Connor Henkle is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial situations and assist in preparing for the planning process. His approach involves focusing on the clients' holistic financial circumstances to work towards their goals. Prior to his current role, Connor served as a Relationship Manager at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he worked as a Stock Broker at Charles Schwab from 2018 to 2022. Outside of his professional responsibilities, Connor has interests that include cars, fitness, food, football, music, and yoga.

Thomas Gerboth is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Harbour Investments, Thompson Wealth Management, Tandem Wealth Advisors, and Charles Schwab. Outside of advising, he is involved in real estate through Gerboth Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Eric Long is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Marnie Rose is a financial advisor with UBS Financial Services in Tolleson, AZ, holding a Series 66 designation and 25 years of industry experience. Her career includes two periods at UBS Financial Services, from 2005 to 2017 and from 2018 to the present, as well as a one-year tenure at RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors who utilize proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Jared Duran is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Edward Jones and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process paired with planner delivery and online tools, offering diversified portfolios and discretionary and non-discretionary management options.

William Newbury is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. His career includes prior roles at First Financial Equity Corporation, Waddell & Reed, and RBC Capital Markets. Outside of his advisory work, he is involved in an insurance business and operates under a trade name for financial services. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies as well as unaffiliated third-party advisers.

Wendy Marshall is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 30 years of industry experience. She worked at Edward Jones for four years before joining LPL Financial in 2014. 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, including model portfolios and third‑party asset management, supported by advisor tools and a broad network of over 22,800 advisors.

Howard Gershkowitz is a financial advisor at Cetera with over 41 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Additionally, he is a published author and poet. Gershkowitz is also a co-founder of Allwealth Planning, a financial planning firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and supervisory frameworks.

Lloyd Church is a financial advisor with LPL Financial based in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has previously worked at Raymond James Financial Services and Ameriprise. Outside of his advisory role, he is involved with LTC Enterprise, a business entity for tax and investment purposes. 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 financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational and research tools.

Manjul Chugh is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner of a rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Catherine Ivy is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 32 years of industry experience. Her prior firms include Sagepoint Financial, LPL Financial Corporation, Ivy Financial Planning & Associates, and Associated Securities Corp. She serves as president of the Ben & Catherine Ivy Foundation, a nonprofit organization focused on brain cancer research. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and model-based investment strategies.

Kelly Lavine is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a part owner and governor of Lavine Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Andrew Fausett is a Planning Consultant at Fidelity Investments. In this role, he meets with clients regularly to understand their individual needs and concerns, collaborating with them to identify strategies tailored to their unique financial circumstances. Andrew has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience at Fidelity has provided him with a comprehensive understanding of financial planning and client relationship management.

Christopher Kitaeff is a financial advisor with LPL Financial based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Bank of America and Merrill. He is also involved with La Mans Wealth Management LLC, a business entity used for tax and investment purposes. 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 extensive technology and a large network of over 22,800 advisors.

Andrew Laue is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. His work history includes positions in education with Peoria Unified School District, Maricopa County Community College District, and Joy Christian School. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm utilizes model-driven investment strategies supported by third-party asset managers and offers a range of discretionary account options.

Michael Wehner is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance. He is the owner of TRU Financial LLC, where he sells life, disability, and long-term care insurance. He also serves on the finance committee at St. Clare of Assisi Catholic Church, reviewing parish financial documents. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party managers.

Charles Kessler III is a financial advisor with Edward Jones in Glendale, AZ, holding Series 66 and Series 63 licenses and having 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Laura Carolina is a financial advisor with Ameriprise in Glendale, AZ, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Bankers Life Advisory Services, Valic Financial Advisors, and Spring Venture Group. 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 retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

David Benson is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 66 licenses. His prior experience includes roles at SagePoint Financial, Financial Design Group, Securian Financial Services, and Minnesota Life. Outside of advising, he owns Benson's Burners, a business focused on growing, processing, bottling, and selling hot sauce products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through multiple programs, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.

James Phillips is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He is involved in lending activities outside of his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning professionals.