Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Kyle Kristick is a financial advisor with J.P. Morgan Securities in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and also has a background at Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting client decision-making through a non-discretionary program.

Brian Falls is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at LPL Financial since 2015 and previously spent three years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a range of strategies and operational tools.

Jacob Sessions is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following earlier roles at Chase Investment Services Corp. and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Tiffanie Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including commodity pool operations and advisory roles to multiple registered investment companies.

Bryan Hansen is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and possessing 14 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 range of investment strategies and affiliated financial products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Eric Hines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. and related entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations in its recommendations.

Cheryl Bonomo is a Series 66 licensed financial advisor at Merrill with five years of industry experience. She has worked at Bank of America, NA since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Garrett Salyi is a financial advisor at Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Schwab, he worked at Limitless Evolution LLC and has a background spanning automotive sales, home security, hospitality, and education. Charles Schwab 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Robert Farwell is a CFP® professional with 23 years of experience in the financial industry, all with Edward Jones since 2003. He holds a Series 63 license and is based in Mesa, AZ. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Day is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2016, he worked at Western Heritage Bank from 2015 to 2017. He also operates a tax preparation and accounting service and works as a life coach outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jacob Talbot is a Series 66 licensed financial advisor with three years of industry experience, currently with Edward Jones. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. His background also includes roles outside finance in pest control and missionary training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Patino is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and The Arizona Group. Outside of his advisory role, Patino serves as a wrestling coach for the Deer Valley Unified School District in Phoenix, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, and institutions, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Deane Antoniou is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab and affiliated firms since 2006, including positions at Windhaven Investment Management. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sherman Quanbeck is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he has experience working at Grand Canyon University and in the retail and service sectors. 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. The firm’s advisory process integrates quantitative and qualitative research, including ESG considerations, supported by its centralized manager solutions team.

Rachel Nelson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, her background includes roles in sports publications and childcare services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and utilizing affiliates for portfolio implementation.

Sean Kruger is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2012 to 2026. He holds a Series 66 designation and is based in Gilbert, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kaden Rieffenberger is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held positions at Cascadia, Scheels, and worked in event catering and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed accounts through its WealthPlan option.

Alexander Frumker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2009 to 2023. Outside of his advisory work, he owns and manages a real estate investment business in Chandler, Arizona. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven process based on modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.