David Lucas is a financial advisor with Raymond James & Associates in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates since 2011, including his current tenure since 2021. Outside of advising, he is a passive investor in private companies such as Verifyle Inc and Microsonics Systems. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a broad range of investment strategies and affiliated research.

Edward Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tempe, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been affiliated with Raymond James and its related entities since 2014. Outside of his advisory role, he operates Buechting Financial, LLC, providing financial advising and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and risk assessment tools to guide investment decisions and supports a broad network of advisors with specialized municipal and public-finance services.

Jeromiah Scott is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His previous roles include positions at Axa Advisors and Equitable Advisors. He also works as an employee benefits agent, advising on plan design and benefit packages for business clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with advanced analytical tools and specialized programs.

Conner Woods is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2024, he was involved with Major League Baseball's Arizona Fall League and coached youth baseball at Salt River Fields Baseball Academy. Outside of finance, Woods serves as a part-time coach at Salt River Fields Baseball Academy. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Price Peasel is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 63 designation and over 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Moore is a financial advisor at Morgan Stanley with two years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2025, he worked at Guardian Life Insurance and Park Avenue Securities. Outside of finance, he is involved in the restaurant industry as an employee at The Keg Steakhouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Rudy Macias II is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a silent partner in Bull-it Transport LLC, a business involved in automotive maintenance, repair, and manufacturing of automotive parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Carina Burtell is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2012 and has 13 years of industry experience. Outside of her advisory role, she serves as an independent appraiser with Rimrock Valuation Services and is involved with the Chandler Chamber of Commerce’s Women in Business education salon as the education chair for book speakers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Anjila Amicho is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Tempe, AZ, and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked at Bank of America - Merrill Edge for five years. 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 and fund searches, and customized performance reporting. The advisory process incorporates both quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG considerations.

Joshua Mathews is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interest in IPEC Coaching, LLC, a non-investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers a broad range of brokerage and advisory solutions.

David Hall is a financial advisor with J.P. Morgan Securities in Chandler, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and Vanguard. Outside of his advisory role, he is a partner in a non-investment-related real estate business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting with a non-discretionary approach.

Matthew Ahern is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career with Fidelity in 2014 and has held various roles within the company, including Investment Consultant, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he gained experience as a Deal Origination Associate at Dinan & Company and as an Intern at Arizona Bank & Trust. Matthew holds a California Insurance License, supporting his work in financial consulting. His approach focuses on understanding clients' financial and personal goals to build and maintain tailored financial plans. Outside of his professional role, Matthew's interests include cooking and baking, fitness, golf, music, parenthood, and reading.

Matthew Lankford is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include extensive tenures at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Amber Grady is a financial advisor with Charles Schwab who holds a Series 66 designation and has 14 years of industry experience. She has worked with various Schwab entities since 2016, including Charles Schwab & Co., Inc. and Schwab Trust Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Heather Huntley is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Jason Van Tassel is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

David Kliber is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Cetera in 2024. Kliber also operates Kliber Wealth Management, LLC and has been involved in selling fixed insurance products since 1997. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Dinkel is a financial advisor with Merrill, holding the Series 66 designation and bringing 10 years of industry experience. He has worked with Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jean Charles is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His work history includes roles at Bank of America and Oscar, along with earlier experience at Sunrise Medical Laboratories and Loma Linda University. 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, corporations, and charitable organizations.

Jeremy Nelson is a Series 66-credentialed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2023 and held roles at Esurance and Mountain Park Community Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.