Elliott Treinen is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience with F&G Annuities and Life. He is also involved with Gateway Financial Advisors in an insurance and benefits capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management approaches and custody platforms.

Nicholas Traxler is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Target Corporation for six years and was involved with the Arizona State Club Water Polo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blake Allison is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Goldman Sachs & Co. LLC and Ladenburg Thalmann. His background also includes roles at JPMorgan Chase Bank, N.A. and involvement with Delta Gamma and the University of Arizona. J.P. Morgan Securities 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 incorporates an ESG eligibility framework when recommending investment strategies.

Jacob Shures is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2026. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Ortega is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes extended tenures at Mosaic Insurance Associates, Mosaic Financial Associates, and Next Financial Group, with ongoing leadership in multiple financial and insurance ventures. He is a partner in Orthopedist Advisory Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform that includes affiliated and third-party managers, catering to diverse client needs and account structures.

Steven Rabin is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Ameriprise since 2009, currently serving at the Scottsdale, AZ office. Outside of his advisory role, he is involved in a photography business and serves on the board of the Scottsdale Corvette Club. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edward Mclellan is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Raymond James Financial Services Advisors, Desert Financial Wealth Management, and LPL Financial. In addition to advising, he is involved in the sale of fixed annuities and fixed life insurance. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools, risk assessments, and a range of investment options across multiple platforms.

Paul Swiatkowski Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Chase Bank, N.A. since 2007. 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 brokerage, distribution, and investment management capabilities.

Bradley Hecker is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at The Vanguard Group and Elev8 Advisors Group. Hecker has experience working with Sun Devil Athletics and Arizona State University. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages a substantial portfolio of client assets and offers services that include structured planning conversations without individual security recommendations as part of standalone plans.

James Ainsworth is a financial advisor at Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation with three years of industry experience. He previously managed his own consulting group from 2009 to 2022 and served briefly on the University of Wyoming staff. Ainsworth is Treasurer and one of five board members at Southwest Leadership Academy, a nonprofit charter high school serving at-risk youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through a consolidated billing system called “WealthPlan.”

Sharon Huffman is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, bringing three years of industry experience. Her work history includes roles at Edward Jones since 2016 and a concurrent position at Ardmor Construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs, supported by a large nationwide network of advisors and branches. The firm offers various discretionary and non-discretionary strategies, affiliated mutual funds, and fiduciary advisory services.

Beenish Aslam is a financial advisor at Merrill with Series 66 registration and one year of industry experience. Prior to joining Merrill, she held various roles in educational institutions, including Scottsdale Unified School District and Think Through Academy High School in Phoenix. Merrill, in conjunction 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 serves individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Mc Kersie is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2010, including roles at Charles Schwab Premier Bank, SSB, and Charles Schwab Bank, SSB. Outside of finance, he periodically conducts martial arts seminars as a karate instructor. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios, periodic reviews, and a formal alternative-investment selection process.

Charles Darling is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Luv Toyota for twelve years. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Cameron Mc Kissic is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He owns KingStreet Empire Clothing LLC, an online clothing business that aims to inspire and provide resources to youth on success and financial literacy. Additionally, he serves as a sprint coach for Chandler Unified School District #80. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Matthew Jackson is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. He has worked at City National Bank since 2021 and has been with RBC Capital Markets since 2019. Outside of his advisory role, he is involved with the Active 20-30 Club of Phoenix, a charitable organization focused on fundraising for children and youth programs, and serves on the Board of Directors for the Australian and New Zealander's of Arizona Social Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party investment managers, alongside integrated capital-markets capabilities.

Ronil Singh is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, NA since 2014. Outside of his advisory role, he works as a delivery driver for Amazon Flex in Scottsdale, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Douglas Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Rolon is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. His prior work includes several years at Educational Testing Service and Basis.ed before joining Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutions.

Umbreen Kazmi is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.