Bradley Knight is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*Trade, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.

Shymaa Aref is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Clearing and Wells Fargo Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory and portfolio management for registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and its role in managing model portfolios for Fidelity Institutional Wealth Adviser.

George Randolph Jr. is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and serves clients from Gilbert, AZ. Outside of his advisory role, he is a vice president of a bookkeeping firm where his involvement is limited. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Alt is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones for a total of 11 years, including a prior role in 2014 and ongoing service since 2016. 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 and 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.

Todd Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Edward Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes eight years with Raymond James & Associates prior to his current roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Based in Tempe, AZ, he is the owner of Buechting Financial, LLC, where he provides financial advising and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and has specialized offerings such as municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Conner Woods is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he was involved in several baseball-related organizations, including coaching youth at the Salt River Fields Baseball Academy. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning supported by firm-approved tools and extensive resources.

David Moore is a financial advisor at Morgan Stanley with two years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2025, he worked at Guardian Life Insurance and Park Avenue Securities. Outside of finance, he is involved in the restaurant industry as an employee at The Keg Steakhouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Hall is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, Vanguard, and JPMorgan Chase Bank. Outside of his advisory role, he is a partner in a non-investment-related real estate business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its clients' investment decisions.

Matthew Lankford is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include extensive tenures at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Jeffrey Dinkel is a financial advisor with Merrill, holding the Series 66 designation and bringing 10 years of industry experience. He has worked with Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jean Charles is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His work history includes roles at Bank of America and Oscar, along with earlier experience at Sunrise Medical Laboratories and Loma Linda University. 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 investors, pension plans, corporations, and charitable organizations.

Jeremy Nelson is a Series 66-credentialed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2023 and held roles at Esurance and Mountain Park Community Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Matthew Ruppert is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is involved in rental property management in Gilbert, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Nancy Hansen is a Certified Financial Planner® with 33 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hansen serves as a volunteer board member for Leave a Legacy SW MN, a group focused on charitable gift planning, and is involved with cancer awareness efforts in Redwood County. She also serves as treasurer on the Endowment Committee of St. John Evangelical Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and comprehensive planning without discretionary portfolio management.

Jackky Nguyen is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2017, Nguyen worked at Chandler Regional Medical and Northstar Alarms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Ortiz is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has nine years of industry experience. He has worked at Merrill since 2020 and previously held positions at Bank of America, Financial Engines Advisors, and other companies. 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, and institutional investors.

Yizhi Zhang is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Zhang worked at Dataway Horizon and Xucan Information Technology from 2020 to 2022, and has also held roles at JC Horizon Ltd and UnionPay International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured tools and proprietary analysis.