John Leitch is a financial advisor with Primerica Advisors in Mesa, AZ, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, he is a managing partner of LFC LLC and the founder of the Diabetic Wellness Initiative, a nonprofit focused on diabetes awareness. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment services.

Jerry Jordan is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Vivian Tran is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of her advisory work, she owns and operates an e-commerce business focused on buying and selling products through online platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Samuel Rivas is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2020 and Bank of America, N.A. since 2021. Prior to this, he was involved with Petersen Properties and Management Inc. and Jiangsu Shanshui Energy Co. Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, incorporating strategic and tactical asset allocation and tax-aware options.

Savannah Chilton is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held various roles in industries including mortgage lending and weight loss services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client strategies.

Alexa Tenpenny is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Before joining Schwab, she worked for six years at CBCB sports bar and spent four years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with an emphasis on multi-asset model portfolios and alternative investments.

Nikki Alford is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience and a Series 66 credential. She has been with Edward Jones since 2016 and is also the manager and owner of AGO, LLC. Outside of her advisory work, she oversees property management and bookkeeping for her rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Karrie Barkdoll is a financial advisor at Edward Jones in Tempe, AZ, with 12 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andi Hernandez is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2025. In this capacity, Andi collaborates with participants to develop engagement strategies tailored to their unique planning needs, preferences, and goals, supporting the maintenance of long-term financial plans. Andi has been with Fidelity Investments since 2017, progressing through various positions including Financial Representative, Relationship Manager, Planning Consultant, and Director, Retirement Planner. This progression reflects experience in client relationship management and retirement planning. Outside of work, Andi's interests include family activities, fitness, social events with friends, pets, and traveling.

Anthony Ruiz is a financial advisor at Merrill in Chandler, AZ, with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2023. Prior to that, he was employed by Bank of America from 2016 to 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ian Dean is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of experience at the firm since 2019. His prior work includes roles at IncStores, BARTON & ASSOCIATES INC, C&S Wholesale Grocers LLC, UPS, and Area 51 Fireworks. 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 institutions.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ. She holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Her prior work includes positions at DFPG Investments, Inc. and VSR Financial Services, Inc. She is also the owner of a real estate company in Gilbert, AZ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisors.

Joe Huskins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has extensive experience in investment consulting, having served at Fidelity Investments from 2021 to 2024 and at Charles Schwab from 2010 to 2020. Prior to these positions, he worked as an Insurance Advisor at Farmers Insurance from 2020 to 2021. Joe holds a California Insurance License, supporting his work in financial and insurance advisory services. His approach to retirement planning focuses on creating tailored investment strategies that align with clients' individual goals, emphasizing clarity and simplicity. Outside of his professional work, Joe's personal interests include baseball, board games, and attending concerts.

James Hattstaedt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Edward Jones since 2015. 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 broad range of advisory services supported by a large national network of financial advisors and branch offices.

Christian Hyde is a financial advisor with Merrill in Chandler, Arizona, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, UnionBanc Investment Services, and Wells Fargo. Outside of finance, Mr. Hyde is involved with D.H. Sculpture Studio, Inc., where he serves as a director and contributes to bookkeeping, shipping, and inventory management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosa Olivas is a financial advisor at Morgan Stanley in Gilbert, AZ, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Vanguard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

Adam Uhlarik is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and tax-efficient services.

Nathan Peachman is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America and various companies outside the finance sector. 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.

Evan Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients as part of their wealth management team to assist them in making informed decisions about their financial plans. Prior to his current role, Evan worked as a Financial Advisor at North Star Resource Group from 2024 to 2026. His experience spans financial planning and advising, focusing on helping clients navigate their financial goals. Outside of his professional career, Evan enjoys activities such as golf, hiking, and skiing.

Ryan Greene is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2016, including seven years with Morgan Stanley Private Bank, N.A., and previously spent two years at Wells Fargo. Outside of advising, he has worked with DoorDash in a labor and service role. Morgan Stanley Wealth Management is an SEC-registered 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 supported by proprietary tools and modeling techniques.