Philip Thames is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as experience in wellness and rehabilitation sectors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Anthony Ruiz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Papa Johns. 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. The firm offers model-based and discretionary strategies constructed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Gabrie is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, he was affiliated with the University of Nevada, Reno from 2015 to 2019. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Yijun Dai is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Cathay Securities, Inc. and China Merchants Securities. J.P. Morgan Securities LLC 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 investment process.

Mukaddes Dreischhoff is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Robinhood Markets, The Vanguard Group, American Express, and HSBC Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Neil is a financial advisor at LPL Financial in Phoenix, AZ, with 16 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc. for eight years before joining LPL Financial. 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 programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Christopher Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at USAA Bank, Edward Jones, and Charles Schwab. In addition to his advisory work, he serves as an Associate Vice President of Wealth Management at Desert Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a wide network of advisors with specialized municipal and public finance capabilities.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63, 65, and 66 credentials and 32 years of industry experience. She has been with Cambridge Investment Research since 2017 and previously worked at DFPG Investments, Inc. Vargason is also involved in real estate through ownership of BRAM, LLC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm uses a variety of portfolio management approaches and offers both proprietary and unaffiliated model strategies, with services tailored to client objectives across multiple custody and platform arrangements.

Matthew Burton is a financial advisor at Edward Jones with a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Neuro-Behavioral Institute and AT Still University and also served in the United States Army Reserves. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joe Huskins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has extensive experience in investment consulting, having served at Fidelity Investments from 2021 to 2024 and at Charles Schwab from 2010 to 2020. Prior to these positions, he worked as an Insurance Advisor at Farmers Insurance from 2020 to 2021. Joe holds a California Insurance License, supporting his work in financial and insurance advisory services. His approach to retirement planning focuses on creating tailored investment strategies that align with clients' individual goals, emphasizing clarity and simplicity. Outside of his professional work, Joe's personal interests include baseball, board games, and attending concerts.

Humberto Chavez Guerra is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following seven years at Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

James Hattstaedt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Edward Jones since 2015. 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 broad range of advisory services supported by a large national network of financial advisors and branch offices.

Alexandra Nagel is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and The Vanguard Group. Outside of finance, she has a background connected to fitness, having worked at Mountainside Fitness and Arizona State University's Sun Devil Fitness Center. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and employer agreements.

Christian Hyde is a financial advisor with Merrill in Chandler, Arizona, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, UnionBanc Investment Services, and Wells Fargo. Outside of finance, Mr. Hyde is involved with D.H. Sculpture Studio, Inc., where he serves as a director and contributes to bookkeeping, shipping, and inventory management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lisa Reitmeyer is a financial advisor with Raymond James Financial Services, Inc. in Mesa, Arizona, holding a Series 63 designation and bringing 32 years of industry experience. She has operated her personal corporation, Lisa Reitmeyer, P.C., since 2013, and previously worked at Affordable Tax Solutions from 2019 to 2021. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals.

Rosa Olivas is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill Lynch, Bank of America, and Vanguard. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning services supported by structured tools and market analysis. The firm manages approximately $2.74 trillion in client assets and delivers its planning both directly and through corporate agreements.

Adam Uhlarik is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and tax-efficient services.

Nathan Peachman is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America and various companies outside the finance sector. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients as part of their wealth management team to assist them in making informed decisions about their financial plans. Prior to his current role, Evan worked as a Financial Advisor at North Star Resource Group from 2024 to 2026. His experience spans financial planning and advising, focusing on helping clients navigate their financial goals. Outside of his professional career, Evan enjoys activities such as golf, hiking, and skiing.

Ryan Greene is a financial advisor at Morgan Stanley in Gilbert, AZ, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo. Outside of advising, he is also involved as a contractor with DoorDash in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.