John Hebert is a CFP® with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Private Wealth Services, Kestra Investment Services, and UBS Financial Services. He has also been associated with the University of Phoenix since 1998. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and tools.

Daniel Athmann is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. Their approach includes holistic, goal-based planning across a range of areas, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Justin Chamberlain is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vacation Ownership Consultants and GoDaddy. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Parker Lindhorst is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to create personalized wealth management strategies tailored to their goals and priorities. His approach focuses on building long-term relationships through trust, communication, and a deep understanding of each client's unique financial situation. He provides guidance to help clients navigate important financial decisions while maintaining focus on their long-term objectives. Parker's expertise encompasses assisting clients with a variety of financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, and healthcare needs. As a Merrill Financial Advisor, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to achieve them, offering ongoing advice and adapting strategies as clients' situations change. He holds a Bachelor's Degree from Brigham Young University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Parker has interests in chess, golfing, and running.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Darien Romero is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities LLC, and Equitable Advisors LLC. Outside of his advisory role, Romero is the sole proprietor of Visibility LLC, a technology and consulting business based in Chandler, Arizona. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

David Murset is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Jairo Giraldo is a CFA® charterholder with 18 years of industry experience. He has worked at Edward Jones in various roles since 2004, including at Edward Jones Trust Company from 2018 to 2025. Giraldo is currently based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Susan Gallant is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at VALIC Financial Advisors, Agia, and OSAIC Wealth. In addition to her advisory role, she is involved with Agia as an agent for non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party subadvisors across broad market exposures.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Manuel Torrado is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CUSO Financial Services, CUNA Brokerage Services, Wells Fargo, and Bankers Life Securities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Kim Hamilton is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012. Outside of finance, he was involved with Rillionaire Music for nine years. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and includes access to derivatives and commodities capabilities through various regulatory registrations.

Daniel Moyer is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and previously worked at John Hancock Advisers, LLC and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, with affiliated capabilities including mutual funds and a trust company.

Kira Ross is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. She has worked at Edward Jones since 2017 and was previously with Alegis for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Howell is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Gilbert, AZ, and has 17 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and previously spent time at Chase Investment Services Corp. Outside of his advisory role, he is a partial owner of Honu Enterprises, LLC, a retail clothing business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria, offering a comprehensive approach supported by affiliated investment-management entities.

Cami Mc Cabe is a financial advisor with Ameriprise in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Arvest Wealth Management from 2014 to 2018 before joining Ameriprise Financial Services, Inc. Her other business activities include involvement with McCabe Plumbing and Water Treatment LLC, a plumbing business operated by her husband. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Albert Morman is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at ESI and the U.S. Census Department in 2020. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and investment modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Laura Marie Jensen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and with Wells Fargo Bank since 2004. Outside of her advisory role, she is involved in direct sales and promotion of Tupperware, beauty products, and cosmetics through several independent consulting and influencer positions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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 external sources.

Christina Lipari is a financial advisor with Edward Jones in Apache Junction, AZ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Empower Advisory Group LLC, among others. Outside of her advisory role, Lipari operates Lipari Coaching LLC, where she provides life and health coaching and hosts a related podcast titled Connecting with Your Inner Hero. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment products. The firm manages over $1 trillion in assets and maintains an extensive nationwide network of financial advisors and branch offices.