Tyler Saile is a CFP® professional with 10 years of experience in financial advising. He is currently with Cetera and has previously worked at firms including LPL Financial, The Vanguard Group, and Triad Advisors. He is co-owner of Ironwood Family Wealth Advisors and the Saile Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Paulette Treguboff is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Patrick Duffy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including SCF Investment Advisors, First Financial Equity Corporation, Bank of America, and Merrill. Outside of his advisory role, he serves as a City of Surprise councilmember. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nora Rodriguez is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds a Series 66 license and is based in Peoria, AZ. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Alexis Schumann is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Ladenburg Thalmann & Co., Inc. and Cadaret Grant & Co., Inc. located in Phoenix, AZ. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary management tailored to client goals.

Tatiana Shoptaugh is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2006. 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 strategies for a range of individual and institutional investors.

Michael Golinski is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and has prior experience at Northwestern Mutual and Petsmart. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Hofberger is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and First Investors Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party model portfolios.

Lauren Marshell is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2015, and previously at Voya Investment Management Co. LLC from 2013 to 2015. Outside of her advisory role, she is involved in individual and group life and health insurance sales through Revere Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Clark Krueger is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Krueger performs as a freelance musician for occasional events and church services, as well as with the Extreme Decibel Big Band. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without discretionary portfolio management. The firm offers a combination of holistic, goal-based planning and managed-account services through a consolidated billing option called WealthPlan.

Michael Lavine is a financial advisor with Stifel in Buckeye, Arizona, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Stifel since 2007. Outside of his advisory role, he serves as a governor for LaVine Holdings LLC, a real estate entity. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jason Pickering is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. He previously spent 22 years at Sentinel Technologies before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Brian Bates is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, J.P. Morgan Securities, and Securities America Advisors. He is based in Phoenix, AZ. 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 and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Ann Lonergan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. Her work history includes roles at Fidelity Brokerage Services LLC, The Vanguard Group, Inc., and managing member duties at ARL Enterprises LLC, a family LLC providing administration and notary services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction utilizing mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides model portfolios for Fidelity Institutional Wealth Adviser.

Ted Duvall is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Peoria, AZ. Outside of his advisory role, he is a member of Kingdom Advisors, a professional association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies.

Paul Koch is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Lizette Parada is an advisor with LPL Financial, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She currently serves in investment-related capacities through BMO Harris Bank. 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, employing both proprietary and third-party investment strategies across diverse platforms.

Wendy Stolcis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options tailored to plan objectives and risk tolerances.