Emma Ngo is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work history at Thrivent Financial, as well as experience in the hospitality sector with Scottsdale Resort and Spa and Sanctuary Resort. Ngo also worked at Canopy Tempe and has experience in education from her time at Arizona State University, Jefferson High School, and Oak Grove Middle School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning through a network of advisors. The firm’s approach includes holistic, model-driven analyses and a consolidated billing option combining planning with managed-account programs, while maintaining separate services.

Jason Arciniega is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Julianna Elsesser is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and EPSARC, as well as positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Greenway is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Eaton Vance Distributors, Inc. for 12 years before joining LPL Financial in 2017. In addition to his advisory role, he is involved in Aero Security Training, a non-investment-related activity based in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools while overseeing substantial discretionary assets through a large network of advisors.

Alicia Sikes is a financial advisor at Edward Jones with 18 years of experience at the firm and holds a Series 66 designation. She is based in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Maggie Zaun is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017 and previously worked at UHC Optum 360 for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Edmond Presz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Charles Schwab for two years and M Group & Associates for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery and planning tools to develop financial plans and provides a broad range of advisory programs and investment products.

Michael Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Whiteley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he accumulated experience at Fidelity Investments in various positions including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. In his current capacity, he partners with clients to develop strategies and analyses tailored to their specific goals. Brandon holds insurance licenses in Arkansas and California. His approach centers on the personalized application of financial insights to assist clients in working toward their objectives. Outside of his professional activities, Brandon has interests in comedy, fitness, food, music, outdoor adventures, and volunteering.

Jason Jensen is a financial advisor at Osaic Wealth Inc with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise and Wells Fargo, before joining Osaic in 2026. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment strategies across its complex affiliate network.

William Brooks is a financial advisor with Cetera, holding the CFP® and ChFC® designations, and has 28 years of industry experience. His prior work includes over a decade at Cetera Advisors LLC and earlier roles at Pacific West Financial Consultants Inc and Osaic FA, Inc. Outside of his advisory work, he serves as a soccer referee for youth and competitive leagues. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a large nationwide network of independent advisors, utilizing a multi-manager platform that provides diverse portfolio management options.

Tommie Bonner is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing several rental property LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.

Andrew Fugate is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Joshua Mogush is a CFP® with 22 years of experience in the financial advisory industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and H&R Block. He also serves as power of attorney for family members managing their financial affairs due to health-related issues. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Monica Melvin is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with concurrent experience at Bank of America, N.A. since 2017. 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 plans, corporations, and charitable organizations.

Candice Guadagnino is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2017 and previously worked at Charleston's Restaurant. Candice serves as a board member for the AZTEC Wrestling Booster Club, where she helps organize events and plan activities for a high school wrestling team. 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, pension plans, corporations, and charitable organizations.

Charles Mills is a Series 66-registered financial advisor with Edward Jones in Gilbert, Arizona, where he has worked since 2008. He has 17 years of industry experience. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Derek Maisel is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at The Vanguard Group, AirTutors, Cambly Inc., and TutorABC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, and serves clients through both direct and corporate agreements.

Carlos Hurtado is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a wider range of financial products including insurance-related vehicles and bank deposit sweep options.

Chad Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Advisors LLC since 2021 and previously at LPL Financial and Investment Centers of America, Inc. Anderson is also an insurance agent providing life insurance options through Insource Inc and sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.