Tyler Brilinski Sr. is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory, Kestra Investment Services, SII Investments, and Householder Group, Estate & Retirement Specialists. He is also involved in estate planning through Watermark Wealth Planning, leveraging a Certified Legal Document Preparer certification. 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 institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Nathan Martin is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Phoenix, AZ. His prior work includes roles at Kimley-Horn & Associates, Larson Engineering, and Arizona State University. Outside of his advisory role, he is the owner of Apogee Tutoring Services, providing local tutoring support. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and a multi-billion dollar asset base.

Jay Stainsby is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with OSAIC since 2023. His prior roles include positions at FSC Securities Corporation, Pinpoint Global Communications, Cetera, and Foresters Financial Services. He also serves as a consultant to Pinpoint Global Communications, providing insights on training, compliance systems, and strategic recommendations. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by an extensive affiliate network and multiple program offerings.

Cody Wheeler is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Cody’s background also includes roles at the University of Arizona and Byrne and Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors and JPMorgan Chase & Co. Outside of her advisory role, she is employed as a bartender at Civana Wellness Resort & Spa. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning and model-based asset allocation strategies.

Brian Brooks is a financial advisor with Thrivent Investment Management in Phoenix, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Brooks serves as a board member of Pipeline Worldwide, a nonprofit organization that supports other nonprofits and funds projects promoting sustainable change in Eastern Africa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and portfolio management services.

James Packes is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2019 in various capacities, including Financial Consultant and Investment Consultant. Prior to joining Fidelity, James worked at Vanguard Group from 2011 to 2019, serving in roles such as UHNW Wealth Consultant and HNW Investment Consultant. James holds a California Insurance License. His career has focused on financial consulting and investment management, assisting clients in developing personalized financial plans. He aims to help clients achieve financial freedom by leveraging the resources available through Fidelity. Outside of his professional work, James's personal interests include cars, family activities, fitness, social events with friends, and swimming.

Dylan Skov is a financial advisor at Thrivent Investment Management in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, he worked at UnitedHealthcare and held various roles at the University of Arizona and Hyatt Hotels. He has also been involved in a real estate investment business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, delivered as stand-alone or ongoing engagements without discretionary trading authority.

Jordon Wheeler is a CFP® with 10 years of industry experience currently advising at Raymond James Financial. He previously worked at LPL Financial and Edward Jones. Wheeler is also the branch owner and advisor of Arrowhead Wealth Partners, a non-investment related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Melissa Sende is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Capital Insight Partners, LLC, Morgan Stanley Smith Barney LLC, and JPMorgan Chase Bank NA. She is part of The DDK Group within Robert W. 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 services, utilizing a range of strategies from traditional allocations to more complex approaches, including discretionary management and overlay services.

Shay Desai is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Desai held roles at Awake Energy, Singularity Capital, and Chipotle. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management services, delivering advice through a network of Investment Adviser Representatives and third-party asset managers. The firm offers a range of investment programs covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Angelica Barron Santella is a financial advisor at Morgan Stanley with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at UBS Financial Services, BMO Harris, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and State Farm. She also has experience outside finance, having worked at Vivienne Atelier Bridal. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its advisory process.

David Maxton is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2007. Outside of his advisory work, Maxton is a part owner of Maxton Farm in Jackson, Missouri. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michael Locher is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory work, he manages a rental property in Cedar Rapids, Iowa. 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, supported by a large national network of financial advisors and branch offices.

Samuel Elasky is a Series 66 licensed financial advisor with three years of industry experience, currently with Equitable Advisors in Scottsdale, AZ. His prior work includes roles at Prairie Line and the University of Wisconsin Eau Claire. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a variety of advisory programs. The firm utilizes third-party asset managers and TAMPs, focusing on customized investment models and fiduciary services for qualified plans.

Gregory Osselaer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Atlas Capital LLC and self-employment, as well as seasonal positions at Friendly Pines Camp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its role as a commodity pool operator, and its advisory services to multiple registered investment companies and fund‑of‑funds.

Adam Wilson is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Securities, Lincoln Financial Advisors, LPL Financial, and Thrivent Investment Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a variety of managed accounts and third-party money manager programs.

Alex Akers is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and Axa Advisors, Llc. He also served as a board member for Leadership West, a nonprofit organization focused on leadership education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of investment programs, including third-party advisory models and proprietary tools, to tailor solutions based on clients’ risk tolerance and financial goals.

Cole Gendreau is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since September 2001, progressing through various roles including Service Trader, Financial Representative, Investment Representative, Financial Planning Consultant, and currently Vice President, Financial Consultant. Throughout his tenure, Cole has worked with Fidelity's high net worth clients, assisting them in developing, implementing, and maintaining financial plans in challenging market conditions. His work focuses on helping clients achieve their overall wealth planning goals by leveraging Fidelity's investment platform and technology. Outside of his professional role, Cole has interests in fitness, football, golf, lake activities, and parenthood.

Syed Quadri is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has held roles at firms including Advisors Group, TrueLine, Wells Fargo, and Fidelity Investments. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, comprehensive financial planning, and investment management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple affiliated broker-dealer and RIA relationships.