Tobain Mc Carter is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Mc Carter is the founder of Significant Souls, a community initiative promoting and distributing tennis shoes to children in Muscatine, IA, serves as a director on the Muscatine Community College Foundation Board, and owns Pearl City Whisky LLC, a retail education business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Dahline is a financial advisor with Edward Jones in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the United States Army. 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 and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

John Hebert is a CFP® with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Private Wealth Services, Kestra Investment Services, and UBS Financial Services. He has also been associated with the University of Phoenix since 1998. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and tools.

Mark Godes is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has worked with LPL Financial since 2005 and has operated Optimal Wealth & Investments, Inc. since 2007. He is also a notary public, providing notarization of client-related documents without compensation. 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 model portfolios and third-party asset management.

Cami Mc Cabe is a financial advisor with Ameriprise in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Arvest Wealth Management from 2014 to 2018 before joining Ameriprise Financial Services, Inc. Her other business activities include involvement with McCabe Plumbing and Water Treatment LLC, a plumbing business operated by her husband. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Christina Lipari is a financial advisor with Edward Jones in Apache Junction, AZ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Empower Advisory Group LLC, among others. Outside of her advisory role, Lipari operates Lipari Coaching LLC, where she provides life and health coaching and hosts a related podcast titled Connecting with Your Inner Hero. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment products. The firm manages over $1 trillion in assets and maintains an extensive nationwide network of financial advisors and branch offices.

Dawson Alverson is a Series 65-credentialed financial advisor with three years of industry experience. He has worked at LPL Financial since 2024 and previously with Kestra Advisory for one year. In addition to his advisory roles, he has been involved with Qc Accounting LLC since 2007. 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 solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools to support advisors.