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.

Taylor Kaleikau is a financial advisor with Thrivent Investment Management in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016, with a brief tenure at Commerce Bank from 2017 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed accounts under a consolidated billing option called WealthPlan.

Brian Godwin is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he currently applies his expertise in financial planning. He previously served as a Director and Retirement Planner at Fidelity Investments from 2022 to 2026. Prior to that, Brian worked as an Investment Consultant at Vanguard from 2020 to 2022 and as a Financial Advisor at Edward Jones from 2019 to 2020. Brian's professional focus is on helping individuals and families develop financial strategies aligned with their personal goals and priorities. He emphasizes the importance of thoughtful financial planning as a framework for making informed decisions throughout various life events. By understanding each client's unique circumstances, Brian aims to help them navigate financial complexities and concentrate on their priorities. Outside of his professional work, Brian engages in activities such as family outings, fishing, hiking, visiting museums, and attending theater performances.

Stuart Johnson is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 17 years at Foresters Financial Service. Johnson also serves as treasurer and secretary on the board of directors for a homeowners association, managing the budget and participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a large network of independent advisors and provides access to multiple investment strategies and custodial arrangements.

Charles Butler is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He also teaches finance and management courses as an associate professor at Western International University in Phoenix. Outside of finance, Butler performs as a musician and singer in a classic rock band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

David Upin is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has held positions at RBC Capital Markets since 2012 and previously worked at City National Bank from 2017 to 2025. He holds the Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Robert Sullivan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group, Inc., and earlier work at the University of Arizona and Target. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Brian Ginter is a financial advisor with Thrivent Investment Management based in Phoenix, AZ. He holds a Series 66 designation and has 18 years of industry experience, working with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and analysis covering various topics, including retirement, estate, and tax planning, with the option to combine planning services with managed accounts under a consolidated billing program called WealthPlan.

Monica Striplin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with Financial Engines and its related entities since 2008. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates various discretionary and non-discretionary programs overseen by a centralized Investment Committee.

Jodie Edmunds is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She holds Series 63 and Series 66 licenses and is based in Litchfield Park, AZ. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Scott Dewhurst is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Financial and has prior experience at FSC Securities Corporation and Mass Mutual Investors Services. Dewhurst is also involved with Dewhurst Wealth Management, a business related to his advisory practice. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Sang Gao is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. She has held roles at Edward Jones and Massachusetts Mutual Life Insurance Company prior to her current position. Outside of her advisory work, she is the owner of several business ventures including an importing company and a farming solar energy enterprise. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational programs.

Nicholas Kolb is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes over a decade at Charles Schwab in various roles before joining Cambridge Investment Research Advisors in 2025. Outside of his advisory work, he serves as managing member and agent in real estate ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

Michael Theis is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with Charles Schwab since 1995. Outside of his advisory role, he owns a small online merchandise business using print-on-demand services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a multi-asset, model portfolio investment approach supported by centralized custody and operational infrastructure.

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.

Leah Vanpoelvoorde is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Voya Financial Advisors, SilverTree Financial LLC, and various real estate-related activities. Outside of advising, she is president of Synergy Works, Inc., a life coaching business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and advisory services through a large network of independent advisors and operates a multi-manager platform with access to various investment strategies and third-party managers.

Lauren Berlean is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cambridge Investment Research and currently serves as a portfolio specialist at Renaissance Financial, where she constructs and monitors client portfolios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Elizabeth Reilly is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Adrienne Radakovic is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and she is the founder and senior investment advisor at Stella Wealth Advisors, LLC. Outside of advising, she consults on sales activities with executive leadership teams through More Fabrications. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and third-party money managers.

Philip Henry is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AE Wealth Management, Clear Solutions (Bergen Financial Group), and Sagepoint. In addition to his advisory role, he provides fixed annuities and life insurance services through Brayshaw Financial Group, LLC. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory services and uses multiple platforms and tools to construct portfolios across various asset classes while supporting both discretionary and non-discretionary account management.