden is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Branden Heins is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at Ameritas Advisory Services, AssetMark Financial Holdings, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Ulises Barrera is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he operates a French bulldog breeding business under LZA Holdings LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Rob White is a financial advisor at Fidelity with 25 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. His career includes over two decades at Fidelity Brokerage Services and roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Andrew Gauer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior work includes roles at OC4 Venture Studio, Investable Games Technology, Happy Money, and Rising Tide. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, trust services, and securities-based lending options.

Thomas Brandt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Vanguard, USAA, and a 20-year career in the United States Air Force. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Lee Bradley is a financial advisor with Edward Jones in Surprise, AZ, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory services, he is a member and president of MINGO Hunt Club LLC, a business related to IRA-held property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jonathan Launder is a CFP® professional with 11 years of industry experience, currently working at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors Corporation, Royal Alliance Associates, Legacy Wealth Alliance, Lincoln Financial Securities, Woodbury Financial Services, and WJS Wealth Management. He is based in Phoenix, AZ and holds a Series 66 license. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, providing a range of managed portfolio options and third-party money manager programs.

Christopher Smurthwaite is a financial advisor at Edward Jones in Glendale, AZ. He holds a Series 66 designation and joined the firm in 2026. Prior to Edward Jones, he worked at eHealth, Science 37, BEK Health, Intuitive Health, Trinnovate Ventures, and Blue Cross Blue Shield of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Errin Kelso is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With a career at Fidelity Investments spanning two decades, Errin has held various roles including Financial Consultant, Regional Planning Consultant, and Investment Solutions Consultant, demonstrating a broad range of experience within the firm. Errin's expertise lies in partnering with clients to understand their financial goals and family wealth objectives, and then collaboratively developing customized strategies tailored to their preferences. This client-focused approach has been central to Errin's professional practice throughout their career. Errin holds a California Insurance License. Outside of work, Errin's personal interests include attending concerts, football, gardening, music, puzzles, and reading.

Jason Herron is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp and Navy Federal Brokerage Services. Outside of his advisory role, he serves as an adjunct faculty member teaching undergraduate and graduate financial planning courses at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Douglas Newstrom is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over 25 years of industry experience. He has worked at Ameriprise since 2016, following roles at Wedbush Securities Inc. and Merrill. Newstrom also owns a non-investment-related business, Twentysix Enterprises LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Cady is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 66 and Series 63 licenses and having five years of industry experience. His career includes prior roles at The Vanguard Group, Avantax Investment Services, and Cetera firms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Jennifer Koenig is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Foresters Financial and Foresters Advisory Services. She is also the owner of Jennifer Hope, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Mitchell Layton is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include service at LPL Financial and ongoing involvement with Layton Holdings, a business he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports client implementation through advisory programs, with a notable focus on municipal and public finance advisory services.

Dillon Cage is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at FedEx Office and operated his own business before joining Fidelity. Outside of advisory work, he has served as an NFL doping control officer, a role he continues to support on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IR-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Timothy Oneil is a financial advisor at LPL Financial in Phoenix, AZ, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and OSAIC Services, Inc. Outside of his advisory role, he operates O'Neil Advisory LLC, an insurance agency offering life, medical, and fixed annuity insurance planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive non-advisory financial activities and technological tools.

Mario Savoie is a financial advisor at Ameriprise with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Thrivent Financial, LPL Financial, BMO Harris Financial Advisors, Fidelity Investments, and Td Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katherine Udy is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.