Kristina Buck is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at TEKsystems, Inc. and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning services using a structured process supported by proprietary tools and offers a range of investment programs.

Vincenzo Malizia is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and supports implementation through affiliated investment-management entities.

Jacob Freitas is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Akins is a Series 66 licensed advisor with J.P. Morgan Securities, based in Tempe, AZ, with three years of industry experience. He previously worked at Morgan Stanley for three years and has professional experience in healthcare-related roles prior to entering the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG considerations where applicable.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jose Alpizar is a Series 66-registered financial advisor at J.P. Morgan Securities with one year of industry experience. His prior experience includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and offering access to a broad range of investment strategies.

Blake Herring is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior work with Caliber Smart and event management at Let's Bash Events. He also has a background in education, having worked at several high schools and a Christian school. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Fredric Rozum is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Charles Schwab, Robinhood Markets, Bank of America, Merrill, AeroTek, Direct Energy, and Chandler-Gilbert Community College. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Jennifer Franco is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients through individual plans and corporate financial planning agreements.

Karen Gonzales is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Gonzales is a partner in Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Saba Syed is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, N.A., Syed worked in real estate with Keller Williams Realty East Valley and has a background in education, including roles with the University of Arizona Global Campus and various school districts. Outside of advising, Syed owns HUUR Jewels, a business focused on reselling jewelry through pop-up events. 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.

Eduardo Hopkins II is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Uber, TEKsystems, Nike, Northwestern Mutual, and Amazon. He also works as a food delivery consultant for Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Connor Foley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2016 and was self-employed for one year from 2017 to 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that leverages proprietary methodologies and primarily invests in Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team service model.

James Donahue II is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 credential and over 10 years of industry experience. He has worked at Edward Jones since 2015 and has been involved with Genesis Futures Holding and JDII Capital Management Group since 2009 and 1993, respectively. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Watson is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 registrations with three years of industry experience. His prior roles include positions at Fidelity Investments and Empower Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Christopher Mohme is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® and ChFC® designations and 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Allison Fuller is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she held roles at several mortgage firms and worked as a missionary for the Church of Jesus Christ of Latter-Day Saints. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors.

Robert Rosenfeld is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. His current role at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Sandra Vanvolkinburg is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions across a broad range of financial products.

Rob White is a financial advisor at Fidelity with 25 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. His career includes over two decades at Fidelity Brokerage Services and roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.