Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jennifer Vidaure is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG eligibility frameworks and utilizing broader derivatives and commodities capabilities.

John Porco is a financial advisor with Morgan Stanley in Peoria, AZ. He holds the Series 66 designation and has recently transitioned from roles at Sei and HCA Healthcare. Porco’s background includes experience in healthcare and financial services since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Richard Dombrowski is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he serves as a trustee and power of attorney agent for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to both individual and institutional clients. The firm employs structured financial planning tools and offers broad retail and institutional services, managing approximately $2.74 trillion in client assets.

Sean Mannello is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Ladenburg Thalmann & Co, American Portfolios Financial Services, Infinex Investments, Triad Advisors, Securities America, and Schwab Wealth Advisory. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Kevin Axelson is a Series 66-licensed financial advisor at OSAIC with 29 years of industry experience. He previously worked at Securities America Advisors, Inc. for 21 years and has served as a home office supervisor overseeing advisory representatives. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a range of managed account programs.

Stephanie Zavos is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2017. She has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Stephanie worked as a Registered Client Relationship Specialist at Robert W. Baird from 2011 to 2013. Stephanie's role focuses on partnering with clients and their families to develop and maintain comprehensive financial plans. She employs a detailed five-step process in collaboration with clients to address their relationship to wealth and long-term financial goals. Her approach is rooted in principles of integrity, dedication, and commitment. Outside of her professional work, Stephanie enjoys biking, gardening, parenthood, snowboarding, and traveling.

Michael Massarelli is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 65 and Series 63 credentials and having two years of industry experience. His prior roles include positions at The Vanguard Group, Federal First Lending, and Northwestern Mutual. Outside of finance, he was involved with Ten Ninety Brewing Company for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics along with diversification and modern portfolio theory principles to guide investment decisions while offering both brokerage and advisory solutions.

Mai Han Shultz is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

James Bruce is a financial advisor at LPL Financial with 32 years of industry experience. He has held positions at Kestra Advisory, SII Investments, and Householder Group, Estate & Retirement Specialists. He is a Certified Legal Document Preparer (CLDP) and a notary public. 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 broad range of financial planning and investment management services supported by research and technology.

Joshua Winston is a financial advisor at Ameriprise in Scottsdale, Arizona, holding a Series 66 designation with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Directors for Gesher Disability Resources. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports based on detailed research and modeling, combining advisory, brokerage, and insurance solutions through a centralized consulting team.

Aaron Bailey is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 credential and 11 years of industry experience. He has been with Charles Schwab and affiliated entities since 2015. Outside of his advisory work, Bailey hosts the Not So Native Podcast, which features interviews and explores local attractions in Arizona. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of brokerage, advisory, and custody services. The firm’s investment approach includes both non-discretionary and discretionary management options, supported by multi-asset model portfolios and due diligence through the Schwab Center for Financial Research.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shawn Welch is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo since 2016. His prior experience includes roles at Morgan Stanley and related entities from 2006 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Shefali Collins is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. She previously worked at DD Med Trans for seven years before joining Baird in 2022. Shefali is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 brokerage services, supported by internal research and tools such as artificial intelligence to inform client advice.

Jeffrey Cain is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 63 designation with 42 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Patricia Nyborg is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones. Outside of finance, she operates an e-commerce business buying and reselling items on platforms such as eBay and Etsy. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a range of traditional and alternative investment strategies.

Joseph Winters is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2022 and has held various roles including Planning Consultant and Relationship Manager, bringing a comprehensive understanding of investment and financial planning to his current role. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge from 2021 to 2022. Joseph focuses on developing personalized financial strategies that align with his clients' goals, values, and lifestyles. His approach involves taking the time to understand what matters most to each client to help them pursue their financial objectives effectively. Outside of his professional work, Joseph has interests in board games, cars, social events, parenthood, reading, and traveling.

Robert Lenz is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Christiaan Kelly is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a managing partner of The Kelly Group, where he focuses on assisting clients with growing and preserving their wealth through customized strategies in investment selection, portfolio design, and risk management. He also leverages resources from Merrill and Bank of America to support clients in areas such as lending, small business services, and everyday banking to complement their long-term financial plans. Prior to joining The Kelly Group, Christiaan gained technical experience in Merrill’s investment banking division in New York City, specializing in mergers and acquisitions, capital raising, and company valuation through detailed market research. He holds multiple professional credentials, including FINRA Series 7, 63, 65, and 79 registrations, an insurance license, and designations such as Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Retirement Accredited Financial Advisor (RAFA). Christiaan earned his bachelor’s degree in Economics from Claremont McKenna College, graduating Magna Cum Laude with the Robert Day Scholarship. Christiaan lives in Pittsburgh and enjoys boating, skiing, swimming, tennis, traveling, and watching movies. He is committed to working individually with clients to develop personalized financial strategies aimed at achieving their long-term goals.