Patrick Salazar is a financial advisor with J.P. Morgan Securities in Surprise, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes multiple roles at USAA Investment Services Company and related entities, as well as a position at Edward Jones. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies that may incorporate an ESG eligibility framework.

Joseph Bates is a financial advisor at Edward Jones in Peoria, AZ, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Hauger is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Summit Financial Group, LPL Financial, and Householder Group, Estate & Retirement Specialists. He is also licensed as an insurance agent, providing research and recommendations related to insurance and disability income for existing clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, focusing on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

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 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for five years before joining Fidelity. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a diverse client base and is noted for its advisory roles with registered investment companies and use of systematic investment approaches.

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.

Sonya Crenshaw is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Edelman Financial Engines and its predecessor firms since 2011. Outside of advising, she owns FaceFanz, a party decoration company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Chandler Herl is a financial advisor with Fidelity Investments in Surprise, Arizona, holding a Series 66 credential and six years of industry experience. His prior roles include positions at The Vanguard Group, Ameriprise, and USAA Financial Services Company. Outside of his advisory work, he serves as a director at Desert Valley Garage, where he repairs and restores lawn equipment in the evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Errol Stradling is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His career includes roles at Bank of America, Merrill, USAA Financial Planning Services, USAA Investment Services Company, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Glenn Baker is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. His prior roles include positions at Sequoia LLC, Baker & Yoest Investment Advisers, Inc., Cetera, and Genworth Financial Planning Corporation. He also serves as a FINRA dispute resolution arbitrator. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Vanessa Spaulding is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She previously served as Branch Leader at Fidelity from 2023 to 2026 and as a Financial Consultant from 2021 to 2023. Prior to joining Fidelity, Vanessa gained extensive experience in the financial services industry through roles at U.S. Bank as a Performance Consultant from 2014 to 2021, at PNC Bank as Branch Manager III from 2012 to 2014, and at Chase as Branch Manager II from 2006 to 2012. In her current leadership role, Vanessa focuses on empowering her team by fostering development and removing obstacles. She cultivates a culture centered on resourcefulness and a winning mindset, emphasizing coaching, relationship building, and leading through change. Vanessa is committed to supporting her team members in reaching their full potential. Outside of her professional responsibilities, Vanessa enjoys camping, cooking and baking, exploring outdoor adventures, traveling, and engaging in parenthood.

Magno Davila Arias is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019, as well as Bank of America from 2019 to 2021. Prior to his financial advisory career, he held roles at BMW of Bloomfield and Best Buy, and was affiliated with Rutgers Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary strategies developed by internal and third-party investment teams.

Dallin Montez is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has worked in marketing and service roles, including positions at Ninefold Marketing, Grit Marketing, and In-N-Out Burger. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Aleta Ring is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. Outside of her advisory role, she designs and makes jewelry in her personal time. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Julie Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Anderson operates a photography business, runs YouTube channels featuring hiking, DIY projects, and collectibles, and manages an online Etsy shop selling handmade crafts. 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 combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of financial advisors.

Kyle Riley is a Series 66 designated advisor with Ameriprise Financial Services, based in Phoenix, AZ, and has 12 years of industry experience. His prior roles include positions at Mass Mutual, Merrill, and a period of self-employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focusing on income reliability and tax-efficient withdrawal strategies.