Sean Dickes is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, BMO, and J.P. Morgan Securities Inc. He is based in Phoenix, AZ. 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 affiliated brokerage, distribution, and investment management capabilities.

Matthew Munn is a financial advisor at Cetera with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Cetera in 2022, he spent 20 years at First Financial Equity Corporation. Outside of his advisory role, Munn is also a licensed real estate agent involved in listing, buying, and selling residential properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Ryan Fischer is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera in Phoenix, AZ. His prior roles include positions at Avantax Investment Services and 1ST Global Advisors. Outside of his advisory work, he is president of RPF Capital, LLC, which provides guidance on health insurance options for individuals and small groups. Cetera Investment Advisers LLC operates a nationwide network of independent advisors and serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and supports diverse investment strategies through affiliated and third-party managers.

Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at several firms including Wells Fargo and Bank of America prior to joining J.P. Morgan in 2022. 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, distribution, and investment management capabilities.

Kevin Zirk is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and having over 33 years of industry experience. He has maintained long-term business interests through several entities, including Zirk Enterprises, Inc. and Zirkzone, LLC. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Grant Autrey is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Autrey LLC and worked at Restoration Builders, Inc. He is also listed as the statutory agent for Thuy Ceramics LLC, a pottery business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Nathan Thompson is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan La Ganke is a financial advisor with Morgan Stanley in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2019 to 2022 and has experience in other business roles including a position with Discountpatio.com. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of investment services through its financial advisors.

Jennifer Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She employs a disciplined and personalized approach to assist clients in achieving their financial goals by understanding their unique family situations, financial priorities, and long-term aspirations. Jennifer holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) credential. Her expertise encompasses areas including retirement income planning, wealth preservation, multigenerational wealth transfer, college education planning, divorce transition planning, LGBT wealth planning, socially responsible investing, tax minimization, women and wealth, and personal retirement planning. Jennifer earned her Bachelor's Degree from the University of Kentucky. Outside of her professional role, Jennifer is involved in the Phoenix-Tucson Women's Exchange and participates in the National Charity League. She is a mother to two children and enjoys spending time with her family.

Alexa Nicholson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of finance, her background includes roles in hospitality and marketing, such as at Wildberry Cafe and AM Marketing Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Stuart Bates is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 certifications and possessing 38 years of industry experience. He has been with Charles Schwab for 29 years and is also involved in several business ventures, including Natural Hen LLC, Arizona Life Sciences LLC, and Genial Ventures LLC, which focus on consulting, animal healthcare products, and chicken feed. Charles Schwab serves a large client base primarily consisting 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive integrated structure combining advisory services with custody and brokerage.

Abdul Nawabi is a financial advisor at Merrill with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at TD Ameritrade, Delta Global Services, and Werner Enterprises. Outside of advising, he is a co-owner and partner of Arbor Roofing & Construction LLC. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shane Force 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, N.A., Specialized Loan Servicing, and Wells Fargo Home Mortgage. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Paul Burns is a financial advisor at LPL Financial in Phoenix, Arizona, with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Woodbury Financial Services for 16 years and OSAIC for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various subadvisors.

Matthew Edwards is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at VEREIT and as a University of Oregon Ambassador. Charles Schwab 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Mark Emberton is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 27 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Client One Securities, and Rock Bridge Financial. He is also a commissioned notary in Phoenix, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through a combination of advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management programs, and access to a range of financial and insurance products.

Brian Bolton is a Series 66-registered financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley since 2020 and previously held roles at E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

Hunter Parker is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he has worked at Bank of America and has held various roles in both corporate and public sectors, including positions at McKesson and Arizona State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Theodore Crowley II is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.