Scott Piper is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Google (Powered by Mosaic North America), and in educational roles at Arizona Virtual Academy, Legacy Traditional Schools, and Coolidge Unified School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ellery Segebart is a CFP® professional with 14 years of experience in financial advisory roles. He is currently with Empower Advisory Group and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Facet Wealth, and Vanguard. Outside of his financial advisory work, Ellery is developing a personal training and strength and conditioning business focused on health and fitness. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cooper Wetch is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Empower, he worked at Fidelity Investments. Outside of his advisory role, Cooper owns and operates a welding business in Cedar Hill, Utah. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Eric Mc Kay is a financial advisor at Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Conservice, Offerpad LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services featuring both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Ellen Owens is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she is engaged as a self-employed photographer, trainer, and art sales professional. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs an independent due-diligence process to evaluate asset managers and uses a tiered, percentage-based wrap fee structure.

Clancy Schmidt is a Series 66-credentialed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Gilbert, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., and ownership of Black Sheep Shop, LLC. 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.

Jeramiah Huizar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at The Vanguard Group and worked at Grand Canyon University. He also maintained a health insurance license. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Nautilus Insurance Group, Crosscountry Mortgage, and Pinnacle Peak Private Client Group. He has also been involved with Arizona State University and entrepreneurial ventures such as UpMerch and Integrity Valet. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Nathan Dunn is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2018 and Thrivent Financial since 2019. Outside of his advisory role, Dunn serves as a volunteer chaplain and creative director for Melody and Truth, a nonprofit missions organization focused on using music and the arts to share the gospel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael Medina is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Shea Homes for 13 years. He has no reported responsibilities outside his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and offices nationwide.

Erik Reichstein is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the City of Phoenix from 2016 to 2018. He holds a Series 66 license and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. He is also involved with Todd OBrien LLC, a business entity registered 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Stuart Boardman is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at BancWest Investment Services, Inc. and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Brian Bjurstrom is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and the Maricopa County Attorney's Office. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Cory Elmore is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at John Hancock Advisers, John Hancock Funds, John Hancock, Edward Jones, and Neodent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

James Vonk Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Raymond James in various capacities since 2001. Outside of his work at Raymond James, Vonk is the owner of River Valley Wealth Management, where he is involved in financial advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Janiak is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Lowe's and was involved with NewLife Assembly of God for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Todd Clarke is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with firms including Ensign Financial Partners and OneAmerica Securities. Outside of advising, he owns an event space in Queen Creek, AZ, and serves as chairman of the board for the nonprofit Giving Can Be Fun. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Marguerite Berizzi is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones for seven years and has experience in pet care businesses, including Malibu Maggie's Petcare and Malibu Coast Animal Hospital. 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, utilizing both proprietary research and third-party strategies across various account types.