Paula Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 65 designation and has been with Cambridge since 2011. Additionally, she has been associated with Leighton Agency since 2007. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and sub-advisors.

Christopher Zotos is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jessica Kellogg is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Nicole Curtis is a financial advisor with Wells Fargo Advisors in Chandler, AZ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2016, with a brief period away from the firm in 2020-2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Mary Golda is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

William Wilkes Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2014. He also has experience with Midfirst Bank dating back to 2006. Wilkes participates in a referral program through Midfirst. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a broad range of portfolio management and retirement services, managing over $256 billion in assets through more than 10,000 advisors.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daxesh Bhavsar is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves primarily 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Vince Lagatta is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Osaic Wealth, PNC Investments, and BBVA-related firms. Outside of advising, he serves as the head coach of the Valley Christian High School baseball program and is a director of Raven Ministries, a religious nonprofit. 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 and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial offerings.

Joshua Goudreau is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Luft is a financial advisor with J.P. Morgan Securities in Chandler, Arizona, holding a Series 66 designation and 11 years of industry experience. She has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes ESG considerations within a broadly supported institutional platform.

Nancy Luc is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial consultants dedicated to understanding clients' priorities and assisting them in developing and implementing financial plans tailored to their needs. She has served in this role since 2020. With experience at Fidelity Investments dating back to 2011, Nancy has held positions including Vice President, Regional Planning Consultant from 2015 to 2020, and Vice President, Financial Consultant from 2013 to 2015 before becoming Branch Leader. She holds a California Insurance License, which supports her work in financial consulting. Throughout her career, Nancy's focus has been on guiding clients toward their financial goals through careful planning and strategy implementation.

Ricky Walsh is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. In this capacity, he collaborates with clients to understand their unique financial situations and goals, working to implement comprehensive financial plans. He offers access to Fidelity's brand resources, technology, investment platforms, and client-focused approach. Prior to joining Fidelity, Ricky accumulated experience in various financial roles, including Branch Manager at TD Ameritrade in 2019, Platform Development Manager and Investment Consultant at Merrill Edge from 2011 to 2018, and roles at Scottrade, Charles Schwab, and Northwestern Mutual dating back to 2006. He holds insurance licenses for the states of Arkansas and California.

Luke Murray is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gilbert, AZ. Outside of his advisory role, he owns rental properties in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

Devin Mendoza is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase, and various mortgage firms. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

John Hardison II is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and in the hospitality industry with The Cosmopolitan of Las Vegas and MGM Resorts International. Outside of his advisory role, he is involved in a lifestyle company called The Collective Group, which produces body care items and apparel. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutions.

Andrew Miller is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021, following a seven-year tenure at CUSO Financial Services, LP. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers goal-based, holistic planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option, while keeping these services separate.

Scottie Bayles is a Series 66-registered financial advisor at J.P. Morgan Securities with six years of industry experience. Prior to his current role, he has worked at firms including Securian Financial, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, he serves as a scorekeeper and sight supervisor for the City of Scottsdale Adult Sports on a seasonal basis. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for institutional clients such as plan sponsors and endowments. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Teodoro Esparza is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill and Bank of America in 2025 and 2026 respectively, he worked at The Home Depot from 2021 to 2025. Esparza is the sole owner and manager of PopCap LLC, a for-profit entity created for potential future ventures but currently inactive. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individual and institutional investors.

John Mc Kay is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he was associated with Black Oak PLLC and Advanced Wealth Management. He has also been a full-time student since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features multiple program structures with access to affiliated and third-party managers.