Angelica Carbajal is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, USAA, and JPMorgan Chase. Outside of her advisory role, she participates as a member of the Wayfair Tried and True program and works as an independent contractor for Amazon Flex. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory strategies.

Jordon Wheeler is a CFP® with 10 years of industry experience currently advising at Raymond James Financial. He previously worked at LPL Financial and Edward Jones. Wheeler is also the branch owner and advisor of Arrowhead Wealth Partners, a non-investment related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Sabrina Greenwell is a Series 66 licensed advisor with Edward Jones, based in Goodyear, AZ. She has a total of seven years of experience in the financial industry, including prior roles at ESI and earlier tenure at Edward Jones. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Godwin is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he currently applies his expertise in financial planning. He previously served as a Director and Retirement Planner at Fidelity Investments from 2022 to 2026. Prior to that, Brian worked as an Investment Consultant at Vanguard from 2020 to 2022 and as a Financial Advisor at Edward Jones from 2019 to 2020. Brian's professional focus is on helping individuals and families develop financial strategies aligned with their personal goals and priorities. He emphasizes the importance of thoughtful financial planning as a framework for making informed decisions throughout various life events. By understanding each client's unique circumstances, Brian aims to help them navigate financial complexities and concentrate on their priorities. Outside of his professional work, Brian engages in activities such as family outings, fishing, hiking, visiting museums, and attending theater performances.

Stuart Johnson is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 17 years at Foresters Financial Service. Johnson also serves as treasurer and secretary on the board of directors for a homeowners association, managing the budget and participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a large network of independent advisors and provides access to multiple investment strategies and custodial arrangements.

Robert Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers and The Vanguard Group prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. She has worked at LPL Financial since 2014 and concurrently at Arizona State Credit Union since 2012. Outside of her advisory roles, she is involved in cattle business ownership through Lazy P Lazy P, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Jodie Edmunds is a CFP® professional with 20 years of industry experience, currently advising clients at Edward Jones since 2009. She holds Series 63 and Series 66 licenses and is based in Goodyear, AZ. 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 through a nationwide network of more than 23,700 financial advisors.

Scott Dewhurst is a financial advisor with LPL Financial in Peoria, AZ, holding the ChFC® and Series 63 designations. He has 39 years of industry experience, including 15 years with FSC Securities Corporation before joining LPL Financial in 2020. Dewhurst also operates Dewhurst Wealth Management as a business related to his advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and corporations through a national network. The firm offers financial planning, various advisory programs, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Kolb is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes over a decade at Charles Schwab in various roles before joining Cambridge Investment Research Advisors in 2025. Outside of his advisory work, he serves as managing member and agent in real estate ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

Brian Hershey is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 13 years before joining Cetera in 2025. In addition to his role at Cetera, he is involved with Wilde Wealth Management Group as a financial advisor and a member of Hershey Wealth Management LLC, which manages business-related expenses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Reilly is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Garrett Storr is a Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial strategies tailored to clients' unique goals. He aims to build holistic plans designed to support long-term success and peace of mind. Garrett has been with Fidelity Investments since 2021, progressing through roles as Financial Representative and Investment Consultant before his current position. He holds a California Insurance License. Outside of his professional work, Garrett is involved in family activities, hiking, military service, caring for pets, traveling, and volunteering.

Montse Terepocki is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Cetera and its affiliated entities since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, she is a notary public. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers to support diverse investment strategies.

Nikos Gutrugianios is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in several entrepreneurial ventures, including owning an e-commerce business selling various products on Amazon and participating in real estate activities such as buying, selling, and managing rental properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory program.

Michael Lyons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Raymond James Financial Services and Desert Financial Federal Credit Union, with over 18 years at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Yichen Sun is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Cambridge, he worked at Aegon Asset Management for four years and was affiliated with the University of Iowa for four years. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Robert Wade is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2005. He holds a Series 63 license and works out of Peoria, Arizona. Wade is also involved with Credit Union West in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Tyler Boxwell is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked in full-time education for a year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.