Cody Wheeler is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Cody’s background also includes roles at the University of Arizona and Byrne and Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors and JPMorgan Chase & Co. Outside of her advisory role, she is employed as a bartender at Civana Wellness Resort & Spa. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning and model-based asset allocation strategies.

Angelica Carbajal is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, USAA, and JPMorgan Chase. Outside of her advisory role, she participates as a member of the Wayfair Tried and True program and works as an independent contractor for Amazon Flex. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory strategies.

Jordon Wheeler is a CFP® with 10 years of industry experience currently advising at Raymond James Financial. He previously worked at LPL Financial and Edward Jones. Wheeler is also the branch owner and advisor of Arrowhead Wealth Partners, a non-investment related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing analytical tools and risk profiling to support client goals.

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 Series 66-credentialed financial advisor with nine years of industry experience, currently with Thrivent Investment Management in Phoenix, AZ. He has worked at Thrivent and its affiliates since 2016, with a brief period 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 analyses and planning on various financial topics, delivered as one-time or ongoing engagements, while keeping planning and managed-account services separate.

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 with J.P. Morgan Securities in Sun City West, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

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.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding role at Arizona State Credit Union. Outside of her advisory work, she owns and operates a cattle business through Lazy P Lazy P, LLC. 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, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of operational tools.

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 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.

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 at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked for Charles Schwab and LPL Financial. Outside of his advisory role, he is involved in real estate as an agent and managing member of a real estate holding company. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and custodians.

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.