Ted Duvall is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Peoria, AZ. Outside of his advisory role, he is a member of Kingdom Advisors, a professional association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies.

Paul Koch is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Lizette Parada is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. 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 institutional platforms, supported by a large network of investment adviser representatives.

Wendy Stolcis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Hunter Hinton is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on providing clients with clear peace of mind, ongoing predictability, and overall control of their financial lives. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and began his financial advisory career as a Financial Advisor at Edward Jones from 2023 to 2024. His professional experience encompasses various aspects of financial planning and client relationship management.

Kal Jamsa Jr. is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent over two decades at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and extensive resources.

Justin Kauffman is a CFP®-designated financial advisor with 10 years of industry experience. He is currently affiliated with Cetera and has previously worked with Independent Financial Group and United Planners Financial Services. Outside of his advisory role, he is involved with Pinnacle Creative Arts, an organization that supports young performers in developing their talents, and serves as an officer for a youth volleyball club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Ryan Graham is a Financial Consultant at Fidelity Investments, where he began his current role in 2023. He has over two decades of experience in the financial industry, focusing on retirement planning, tax-efficient investing, and legacy preservation. His career includes positions such as Investment Consultant at Fidelity Investments, Financial Advisor at PFG Advisors - Copper State Wealth Management, and Private Client Advisor and Personal Banker roles at JPMorgan Chase. Ryan's background spans from entry-level teller roles to advanced advisory positions, showcasing a comprehensive understanding of financial services. Ryan holds a California Insurance License. Outside of his professional work, he has personal interests in cars, fitness, music, parenthood, snowboarding, and traveling.

Diane Robinson is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of her advisory role, she is a self-employed motivational speaker and is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors who use model-driven investment strategies supported by third-party managers and custodians.

Ashish Phansopkar is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Cambridge Investment Research since 2017 and prior to that held positions at Larry K. Fox & Associates, Invest Financial Corporation, and LPL Financial. Phansopkar serves as a board member for RealAsset Advisor. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and manages a multi-billion dollar asset base.

Theresa Cann is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds.

Manuel Hierro is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative screens and qualitative research.

Joseph Woods is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2008. Based in Peoria, AZ, Woods has over two decades of tenure with his current firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Dannett Gardiner is a financial advisor with Cambridge Investment Research Advisors based in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Gardiner's career includes roles at Proxy Wealth Advisors, CETERA Financial Specialists, Avantax Investment Services, and a concurrent role providing tax services as a Certified Public Accountant at Profound Financial PLLC. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Kurt Oswald is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years and WFG Advisors for six years. Outside of his advisory work, he participates in medical research testing. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.

Ivey Lopez is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, Lopez worked at Edward Jones for three years and spent fifteen years at Sephora. Lopez holds a Series 66 designation and is based in Peoria, AZ. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Nicholas Bair is a CFP® and ChFC® financial advisor with 18 years of industry experience. He currently works at Cetera and previously held positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is a licensed insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Esther White is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to her current role, she worked with the Arizona Department of Education and has been involved in tutoring since 2015. She is also the owner of E.M. Websites, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Michael O'Brien is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation. His prior work includes roles at Centaurus Financial INC., Argosy Financial, Vanguard, Ricoh USA, and Trilogy at Vistancia. Outside of his advisory work, he operates a social media business, The Guess Room, LLC. 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.

Agustin Silva is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2015, with concurrent experience at JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and specialized derivatives and commodities capabilities.