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 27 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for five years prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Adrienne Radakovic is a financial advisor with Cetera, holding a Series 66 designation and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. She is the founder and senior investment advisor of Stella Wealth Advisors LLC and also consults on sales activities with an executive leadership team in a non-investment business. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Philip Henry is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, Clear Solutions (Bergen Financial Group), and Sagepoint. Henry is also involved with Brayshaw Financial Group, LLC, where he provides fixed annuities and life insurance as part of his advisory services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Garrett Storr is a Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial strategies tailored to clients' unique goals. He aims to build holistic plans designed to support long-term success and peace of mind. Garrett has been with Fidelity Investments since 2021, progressing through roles as Financial Representative and Investment Consultant before his current position. He holds a California Insurance License. Outside of his professional work, Garrett is involved in family activities, hiking, military service, caring for pets, traveling, and volunteering.

Montse Terepocki is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Foresters Financial Services, along with managing her own practice since 2017. Outside of advising, she is a notary. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and investment strategies.

Nikos Gutrugianios is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at MSI Financial Services. Outside of his advisory role, he is involved in e-commerce through ownership of a business that sells products on Amazon, and he participates in real estate activities including property ownership and management. 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 searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with a focus on Eligible Strategies and may incorporate ESG considerations.

Mark Naprstek is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at Merrill, Mutual Service Corporation, OSAIC Services, Inc., Sunamerica Securities, Inc., and Invest Financial Corporation. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of advisors.

Daniel Baldwin is a financial advisor at MassMutual Investors Services with 11 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. His prior roles include positions at MassMutual Life Insurance Company and Equitable Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software tools for goal analysis and collaborative annual planning relationships.

Michael Lyons is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through affiliated entities.

Jon Peteuil is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Questar Asset Management, Woodbury Financial Services, and OSAIC. He also operates Peteuil & Associates, LLC, a tax preparation and accounting firm, alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2001 and has also been affiliated with firms including Raymond James Financial Services Advisors and ONEAZ Credit Union. 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 financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Yichen Sun is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Aegon Asset Management for four years. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by 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.

Robert Wade is a CFP® professional with 23 years of industry experience. He has been with LPL Financial since 2005. Wade also holds a role related to investments at Credit Union West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of adviser representatives. The firm offers a variety of advisory services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Tyler Boxwell is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked in full-time education for a year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a 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.

Andre Guntzel is a Wealth Management Planning Consultant at Fidelity Investments, based out of the Scottsdale, AZ Investor Center. He works with Fidelity's sophisticated clientele to provide personalized wealth planning that focuses on protecting, growing, and transferring assets in an integrated manner. Andre has held several roles in the financial industry, including Director and Retirement Planner at Fidelity Investments from 2022 to 2023, and Private Client Advisor, Vice President at JP Morgan Chase Bank, N.A. from 2019 to 2022. His professional experience centers on wealth management and retirement planning. Outside of his professional career, Andre enjoys golf, hiking, parenthood, soccer, and traveling.

Robert Gershkowitz is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is also the co-founder of Allwealth Planning, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Dobrusin is a financial advisor with LPL Financial in Sun City, AZ, holding CFP® and Series 66 credentials and over 16 years of industry experience. He has worked at Cambridge Investment Research Advisors and operates Dobrusin Financial LLC as well as David J. Dobrusin, CPA, PLLC, providing tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Brayden Salmins is a financial advisor with LPL Financial in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at the Department of Economic Security and various roles in the private sector. Outside of advising, Salmins is involved with RB Builders, LLC. 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 and access to third-party asset management, utilizing a variety of investment strategies supported by research and technology.