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.

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.

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.

Mark Link is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Anthony Ruiz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Papa Johns. 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 constructed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Haines is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019, following a brief tenure at Belcan Engineering. Outside of his advisory role, he owns a single-family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,000 financial advisors.

Alexander Gabrie is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, he was affiliated with the University of Nevada, Reno from 2015 to 2019. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Mukaddes Dreischhoff is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Robinhood Markets, The Vanguard Group, American Express, and HSBC Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63, 65, and 66 credentials and 32 years of industry experience. She has been with Cambridge Investment Research since 2017 and previously worked at DFPG Investments, Inc. Vargason is also involved in real estate through ownership of BRAM, LLC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm uses a variety of portfolio management approaches and offers both proprietary and unaffiliated model strategies, with services tailored to client objectives across multiple custody and platform arrangements.

Matthew Burton is a financial advisor at Edward Jones with a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Neuro-Behavioral Institute and AT Still University and also served in the United States Army Reserves. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Alexandra Nagel is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and The Vanguard Group. Outside of finance, she has a background connected to fitness, having worked at Mountainside Fitness and Arizona State University's Sun Devil Fitness Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and employer agreements.

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.

Lisa Reitmeyer is a financial advisor with Raymond James Financial Services, Inc. in Mesa, Arizona, holding a Series 63 designation and bringing 32 years of industry experience. She has operated her personal corporation, Lisa Reitmeyer, P.C., since 2013, and previously worked at Affordable Tax Solutions from 2019 to 2021. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals.

Rosa Olivas is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill Lynch, Bank of America, and Vanguard. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning services supported by structured tools and market analysis. The firm manages approximately $2.74 trillion in client assets and delivers its planning both directly and through corporate agreements.

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.