Patrick Devlin is a Financial Consultant at Fidelity Investments, where he provides financial planning support and investment guidance tailored to individual goals and long-term investment strategies. He has been with Fidelity Investments since 2023, holding various roles including Retirement Planner, Director, Retirement Planner, and Planning Consultant prior to his current position. Before joining Fidelity, Patrick worked as a Client Support Representative at Robinhood from 2021 to 2022 and as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His career experience spans financial consulting, retirement planning, and client support within the financial services industry. Outside of his professional work, Patrick engages in golf and hiking during his personal time.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jennifer Kim is a CFP® professional with 18 years of industry experience. She is currently with Fidelity Investments, having joined in 2022, and previously worked at Ameriprise Financial Services, Raymond James & Associates, Bank of America, and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it is notable for its use of AI-driven methodologies and its formal advisory roles within the investment industry.

Jennifer Vidaure is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG eligibility frameworks and utilizing broader derivatives and commodities capabilities.

John Porco is a financial advisor with Morgan Stanley in Peoria, AZ. He holds the Series 66 designation and has recently transitioned from roles at Sei and HCA Healthcare. Porco’s background includes experience in healthcare and financial services since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Michael Massarelli is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 65 and Series 63 credentials and having two years of industry experience. His prior roles include positions at The Vanguard Group, Federal First Lending, and Northwestern Mutual. Outside of finance, he was involved with Ten Ninety Brewing Company for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics along with diversification and modern portfolio theory principles to guide investment decisions while offering both brokerage and advisory solutions.

Thomas Howard is a financial advisor with Ameriprise in Phoenix, AZ, holding the Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Culinary Dropout and FedEx. He also serves as a paraplanner for Heick, Hester, Smith & Associates LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income, using proprietary research and algorithmic tools.

Mark Trefzger is a Series 66 licensed financial advisor with Edward Jones in Phoenix, Arizona, and has 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Basque is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, Fidelity Investments, Raymond James Financial Services, Morgan Stanley, and Ernst & Young Investment Advisers. Based in Phoenix, AZ, he has been with Cambridge Investment Research since 2024. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Matthew Julian is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019. Outside of his advisory role, he has ownership interests in Arizona Capital Management, LLC, and Cactus Jiu Jitsu, where he is also actively involved. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of advisors and extensive assets under management.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shefali Collins is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. She previously worked at DD Med Trans for seven years before joining Baird in 2022. Shefali is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, supported by internal research and tools such as artificial intelligence to inform client advice.

Stephanie Morales is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Cetera since 2019, including Cetera Wealth Services, and previously spent 19 years with Cuna Mutual Group. Morales is also the recording secretary for the Madison Traditional Academy Guild, an educational nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Patricia Nyborg is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones. Outside of finance, she operates an e-commerce business buying and reselling items on platforms such as eBay and Etsy. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a range of traditional and alternative investment strategies.

Joseph Winters is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2022 and has held various roles including Planning Consultant and Relationship Manager, bringing a comprehensive understanding of investment and financial planning to his current role. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge from 2021 to 2022. Joseph focuses on developing personalized financial strategies that align with his clients' goals, values, and lifestyles. His approach involves taking the time to understand what matters most to each client to help them pursue their financial objectives effectively. Outside of his professional work, Joseph has interests in board games, cars, social events, parenthood, reading, and traveling.

Demetrius Warren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at Thrivent Financial and American Express. Warren is also involved with Dream Chasers Marketing LLC, an entrepreneurial venture. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Andrew Kovalcik is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following prior roles at Bank of America and Merrill from 2014 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

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.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Abigail Toye is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors LLC, Cetera, and Foresters Financial Services. Her prior roles include positions outside of finance, such as with the Southwest Speech and Debate Institute and educational institutions in Phoenix, AZ. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term management.