Daniel Whitehouse is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016. His prior experience includes roles at Casablanca Capital LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Krueger is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Jason Oliver is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with JP Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jessica Ogden is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She is also an owner and partner in a food truck business, Los Gauchos Heredia, LLC, based in Arizona. Her career includes roles with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Albert Mendoza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 broker-dealer, investment adviser, and commodity-related registrations, delivering services through a select group of Wealth Advisors on a non-discretionary basis.

William Franklin is a financial advisor at Edward Jones in Queen Creek, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in the pharmacy sector and held academic roles at Idaho State University College of Pharmacy and Brigham Young University Idaho. 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, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Mary Sherratt is a Financial Consultant at Fidelity Investments, where she has been employed since 2013. Over the years, she has progressed through various roles including Investment Solutions Representative, Annuity Service Representative, and multiple levels of Investment Management Consultant, reflecting her extensive experience within the company. In her current role, Mary partners with clients to develop personalized investment strategies that align with their unique goals and preferences, aiming to support their financial well-being and the enrichment of their families' lives. She holds a California Insurance License, which complements her expertise in financial consulting. Outside of her professional work, Mary enjoys family activities, outdoor adventures, parenthood, spending time with pets, snowboarding, and traveling.

Austin Schelhaas is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in various roles across the banking, automotive, and sports industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and offering one-time or ongoing planning relationships without discretionary trading authority.

Connor Olsen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various other positions before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Tyson Brimhall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers LLC, PNC Investments LLC, and Prudential Insurance Company of America. Outside of his advisory role, he is involved in the production and sale of woodworking products. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Samuel Mills is a CFP® and Series 66-registered financial advisor with Edward Jones in Mesa, AZ, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches a monthly financial training class in partnership with an attorney and therapist through the nonprofit 2nd Saturday (WIFE.org), focused on divorce education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Guinnevere Morice is a financial advisor at Edward Jones with 17 years of experience in the industry. She holds the Series 66 designation and is based in Apache Junction, AZ. Morice has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the United States.

Wendy Covington is a financial advisor at Edward Jones in San Tan Valley, AZ, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goodwin University, AFL (Assisted Family Living), and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Brooks Groom is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to pursue their financial goals through strategic investment planning. In this role, he collaborates with clients to assess their current financial landscape and develop investment strategies aligned with their long-term objectives. Prior to his current position, Brooks worked as a Brokerage Service Representative at Charles Schwab from 2023 to 2024 and as a Client Service Associate at Morgan Stanley from 2022 to 2023. His professional experience spans client service and brokerage roles within leading financial firms. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Brandon Phelps is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked previously at Bank of America, Merrill, and Wells Fargo, among other firms. Outside of his advisory role, he is a partner in Legaceed LLC, an LLC based in Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles with registered investment companies and use of advanced technologies such as AI in research.

Tobain Mc Carter is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Mc Carter is the founder of Significant Souls, a community initiative promoting and distributing tennis shoes to children in Muscatine, IA, serves as a director on the Muscatine Community College Foundation Board, and owns Pearl City Whisky LLC, a retail education business. 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 provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Dahline is a financial advisor with Edward Jones in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the United States Army. 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 and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Devon Gillard is a Series 66–licensed financial advisor with Edward Jones, based in San Tan Valley, AZ. He has approximately two years of experience in the financial services industry, including roles at Morgan Stanley and The Vanguard Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.