Omar Elwer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. Outside of his advisory role, he was involved with ELWER Interpreting, LLC from 2017 to 2025. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyle Anglin is a financial advisor with Charles Schwab in Peoria, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at United Planners Financial Services and Giallo Consulting LLC. 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-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Eric Brudi is a financial advisor with Edward Jones in Peoria, AZ, holding the CFP® and ChFC® designations and industry licenses Series 63 and Series 66. He has 29 years of experience, all with Edward Jones since 1997. Outside of his advisory role, he is associated with several family businesses and timber-related ventures in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Charles Belton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing nine years of industry experience. His prior work includes roles at Edward Jones before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Michael Lopez is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial and previously worked for NEXT Financial Group, Independent Financial Group, LLC, and OSAIC Services, Inc. Outside of advisory services, Lopez is also a licensed non-variable insurance agent. 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 access to third-party asset managers, supported by extensive operational tools and a large network of over 22,800 advisors.

Julie England is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and over 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, NA since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Gombrich is a financial advisor with Ameriprise Financial Services LLC in Peoria, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017 and previously at EF Legacy Securities LLC and Edelman Financial Services LLC. Outside of his advisory work, he participates in the planning giving committee for the Southwest Autism Research and Resource Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm uses centralized analysis incorporating investment research, third-party data, and internal committee oversight, with recommendations operating within an investment universe influenced by affiliated product relationships.

Rod Glisic is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 13 years. Outside of his advisory role, he is a co-owner of a family rental property in Peoria, Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Benjamin Dewhurst is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Louie Inc. and spent several years at the University of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Ulises Barrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he operates a French bulldog breeding business. 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 through a non-discretionary program delivered by a select group of Wealth Advisors.

Thomas Brandt is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Vanguard and USAA, as well as 20 years of service in the United States Air Force. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in its approach.

Jason Herron is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp and Navy Federal Brokerage Services. Outside of his advisory role, he serves as an adjunct faculty member teaching undergraduate and graduate financial planning courses at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mitchell Layton is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include service at LPL Financial and ongoing involvement with Layton Holdings, a business he owns. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports client implementation through advisory programs, with a notable focus on municipal and public finance advisory services.

Ashley Rios is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked in the mortgage industry for several years with firms including Fairway Independent Mortgage, Prime Lending, and Caliber Home Loans. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Mark Orzabal Jr. is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Amazon for five years. Outside of his advisory role, he is a partner in a real estate investment holding company. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, and is known for its extensive network of advisors and comprehensive investment solutions.

Joanna Walker is a financial advisor with LPL Financial in Goodyear, AZ, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include work at GrowStrong Wealth Strategies, Guided Wealth Insurance, College Loan Freedom, and Transamerica Financial Advisors. Outside of her advisory responsibilities, she is employed at Brightmont Academy in Phoenix, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of representatives. The firm offers a variety of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Daron Mcmillan is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is involved in providing life insurance solutions focused on wealth preservation and estate planning. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Rosemary Dinardo is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She previously worked at The Vanguard Group, Inc. from 2013 to 2021 before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Matthew Macdonald is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. His prior experience includes roles at Morgan Stanley and Bank of America, as well as work in hospitality and education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with strategic asset allocation and cash management solutions.

Michael Gray is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience and previously spent ten years at Richard Sales Media. Outside of his advisory work, he serves as Vice President of the Board for Triad Performing Arts of Arizona, assisting with fundraising and marketing efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.