Jeffrey Lamp is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2011. Lamp has ownership interests in JJL Capital LLC and OneWealth LLC, two investment-related ventures based in Fargo. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Cameron Whelan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Fidelity and its brokerage services since 2015. Outside of his advisory role, he is involved in real estate renting and flipping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kevina Ramirez is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she has worked at Fidelity Brokerage Services LLC, Cognizant, and in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad range of clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight controls.

Humberto Yee Flores Jr. is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Vanguard Group and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Michelle Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 16 years of industry experience. She previously worked at The Vanguard Group for 13 years and Peloton Interactive for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through his ownership of ZNL Rentals LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations.

Monessa Duran is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Vanguard Group and Bancwest Investment Services. Duran is also affiliated with BMO Bank NA in an advisory capacity. 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 financial planning and investment management services through a broad network of advisers, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Christina Riffle is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics guided by diversification principles and modern portfolio theory.

Tyson Dredge is a Planning Consultant at Fidelity Investments. In his current role, he works closely with clients to develop comprehensive financial plans and clear investment strategies tailored to their unique priorities. Tyson emphasizes the importance of building genuine relationships and ensuring client confidence in their financial decisions. He began his tenure at Fidelity Investments in 2022 as a Workplace Planning Consultant 2 before advancing to his current position in 2023. Prior to that, Tyson worked as a Senior Financial Service Representative 3 at Mountain America Federal Credit Union from 2016 to 2022. Outside of his professional career, Tyson enjoys activities such as visiting the beach, playing board games, fitness, scuba diving, and traveling.

Robert Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Andrew Tuell is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include nine years at Lincoln Financial Advisors and three years at Equitable Advisors. Tuell also operates a business entity for tax and investment purposes under his name. 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, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Brittinie Saylor is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Ameriprise and Waddell & Reed among other firms. She is also a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Stephen Arntson is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Bremer Bank. Since 2018, he has been with JPMorgan Chase Bank and J.P. Morgan Securities. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brittany Trapasso is a financial advisor with Merrill in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Merrill since 2013 and concurrently with Bank of America since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Valarie Vest is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Outside her advisory role, she is the founder and CEO of an online coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of strategies including proprietary models and access to third-party managers, with customized portfolio implementation across multiple platforms.

Timothy Bunker is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018, following a two-year tenure at Signator Investors, Inc. He is also president of Bunker Financial Services Inc., where he sells and services life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Gary Deardorff is a CFP® professional with 34 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. He has previously worked at Woodbury Financial Services, National Planning Corporation, and Cetera, among others. Outside of his advisory role, he is the managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC, providing investment-related portfolio maintenance as well as general tax services. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and The Vanguard Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Seth Fink is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Equitable Advisors, AXA Advisors, Securities America, and PFG Advisors. He is also the president of Human Kindness Project, a nonprofit organization that raises and redistributes tangible goods to local charities. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both discretionary and non-discretionary strategies.