Julianna Elsesser is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at EPSARC and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes algorithmic methods and AI in its investment process.

Jennifer Aringdale is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as an executor for two estates in Arizona. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Cord Crismon is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Solar Pros and Managed Wealth Financial, and he also has experience in education and community roles including time at Brigham Young University-Idaho and The Church of Jesus Christ of Latter-day Saints. He is involved in managing an advisory business outside of Ameriprise through Alta Management Group. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

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.

Edmond Presz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Charles Schwab for two years and M Group & Associates for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery and planning tools to develop financial plans and provides a broad range of advisory programs and investment products.

Michael Barlow is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Brandon Whiteley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he accumulated experience at Fidelity Investments in various positions including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. In his current capacity, he partners with clients to develop strategies and analyses tailored to their specific goals. Brandon holds insurance licenses in Arkansas and California. His approach centers on the personalized application of financial insights to assist clients in working toward their objectives. Outside of his professional activities, Brandon has interests in comedy, fitness, food, music, outdoor adventures, and volunteering.

Blair Friel is a financial advisor with Charles Schwab who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank, SSB since 2021. 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, supported by centralized supervisory, custody, and order-routing functions.

Taylor Radtke is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab & Co., Inc., Radtke worked at Charles Schwab Bank, SSB, and held roles at Addressable and Nationstar Mortgage LLC among others. Charles Schwab & Co., Inc. serves a large client base of 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized supervisory, custody, and order-routing services.

Jason Jensen is a Series 66 licensed financial advisor with 18 years of industry experience. He currently works at Osaic Wealth Inc and has held prior roles at Ameriprise, Juncture Wealth Advisors, and Wells Fargo Advisors, among others. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

William Brooks is a financial advisor at Cetera with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. Brooks has been affiliated with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as a soccer referee for youth leagues and is president of his own financial services firm, William Brooks, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers diverse portfolio management options and financial planning through a multi-manager platform with access to both affiliated and third-party managers.

Tommie Bonner is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing several rental property LLCs. 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 operates under a fiduciary standard.

Andrew Fugate is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at E*TRADE Securities LLC before joining Morgan Stanley, where he has been since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Nicole Babcock is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2012, totaling 13 years of industry experience. She has been with Edward Jones throughout her advisory career. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Mogush is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Advisory Services and H&R Block among other firms. Mogush also holds power of attorney responsibilities for family members, assisting with their financial matters due to health-related issues. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a large network of over 10,000 advisors and substantial assets under management.

Monica Melvin is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with concurrent experience at Bank of America, N.A. since 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Acosta is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he manages Dolphin Bay Rentals LLC, a family investment offering vacation rentals in San Carlos, Mexico, and is involved in other real estate ventures including managing rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, offering recommendations on a non-discretionary basis while clients maintain final decision authority.

Candice Guadagnino is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2017 and previously worked at Charleston's Restaurant. Candice serves as a board member for the AZTEC Wrestling Booster Club, where she helps organize events and plan activities for a high school wrestling team. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Mills is a Series 66-registered financial advisor with Edward Jones in Gilbert, Arizona, where he has worked since 2008. He has 17 years of industry experience. 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 under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Derek Maisel is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at The Vanguard Group and has experience in educational technology companies including TutorABC, Cambly Inc., and AirTutors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop financial plans, generally acting in an advisory capacity.