Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, AZ. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior roles at LPL Financial and Pacific West Financial Consultants Inc. Church Capital serves individual and high-net-worth clients, as well as a limited number of pension and profit-sharing plans. The firm provides discretionary portfolio management primarily using equities and ETFs, employs technical analysis and both long- and short-term trading, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

Christopher Carlton is a CFP® with 15 years of industry experience. He has worked at Edward Jones for 15 years before joining North Wind and Sun Advisory LLC, where he has been since 2026. North Wind and Sun Advisory LLC provides wealth management services to individuals and high-net-worth clients through both discretionary and non-discretionary portfolio management, as well as comprehensive financial planning and consulting. The firm primarily constructs diversified portfolios using low-cost mutual funds and ETFs, while allowing for individual stocks, bonds, and margin transactions when appropriate.

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.

Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.

Lawrence Orgill is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Paragon Capital Management in Denver, CO since 1999. Paragon Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Ivan Matherson is a CFP® and Series 66 holder with two years of industry experience. He is currently an advisor at The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Ensign Advisory Partners, and Northwestern Mutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and manager relationships.

Brock Baker is a financial advisor at Inspire Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thivent Investment Management Inc., World Equity Group, Inc., and Impact Alliance. He serves as treasurer for Impact Alliance, a nonprofit focused on cultural and language immersion programs for students from Spain. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods while often delegating management to sub-advisors and using affiliated managers and proprietary ETFs.

Anthony Remund is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Remund Financial, Commonwealth Financial Network, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jonathan Fuimaono is a financial advisor at Farther with eight years of industry experience. He holds a Series 66 designation and has previously worked at JWM-Prospera Financial Services, Edward Jones, and Morgan Stanley. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, utilizing a mix of ETFs, mutual funds, individual equities, and fixed income.

Paul Hassing is a CFP®-credentialed financial advisor with Edward Jones, based in Buckeye, AZ, and has 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as Chairman of the Board for the River Heights Chamber of Commerce and is the President of the Big Sand Lake Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Aaron Rosas is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and a background that includes law enforcement roles with the Bend Police Department and Ashland Police Department, as well as service in the Oregon Air National Guard. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 who holds the Series 63 and Series 66 designations and has 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence supported by a manager solutions team and includes strategies that may incorporate ESG considerations.

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.

Tyler Pollard is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he is involved with Desert Springs Community Church and Regent University. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

James Velasquez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative due diligence in its advisory process and offers access to a range of investment strategies, including those incorporating ESG criteria.

Jodi Hassing is a CFP®-certified financial advisor with 15 years of experience, currently working at Edward Jones since 2011. She holds a Series 66 license and is based in Buckeye, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Benjamin Hachmann is a financial advisor at Fidelity with five years of industry experience. He previously worked at Edward Jones and managed the Hachmann Funeral Home & Cremation Service for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Elaine O'Neil is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. She currently works with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Michael Lavine is a financial advisor with Stifel in Buckeye, Arizona, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Stifel since 2007. Outside of his advisory role, he serves as a governor for LaVine Holdings LLC, a real estate entity. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Paul Lyon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL Financial, he spent 19 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also maintains an activity in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a variety of financial planning and asset management solutions through a large network of advisors.

Kelly Lavine is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a part owner and governor of Lavine Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Wehner is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance. He is the owner of TRU Financial LLC, where he sells life, disability, and long-term care insurance. He also serves on the finance committee at St. Clare of Assisi Catholic Church, reviewing parish financial documents. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party managers.

Kimberly Bridges is a CFP®-designated financial advisor with four years of industry experience. She is currently with XYPN Sapphire, joining the firm in 2026 after prior roles at Bright Women Financial LLC, BOK Financial, Commerce Trust Company, Aspyre Wealth Partners, and Stoker Ostler. Kimberly is based in Buckeye, AZ. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management alongside integrated financial planning services.