Elijah Gallardi is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Schwab Wealth Advisory, The Vanguard Group, and Fullerton Financial Planning. 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 financial planning and a variety of investment management programs delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tyler Pollard is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he is involved with Desert Springs Community Church and Regent University. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Brannon Hampton is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Arizona Public Service for 17 years. He also serves as a council member for the City of Goodyear and is involved with several local and regional organizations, including the Southwest Valley Chamber of Commerce and the National League of Cities and Towns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.

James Velasquez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank, N.A. since 2003. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jodi Hassing is a CFP®-certified financial advisor with 15 years of experience, currently working at Edward Jones since 2011. She holds a Series 66 license and is based in Buckeye, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Kristine Krahn is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Bank NA. 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, model portfolio programs, third-party asset management, and institutional platforms.

John Cameron Harper is a CFP® with 11 years of industry experience, currently affiliated with Fisher Investments since 2024. His prior work includes roles at Charles Schwab Bank, Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. In addition to his advisory career, he has been associated with Jacob Zuniga DDS since 2015. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and high-net-worth investors. The firm employs a centralized Investment Policy Committee to construct diversified portfolios and uses tax-aware and risk management strategies in its investment approach.

Piankhi Sykes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role, he was involved with Private Client Travel L.L.C. for five years. He is based in Goodyear, AZ. 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 an ESG eligibility framework to recommend approved fund strategies.

Jareese Williams is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding a Series 66 credential and having two years of industry experience. Prior to joining Thrivent in 2025, Williams worked at Ameriprise from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning areas. The firm integrates planning with managed-account programs under the “WealthPlan” option while maintaining separate planning and portfolio management services.

Jonathan Mueller Schrader is a financial advisor with LPL Financial based in Glendale, AZ, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at notable firms including BMO Harris Financial Advisors, Inc. and M&I Trust Company Inc, with tenures spanning more than two decades. 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, utilizing both proprietary and third-party investment strategies across various account types.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Ameriprise and its predecessor firm since 2004. Outside of her advisory role, Olson co-owns a personal fitness training business and is involved with New Life Community Church, assisting with its missionary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendations developed by a centralized team in collaboration with advisors.

Humberto Yee Flores Jr. is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Vanguard Group and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Scott Wallace is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Hachmann is a financial advisor at Fidelity with five years of industry experience. He previously worked at Edward Jones and managed the Hachmann Funeral Home & Cremation Service for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Tony Widowski Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Widowski has worked with firms including Quadrant Asset Management L.L.C. and TLT Partners LLC. He serves as President of a local BNI chapter, where he organizes and runs weekly meetings that are not investment-related. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and partnerships focused on municipal finance and retirement solutions.

Derek Newman is a Financial Advisor at Merrill Lynch Wealth Management, based in Peoria, Arizona. He provides guidance to affluent families and business owners in the West Valley, focusing on personalized strategies to preserve, grow, and transfer wealth for clients with $1 million or more in investable assets. His expertise includes divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Mr. Newman holds a Bachelor's Degree from the University of Phoenix and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He integrates disciplined planning with access to advanced solutions provided through Merrill Lynch and Bank of America to address all facets of his clients' financial lives. Originally from Arizona, Derek currently lives in Buckeye, AZ with his wife, five children, and one grandchild. Outside of his professional role, he participates in community organizations including All Faith Community Services, Heart for the City, Homeless Youth Connection, One Way Only Sports, and the Southwest Valley YMCA. He enjoys hiking, traveling, and spending time with family.

David Lewark is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors Corporation and Edward Jones. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment solutions, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed-account programs.

Elaine O'Neil is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. She currently works with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Timothy Divito is a financial advisor with Raymond James Financial in Goodyear, Arizona, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2017 and previously at Edward Jones from 2011 to 2017. Outside of his advisory role, he is an officer and CEO of Providence Financial Services and a part owner of TLT Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and maintains specialized services such as municipal finance advisory and SIMPLE IRA employer consulting programs.

Raul Enriquez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.