Jacob Hansen is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked in various roles outside financial services, including at Shin-Etsu MicroSi and Mountainside Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and the option to combine planning with managed accounts under a consolidated billing system.

Tyler Adams is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. He has prior experience at The Vanguard Group and Insight Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ingrid Sabatina is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Grand Canyon University, and several companies across various sectors. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Malachi Yehudah is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. Malachi emphasizes ongoing advice and portfolio adaptation in response to changes in his clients' situations. His expertise lies in assisting clients with various financial priorities, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Malachi holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Grand Canyon University.

Christopher Joyce is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation and with two years of industry experience. Before joining Edward Jones in 2023, he worked at Jason Earl State Farm for five years and the Hummel Group for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Henry Kieneker Jr. is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Charles Schwab and Instacart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Justin Ritterling is a financial advisor with Charles Schwab based in Phoenix, AZ. He holds the Series 66 and Series 63 licenses and has five years of industry experience. His prior work includes roles with the Arizona Diamondbacks and UNTUCKit. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 discretionary separately managed accounts, supported by centralized operations and a strong due diligence process for alternative investments.

Adam Martin is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked at Vans from 2015 to 2022 and Gamestop from 2010 to 2018. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarret Hauch is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having 16 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he engages in freelance creative writing, including movie screenplays. 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 individuals and institutions.

Bradley Holly is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Daniel Walter is a Series 66-credentialed advisor with J.P. Morgan Securities and has one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Crews & Associates, Hotworx, and several other companies. He also spent two years working with the Boys and Girls Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carson Goodrich is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held roles in education and the food service industry, including at Grand Canyon University and several coffee companies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and recommendations without discretionary trading authority. The firm’s approach integrates planning with managed accounts under a consolidated option called “WealthPlan,” while maintaining separate planning and investment services.

Bill Dillon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by centralized due diligence.

Matthew Hamami is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes a role at Graystoke Capital Partners and various non-financial positions. Outside of advising, he operates a side business renting cars and works as an independent contractor delivering food. 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, pension plans, corporations, and charitable organizations.

Scott Parkinson is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 registrations and nine years of industry experience. He previously worked at Charles Schwab & Co., Inc. and The Vanguard Group, Inc., and has a background that includes roles at Michigan State University and Lange Vending Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include retirement and estate planning, with additional activities in private funds and principal trading.

Ryan Miller is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Tempe, AZ. He has 16 years of industry experience and has been with Edward Jones for 15 years. 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 and investment strategies through a nationwide network of financial advisors.

Georgina Bunger is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 2 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in real estate sales with Century 21 Kroff Realty in Gold Canyon, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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 large nationwide network of advisors and branch offices.

Kyle Ryan is a financial advisor at Edward Jones in Gilbert, AZ with seven years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Co, and Freedom Financial Network. Outside of his advisory work, Kyle serves as an Associate Worship Leader at San Tan Bible Church where he leads a team of musicians. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Garron Bond is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2000. Outside of advisory services, he has been involved with sales of loan products and home security referrals through Primerica affiliates and was previously a member of Bondstarr LLC in Scottsdale, AZ. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.