Christopher Basque is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 designations and accumulating 25 years of industry experience. His prior work includes roles at Charles Schwab, Triad Advisors, Fidelity Investments, Raymond James Financial Services Advisors, and Morgan Stanley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Matthew Julian is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019. Outside of his advisory role, he has ownership interests in Arizona Capital Management, LLC, and Cactus Jiu Jitsu, where he is also actively involved. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of advisors and extensive assets under management.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shefali Collins is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2022. Prior to her current role, she was employed at DD Med Trans and also worked as a freelance photographer. She works within The DDK Group, a team in Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Patricia Nyborg is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones. Outside of finance, she operates an e-commerce business buying and reselling items on platforms such as eBay and Etsy. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a range of traditional and alternative investment strategies.

Joseph Winters is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2022 and has held various roles including Planning Consultant and Relationship Manager, bringing a comprehensive understanding of investment and financial planning to his current role. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge from 2021 to 2022. Joseph focuses on developing personalized financial strategies that align with his clients' goals, values, and lifestyles. His approach involves taking the time to understand what matters most to each client to help them pursue their financial objectives effectively. Outside of his professional work, Joseph has interests in board games, cars, social events, parenthood, reading, and traveling.

Demetrius Warren is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Thrivent Financial, American Express, Merrill, and founding marketing firms such as Dream Chasers Marketing LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals using both proprietary and third-party strategies.

Roland Ho Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he practices as a Hawaiian Lomi practitioner. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes model portfolios, research, and technology-driven strategies.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Christopher Hilyer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company before joining Raymond James in 2019. Outside of advisory work, he is a partner at Heritage Wealth Solutions, LLC, where he shares responsibilities for advisory services and portfolio management, and he owns Heritage Insurance Solutions, LLC, which produces non-variable insurance products. 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, charitable organizations, and institutions. The firm’s approach involves tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, with additional capabilities in municipal finance and specialized advisory programs.

Bruce Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brigham Montez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. His prior work experience includes positions at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Tiffani Therrien is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Pittman Wealth Management. Therrien is also involved in Intentional Wealth Solutions LLC, where she works with advisors and clients regarding solutions and service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a nationwide network of more than 10,000 advisors.

Victor Larosa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as Vice President of the Eagle Ridge Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial Inc. and earlier at LPL Financial. Outside of advisory services, he is involved in tax planning and preparation through a side business and is a licensed notary in Arizona. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutional entities, offering a variety of advisory programs and financial planning services supported by research and model portfolios.

Arvie Allison is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2012. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment menus include a broader range of financial products than typical for large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Anthony Collazo is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Bank of America and Charles Schwab. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Fairbanks Jr. is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Northwestern Mutual and USAA, where he worked in both investment management and financial planning capacities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

James Van Pelt is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Quicken Loans, Yelp, Inc., and Sandhill's Publishing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Tammy Austin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.