Matthew Ham is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Advisor Group, SAGEPOINT FINANCIAL, and OSAIC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base, offering access to multiple platforms, third-party advisers, and proprietary model strategies.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Daniel Anstett Jr. is a financial advisor with OSAIC based in Phoenix, AZ, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is the proprietor of Anstett Financial, an insurance brokerage specializing in life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services, with an investment process focused on model-based asset allocation and portfolio optimization through multiple platforms and affiliated relationships.

Donald Garduno is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at AssetMark Financial Holdings, Inc. and Vanguard, among other firms. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Timothy Woodlock is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, SagePoint Financial, Bank of America, Merrill, and Charles Schwab. Mass Mutual Investors Services 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 offers collaborative, annual planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Edward Moran III is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 63 designation and 43 years of industry experience. He has been with Cambridge since 2008 and previously worked at Aegis Financial Group. Moran is also an independent insurance agent offering individual life, group medical, dental, and disability insurance, and serves on the board of a non-public entity, One Step Beyond Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Joseph Wollersheim is a financial advisor with Thrivent Investment Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Wollersheim has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Richard Riemer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, also maintaining a role with JPMorgan Chase Bank, N.A. since 2007. Prior to that, he spent a year with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Cameron Hatfield is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has worked at various financial firms including T3 Trading Group, Robinhood Markets, and Hantz Financial Services. He is based in Phoenix, AZ. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Ajay Shingala is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, Merrill, and Bank of America. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports discretionary and non-discretionary management through various platforms and proprietary model strategies.

Toby Prestegaard is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at several firms, including Robert W Baird, PNC Investments LLC, and Raymond James Financial Services, before joining Edward Jones in 2025. Based in Phoenix, AZ, he holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as an employee of Arizona State Credit Union since 2007. Prior roles include positions at CUNA Brokerage Services, Banc One Securities Corporation, Natcity Investments, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms through a large network of investment adviser representatives.

Suzanne Crook is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following four years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ronald Barton is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and 48 years of industry experience. He has worked at LPL Financial since 2021 and has been involved with Triwealth Partners, LLC since 2019. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers from 1977 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, employing both proprietary and third-party strategies.

Benjamin Israelsen is a financial advisor at Edward Jones in Sun City, AZ, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in various roles across technology, venture partnerships, and nonprofit organizations. From 2020 to 2025, he was affiliated with Brigham Young University in multiple capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Angelica Campos is a financial advisor with Merrill holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley for five years and has held roles at Empowerment Financial Group and Wells Fargo Clearing. Outside of her advisory work, she is a partner in The Grazing Slate, a charcuterie cart business based in Phoenix, Arizona. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. 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, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.