Thomas Maher is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Bank of America and Merrill. 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, including financial planning and access to model portfolios and third-party asset management.

Tom McNertney is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. He has more than 18 years of experience in the financial services industry, during which he has worked in various capacities including Investment Consultant and Retirement Solutions Representative at Fidelity Investments. His professional background spans wealth accumulation, retirement income planning, and financial legacy protection. Tom is committed to building trust-based relationships with clients and focuses on simplifying investment complexities while prioritizing clients' interests. Tom holds a California Insurance License and has been associated with Fidelity Investments since 2008, following his initial experience with Northwestern Mutual.

Nicholas Fieldson is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2010. Outside of his advisory work, he is also active as a musician. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational tools.

Micah Davidson is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 65 licenses. He began his advisory career in 2025, with prior experience at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Four Corners Financial Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a broad range of financial topics without implementing recommendations directly. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and portfolio management services.

Kathryn Prescott is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Charles Schwab and USAA Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Forrest Holland is a financial advisor with Cambridge Investment Research Advisors based in Phoenix, AZ. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Morgan Stanley and as a self-employed advisor. Outside of his advisory work, he is involved in video game streaming and operates an eBay retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and maintains proprietary models alongside access to external strategists.

Jeffrey Ellish is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 63 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, Ellish owns a publishing company, Little Wing Publishing, and serves as Treasurer on the Board of Directors for All Saints' Episcopal Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Emmanuil Kandinov is a financial advisor at Cetera with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2019, he worked at Foresters Financial Services and Foresters Advisory Services LLC. He is also the owner of Emmanuil Kandinov LLC, an independent business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, providing access to various investment strategies and program structures.

Christopher Armenta is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at USAA Investment Services Company and USAA Life Insurance Company. Outside of his advisory role, he is involved with the Church of God for the Nations in Phoenix, where he participates as a worship team member providing musical support. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Bryce Houdeshel is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, with prior roles at LPL Financial and Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers discretionary and non-discretionary advisory services.

David Bown is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, and Mass Mutual Investors Services. Outside of his advisory role, he owns a sole proprietorship that produces a Christian radio show focused on Bible lessons, personal empowerment, and success strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and access to multiple third-party money managers.

Anthony Kong is a financial advisor at Cetera with a Series 66 designation and 25 years of industry experience. He has worked at various firms including Avantax and PK Financial Strategies and is also the owner of Kong & Associates CPA’s. Outside of his advisory role, he serves as Vice President of PK Charities Inc., where he is involved in charitable fundraising and allocation decisions. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through multiple program structures.

Camille Rosen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Fidelity in Glendale, AZ. Her career includes prior roles at Charles Schwab and Nordstrom, with a consistent focus on investment advisory services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, offering discretionary and non-discretionary portfolio management alongside model portfolio construction using proprietary research and quantitative methods.

Douglas Culver is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the personal representative for his father's estate in Water Mill, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Bowman is a financial advisor at Wells Fargo Advisors in Phoenix, AZ, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo entities since 2011. Outside of his advisory role, he has ownership interests in agricultural swine production businesses and operates Bowman Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs.

Evelyn Quintanar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Bank of America, where she had a 19-year tenure. Outside of her advisory role, Evelyn serves as a Member at Large for the Centennial Packbackers, a booster club supporting student and parent participation in local football programs through fundraising and volunteer efforts. 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 institutions.

Scott Mc Dowell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.

Alden Meulenberg is a CFP® certificant with nine years of industry experience, currently serving clients at Edward Jones since 2016. He holds the Series 66 designation and is based in Goodyear, Arizona. Outside of his advisory role, he manages a mixed-use rental property in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Noah Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to providing a deep and thorough planning process to cover all parts of one's financial life. Prior to his current role, Noah served as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2024 and 2022 to 2023, respectively. He also worked as a Client Relationship Specialist at Vanguard from 2021 to 2022. Throughout his career, Noah has gained experience in client relationship management and financial planning. His professional background reflects a focus on assisting clients with comprehensive financial strategies. Further details regarding his education, credentials, or personal interests have not been provided.