Clark Krueger is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Krueger performs as a freelance musician for occasional events and church services, as well as with the Extreme Decibel Big Band. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without discretionary portfolio management. The firm offers a combination of holistic, goal-based planning and managed-account services through a consolidated billing option called WealthPlan.

Michael Ross is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including UBS Financial Services and Minnesota Life Insurance Co. Outside of advising, he is involved in the sale of fixed insurance products and operates Renaissance Financial, offering securities, insurance, and advisory services. Cetera is an SEC-registered adviser serving a broad client base from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services featuring multiple program structures and access to third-party money managers.

David Coffeen is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that include portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to each client’s risk profile.

Jerry Ball is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to this, he worked in various capacities at Fidelity, including Investment Consultant from 2015 to 2016, Portfolio Specialist from 2014 to 2015, and other service roles from 2011 to 2014. His earlier experience includes positions in securities and insurance sales at PFS Investments and securities trading at Bright Trading Inc. Jerry's career began on Wall Street as a securities trader, which provided a foundation for his transition to working directly with families to build financial plans. He focuses on simplifying complex financial concepts to assist his clients effectively. No specific information about his education, credentials, personal interests, or community involvement has been provided.

Ruben Belbe is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Rocket Mortgage and various non-financial positions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated and multi-structured wealth advisory programs.

Jordan Bunker is a financial advisor at LPL Financial based in Phoenix, AZ, holding a Series 66 designation with six years of experience in the industry. His prior experience includes roles at Kent State University and Loyola University Chicago. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Octavio Torres is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2011. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Jason Pickering is a Series 66 licensed financial advisor with Edward Jones, based in Sun City, AZ. He has one year of industry experience, including prior employment at Sentinel Technologies from 2001 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Justyn Delgadillo is a Series 65 licensed financial advisor with 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2015. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages customized and model-based portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kile Weaver is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His career includes positions at AE Wealth Management, Hybrid Retirement Solutions, Financial Engines Advisors, Kestra Financial, Amazon, and Foresters Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice through diversified model portfolios and long-term strategies.

Brian Galvin is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2010, including three years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investments program.

Joseph Whitfield is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of finance, he is a partner in MC6, a six-part men’s a cappella group, where he participates in performing, recording, and administrative tasks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Russell Trapp is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he maintains an Arizona real estate license for personal and family use and is an owner of an LLC that owns a Cessna 172 airplane flown by his wife. 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 individuals, high-net-worth clients, and institutional investors.

Huy Chau is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining Charles Schwab in 2020, he worked at Vexcel and Star Marianas Air and spent seven years with Southwest Airlines. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Karen Krusmark is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds a Series 65 designation and has worked at Financial Engines Advisors LLC since 2009. Outside of her advisory role, she is also a mortgage consultant and loan officer at Homeowners Financial Group. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers both model-based and customized portfolios, supporting a large client base through advisor-led and online platforms.

Russell Huffer is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Schwab entities since 2006, including Charles Schwab Premiere Bank, Charles Schwab Trust Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options. The firm is notable for its large scale, integrated structure, and centralized services.

Mitchell Berner is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. He has been with Charles Schwab since 2018. Prior to his advisory role, he worked briefly at Foresters Financial and gained experience outside finance at Tailgaters Sports Grill. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a structured alternative investment program.

Jeffrey Johnston is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Robert Baird & Co., he held positions at Medallion, Solv., and PatientPop Inc., and also worked at the University of Arizona. Robert Baird & Co.’s DDK Group, where Johnston works, provides wealth management services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies, supported by internal research and investment professionals.

John Seaquist is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive alternative investment due diligence.

Paul Koch is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.