Daniel Brennan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*TRADE Capital Management, Charles Schwab, Bank of America, Merrill, and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Albert Mendoza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 broker-dealer, investment adviser, and commodity-related registrations, delivering services through a select group of Wealth Advisors on a non-discretionary basis.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent 15 years with JPMorgan Chase Bank, N.A. Outside of his advisory role, Kirkham creates and publishes calming and relaxing videos on YouTube under the name Calming Jedi. 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 affiliated brokerage, distribution, and investment management capabilities.

Terry Hoover is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a ten-year tenure at Stifel Nicolaus & Co Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Scott Radley is a financial advisor at Cetera with 25 years of industry experience. He has been with Cetera and its affiliates since 2004 and previously operated Radley Financial Services, Inc. from 1999 to 2017. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various discretionary and non-discretionary strategies and program structures.

Colby Keller is a Series 66 licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 years of industry experience, all with the firm since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Justin Sampson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. Outside of his advisory role, he was involved with the NOS Santos Soccer Club from 2022 to 2024. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Michael Sadjadi is a financial advisor with Raymond James Financial in Gilbert, AZ, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Ameriprise Financial Services. He is also an associate at Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports a wide network of advisors and affiliated advisory firms.

Brian Tollefson is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Waddell & Reed, INC., Commonwealth Financial Network, and operated his own advisory firm, Brian J. Tollefson, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Lonnie Davis is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Bank of America N.A. and Merrill since 2014, and with JP Morgan Chase Bank and J.P. Morgan Securities since 2018. J.P. Morgan Securities LLC 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. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Thomas Barth is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving clients at Edward Jones since 1997. He is based in Mesa, AZ, and holds the Series 63 license. Outside of his advisory role, Barth serves as president of the Minnesota Valley Investment Club. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors nationwide, offering a broad range of advisory programs and investment solutions to individual and institutional clients under a fiduciary standard.

Brian Blanchard is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked within Wells Fargo-affiliated entities since 2012, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Spencer Daines is a CFP® professional associated with Edward Jones in Mesa, AZ, with 12 years of industry experience, all spent at Edward Jones since 2014. He holds the Series 66 license alongside his CFP® designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Michael Klein is a financial advisor at OSAIC based in Mesa, AZ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Penn Mutual. Klein is also a board member of the Equality Chamber Foundation, a nonprofit supporting educational programming for LGBTQ+ businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Louis Datilio is a financial advisor at Thrivent Investment Management with three years of industry experience and holds the Series 66 credential. Prior to his current role, he has been involved extensively in gymnastics coaching, including positions with USA Gymnastics as a Junior Developmental National Team Coach and at various gymnastics centers. He also coaches at an annual gymnastics camp hosted by Army West Point Athletics Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across various topics without discretionary portfolio management or institutional advisory roles.

Ben Reitmeyer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has a background that includes teaching positions at multiple schools prior to entering the financial sector. He is also involved with Massow Wealth, a non-investment-related support company based in Mesa, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports investors through advisory programs and partnerships.

Charlotte Adcock is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with LPL Financial and Acacia Financial Strategies since 2009. Outside of her advisory role, she provides consultative budgeting recommendations through her own firm, Adcock Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

Richard Clark is a financial advisor at Ameriprise with 28 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in two non-investment-related business ventures, including a partnership in Milltech Product Development, LLC, which works on contracts for patented mechanical tools with the U.S. military. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Salvatore Schiano is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2001. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Lindsey Colosey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity in Gilbert, AZ. Their prior roles include positions at E*TRADE Capital Management and Bank of America, among others. Lindsey has held various roles within Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research and quantitative analysis with algorithmic portfolio construction, and it serves several registered investment companies and an IRS-qualified Charitable Gift Fund.