Adam Keele is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Tempe, AZ, having joined the firm in 2022 after seven years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and uses various modeling tools, managing approximately $2.74 trillion in client assets.

John Gondolfo is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Merrill and Bank of America since 2011. 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 investment strategies for individuals, high-net-worth clients, and institutional investors, with a focus on strategic asset allocation and tax-aware options.

Donald Harrington is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 42 years of industry experience. He has been affiliated with MML Investors Services, LLC since 1985 and MassMutual Life Insurance Company since 1983. In addition to his advisory role, he is involved in the sale of individual life, fixed annuities, long-term care, and disability insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools.

Spencer Pett is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with 19 years of industry experience. His prior roles include positions at Charles Schwab, E*TRADE, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Michael Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Retirement Vision Specialists, a firm focused on serving clients in the retirement phase. 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 investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with specialized programs and services.

Cody Taylor is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families pursue their financial goals. Since joining Merrill in 2024, he has utilized his nearly a decade of experience in the financial services industry to provide personal and easy-to-understand financial strategies. Cody's approach involves understanding clients' short- and long-term goals to assist affluent individuals in managing their wealth effectively. He holds a Bachelor's Degree from Northern Arizona University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Cody's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. His professional philosophy centers on uncovering what matters to clients and their families to create strategies that pursue their financial objectives. Outside of his professional role, Cody enjoys golfing, which he relates to financial planning through its emphasis on patience, strategy, and a long-term perspective. He resides in Lake Stevens, WA, with his wife and their son, Leonidas, with another child expected in December.

Olga Haugland is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Ameriprise and its related entities since 2001. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes a centralized service team, algorithmic tools, and integration with Ameriprise-managed assets and affiliated investment products.

Anthony Bross is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with prior roles at WestPac Wealth Partners and academic positions at several universities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning supported by firm-approved tools and models, while offering diverse investment products and services.

John Flickinger is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, Ameriprise Financial Services, and Edward Jones. 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Tre Martin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Alexander Ashley, 3e Management, and RT PARKS, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Melissa Rosa is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill and Bank of America and is currently involved with Sol Y Sazon Seasonal Kitchen LLC and Prolific. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Danny Brimhall is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 17 years. Outside of his advisory role, Brimhall owns Brimhall Financial Group, a branch support company. 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. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Janet Sanders is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Massachusetts Mutual Life Insurance Co. Outside of finance, she has been involved with two long-term entrepreneurial ventures, Happy Memories Tea Parties, LLC and Star Inventory Services, LLC. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Chad Alder is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of his advisory role, he is a licensed real estate agent in Arizona, acting as an agent for his immediate family in buying and selling real estate. 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 institutional investors.

Jeremiah Butout is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at SagePoint Financial for six years before joining LPL Financial in 2021. Outside of his advisory work, he is involved in a family salsa business called Spicy Senorita Salsa. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, offering a range of financial planning and advisory services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

Ryan Puskar is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fairmont Scottsdale Princess and was involved with Auto Artist. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing their plans.

Cassandra Endicott is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, mutually managed funds, and tax-efficient investment strategies. The firm’s network includes approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Lucas Paris is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan, he worked at Red Polo Ventures LLC and was employed at Grand Canyon University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Kimberly Lank is a financial advisor at Edward Jones in Tempe, Arizona, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.