Piankhi Sykes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016 and was previously involved with Private Client Travel L.L.C. from 2021 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative screening and qualitative research, and incorporates ESG criteria within a non-discretionary, client-driven framework.

Angela Turlington is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2019. She has two years of industry experience and previously worked in marketing and disability services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Chaundra Cabrera is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Griffin Capital Securities. Outside of her advisory role, she serves as an officer for a homeowners association in Phoenix, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and is notable for its use of advanced technologies and its role as an advisor to multiple registered investment companies.

Lieng Ouk is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining Cambridge, Ouk worked at Morgan Stanley, Charles Schwab & Co., Inc., and Wells Fargo Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Gary Truax is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes prior roles at Wedbush Securities, Merrill, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chris Luttman is a Financial Consultant currently working at Fidelity Investments since 2022. He has 20 years of experience partnering with clients to develop financial and retirement plans, leveraging Fidelity's brand, strategy options for pre and post-retirement, and investment platform. His prior roles include Wealth Advisor at US Bancorp Investment Services from 2019 to 2022, Financial Advisor at Key Investment Services from 2015 to 2019, and Wealth Management Advisor at TIAA CREF from 2004 to 2013.

Michele Riordan is a financial advisor with LPL Financial in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining LPL Financial in 2003, she worked at Scarborough Capital Management, Inc. from 1998 to 2003. She operates a DBA, Riordan Investment Management, based in Scottsdale, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Newcomb is a financial advisor with Merrill in Peoria, Arizona, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior roles include positions at Princor Financial Services and Principal Life Insurance Company, where he worked for seven years. He also serves as a co-trustee of a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyle Kent is a Financial Consultant who collaborates with clients to plan for their goals on their terms, focusing on navigating risk, income, and tax-efficient investing. He has extensive experience at Fidelity Investments, having held multiple roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, Equity Compensation Consultant from 2020 to 2021, Equity Compensation Associate from 2019 to 2020, and Equity Trader from 2018 to 2019. Kyle's professional background reflects a breadth of experience within investment consulting and equity compensation, contributing to his expertise in financial planning and client relationship management. Outside of his professional work, Kyle enjoys cooking and baking, fitness, exploring food, outdoor adventures, parenthood, and reading.

Jareese Williams is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding a Series 66 credential and having two years of industry experience. Prior to joining Thrivent in 2025, Williams worked at Ameriprise from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning areas. The firm integrates planning with managed-account programs under the “WealthPlan” option while maintaining separate planning and portfolio management services.

Jason Hearn is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward D Jones & Co for 10 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew St.John is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and 1st Global Advisors Inc. Outside of his advisory work, he is involved in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Severns is a financial advisor at Merrill holding a Series 66 designation. He joined Merrill and Bank of America in 2026, with prior experience at Charles Schwab and various roles outside the financial industry, including technical consulting and restaurant management. His background includes work in education and entrepreneurial ventures in the hospitality sector. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chris Emery is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Chris worked as a High Net Worth Representative at Charles Schwab and as a Brokerage Trading Specialist at USAA. Chris specializes in retirement income planning, tax-efficient investing, and protecting multi-generational wealth. As a Certified Financial Planner™, he approaches financial planning as an ongoing process and is committed to helping clients and their families navigate significant life events by co-creating tailored strategies aligned with their financial goals.

Harison Sidhu is a CFA® charterholder and holds Series 66 and Series 63 licenses. He has two years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at BlackRock and Choate Investment Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Kyle Fugit is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large network of financial advisors and branch offices nationwide.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Alaska USA FCU, CUNA Brokerage Services, and TIAA-CREF. He is also involved with Global Retirement & Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and investment options.

Richard Bonge is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012, with a brief gap in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Indumathi Anand is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. She has worked with Cetera since 2025 and concurrently leads Anand Financial Services, which has operated since 2010. Prior to this, she was associated with Avantax Advisory Services and Avantax Investment Services for over two decades. Anand previously owned and managed Anand & Anand CPA P.C., a CPA practice sold in 2022, and currently provides advisory services related to accounting and tax matters during its transition. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment managers and customized strategies.