Kevin Bast is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes roles at E*Trade by Morgan Stanley, The Vanguard Group, TD Ameritrade, Morgan Stanley, Scottrade, USAA Financial Planning Services, Charles Schwab, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Thomas Sattler is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has been associated with Cambridge Investment Research in various capacities since 2023. His prior experience includes roles at My One Retirement and BYU Idaho. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Paulo De Souza is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in various roles including Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Throughout his career, Paulo has focused on understanding clients' financial and retirement goals and establishing relationships based on comfort and trust. He emphasizes clear communication and simplifies complex aspects of financial planning to create clear and easy-to-follow plans. Paulo holds a California Insurance License. Outside of work, he has interests in movies, soccer, table tennis, theater, and traveling.

Catherine Estrada is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Deana Peters is a financial advisor at Edward Jones in Tempe, Arizona, holding Series 63 and Series 66 licenses with 21 years of industry experience, all with Edward Jones since 2005. She is involved in several real estate-related activities through family-owned LLCs but does not have active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices across the country.

Cristobal Rodriguez is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2004. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Tapia is a financial advisor at Morgan Stanley in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and as a self-employed advisor. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Stacey Dunn Padilla is a Series 66-licensed financial advisor with Merrill in Gilbert, AZ, with 12 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. since 2015. 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.

Matthew Ferro is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2022. Prior to that, he held positions at Robinhood Markets and Bank of America Corporation (Merrill Lynch). Charles Schwab serves a large client base 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 relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Blake Lesueur is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Casey LeSueur Getz CPAs PLLC and Ernst & Young LLP. Outside of advising, he owns and operates BNL Tax & Advisory PLLC, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a collaborative approach with centralized research and algorithmic tools to deliver customized retirement recommendations.

Amy Andrews is a Series 66-credentialed financial advisor at Thrivent Investment Management in Chandler, AZ, with 10 years of industry experience. She has been with Thrivent and its affiliated firm since 2016. Outside of her financial advisory work, she teaches yoga classes to beginners and advanced beginners at EOS Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services distinct.

Tracy Hamilton is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, she has held various roles including Trust Administrator for Merrill Trust Company, where she provided fiduciary services to more than 100 trust clients. Currently based in Gilbert, Arizona, Tracy and her team serve clients across the greater Phoenix area and nationwide, focusing on multi-generational families, medical and legal professionals, business owners, contractors, tech professionals, as well as retirees and pre-retirees. Her areas of expertise encompass family wealth management, legacy planning, retirement income strategies, portfolio management, socially responsible investing, and personalized education funding strategies. Tracy works closely with clients to address a broad range of financial needs such as risk management, insurance planning, retirement plan adoption, and corporate benefits consultation. She holds a Bachelor’s degree in Business Management from the University of Phoenix and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional role, Tracy spends time with her husband, Scott, their three children, and grandchildren. She maintains an active lifestyle through Hot Yoga and pursues crafts including soap and candle making. Tracy follows professional football, supporting the Arizona Cardinals and Pittsburgh Steelers.

Amy Brough is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-author of children's books. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kelly Hammer is a financial advisor with LPL Enterprise, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Enterprise, Kelly worked at United Planners Financial Services, SagePoint Financial, and Wells Fargo Clearing, among other firms. Kelly also had a role at Barking Dog Creative Adventures from 2022 to 2023. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Reina Giron is a Series 66 licensed financial advisor at Edward Jones in Tempe, AZ, with 11 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she engages in online marketplace sales of personal items through platforms such as Poshmark and eBay. 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, supported by a large network of financial advisors and branch offices nationwide.

Lynda Counts is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Cetera and First Allied Securities, before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Sean Howard is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Reebok, Fry's Food Stores, and educational positions at Corona Del Sol High School and Aprende Middle School. 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.

Richard Selzler is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank. Outside of financial advising, he serves as a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ronald Mabry is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Merrill since 1981 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a family business based in Provo, Utah. 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 strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Mariano Munguia Garcia is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at firms including Morgan Stanley, J.P. Morgan Securities LLC, and Northern Trust. Outside of finance, Mariano has worked as a delivery partner for Uber Eats. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.