Nancy Hansen is a Certified Financial Planner® with 33 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hansen serves as a volunteer board member for Leave a Legacy SW MN, a group focused on charitable gift planning, and is involved with cancer awareness efforts in Redwood County. She also serves as treasurer on the Endowment Committee of St. John Evangelical Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and comprehensive planning without discretionary portfolio management.

Jackky Nguyen is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2017, Nguyen worked at Chandler Regional Medical and Northstar Alarms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Matthew Ortiz is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has nine years of industry experience. He has worked at Merrill since 2020 and previously held positions at Bank of America, Financial Engines Advisors, and other companies. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Yizhi Zhang is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Zhang worked at Dataway Horizon and Xucan Information Technology from 2020 to 2022, and has also held roles at JC Horizon Ltd and UnionPay International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured tools and proprietary analysis.

Brian Nimr is a financial advisor with OSAIC in Gilbert, Arizona, holding a Series 66 designation and three years of industry experience. He has worked with OSAIC and its affiliated entities since 2023 and has prior experience at Waldron Partners. Outside of advisory work, Nimr is also involved as a sports journalist, tracking live sports data. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options delivered through a broad affiliate network.

Jordan Hermes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at US Bank for 11 years. Outside of his advisory role, he is involved in local community activities through managing a home-based bakery and participating in a farmers market. 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 searches, and customized performance reporting, with clients retaining final decision-making authority.

Adam Wold is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Arizona Home Based Services, AZ Staffing Partners, Westpac Wealth Partners, and Walgreens, among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

William Matteson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMC, Whole Foods Market Group LLC, and Whalen Financial Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and employs a forward-looking, quantitative and qualitative investment approach.

Ramon Chavez is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of his advisory work, he has longstanding involvement with Arizona State University and Estrella Mountain Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, and institutions. The firm uses a range of internally constructed and third-party models, with portfolio implementation tailored to client needs.

Mary Webb Banta is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2005. 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 managed by internal teams and third-party style managers for individuals, high-net-worth clients, and institutional investors.

Xhulio Tuku is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and two years of industry experience. His prior experience includes roles at THE Vanguard Group, Inc., Union Bank, and Randstad. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools such as Monte Carlo simulations as part of its structured financial planning process.

John Sanborne is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in investment real estate and various other business roles. He is involved with Roosted.IO, a real estate-related venture based in Cave Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages trillions in client assets and employs structured planning processes without providing individual security recommendations as part of standalone planning.

Stacey Blake is a financial advisor with Merrill, holding a Series 66 credential and eight years of industry experience. She has worked at Merrill since 2017 and is also associated with Bank of America, N.A. since 2020. Outside of advising, she helps manage a family business selling minerals and shaped rocks through an online Etsy store. Merrill 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.

Chris Heavin is a financial advisor with Fidelity Investments in Chandler, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Merrill, Bank of America, Robinhood Markets, The Vanguard Group, and Charles Schwab. He also serves as an adjunct mathematics professor at Maricopa Community College, teaching calculus courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and integration of AI-driven methodologies.

Alexander Archer is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Tempe, AZ, bringing two years of industry experience. His prior roles include positions at Trimon Inc and Equitable Advisors, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gabriel Martinez is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Bank of America for two years and Merrill for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice, utilizing both proprietary research and third-party strategies.

Nathan Hamlin is a Series 66-registered financial advisor with Morgan Stanley, based in Gilbert, AZ, with five years of industry experience. His prior work includes roles at E*TRADE Securities LLC and various positions outside finance, including at Washington State University and Hall Wines. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning services that utilize firm-approved tools and scenario modeling.

Tyler Lietz is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Toyota Financial Services and Northern Arizona University, including a role with NAU Student Unions and Activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Dominic Reis is a financial advisor at Edward Jones in Mesa, AZ, holding the ChFC® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Pepsi Harriman is a financial advisor at Edward Jones with five years of industry experience. Harriman holds the ChFC® and Series 66 designations. Prior to joining Edward Jones, Harriman worked at Share More Smiles Orthodontics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.