Mustafa Bilenler is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and 20 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Sagepoint Financial, INC and Advisor Group. Edward Jones is a full-service wealth management firm serving both 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 over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Justin Scallan is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 66 designations and having 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Kevin Bosworth is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments during his career. Prior to entering the financial industry, he was associated with Walden University and A New Hope LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Barry Hays is a CFP® professional with 25 years of experience in the financial industry. He has worked at Fidelity Investments since 2020 and previously spent 22 years at The Vanguard Group, Inc. His credentials also include the Series 63 and Series 65 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nicholas Lenning is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at various firms including Avantax Insurance Agency and runs his own businesses focused on tax preparation, accounting, and wealth management. Lenning owns Lenning & Associates and Lenning Wealth Management LLC, which provide tax and financial services in addition to his advisory role. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options and supports both automated and bespoke portfolio strategies.

Barry Wickman is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with RBC Capital Markets LLC since 2008. Outside of his advisory role, he serves on the board of directors for the Anderson Condominiums association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Edgar Rauda is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several positions including Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his tenure, Edgar has focused on building impactful relationships with clients, helping them work toward their financial goals through trust and partnership. His career at Fidelity Investments has provided him with experience in client relationship management and financial planning. Edgar's progression within the company reflects his growing expertise in these areas. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Anthony Costabile is a financial advisor with Cetera based in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Cetera in 2020, he worked at AXA Advisors LLC for one year and has held various roles outside finance, including positions at Gold Coast Football Club and educational institutions. He is the sole owner of Zebrette Wealth Management, a pass-through entity for his self-employment income. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, operating a multi-manager platform with more than $256 billion in assets under management.

Erik Jamsa is a financial advisor with Morgan Stanley in Peoria, AZ, holding a Series 66 license and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Shawn Quella is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following four years at Invest Financial Corp. Outside of his advisory role, Quella is involved as an insurance agent and has a business interest in an orchard-related entity. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Hector Arellano is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Edward Jones, PayPal, Goldman Sachs, and Northern Trust. Outside of advising, he is involved in executive management and marketing consulting for an accounting firm and in government relations and management consulting for a wedding venue business. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Salazar is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has eight years of industry experience, including prior roles at USAA Investment Services Company and USAA Group/USAA Life Co. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

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 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.

Daniel Lennon is a financial advisor with Merrill in Phoenix, AZ. He holds a Series 66 designation and has 12 years of industry experience, having worked at both Bank of America, N.A. and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaiah Peay is a financial advisor at Fidelity with nine years of industry experience. He previously worked at The Vanguard Group, Inc. for five years before joining Fidelity Investments, where he has been employed since 2022. Peay holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Shelby Williams is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing, Shelby worked at Edward Jones, Westpac Wealth Partners, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, Shelby has partial ownership in a CPA firm, Breneman and Associates CPA, PLLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research with third-party analytics to offer diversified investment solutions and facilitates a range of financial products through bank and insurance affiliates.

Bryan Cruikshank is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He has been part of Fidelity Investments since 2013, holding positions including Investment Consultant and Financial Representative. Prior to his tenure at Fidelity, Bryan worked as a Stockbroker at Scottrade from 2010 to 2013. Bryan focuses on helping clients develop sound financial plans tailored to their unique situations, emphasizing the importance of creating financial strategies that do not solely depend on the stock market. He works closely with clients to analyze their goals and priorities throughout various stages of their financial journey. Outside of his professional work, Bryan has personal interests in cars, family activities, hiking, kayaking, and traveling.

Jennifer Herl is a financial advisor with Ameriprise in Glendale, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic automation in its recommendations.