Kristina Buck is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at TEKsystems, Inc. and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning services using a structured process supported by proprietary tools and offers a range of investment programs.

Jacob Freitas is a financial advisor at Merrill in Chandler, AZ, with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Akins is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley for three years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jose Alpizar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Blake Herring is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has professional experience in various roles including event planning and education prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs structured planning tools and methodologies in its advisory approach.

Fredric Rozum is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Robinhood Markets, Bank of America, and Merrill. He has also worked at Chandler-Gilbert Community College. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Jennifer Franco is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, E*TRADE Securities, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

Karen Gonzales is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley for four years and Merrill for ten years. Gonzales is also a partner at Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Saba Syed is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, N.A., Syed worked in real estate with Keller Williams Realty East Valley and has a background in education, including roles with the University of Arizona Global Campus and various school districts. Outside of advising, Syed owns HUUR Jewels, a business focused on reselling jewelry through pop-up events. 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, and institutional investors.

Eduardo Hopkins II is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Uber, TEKsystems, Nike, Northwestern Mutual, and Amazon. He also works as a food delivery consultant for Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Monte Zilmer is a financial advisor with Edward Jones in Queen Creek, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 13 years of industry experience, all with Edward Jones since 2012. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Watson is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and Empower Financial Services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Mohme is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® and ChFC® designations and 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Allison Fuller is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Her prior roles include positions in mortgage lending and work at BYU Idaho. Outside of her advisory work, she holds an Arizona real estate license. 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 both brokerage and advisory solutions supported by research and analytics.

Robert Rosenfeld is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. His current role at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Sandra Vanvolkinburg is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rob White is a CFP® with 25 years of industry experience, currently serving at Fidelity in Phoenix, AZ. He has been with various Fidelity affiliates since 2004, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Rob works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Cole Cardon is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, The Vanguard Group, Randstad, and Ameriprise Financial Services. 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 various institutional entities.

Bill LaRue is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2019. In this role, he works closely with clients to understand their unique financial needs and collaborates with them to set specific goals, focusing on developing wealth building strategies that benefit clients and their families both presently and in the future. Prior to joining Fidelity Investments, Bill served as a Wealth Advisor at USAA from 2016 to 2019. He began his career as an Investment Representative at Vanguard, where he worked from 2014 to 2016. Throughout his career, Bill has gained experience in wealth planning and investment advisory services.

Jacob Ciesniewski is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Charles Schwab & Co. and State Farm before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.