Brandon Hebert is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, UBS Financial Services, and Morgan Stanley. Outside of advising, he is a business owner involved with EBH Bin Ventures LLC and Green Bin Licensing LLC. 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 financial planning and investment management solutions supported by proprietary research and technology while maintaining a large network of over 22,800 advisors.

Jared Dahline is a financial advisor with Edward Jones in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Kyle Weldon is a financial advisor at Edward Jones in Tempe, AZ, with eight years of industry experience. He holds the Series 66 credential and previously worked at Merrill and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated investment products and trust services.

Jack Patterson is a CFP® professional with four years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Dimensional Fund Advisors and Northwestern Mutual Wealth Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Dylan Zadakis is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of his advisory role, he also works as an Uber driver during nights and weekends. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Jason Finke is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, N.A. since 2019 and has a background that includes 17 years at the University of Phoenix. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Robert Young is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His prior roles include positions at Merrill and Hardy Asset Management. He is also vice president and membership committee chair of a local networking group in Gilbert, Arizona, and owns Blue Dot Wealth Management. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through multiple platforms and maintains proprietary affiliated model strategies under the Founders Gate Capital brand.

Skyler Moore is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Schwab in 2019, Moore taught English online for one year. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, which offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its integrated operational structure and multi-asset model portfolios supported by centralized custody and a rigorous due diligence process.

John Vallentine is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and BlackTide Capital Management. Outside of his advisory work, Vallentine holds a small equity stake as a partner in Dixxon Flannel Co., where he contributes to business growth discussions and strategy. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad network of advisers and research resources.

Michelle Ovadia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She owns and operates two healing businesses in Chandler, Arizona, focusing on hypnosis healing, coaching, and energy work. Additionally, she receives royalties from TuneCore. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Whipple is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following a prior tenure at Wells Fargo Clearing and Wells Fargo Bank, N.A. in roles spanning nearly two decades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration with the CFTC and use of AI-driven methods in its investment process.

Darcie Brown is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to her current role, she worked at Better Homes and Gardens Influence Partners Brokerage and was a fitness coach specializing in weightlifting and nutrition. She continues to be involved in fitness coaching on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Hebert is a CFP® with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Private Wealth Services, Kestra Investment Services, and UBS Financial Services. He has also been associated with the University of Phoenix since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and tools.

Ginny Conroy is a financial advisor with Edward Jones in Mesa, Arizona, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Chan is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2020. She holds the designation of Certified Financial Planner and has developed her career entirely within Fidelity Investments since 2010, gaining experience in client service, retirement solutions, investment consulting, and relationship management. Her professional journey includes positions such as Investment Consultant, Central Relationship Manager, Client Management Representative, and other roles focused on customer service and investment solutions. She is also licensed to provide insurance services in California. Outside of her professional responsibilities, Karen enjoys a range of personal interests including family activities, fitness, culinary experiences, social events with friends, caring for pets, and traveling.

Daniel Athmann is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. Their approach includes holistic, goal-based planning across a range of areas, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Justin Chamberlain is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vacation Ownership Consultants and GoDaddy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gage Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. Prior to his career in finance, he worked at Scottsdale Waterfront Residences and Vector Marketing. 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 provides both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Nickolaus Roeschley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.