Mary Cavanaugh Marsh is a financial advisor with Edward Jones, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terrance Woodfield Jr. is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63, 65, and 66 designations and bringing 31 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, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Genti Basha is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Edward Jones and USAA in various financial planning and insurance roles. In addition to his advisory work, Basha is involved with Great Synergy LLC, a non-investment related business based in Peoria, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging multiple investment approaches and technology tools to support client account management.

Ken Sakamoto is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2013. Outside of his advisory role, he serves on the Board of Directors for the Redwood Square Homeowner Association. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Ronald Adamoli is a financial advisor with Thrivent Investment Management in Surprise, Arizona. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His prior work includes roles at Financial Engines Advisors, Bank of America, and Merrill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Zachary Holly is a CFP® with 12 years of industry experience, currently advising at OSAIC since 2025. His prior roles include positions at ONEAZ Credit Union, LPL Financial LLC, Financial Engines Advisors, L.L.C., and Edward Jones. OSAIC serves a diverse clientele ranging from individual investors to large institutions, providing integrated brokerage and advisory services supported by a wide network of advisors and multiple investment platforms. The firm uses a range of portfolio construction tools and third-party solutions to offer customized investment management.

William Sturdevant is a Series 66 credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones in Peoria, AZ since 2012. 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 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.

Stacey Wisman is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding the ChFC® and Series 63 designations with 16 years of industry experience. She has worked at MML Investors Services and MassMutual Life Insurance Company since 2010. In addition to her advisory role, Wisman is involved in insurance sales through Strategic Financial Concepts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Jami Martorana is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously held roles at Foresters Financial Services entities beginning in 2016. Martorana serves as the president of a BNI networking chapter. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with both affiliated and third-party investment options.

Robert Campbell is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked for National Planning Corporation for 16 years before joining LPL Financial in 2017. He is involved in offering life, disability, long-term care insurance, and fixed annuities in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Michael Hefner is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2025. Prior to joining LPL, he was with Western International Securities, Inc. for 22 years and UBS Financial Services for 14 years. 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 financial planning and investment services, including model portfolio programs and third-party asset management, supported by advanced research and operational tools.

John Kukich is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Ryan Kidd is a financial advisor at LPL Financial with 21 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years and Equitable Advisors for eight years. He is the author of the book *The Art of Retiring Whole*. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Seros is a CFP®-certified financial advisor with Edward Jones in Surprise, AZ, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is a silent partner in a commercial building venture in St. Clair, Michigan. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kristen Beckbissinger is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. She has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derek Hellerman is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group and Good Day Financial in addition to his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves in formal advisory roles for multiple registered investment companies.

Tyler Gilberg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2010 to 2022 before joining Raymond James in 2022 and currently serves as CEO of Gilberg Private Wealth and Gilberg Wealth Management, where he advises individual clients. 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 institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Samuel Marcus is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Family First Life and Shield Co. Marketing, as well as work at the University of Arizona. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written recommendations, focusing on investment categories and strategies rather than specific product selections.

Connor Mackin is a financial advisor at Thrivent Investment Management with two years of industry experience and a Series 66 designation. Prior to joining Thrivent, he worked with Young Life at their Lost Canyon and Lake Champion locations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. Their services include planning across a wide range of topics and allow clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Marc Glass is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.