James Anagnos is a financial advisor with J.P. Morgan Securities based in Mesa, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns two rental properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies including ESG considerations.

Brian Bierman is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked with the Carin Nguyen Team at Real Broker and has experience with Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and investment outlook modeling.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes nine years at Vanguard and a brief tenure at Randstad. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Bryce Ramirez is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked at Bed Bath and Beyond and Fry's Food and Drug, and has experience as a pet sitter. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a formal alternative-investment process.

Sharon Boucher is a financial advisor with LPL Financial in Mesa, Arizona, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She worked at MSI Financial Services, Inc. before joining LPL Financial in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies with a combination of advisory and brokerage solutions.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses and 15 years of industry experience. He has worked at Merrill since 2014 and previously spent a year at VOYA Financial Advisors. Outside of his advisory role, he volunteers as a football coach at Queen Creek High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, and institutions.

David Salha is a financial advisor with Edward Jones in Tempe, AZ. He holds a Series 66 designation and has 13 years of industry experience, having been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Kyle Kristick is a financial advisor with J.P. Morgan Securities in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and also has a background at Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting client decision-making through a non-discretionary program.

Jacob Sessions is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following earlier roles at Chase Investment Services Corp. and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Tiffanie Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including commodity pool operations and advisory roles to multiple registered investment companies.

Bryan Hansen is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and possessing 14 years of industry experience. He has been with Edward Jones since 2011. 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 and affiliated financial products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Eric Hines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. and related entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations in its recommendations.

Cheryl Bonomo is a Series 66 licensed financial advisor at Merrill with five years of industry experience. She has worked at Bank of America, NA since 2014. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Garrett Salyi is a financial advisor at Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Schwab, he worked at Limitless Evolution LLC and has a background spanning automotive sales, home security, hospitality, and education. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jacob Talbot is a Series 66 licensed financial advisor with three years of industry experience, currently with Edward Jones. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. His background also includes roles outside finance in pest control and missionary training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Patino is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and The Arizona Group. Outside of his advisory role, Patino serves as a wrestling coach for the Deer Valley Unified School District in Phoenix, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, and institutions, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Deane Antoniou is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab and affiliated firms since 2006, including positions at Windhaven Investment Management. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sean Kruger is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2012 to 2026. He holds a Series 66 designation and is based in Gilbert, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.