Audrey Hammond is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence processes.

Michael Moore is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. Moore has also worked in educational and community settings, including Grand Canyon University and Twinsburg Summer Camp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and various portfolio management options.

Jeffrey Hochstetler is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including two years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Jennafer Getz is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2012 and has also worked at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Emma Hedeen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Charles Schwab and has experience outside the financial industry, including a front desk role at Elements Massage since 2020. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Jennifer Higgins is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Olivia Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2022 and previously held roles at Bank of America, Diamondback Legal, Asesoria Integral Emasesor, Fiduciaria del Pacífico, and Genera Trust Administradora Fondos y Fideicomisos. Outside of her advisory work, she operates a photography business focused on social events. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Greg Proctor is a financial advisor at Morgan Stanley in Gilbert, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using firm-approved methodologies, managing approximately $2.74 trillion in client assets.

Azucena Beltran is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and having 11 years of industry experience. She has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rolando Quintana is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he develops and guides a team of financial consultants who work to improve the financial well-being of the families they serve. Prior to this, he served as Director of Executive Services at Fidelity Investments from 2020 to 2023. His professional experience at Fidelity Investments includes leadership and management responsibilities focused on financial consulting and executive services. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Jan Wething is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Merrill since 2002. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Andrea Wiltfong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously with Goldman Sachs & Co. LLC from 2015 to 2020. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derek Fogarty is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at StayFrank, STOA Acquisitions, Zillow Offers, Coldwell Banker, Bank of America, and Merrill Edge. He is also involved in real estate through two domestic professional LLCs based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated products supported by a nationwide network of more than 23,700 financial advisors.

Roman Chacon Cornejo is a Series 66-registered financial advisor with Edward Jones in Tempe, AZ, with nine 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. 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.

Monessa Duran is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at BMO Bank NA, Bancwest Investment Services, and THE Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from multiple sources.

Michael Tenore is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012. Outside of finance, he is a partner and owner of Miguelito's Meat LLC, a food service business specializing in cured meats. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Paul Graafsma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has held positions at multiple firms including TD Ameritrade, Charles Schwab and Co., and Guardian Life Insurance Company. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

John Wiegenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 16 years of industry experience. He is also associated with Cradlestone Wealth Services and Wiegenstein & Associates, LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement advisory programs.

Callahan Mc Andrew is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones in Tempe, AZ. His prior roles include positions at Edward Jones and the University of Missouri, as well as involvement with the Jewish Community Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bardia Mostafizi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His recent roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and JPMorgan Private Bank. Outside of finance, he has been involved with a university fraternity and has experience in art and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.