Tara Viehman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, with prior experience at Wells Fargo Clearing and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Baynes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at Wells Fargo Bank and Bank of America. Baynes is also involved in a real estate investment through an LLC he co-owns with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary, written asset allocation advice and manager searches supported by centralized due diligence and incorporates an ESG eligibility framework in portfolio construction.

Lynn Delorey is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2016. Outside of her advisory role, she teaches public yoga classes and provides tarot card readings and astrology reports through separate business activities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients, using model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Cody Butery is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity, he worked at TD Ameritrade and has experience in the hospitality industry as well, including roles at Firebirds Woodfired Grill and Kitaro Bistro of Japan. Outside of his advisory role, he works part-time as a server and bartender. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jennifer Cain is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 65 and Series 63 licenses and 19 years of industry experience. She worked at J.P. Morgan Securities Inc. for 16 years before joining Morgan Stanley in 2025. Cain is also involved with The Arizona Bowling Institute LLC, which she has been associated with since 2008. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a focus on advisory services.

Deanna Lynch is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Youssef Elkamash is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he is a swim clinician with Fiitter & Faster and works as a driver for Lyft in Phoenix, AZ. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Deborah Hightower is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Michael Dillon is the sole advisor at Second Look Financial, LLC, an independent firm based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Dillon has managed Second Look Financial since 2005. He is also a licensed insurance broker and may recommend or place insurance products alongside his investment advisory services. Second Look Financial serves individual clients by providing portfolio management and financial planning, with a focus on individualized plans and periodic reviews rather than standardized institutional programs. The firm manages approximately $335,000 in assets across seven client relationships.

Kurt Oelze is the principal advisor at Kurt Oelze, LLC in Phoenix, AZ, with 16 years of industry experience. He holds the Series 66 designation and has been operating his firm since 2004. Kurt Oelze, LLC provides investment advisory and portfolio management services primarily to individual clients, including both high-net-worth and non-HNW individuals. The firm manages a small client base with a focus on ongoing portfolio oversight and acts as a sponsor of a wrap-fee program, offering bundled account services alongside its advisory work.

Scott Nelson is a CFP® professional with 28 years of industry experience, serving as the sole advisor at Sensible Investment Strategies, LLC since 2003. He is also the owner of Hit the Ball Better LLC, a golf instruction business. Sensible Investment Strategies provides investment advisory and portfolio management services to individual clients, managing approximately $24.4 million in assets across 42 client relationships.

Christopher Hays is the principal advisor at Chris Hays Wealth Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 66 designation and previously worked at City National Securities, Comerica Securities, Mechanics Bank, and LPL Financial. Hays maintains an insurance license for advisory purposes but does not earn commissions. Chris Hays Wealth Management provides investment advisory and portfolio management services primarily to individual clients on a non-discretionary basis, focusing on collaborative decision-making and personalized planning. The firm also offers educational seminars and manages approximately $4.83 million in client assets across a small client base.

Ricardo Peters is a financial advisor with Guardian Financial Wealth Management Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Guardian Financial Wealth Management Inc. is an independent firm focused on providing personalized financial services.

Jared Farnsworth is a financial advisor at Skymark Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2017. Outside of his advisory role, he is the CEO of New Era Sports Training and Management, an athletic coaching business, and serves on the board of New Era Academy of Excellence. Skymark Advisors LLC is a supported firm based in Sun City, AZ, with Jared Farnsworth as its sole advisor.

Randall Joselit is a financial advisor at Joselit Asset Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and Nylife Securities since 2006. Joselit also operates a CPA firm, Randall S. Joselit CPA, PC, providing traditional financial and tax services. Outside of advising, he is involved in managing a small bed and breakfast in Prescott, Arizona. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients, focusing on individualized portfolio management and maintaining a small client roster to allow for frequent advisor contact.

Kimberly Bridges is a CFP®-designated financial advisor with four years of industry experience. She is currently with XYPN Sapphire, joining the firm in 2026 after prior roles at Bright Women Financial LLC, BOK Financial, Commerce Trust Company, Aspyre Wealth Partners, and Stoker Ostler. Kimberly is based in Buckeye, AZ. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management alongside integrated financial planning services.