David Fellows is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2008 and also operates Fellows Tax & Financial Service, which provides tax preparation, accounting, and non-variable insurance services. 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, supported by a large network of investment adviser representatives.

Devon Gillard is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation and bringing approximately two years of experience in the financial industry, including prior roles at Morgan Stanley and The Vanguard Group. His work history also includes positions outside of finance in automotive and real estate sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Gerald Webster is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long tenure at First Allied Securities and Advisory Services before joining Cetera in 2022. Outside of his advisory work, he is involved with Mind Power Capital Corp and serves as trustee of the Webster Revocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts with over $256 billion in assets under management.

Michael Murphy is a Series 66-licensed financial advisor with eight years of industry experience, currently with OSAIC since 2023. He previously worked at SagePoint Financial and Thrivent Financial among other firms. Outside of his advisory role, he serves on the board of Homeless Engagement Lift Partnership and is a member of the Men's Board for the Fresh Start Women’s Foundation, both charities focused on social support initiatives in the Phoenix area. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. Its investment approach includes model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and alternative investments.

Cody Whiren is a Planning Consultant at Fidelity Investments, where he works directly with in-book clients to guide them through key decisions that contribute to a confident retirement. His role involves reviewing comprehensive retirement analyses, building tax-efficient investment strategies, and designing sustainable income plans tailored to each client's goals. He collaborates closely with financial advisors to develop and implement holistic financial plans that support long-term financial well-being. Before his current position, Cody served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2024 to 2025. This progression reflects his growing experience in client relationship management and financial planning within the firm. Outside of his professional work, Cody's personal interests include camping, comedy, football, and hiking.

Rachel Piloian is a financial advisor with Thrivent Investment Management in Phoenix, AZ. She holds a Series 66 designation and has been with Thrivent and its affiliates since 2018, with a break from work between 2014 and 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on various planning topics without discretionary portfolio management.

Joshua Delnoce is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Delnoce holds a 50% ownership interest in EIKOS Capital Management, LLC, a separate investment-related business based in Phoenix, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Barry Fishco is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 credentials. He began his advisory career with Ameriprise in 2026. Prior to this, Fishco held various roles including operating a modern American smokehouse and working at several service and retail companies. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

William Wheeler is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, he has worked as a computer programmer consultant and has provided tax preparation, bookkeeping, and fixed life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, 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.

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 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 11 years of industry experience. He has operated his own firms, including Lenning & Associates and Lenning Tax and Accounting Services Inc, providing tax preparation, bookkeeping, and wealth management services. His experience spans both financial advising and accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment 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.