Allison Rawlings is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Tuesday Morning, and FedEx prior to joining J.P. Morgan Securities. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at John Hancock Investment Management, Envestnet Financial Technologies, and State Street Global Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Dana Del Rio is a financial advisor at Edward Jones with 14 years at the firm and 11 years of industry experience. She holds the Series 66 designation and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Joshua Hansen is a CFP® and Series 66 certified financial advisor with Edward Jones in Mesa, AZ, bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a rental property business in Mesa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jared Mactas is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2021. Outside of his advisory role, he is also engaged in outside insurance sales, functioning as an insurance broker for various lines of business including life, disability, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations, with implementation options that include brokerage or insurance arrangements.

Gerard Telemaque is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Lir Vuciterna is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and involvement with educational institutions such as the University of Prishtina 'Hasan Prishtina' and Sami Frasheri High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Sondergeld is a financial advisor with Merrill based in Chandler, AZ. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, N.A. and Bed Bath & Beyond. 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 strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Daniel Montague is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Charles Schwab and Charles Schwab Bank, SSB in 2020. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Erik Wells is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. Outside his advisory role, he is a general partner and managing member of Serious Business Ventures LLC, a company created to purchase into a Live Hydration Spa franchise, where he will transition to a silent partner by mid-2025. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Jeffrey Anthony is a CFP® with 18 years of industry experience, currently affiliated with Cetera. He has worked at firms including JPMorgan Chase Bank and J.P. Morgan Securities, and is currently involved with multiple financial services entities such as Foundry Family Office and Wilde Wealth Management. He serves on the advisory board of TriState Capital Bank, contributing on client experience and service development. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Robert Henegar is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 credentials with five years of industry experience. Prior to his current role, he worked at Morgan Stanley & Co. LLC and has a background that includes ten years of service in the United States Navy and six years at Simmec Training Solutions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Haven Aiton is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with three years of industry experience. Prior to joining Morgan Stanley in 2025, Aiton worked at The Vanguard Group for two years and has experience in various sectors including previous roles at Primoris Services Corporation and the San Diego Zoo Safari Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Killeen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Paul Wintermantel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at LPL Financial from 2013 to 2019 and is also associated with Desert Financial Federal Credit Union as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance work.

Cindy Duong is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kelly Schaefer is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2006. 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffery Schenk is a CFP®-certified financial advisor with Edward Jones in Phoenix, AZ, where he has worked since 2006. He holds a Series 66 license and has 19 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Pickles is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He offers advice and guidance for potential investment solutions that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeremy assists a select group of affluent clients with investment tax minimization, estate planning services, and wealth transfer strategies. Utilizing data-driven analysis, historical data, and Merrill's proprietary research, he develops customized financial strategies designed to meet client expectations and long-term goals. His services also include portfolio management, stock option analysis, retirement planning, life insurance analysis and funding, and wealth preservation. He works closely with clients' other family advisors, including attorneys and accountants, to address total wealth management needs. Jeremy holds a Bachelor of Arts degree in Economics from Queens College and has earned the Personal Investment Advisor (PIA) designation. He lives in Gilbert, Arizona with his three children. Additionally, he is involved with USA Swimming and USA Waterpolo.