Christien Bryant is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vanguard and Bank of America. His background also includes roles outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Jorge Valenzuela is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, ClearOne Advantage, Freedom Debt Relief, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Outside of his advisory role, he owns a YouTube channel called B Reel Studio, where he creates film and video content focused on cinematic effects, color grading, and editing tutorials. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jessica Marks is a financial advisor with LPL Financial in Tempe, AZ, holding Series 66 and Series 63 designations and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Morgan Stanley in multiple periods between 2018 and 2025 as well as positions in healthcare and financial services firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, leveraging both proprietary and third-party investment strategies supported by technology tools for operational and research purposes.

Natalie Mc Swain is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 options supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment pilots.

Craig Scrimpshire is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory work, he provides pro bono financial coaching for widows and widowers through Wings for Widows. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Seth Lehr is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., Modern Woodmen, and Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates a broad range of strategies, including an ESG eligibility framework.

Jonathan Johansen is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2018, following eight years at LPL. Outside of his advisory role, Johansen assists with Safety Stickers LLC, a business his wife acquired. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and public finance services.

Stevi Mumma is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bastian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at VOYA Financial Advisors. He is the owner and president of Bastian Financial Services, LLC, and also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

Thomas Ponticelli is a Series 66-credentialed financial advisor with Edward Jones in Gilbert, AZ. He joined Edward Jones in 2026 and has prior experience in professional sports and private pitching lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies through a large national network of financial advisors.

Jennifer Montenegro is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of her advisory role, she works as a retail clothing sales associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Brink is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2017. Brink serves as a successor trustee for a family trust and holds power of attorney responsibilities for a relative. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lisandro Fabellar is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ, and has 15 years of industry experience. He has worked at Edward Jones since 2011. Outside of advising, he has a rental income activity involving a roommate in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of financial advisors and branch offices.

Steven Dennis is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to his current role, he held positions at GoDaddy and Apple. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Joshua Fadel is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and has worked with Desert Financial Federal Credit Union since 2019, as well as previously at LPL Financial. He serves as an officer in a credit union service organization affiliated with Desert Financial and holds executive roles on related boards. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance and SIMPLE IRA advisory programs within a large advisor network.

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 at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011, and previously spent four years at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers both model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.