Jason Arciniega is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2006. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Lucas Widoff is a Certified Financial Planner® with 13 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2025 and previously held positions at Wells Fargo Clearing and Morgan Stanley Private Bank. Based in Queen Creek, AZ, he holds the CFP® and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with recommendations delivered through meetings and written summaries.

Troy Holtey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 10 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Clearing. Holtey is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with options for implementation through brokerage or advisory programs.

Jennifer Higgins is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Lyle Zaichkin is a CFP®-designated financial advisor with Edward Jones, based in Mesa, AZ, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 advisors, offering a range of investment strategies and fiduciary advisory services.

Donald Harrington is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 42 years of industry experience. He has been affiliated with MML Investors Services, LLC since 1985 and MassMutual Life Insurance Company since 1983. In addition to his advisory role, he is involved in the sale of individual life, fixed annuities, long-term care, and disability insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools.

Cody Taylor is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families pursue their financial goals. Since joining Merrill in 2024, he has utilized his nearly a decade of experience in the financial services industry to provide personal and easy-to-understand financial strategies. Cody's approach involves understanding clients' short- and long-term goals to assist affluent individuals in managing their wealth effectively. He holds a Bachelor's Degree from Northern Arizona University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Cody's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. His professional philosophy centers on uncovering what matters to clients and their families to create strategies that pursue their financial objectives. Outside of his professional role, Cody enjoys golfing, which he relates to financial planning through its emphasis on patience, strategy, and a long-term perspective. He resides in Lake Stevens, WA, with his wife and their son, Leonidas, with another child expected in December.

Douglas Rechkemmer is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 1991 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he has ownership interests in several rental properties, including residential and commercial real estate. 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 15,000 branch offices.

Patricia Wightman is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she worked in the education sector for nine years within Mesa Public Schools and Tempe Elementary School District. She is the owner of PG Wightman Consulting, LLC, a consulting business based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

David Motola is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity and its related entities since 2011. Outside of his advisory role, he owns LLC BEARDEDPIANO, through which he sells personal music compositions online. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Parker Langer is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior experience includes roles at The Summit Financial Strategies Inc. and KPMG LLP. 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 provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network, offering both discretionary and non-discretionary management with access to model portfolios and research.

Mark Link is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Logan Hancock is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026, and as Director and Retirement Planner at the same firm from 2022 to 2024. Before joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill from 2015 to 2022. In his professional capacity, Logan emphasizes understanding clients' unique financial goals through active listening and open dialogue. He collaborates with clients to pursue their financial objectives by leveraging his expertise alongside their vision. Outside of his professional work, Logan enjoys family activities, golf, parenthood, pets, snowboarding, and soccer.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. 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 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Andrea Michaels is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of her advisory role, she is the founder of a podcast called The Exit Conversation, which features interviews unrelated to financial advising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Ezra Hopoate is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions across various sectors, including a missionary training center and technology services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with active oversight of sub-advisers and attention to conflict-of-interest management.

Stephen Shepherd is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Bancorp Investments, Amazon, Nationwide Investment Services Corp, Questar Capital Corporation, Dessert Schools Credit Union, and LPL Financial. Outside of his advisory role, he holds an active real estate license for personal use. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a diverse range of investment products.

Veronica Salazar Celis is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of advisory and investment solutions through a large national network of advisors and branch offices.