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 with Princor Financial Services Corporation and Principal Life Insurance Company. Vest is also the CEO and founder of an online coaching business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Timothy Bunker is a financial advisor with OSAIC based in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. He is also president of Bunker Financial Services, Inc., a firm focused on life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and a range of advisor-managed strategies.

Gary Deardorff is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at firms including Woodbury Financial Services, National Planning Corporation, and LPL Financial. Outside of advising, he serves as managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC and holds a role as President of the Union Hills Professional Plaza Condominium Association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates discretionary and third-party managed strategies.

Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and The Vanguard Group. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Christen Krueger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. Christen has been with Thrivent and its related entities since 2005, including 18 years at THRIVENT Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing service called WealthPlan.

Timothy Holly is a CERTIFIED FINANCIAL PLANNER™ professional with 41 years of experience in the financial industry. He is currently with OSAIC since 2024 and has previously worked at Securities America Advisors and Invest Financial Corp. Outside of his advisory role, he is an agent for BlueCross BlueShield of Arizona and offers fixed interest annuities, immediate annuities, term life insurance, and Medicare supplement products through his own business, First Financial Strategies, LLC. OSAIC serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and offers both brokerage and advisory services across various programs designed to meet diverse client needs.

Nicholas Doyle is a CFP® professional with 21 years of industry experience, currently serving at Cetera since 2019. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of advisory work, he is a board member and partial owner of Foam Distributors and is involved in family-owned business ventures in warehousing and office real estate. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and manager options, managing over $256 billion in assets with more than 10,000 advisors.

Scott Wallace is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Lewis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley, John Hancock Investment Management, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Hasan Kamal is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various positions at Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Financial Representative, Investment Solution Representative, High Net Worth Representative, and Client Service Advocate. Prior to that, he worked as an Institutional Financial Representative at Charles Schwab from 2012 to 2016. Throughout his career, Hasan has focused on building long-term client relationships founded on transparency, honesty, and trust. He collaborates with a dedicated team of professionals to strengthen clients' financial well-being. Outside of his professional work, Hasan enjoys family activities, golf, caring for pets, and traveling.

Benjamin Hachmann is a financial advisor at Fidelity with five years of industry experience. He previously worked at Edward Jones and managed the Hachmann Funeral Home & Cremation Service for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tae Hullum is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 63 and 66 credentials and six years of industry experience. Prior to joining Raymond James, Hullum worked at Robinhood Financial, PNC Investments, Citizens Bank, and Huntington Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of discretionary and non-discretionary programs.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, Arizona, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and prior involvement with Grand Canyon University and Summer House Lavender Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Daysi Castillo is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at Cetera Advisors LLC, Wilde Wealth Management Group, Pinnacle Wealth Advisors, Fidelity Investments, and Riversource Distributors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.