Michael Wehner is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is the owner of TRU Financial LLC, through which he operates his financial services business, and serves on the finance committee of St. Clare of Assisi Catholic Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

William Wheeler is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1993 and holds a Series 63 designation. Outside of advising, he works as a computer programmer consultant and provides bookkeeping and tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Craig Hauger is a financial advisor with OSAIC in Goodyear, AZ, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Hauger also works as an insurance agent, providing insurance and disability income research and recommendations to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to construct portfolios tailored to client risk tolerance and objectives.

Mathew Kinser is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in veterinary medicine and real estate, including roles as a relief veterinarian and at EXP Realty. He continues to occasionally work weekend shifts as a fill-in veterinarian. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities such as a trust company and securities-based lending.

Charles Purcell is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2014. Outside of his advisory role, he is a singer and songwriter who records and releases music on platforms like Spotify. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated operational structure, and comprehensive wealth management offerings.

Tara Viehman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kimberly Bridges is a CFP® with four years of industry experience, currently serving as a financial advisor at XYPN Sapphire. Her prior experience includes roles at BOK Financial and Commerce Trust Company. Kimberly also co-founded Bright Women Financial LLC, an independent financial planning venture. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and integrates human oversight with emerging digital-asset management capabilities.