Anthony Park is a financial advisor at Panoptic Global Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Panoptic Global Wealth Management since 2011. In addition to his advisory role, he is an independent insurance agent in Arizona. Panoptic Global Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, personal trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental analysis-based investment approach, combining pension plan consulting with retail financial planning for non-high-net-worth clients.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with Series 63 and Series 65 licenses and eight years of prior experience at Dynamic Wealth Advisors. She has worked in various roles since 2016, including positions at Ascensus and Enterprise Sage. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach complemented by shorter-term trades for rebalancing or hedging, and offers a range of portfolio options including equities, fixed income, mutual funds, ETFs, options, structured notes, and private equity.

Michael Bell is a financial advisor with Sage Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at KMS Financial Services, Inc., MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his advisory role, he owns an independent insurance agency focused on the sales and service of fixed insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios with a variety of investment vehicles and emphasizes pension consulting services, including investment policy development and participant education.

Bruce Wilson is a financial advisor with Mariner Advisor Network based in San Tan Valley, CA, holding a Series 66 designation and 28 years of industry experience. He has worked at Advantage Wealth Advisors since 2017 and has been affiliated with LPL Financial since 2009. Mariner Advisor Network is an enterprise registered investment adviser that operates a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm provides portfolio management, financial planning, consulting, and access to a range of investment strategies and third-party managers, with a notable focus on retirement plan consulting and a distinctive operating model integrating multiple affiliated resources.

Brandy Harrington is a Certified Financial Planner® with nine years of industry experience, currently serving at HighPoint Planning Partners. Her prior roles include positions at Trust Company of Illinois and TC Wealth Partners. She is based in San Tan Valley, AZ. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a tailored investment approach utilizing fundamental analysis across a variety of securities and third-party solutions.

Dallin Davis is a financial advisor with Principal Advised Services in San Tan Valley, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and AssetMark, as well as a current role as Assistant Vice President for Advice, Education & Sales at Principal Bank. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, utilizing a combination of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated bank and insurance products alongside discretionary and non-discretionary investment programs.

Matthew Marble is a financial advisor at Empower Advisory Group with one year of industry experience and holds a Series 66 designation. Prior to joining Empower, he worked in various roles including law enforcement with the Chandler and Arvada Police Departments, as well as positions in industrial construction and insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Joshua Nolan is a CFP® professional with two years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has worked at several firms including OneAmerica Securities and Axio Wealth Management. Outside of his advisory role, he is involved with Arizona Roots Family, LLC, focusing on accounting and payroll. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Vincent Buccellato is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles including IT Director for Greenlee County and Systems Administrator for Gila County. Outside of finance, he provides computer programming and training services related to Geographic Information Systems and databases. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs including traditional asset allocation and legacy market-timing strategies.

Megan Henretta is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Nationwide Investment Services Corp. Primerica Advisors operates as an enterprise serving a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management.

Jacob Richey is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2023. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients. The firm’s recommendations are based on proprietary research and asset-allocation models and offer access to financial planning, trade execution, and custody services within the broader Charles Schwab Corporation ecosystem.

Ginger Fargas is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co for 13 years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals and multiple account platforms.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Crystal Muldowney is a financial advisor at Edward Jones in San Tan Valley, AZ, holding a Series 66 designation with 21 years of industry experience, all with Edward Jones since 2005. Outside of her advisory role, she creates custom handcrafted gifts and is involved with her son's YouTube gaming channel. She also sells small items such as books and trading cards on eBay. Edward Jones serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Don Kaufman is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 9 years of industry experience. He has worked at Edward Jones since 2016 and previously held a position with Education Management Corporation from 2011 to 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Francie Teichman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Wells Fargo, J.P. Morgan Securities, Charles Schwab, and JPMorgan Chase Bank. Outside of her advisory work, she creates social media content and provides consulting to individuals facing professional challenges. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in portfolio management.

Randy Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and managing family and limited partnerships. Outside of advisory work, he owns and operates a business specializing in garage and storage cabinets. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a wide range of investment and planning solutions through a large network of investment adviser representatives.

Lizette Corrado is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America Merrill Lynch and Davis Selected Advisers. Lizette is based in San Tan Valley, Arizona. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Parker Langer is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Summit Financial Strategies Inc and KPMG LLP. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Logan Hancock is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026, and as Director and Retirement Planner at the same firm from 2022 to 2024. Before joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill from 2015 to 2022. In his professional capacity, Logan emphasizes understanding clients' unique financial goals through active listening and open dialogue. He collaborates with clients to pursue their financial objectives by leveraging his expertise alongside their vision. Outside of his professional work, Logan enjoys family activities, golf, parenthood, pets, snowboarding, and soccer.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Ezra Hopoate is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions across various sectors, including a missionary training center and technology services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with active oversight of sub-advisers and attention to conflict-of-interest management.

Veronica Salazar Celis is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 and investment solutions through a large national network of advisors and branch offices.

Scott Krueger is a financial advisor with Raymond James & Associates in San Tan Valley, AZ. He holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Edward Jones. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory relationships and institutional consulting, with a notable focus on public finance and municipal clients.

Douglas Prahl is a CFP® and ChFC® with 28 years of experience in financial advising. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendy Covington is a financial advisor at Edward Jones in San Tan Valley, AZ, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goodwin University, AFL (Assisted Family Living), and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Albert Dailey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Thrivent in various capacities since 2005. Outside of his advisory work, Dailey is a certified NRA instructor, providing training on safe handgun practices, and also serves as an independent consultant offering training on the Full Focus Planner system. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based planning across a range of financial topics without discretionary trading authority.

Mark Godes is a CFP® professional with 27 years of experience in the financial industry. He has been associated with LPL Financial since 2005 and has operated Optimal Wealth & Investments, Inc. since 2007. In addition to his advisory work, he is a notary public who notarizes client-related documents without compensation. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Kenneth Tipping is a financial advisor with LPL Financial in Florence, AZ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory services with a broad range of product offerings.

Timothy Mannino is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing commercial real estate through his ownership of Port Erie Holdings LLC and participation in Carini Investments, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Dennis Johnson is a financial advisor at Insurance & Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tree Line Capital and WFG Advisors. In addition to his advisory role, he is an independent agent for Medicare health insurance products. Insurance & Wealth Advisors, LLC provides investment advisory and insurance-related services primarily to individual clients, managing a small asset base with a non-discretionary approach. The firm combines portfolio management with active insurance sales, a structure uncommon among independent advisory firms.