Bret Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory role, he serves as a non-variable insurance agent for Mountain America Insurance Services, focusing on fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions.

Fredrik Andersson is a financial advisor with Morgan Stanley in Queen Creek, Arizona, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside his advisory role, he is co-owner of MARAND, LLC, a company involved in real estate investments. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Don Kaufman is a Series 66 licensed financial advisor with Edward Jones, based in San Tan Valley, AZ. He has nine years of industry experience, including ten years with Edward Jones. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kate Somerville is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at STORE Capital, Northwestern Mutual, and First International Bank & Trust before joining Edward Jones in 2019. 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 programs and investment strategies through a nationwide network of financial advisors and branch offices.

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.

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 at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 license and has worked at Wells Fargo Clearing and LPL Financial LLC. Outside of his advisor role, he is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using firm resources such as research and planning tools to develop tailored client recommendations.

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 designation with one year of industry experience. Before joining Edward Jones, she worked in education with the Mesa Public Schools and Tempe Elementary School District. She also owns a consulting business, PG Wightman Consulting, LLC, which she plans to close. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various JPMorgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, including the use of ESG eligibility frameworks.

Parker Langer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Summit Financial Strategies Inc. and KPMG LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.