Jorge Molano Jr. is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at U.S. Bank N.A. and In-N-Out Burger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers written asset allocation advice and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Andrew Brink is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2017. Brink serves as a successor trustee for a family trust and holds power of attorney responsibilities for a relative. 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 institutions.

Lisandro Fabellar is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ, and has 15 years of industry experience. He has worked at Edward Jones since 2011. Outside of advising, he has a rental income activity involving a roommate in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of financial advisors and branch offices.

Steven Dennis is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to his current role, he held positions at GoDaddy and Apple. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

John Gondolfo is a financial advisor at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011, and previously spent four years at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers both model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Harrington is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 42 years of industry experience. He has been affiliated with MML Investors Services, LLC since 1985 and MassMutual Life Insurance Company since 1983. In addition to his advisory role, he is involved in the sale of individual life, fixed annuities, long-term care, and disability insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools.

Spencer Pett is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with 19 years of industry experience. His prior roles include positions at Charles Schwab, E*TRADE, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored 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 analyses.

Olga Haugland is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Bross is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with prior roles at WestPac Wealth Partners and academic positions at several universities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning supported by firm-approved tools and models, while offering diverse investment products and services.

Roy Smith is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with one year of experience at Merrill. His prior work includes roles at Frost Bank, Chase Bank, Armani Exchange, and Dutch Bros Coffee. 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.

John Flickinger is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bancwest Investment Services, Ameriprise Financial Services, and Edward Jones. Flickinger is based in Phoenix, AZ. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. 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 to individual, high-net-worth, and institutional clients.

Chad Alder is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of his advisory role, he is a licensed real estate agent in Arizona, acting as an agent for his immediate family in buying and selling real estate. 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 institutional investors.

Ryan Puskar is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fairmont Scottsdale Princess and was involved with Auto Artist. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing their plans.

Cassandra Endicott is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, mutually managed funds, and tax-efficient investment strategies. The firm’s network includes approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Kimberly Lank is a financial advisor at Edward Jones in Tempe, Arizona, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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 strategies, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Matthew Harriman is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in healthcare-related roles at HonorHealth and Phoenix Children's Hospital. Outside of his advisory work, he engages in retail sales of vintage toys and baseball cards through online platforms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, notable for its extensive network of financial advisors and branch offices, and offering a range of advisory programs and investment solutions under a fiduciary standard.

Eric Willis is a financial advisor with Merrill in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Trent Pasvogel is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes education at Grand Canyon University and the Air Force Academy, along with various roles outside finance, such as work at a country club and a juice bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios composed of mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robert Heller is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 63 designation and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Life Insurance Co. and Mass Mutual Investors Services. He is also the owner of Heller Financial Services LLC, an independent insurance agency. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.