Guillermo Gastelum is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BBVA Securities, PNC Bank, and Uber. Gastelum is based in Mesa, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Emma Ngo is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work history at Thrivent Financial, as well as experience in the hospitality sector with Scottsdale Resort and Spa and Sanctuary Resort. Ngo also worked at Canopy Tempe and has experience in education from her time at Arizona State University, Jefferson High School, and Oak Grove Middle School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning through a network of advisors. The firm’s approach includes holistic, model-driven analyses and a consolidated billing option combining planning with managed-account programs, while maintaining separate services.

Jason Arciniega is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

John Greenway is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Eaton Vance Distributors, Inc. for 12 years before joining LPL Financial in 2017. In addition to his advisory role, he is involved in Aero Security Training, a non-investment-related activity based in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools while overseeing substantial discretionary assets through a large network of advisors.

Alicia Sikes is a financial advisor at Edward Jones with 18 years of experience at the firm and holds a Series 66 designation. She is based in Queen Creek, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Tommie Bonner is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing several rental property LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.

Lucas Widoff is a Certified Financial Planner® with 13 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2025 and previously held positions at Wells Fargo Clearing and Morgan Stanley Private Bank. Based in Queen Creek, AZ, he holds the CFP® and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with recommendations delivered through meetings and written summaries.

William Monaccio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Dynamic Wealth Strategies, and Edward Jones. He is also a partner in a real estate holding company, W and A Properties, LLC, which currently has no active operations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

Jeffrey Taylor is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2016, initially serving as a Financial Consultant. Prior to joining Fidelity, Jeffrey was a Private Client Advisor at JP Morgan Chase from 2015 to 2016. He also held roles at Charles Schwab from 2009 to 2015, including Vice President and Branch Manager as well as Vice President and Financial Consultant. Throughout his career, Jeffrey has developed expertise in wealth planning and financial consulting. He focuses on providing clear and straightforward education to clients, helping them progress towards their financial goals by considering their unique situations, including family and savings objectives. Outside of his professional work, Jeffrey enjoys camping, fishing, kayaking, movies, and traveling.

Troy Holtey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 10 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Clearing. Holtey is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with options for implementation through brokerage or advisory programs.

Jose Luis Bufanda is a financial advisor with Merrill based in Queen Creek, AZ. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and has experience with GMS/E & C Services and Red Mountain High School. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Audrey Hammond is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence processes.

Jennifer Higgins is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

John Wiegenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 16 years of industry experience. He is also associated with Cradlestone Wealth Services and Wiegenstein & Associates, LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement advisory programs.

Paul Burton is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and operates a large nationwide network of financial advisors and branch offices.

Richard Solomon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Avantax Investment Services and has owned Solomon Wealth Management, LLC, Solomon CPA's & Financial Services, and Christopher T. Solomon, CPA, PC since 2014. Outside of advising, he is involved in tax preparation, bookkeeping, and payroll services through his CPA firm. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms with options spanning automated allocations to bespoke investment strategies.

Lyle Zaichkin is a CFP®-designated financial advisor with Edward Jones, based in Mesa, AZ, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 advisors, offering a range of investment strategies and fiduciary advisory services.

Margaret Mccoy is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alanah Simmons is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Allegis Group Inc, and Alaska USA Federal Credit Union. J.P. Morgan Securities LLC 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.

Brett Mc Avoy is a financial advisor with Charles Schwab & Co., Inc. in Mesa, AZ, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Clark Capital Management Group, Steadfast Companies, and Curian Capital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts within an integrated platform.