Evan Curtis is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in Phoenix, AZ. His prior roles include positions at Morgan Stanley, Parsonex Advisory Services, American Express, and H&R Block, where he has maintained a long-term association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Gabriel Chagolla Flores is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. He focuses on helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals. Gabriel holds a Bachelor's Degree from Soka University of America. His approach centers on understanding client priorities and creating tailored financial plans within the framework of Merrill Lynch Wealth Management.

Agustin Silva is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities since 2015 and also has experience with JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Ham is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, and Advisor Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Douglas Meziere is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011 and has been engaged in ongoing education since 2010. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Daniel Anstett Jr. is a financial advisor with OSAIC based in Phoenix, AZ, holding a Series 63 designation and bringing 34 years of industry experience. His previous roles include positions at Royal Alliance Associates, Inc., Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is also the proprietor of Anstett Financial, a multi-line insurance brokerage specializing in life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset allocation tools, efficient-frontier analysis, and access to third-party money managers and wrap programs.

Donald Garduno is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. His prior work includes positions at AssetMark Financial Holdings, GoldBook Financial, Equitable Advisors, Vanguard, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options, including proprietary model strategies and access to third-party managers, with an emphasis on tailored solutions based on client objectives.

Timothy Woodlock is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, SagePoint Financial, Bank of America, Merrill, and Charles Schwab. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Edward Moran III is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 63 license and over 43 years of industry experience. He has been with Cambridge since 2008 and previously worked at Aegis Financial Group. Moran also serves as a board member of a non-public entity, One Step Beyond Inc., and operates Moran Financial Services, where he offers individual and group insurance products as an independent agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering customized investment solutions across multiple platforms and employing both proprietary and third-party strategies.

Joseph Wollersheim is a financial advisor with Thrivent Investment Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Wollersheim has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Richard Riemer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. He holds the Series 66 designation and is based in Phoenix, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Marie Camacho is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and UBS Financial Services. 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 across a broad range of topics and allows clients to combine planning with managed-account options under a consolidated billing program called “WealthPlan.”

Cameron Hatfield is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at several firms including Carvana, T3 Trading Group, and Robinhood Markets. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients such as individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary model strategies, and access to third-party managers, with various business arrangements supporting tailored client solutions.

Debra Groff is a financial advisor at Edward Jones with 30 years of industry experience. She holds the Series 63 designation and previously worked at Cambridge Investment Research, Inc. and Minert Financial. Outside of her advisory role, she is involved in caregiving through a local home healthcare service in Phoenix, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Ajay Shingala is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Fidelity Investments, Merrill, and Bank of America. Shingala is based in Phoenix, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions and employs both proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Allan Rosen is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been working with Cetera and its affiliates since 2013. He is president and owner of Rosen Investment Advisors, Ltd., and serves as president of a nonprofit water company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

Toby Prestegaard is a financial advisor at Edward Jones in Phoenix, AZ, holding the CFP® and ChFC® designations with 25 years of industry experience. His prior roles include positions at PNC Investments LLC, Robert W. Baird, Raymond James Financial Services, Midland Financial Advisors, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial products, supported by a large national network of advisors and branch offices.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.