Jessica Kellogg is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment 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.

Nicole Curtis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 16 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet specific net-worth thresholds, using proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Andrew Figueroa is a CFP®-certified financial advisor with 10 years of industry experience, currently with Morgan Stanley. He previously worked at The Vanguard Group, Inc. from 2015 to 2021. Outside of advisory work, he is involved with Arbonne International in sales and marketing. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Mary Golda is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daxesh Bhavsar is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Vince Lagatta is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Osaic Wealth, PNC Investments, BBVA Compass Insurance Agency, and several BBVA subsidiaries. Outside of his advisory work, Vince serves as the head coach of the high school baseball program at Valley Christian High School and is a director of Raven Ministries, a nonprofit organization. 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 advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Joshua Goudreau is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Luft is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Luke Murray is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gilbert, AZ. Outside of his advisory role, he owns rental properties in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

John Hardison II is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and in the hospitality industry with The Cosmopolitan of Las Vegas and MGM Resorts International. Outside of his advisory role, he is involved in a lifestyle company called The Collective Group, which produces body care items and apparel. 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, and institutions.

Andrew Miller is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021, following a seven-year tenure at CUSO Financial Services, LP. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers goal-based, holistic planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option, while keeping these services separate.

Scottie Bayles is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and bringing six years of industry experience. His background includes roles at Securian Financial, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of finance, he works seasonally as a scorekeeper and sight supervisor for the City of Scottsdale Adult Sports. J.P. Morgan Securities LLC 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 in its investment approach.

Teodoro Esparza is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at The Home Depot for four years. Outside of his advisory role, he is the sole owner and manager of PopCap LLC, a for-profit entity created for fun and potential future ventures. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Nicholas Covert is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona. He has two years of industry experience, including prior roles in education and retail. Outside of finance, he creates non-finance-related videos on social media and streams on Twitch.TV after work hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Benjamin Lee is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes two tenures at Morgan Stanley totaling nine years and a three-year period at Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm’s services range from direct client plans to corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Galadriel Anderson is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. 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 across 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.

Nathan Albery is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2005 and concentrates on retirement planning and portfolio reviews. Nathan's work encompasses various client focus areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nathan holds a Bachelor's Degree in Economics and Management from Arizona State University. Prior to his financial advising career, he enrolled in the U.S. Peace Corps. He is a Personal Investment Advisor (PIA) and is fluent in both Ukrainian and English. Nathan is an Arizona native and currently resides in the East Valley with his two children. Outside of his professional life, Nathan's community involvement includes his service with the Peace Corps. His personal interests include biking, boating, camping, cooking, fishing, spending time with family, swimming, traveling, and watching movies.

Martin Muschaweck is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Teton Motors Inc. and Teton Services Group Inc. from 2014 to 2019. In addition to his advisory role, Martin provides consulting services for Teton Motors, assisting with vehicle inventory, sales analysis, and process improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

Richard Burke is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and USAA Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.