Davney Mazzuca is a financial advisor at Edward Jones in Goodyear, AZ, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked in various roles including at Big Rigs Tanker Service and Oral Surgical Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Clark is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets from 1996 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved analytical tools.

Jordan Johnson is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. His prior experience includes seven years at Edward Jones. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Jacqueline Mckinney Rodriguez is an advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in senior living and education sectors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Czanstke is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and The Vanguard Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

Sean Kennedy is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 1999, where he also serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Tron Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann is also an officer and treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

John Snyder is a financial advisor at Ameriprise with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Tony Widowski Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Widowski has worked with firms including Quadrant Asset Management L.L.C. and TLT Partners LLC. He serves as President of a local BNI chapter, where he organizes and runs weekly meetings that are not investment-related. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and partnerships focused on municipal finance and retirement solutions.

Todd Muncy is a CFP® with 29 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at The Vanguard Group, Scottrade, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct and oversee model portfolios across various asset classes.

Brian Derrick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2020. He is also involved in Derrick Family Financial, a support company related to his practice. 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, corporations, and institutional clients. The firm employs analytical tools and tailored non-discretionary planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Baenke is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America, among other firms. Based in Sun City West, AZ, he joined J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Derek Newman is a Financial Advisor at Merrill Lynch Wealth Management, based in Peoria, Arizona. He provides guidance to affluent families and business owners in the West Valley, focusing on personalized strategies to preserve, grow, and transfer wealth for clients with $1 million or more in investable assets. His expertise includes divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Mr. Newman holds a Bachelor's Degree from the University of Phoenix and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He integrates disciplined planning with access to advanced solutions provided through Merrill Lynch and Bank of America to address all facets of his clients' financial lives. Originally from Arizona, Derek currently lives in Buckeye, AZ with his wife, five children, and one grandchild. Outside of his professional role, he participates in community organizations including All Faith Community Services, Heart for the City, Homeless Youth Connection, One Way Only Sports, and the Southwest Valley YMCA. He enjoys hiking, traveling, and spending time with family.

David Lewark is a financial advisor at Osaic Wealth with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors Corporation for four years and Edward Jones for eight years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by various proprietary tools and third-party manager programs.

Shelley O'Brien is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Woodbury Financial Services, National Planning Corporation, and Phoenix Financial Group. Outside of her advisory role, she serves as Branch Operations Manager for Phoenix Financial Group, overseeing branch books and client account services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization and offers a range of programs including Unified Managed Accounts and third-party money manager options.

Elaine O'Neil is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. She currently works with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Anthony John Esguerra is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved as a sole proprietor of a retail and online store business, a partner in a healthcare med spa, and serves as a certified pickleball coach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services alongside broader investment and private fund activities.

Moraya Canales is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, she worked at Merrill for five years. She served in the Arizona Army National Guard from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mikayla Lemon is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she worked at The Vanguard Group, Inc. for seven years. Outside of finance, Mikayla is involved in entrepreneurial ventures including an apothecary business where she creates herbal products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Cody Heins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2025, Heins worked at LPL Financial LLC, Edward Jones, and Union Bank & Trust. He is also associated with Arrowhead Wealth Partners, a non-investment-related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.