Mark Link is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates ESG eligibility criteria in its recommendations.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ. She holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Her prior work includes positions at DFPG Investments, Inc. and VSR Financial Services, Inc. She is also the owner of a real estate company in Gilbert, AZ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisors.

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.

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 at Morgan Stanley in Gilbert, AZ, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Vanguard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

Ryan Greene is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2016, including seven years with Morgan Stanley Private Bank, N.A., and previously spent two years at Wells Fargo. Outside of advising, he has worked with DoorDash in a labor and service role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Theodore Dunham is a Senior Financial Advisor with Merrill Lynch Wealth Management, offering over three decades of experience in comprehensive wealth management and investment planning. Since 1987, he has specialized in providing financial advice to affluent families, corporate executives, business owners, and their companies. Ted serves a select client base across multiple states, focusing on goals-based wealth management that aligns clients’ financial resources with their personal life objectives. Ted’s expertise includes retirement accumulation and income planning, philanthropic and legacy goals execution, portfolio risk analysis, trust and estate planning services, risk management for concentrated equity positions, hedging strategies, structured and alternative investments, and banking and lending solutions through Bank of America, N.A. His investment process emphasizes measuring progress toward clients’ goals and assessing portfolio risks in today’s economic environment. He holds a Bachelor's degree in economics from Brigham Young University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ted enjoys coaching ice hockey, vintage automobiles, travel, family history, writing, and reading. He lives in Mesa, Arizona with his wife, Juli, and is a father of four children.

Peter Crimmins is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and totaling 28 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and Geneos Wealth Management. He serves as a board member at Red Mountain Community Church. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets under management.

Michele Bunsick is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she purchases essential oil products as a brand partner for Young Living without soliciting others. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Berns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advice and education to empower professionals, focusing on areas such as corporate executive services, family wealth management, endowments and non-profits, legacy planning, retirement planning, socially responsible and values-based investing, special needs planning, investment strategy, tax minimization, and retirement income. Ryan holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Finance from Arizona State University’s W. P. Carey School of Business and Barrett, the Honors College, and a master's degree in Personal Financial Planning from the College for Financial Planning. During his time at ASU, he was actively involved in the Men's lacrosse team, serving as Captain and Vice President. Outside of his professional role, Ryan is engaged in community activities, including serving as the Palo Verde Division Director for District 3 Toastmasters and coaching youth lacrosse teams such as AZ Hot Sauce, Ahwatukee Lightning, and Scottsdale United. He founded the Lacrosse Leadership Institute to help develop the skills of young players. Ryan enjoys spending time with his family, participating in golf, tennis, biking, cooking, hiking, running marathons, swimming, traveling, and practicing yoga.

Michelle Cannon is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She is focused on developing financial strategies that provide clarity and confidence to clients, emphasizing a tailored approach that responds to their evolving needs. Prior to this position, Michelle worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and initially served as a Financial Representative at the company from 2024 to 2025. Michelle's career path at Fidelity Investments demonstrates her experience in client relationship management and financial planning. Her work is centered on understanding individual client priorities to create strategies that align with their financial goals.

Colby Homec is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and various branches of Fidelity, spanning brokerage services and personal and workplace advising. Outside of his advisory work, he is a partner in Backpacking Grub, an online sales business where he fulfills orders and creates content for social media platforms. Colby works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including fund-of-funds and model portfolios for intermediary platforms.

Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. 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 supported by structured processes and advanced modeling tools.

Luke Bullinger is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Realty ONE Group, Redfin, and Independent advisory services. Outside of his advisory work, he is involved as an employee in I-5 Chrome Shop LLC, a retail and automotive business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Monica Ely is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1991, concurrently with a role at Bank of America since 2009. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Jo is a financial advisor with Morgan Stanley Wealth Management, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He previously spent 22 years at Edward Jones before joining Morgan Stanley. Outside of his advisory role, he is also a licensed real estate broker based in Gilbert, Arizona. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning and a range of investment programs supported by advanced modeling tools and a structured discovery process.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, Arizona. 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.

David Stahle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Outside of his advisory role, he serves as a Stake Assistant Clerk over Finance and Technology for the Church of Jesus Christ of Latter Day Saints, where he assists with budgeting and financial tracking. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, manager selection, and discretionary portfolio management. The firm is notable for its integration with Bank of America affiliates and emphasis on tax-efficient investment strategies.

Adam Gooch is a CFP® with 15 years of industry experience, currently working at Fidelity Investments since 2012. His career includes roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and a one-year tenure at Waddell & Reed. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and registered investment companies.