Michael Ridley is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Ridley has also been involved in several private business ventures since 2005. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s investment approach includes an ESG eligibility framework and access to a broad range of products through its unique regulatory registrations.

Jack Shaw Jr. is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Merrill since 2009. Merrill, together 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, pension plans, corporations, and charitable organizations.

Michael Hahn is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2008 in Phoenix, AZ. 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 managed-account services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Meghan Dwyer is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Her prior work experience includes roles in various industries such as automotive and realty. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Shawn Hoskin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hanifa Nankinga is a financial advisor with LPL Financial in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Waymark Wealth Management, Raytheon Technologies, and several financial firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives, offering a range of advisory programs, retirement consulting, and brokerage services.

Dean Martines is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank SSB since 2007. Based in Scottsdale, AZ, he serves clients through Schwab’s integrated wealth advisory platform. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Jordan Mc Caffrey is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. Prior to joining Mass Mutual and its affiliate MassMutual in 2019, he worked at Edward Jones for 11 years. Outside of his advisory role, he assists with real estate transactions and renovations through a family-owned business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers recommendations on investment strategies without discretionary authority.

Ivan Munoz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of his financial career, he has experience in various roles including positions at Amazon and involvement with 4 Points RV Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Pasquale Liberio is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for The Advertising Checking Bureau, Inc. from 2005 to 2017. Outside of advising, he is involved in marketing and promotion for Live Wire Software LLC and works part-time as a produce clerk at AJ's Fine Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing approximately $1.01 trillion in assets. The firm is distinguished by its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company, affiliated mutual funds, and securities-based lending.

Kyle Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, his spouse owns a boutique business called Lunch Money, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Terri Osness is a Certified Financial Planner (CFP®) with 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Andrea Sig is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. She previously worked at Charles Schwab & Co., Inc., AssetMark Brokerage, and JP Morgan Chase. Outside of financial advising, she is involved in childcare services as a respite caregiver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management, supported by in-house and third-party research and a variety of investment programs.

Kimberly Molter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones from 2014 to 2021 before joining Cambridge Investment Research Advisors. Outside of her advisory role, she is also a notary and owner of Modern Legacy Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through independent Financial Professionals. The firm offers a range of portfolio management options and maintains proprietary and third-party model strategies tailored to client objectives.

Stephanie Ellsworth is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 65 and Series 63 licenses with 10 years of industry experience. She has worked with MML Investors Services LLC since 2015 and MassMutual Life Insurance Company since 2010. Ellsworth is also the owner of Commercial Cost Solutions, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers a range of planning programs including estate settlement and employer-sponsored planning.

Thaxton Peterson is a CFP® with 28 years of industry experience, currently affiliated with Wells Fargo Clearing. He has held positions at Morgan Stanley and its private bank divisions since 2013. In addition to his advisory work, he assists in his wife's retail clothing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brock Hanson is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Edward Jones across two periods totaling 12 years, with a one-year tenure at Aladdin Capital in between. Outside of his advisory work, he is a member of HW3, LLC, a real estate business involved in buying, renovating, and selling homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive advisor and branch network as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Thomas Martin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at The Vanguard Group, Bank of America, Morgan Stanley, and E*TRADE Securities. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party teams.

Carlin Whelpley is a Series 66 licensed advisor with Merrill, based in Chandler, AZ, and has six years of industry experience. Prior to joining Merrill, he held roles at Oakley and various sales and educational organizations. He also has experience outside finance, including involvement with Delete Tattoo Removal & Laser Salon and Fortitude VBC. Merrill offers managed account services through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutions. The firm integrates strategic asset allocation and tax-aware options, with trade execution and account administration supported by its affiliation with Bank of America.

Kristal Burton is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, she worked at Honor Health and the Gilbert Center for Family Medicine. 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 and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.