Brian Godwin is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he currently applies his expertise in financial planning. He previously served as a Director and Retirement Planner at Fidelity Investments from 2022 to 2026. Prior to that, Brian worked as an Investment Consultant at Vanguard from 2020 to 2022 and as a Financial Advisor at Edward Jones from 2019 to 2020. Brian's professional focus is on helping individuals and families develop financial strategies aligned with their personal goals and priorities. He emphasizes the importance of thoughtful financial planning as a framework for making informed decisions throughout various life events. By understanding each client's unique circumstances, Brian aims to help them navigate financial complexities and concentrate on their priorities. Outside of his professional work, Brian engages in activities such as family outings, fishing, hiking, visiting museums, and attending theater performances.

Jodie Edmunds is a CFP® professional with 20 years of industry experience, currently advising clients at Edward Jones since 2009. She holds Series 63 and Series 66 licenses and is based in Goodyear, AZ. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Brian Hershey is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 13 years before joining Cetera in 2025. In addition to his role at Cetera, he is involved with Wilde Wealth Management Group as a financial advisor and a member of Hershey Wealth Management LLC, which manages business-related expenses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Marnie Rose is a financial advisor with UBS Financial Services in Tolleson, AZ, holding a Series 66 designation and 25 years of industry experience. Her career includes two periods at UBS Financial Services, from 2005 to 2017 and from 2018 to the present, as well as a one-year tenure at RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors who utilize proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Kelly Lavine is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a part owner and governor of Lavine Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Wehner is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is the owner of TRU Financial LLC, through which he operates his financial services business, and serves on the finance committee of St. Clare of Assisi Catholic Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

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 at Edward Jones in Glendale, AZ, holding a Series 66 designation with 19 years of industry experience. He previously worked at SagePoint Financial, Inc. and Advisor Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

Craig Hauger is a financial advisor with OSAIC in Goodyear, AZ, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Hauger also works as an insurance agent, providing insurance and disability income research and recommendations to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to construct portfolios tailored to client risk tolerance and objectives.

Mathew Kinser is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in veterinary medicine and real estate, including roles as a relief veterinarian and at EXP Realty. 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 with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities such as a trust company and securities-based lending.

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.

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.

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, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mariah Romero is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. She has five years of industry experience, including roles at BMO Harris Bank N.A. from 2013 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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 customized strategies.

Kimberly Bridges is a CFP® with four years of industry experience, currently serving as a financial advisor at XYPN Sapphire. Her prior experience includes roles at BOK Financial and Commerce Trust Company. Kimberly also co-founded Bright Women Financial LLC, an independent financial planning venture. 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 utilizing diversified portfolios and integrates human oversight with emerging digital-asset management capabilities.