Alan Pederson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses, and has 29 years of industry experience. He worked at SagePoint Financial for 12 years prior to joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Jeffrey Davi is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, AZ, where he has worked since 2022. He has a background in mortgage and insurance industries, with prior roles at Nationstar Mortgage and State Farm. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Tanner Leyva is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Northern Trust. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Jasmine Perez is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, she has experience in the service industry and administrative roles. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Rico Olivas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He also served in the U.S. Army from 2015 to 2019. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Christian Giardina is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previous work experience at Kohl's and various educational institutions in Arizona. 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 a range of financial planning, portfolio management, and institutional advisory services, supported by a large network of investment adviser representatives and advanced research and operational tools.

Alicia Shepherd is a financial advisor with Edward Jones in Scottsdale, AZ, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, including over a decade with Edward Jones. Outside of finance, she works as a nuclear medicine technologist at Good Samaritan Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Elayne Jackson is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding the ChFC® designation and Series 63 license. She has 36 years of industry experience, including over 26 years with Mass Mutual Investors Services and 27 years with MassMutual Life Insurance Co. She is also involved in life and health insurance sales through Revere Financial Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning engagements supported by firm-approved software tools.

Joshua Bring is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a Director-At-Large for the Arizona Sporting Clays Association and operates Bring Consulting LLC, a third-party e-commerce services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Glenda Valenzuela is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and several other firms across diverse sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and maintains an integrated structure that supports a large client base through multiple wrap programs.

Justin Ramirez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Bank of America, N.A., Airbox Pure, and Universal Wireless-TCC wireless. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Brown is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Grubhub. In addition to his advisory work, he serves as a FINRA arbitration dispute decision maker. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.

Benjamin Grauel is a financial advisor at Morgan Stanley in Tempe, AZ, with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2022, he worked at Robinhood Markets and Robinhood Financial, and before that at Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee analytics in its advisory process.

Alexis Press is a financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2023, Alexis worked at Bank of America from 2016 to 2020 and has held roles at McGrath Builders LLC and Caffall Dental Care, where Alexis contributed to a dental software project. Alexis holds the Series 66 designation. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Bardue II is a CFP® with 33 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also owns Northsound Wealth Management LLC, a separate advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo's research and planning tools.

Matthew Petello is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group. Outside of advisory work, he also works as an Uber driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, supported by firm-approved tools and a structured discovery process.

Raymond Wiegand is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Nathan Lingwall is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2022, and prior to that spent over two decades at First Financial Equity Corporation. His registrations include Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

Christina Jutting is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Morgan Stanley and has previously held roles at The Vanguard Group, Baba Bear, and as a self-employed professional. Outside her advisory work, she is the author of a published book through Fulton Books. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to deliver tailored financial plans.

Elliott Treinen is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. He has previously worked at F&G Annuities and Life and is involved as an agent in insurance and benefits through Gateway Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.