Roland Ho Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is also a Hawaiian lomi practitioner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Crystal Leon is a financial advisor at Merrill with six years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Bank of America, N.A., Phillips Law Group, Anderson and Cabrera Law Group, and Regus Business Centers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sabrina Greenwell is a financial advisor at Edward Jones with the Series 66 designation and a total of seven years of industry experience, including prior roles at ESI and an earlier tenure at Edward Jones. She has also spent time as a homemaker prior to returning to the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending.

Jodie Edmunds is a Certified Financial Planner® with 21 years of industry experience, currently serving with Edward Jones since 2009. She holds the Series 63 and Series 66 licenses and is based in Litchfield Park, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Hershey is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 13 years before joining Cetera in 2025. In addition to his role at Cetera, he is involved with Wilde Wealth Management Group as a financial advisor and a member of Hershey Wealth Management LLC, which manages business-related expenses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kelly Lavine is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a part owner and governor of Lavine Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Wehner is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance. He is the owner of TRU Financial LLC, where he sells life, disability, and long-term care insurance. He also serves on the finance committee at St. Clare of Assisi Catholic Church, reviewing parish financial documents. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party managers.

William Wheeler is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, he has worked as a computer programmer consultant and has provided tax preparation, bookkeeping, and fixed life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Hauger is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Summit Financial Group, LPL Financial, and Householder Group, Estate & Retirement Specialists. He is also licensed as an insurance agent, providing research and recommendations related to insurance and disability income for existing clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, focusing on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Mathew Kinser is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked in veterinary medicine, including roles as a relief veterinarian and in veterinary hospital settings. 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, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

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, with prior experience at Wells Fargo Clearing and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Baynes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at Wells Fargo Bank and Bank of America. Baynes is also involved in a real estate investment through an LLC he co-owns with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary, written asset allocation advice and manager searches supported by centralized due diligence and incorporates an ESG eligibility framework in portfolio construction.

Kimberly Bridges is a CFP®-designated financial advisor with four years of industry experience. She is currently with XYPN Sapphire, joining the firm in 2026 after prior roles at Bright Women Financial LLC, BOK Financial, Commerce Trust Company, Aspyre Wealth Partners, and Stoker Ostler. Kimberly is based in Buckeye, AZ. 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 informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management alongside integrated financial planning services.