Kyle Kristick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has been with J.P. Morgan Securities since 2018 and also maintains a role at Jpmorgan Chase Bank, N.A. Outside of his advisory work, Kristick is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Brian Falls is a financial advisor at LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jacob Sessions is a CFP® with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with J.P. Morgan Securities in Mesa, Arizona, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Limitless Evolution LLC, Flagstaff Chevrolet, Vivint, and Crestline Hotels, as well as over a decade in full-time education. Charles Schwab & Co., Inc. 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 combines non-discretionary advice with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operations and due diligence on alternative investments.

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.

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.

Erik Gonzalez is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at The Vanguard Group and in academia at Texas Tech University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from a broad investable universe.

Jacob Talbot is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. Before entering the financial industry, his work experience includes roles in pest control and other diverse fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Patino is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, 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. 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 investors, pension plans, and charitable organizations.

Deane Antoniou is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. He has worked with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. prior to that. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and due diligence on alternative investments.

Sherman Quanbeck is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley, Northwestern Mutual, and Grand Canyon University. He has additional experience outside finance, including work at a golf course and in the food service industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rachel Nelson is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. She holds a Series 66 designation and has two years of industry experience, including prior roles at Morgan Stanley and Jpmorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Canute Underwood is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously was involved with REB Ventures from 2015 to 2018. Outside of finance, he owns a catering business called AZ Pig in a Box. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2005. In his role, he focuses on providing clients with personalized financial advice to help them achieve their goals by constructing unified strategies that connect various aspects of their financial lives. His approach emphasizes a disciplined process that prioritizes transparency and measurable progress. Before joining Merrill Lynch, Robert spent over 27 years at Warner Music Group's Atlantic Records, serving in roles including promotion director and vice president of operations for the West Coast. This operational experience informs his methodical approach to financial planning. He holds a bachelor's degree from Duquesne University and carries the Personal Investment Advisor (PIA) designation. Robert lives in Oak Park, California, with his wife, Robin Clark, and they have two children. His family interests include dance, standup comedy, and careers in the entertainment and technology sectors. Robert and his wife enjoy cooking, entertaining, travel, and sports.