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 with Edward Jones in Phoenix, AZ, holding a Series 63 designation and 29 years of industry experience. She worked at Cambridge Investment Research, Inc and Minert Financial from 2008 to 2017 before joining Edward Jones. Outside of her advisory role, she provides caregiving services for a local home healthcare agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

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 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cetera and its affiliates since 2013. In addition to his advisory role, Rosen serves as president of a nonprofit private water company and operates his own financial services firm, Rosen Investment Advisors, Ltd. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Toby Prestegaard is a CFP® and ChFC® credentialed advisor at Edward Jones in Phoenix, AZ, with 25 years of industry experience. His prior roles include positions at PNC Investments, 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 with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial 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 Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Merrill and Bank of America, N.A., where he has worked since 2019. Prior to that, he was with GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory role, Hauseman manages an online e-commerce business called Hause of Cards. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America’s platform to deliver a broad range of investment options and services.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Suzanne Crook is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ronald Barton is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 48 years of industry experience, including long tenures at Waddell & Reed and various insurance carriers. Barton is also involved with TriWealth Partners, LLC and operates a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Benjamin Israelsen is a financial advisor at Edward Jones in Sun City, AZ, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in various roles across technology, venture partnerships, and nonprofit organizations. From 2020 to 2025, he was affiliated with Brigham Young University in multiple capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Jennifer Foglia is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked for Nationwide Investment Services Corporation for 10 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered funds.

Kevin Cypert is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at M. S. Howells & Co., Annexus Securities, FSC Securities Corporation, Royal Alliance Associates, Woodbury Financial Services, and SagePoint Financial. He has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management with access to model portfolios, third-party research, and advanced investment technologies.

Derek Skains is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of his advisory role, he collects royalties from family-owned land in Louisiana and serves as president of Skains Investment Partners, LLC, an insurance-related business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client needs.

Clifford Selsor III is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

Randall Scianna is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously was employed at Stryker from 2007 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services directly and through Corporate Financial Planning agreements.

Scarlet Filmore is a CFP® professional with 17 years of experience in the financial services industry. She has worked at Ameriprise since 2018, following roles at 1st Global Advisors Inc., 1ST Global Capital Corp., and Monheit Financial Group. Outside of her advisory work, she is involved with Young Living Essential Oils, where she occasionally purchases products for personal use. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jacqueline Villa is a financial advisor at Osaic Wealth Inc with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Woodbury Financial Services, and National Planning Corporation. Villa is also named as a future trustee on a family trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Matthew Goldman is a financial advisor with Charles Schwab in Peoria, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank and Yard House, as well as public service with the Jurupa Community Services District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts through an integrated and large-scale operational platform.

Adam Wertheimer is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and employs systematic methodologies and oversight in its investment approach.