Lisa Sloan is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Waddell & Reed and Connect W. Sloan also serves as treasurer on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools.

Lance Baxter is a CFP® and holds a Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Russell is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. His career includes prior roles at Morgan Stanley, Bank of America, and an earlier tenure at Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Lori Derrick is a financial advisor with Edward Jones in Glendale, AZ, holding the Series 66 designation and bringing 13 years of industry experience. She has worked at Edward Jones across two periods, from 2007 to 2020 and since 2025, as well as with Raymond James Financial Services from 2020 to 2025. She also operates Derrick Family Financial, her own business, concurrently since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Seth Samuelson is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked in various roles prior to his current position, including several in the food and entertainment sectors. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing both proprietary and third-party investment solutions.

Rebecca Wyatt is a financial advisor with LPL Financial, holding a Series 66 credential and bringing seven years of industry experience. She has worked with several firms, including Cetera Advisor Networks and Freeman Tax Service, where she remains active in tax preparation and accounting. Outside of financial advising, Wyatt owns Wyatt Welding and Fabrication, a business she has operated since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Tony Anderson is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to design, implement, and monitor investment strategies aimed at achieving their long-term investment goals. His professional journey at Fidelity Investments began in 2004 and includes a series of roles with increasing responsibility in investment services and management. His experience spans various positions such as Investment Management Consultant IV, Investment Strategist, Senior Portfolio Specialist, and Portfolio Advisory Service Investment Consultant. Tony holds a California Insurance License, which supports his advisory capabilities within the financial services sector. Outside of his professional work, Tony has interests in camping, outdoor adventures, and traveling.

David Cardiff is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Jacob Osterman is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Robinhood Markets, TD Ameritrade, and Swanson Russell. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services with a focus on manager-traded and model-traded strategies, tax management, and internal research tools.

Leslie Donaldson Jr. is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996, holding Series 63 and Series 65 designations. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers and utilizes BNY Mellon Advisors for model implementation, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Nathan Buckles is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has held roles at multiple firms including VOYA Financial Advisors and has specialized in special needs planning through his ownership of Meridian Special Needs Planning LLC. In addition to his advisory work, he operates as an independent insurance agent and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and customizable investment options.

James Young is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory work, he serves as president of Y3 Investments LLC, an entity formed to manage a family-owned farmland inheritance in Arkansas. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and offers both retail and institutional investment options.

Tranell Hatfield is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Sandy Luong is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. Prior to joining OSAIC in 2024, Luong worked at Triad Advisors, Grove Point Advisors, and PNC Bank, among other firms. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Mark Callahan is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment research.

John Hanenburg III is a financial advisor with Stifel in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Hanenburg serves as a board member of the Arizona Christian Education Endowment Foundation, participating in their investment-related decisions. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Andrew Hunt is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America and Bank of the West. Osaic Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Marla Mallula is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads a wealth management practice serving clients in Lower Manhattan and Staten Island, focusing on creating customized strategies to help individuals and families pursue their long-term financial goals. Marla collaborates closely with clients to develop personalized plans that consider their unique financial situations, risk tolerance, and aspirations. With over 30 years of experience in financial services, Marla specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management, retirement income planning, and portfolio management. She works extensively with financial professionals, corporate executives, business owners, and their families, offering a comprehensive range of services such as wealth management, lending, insurance, and estate planning. Marla holds a Bachelor's degree from the University at Albany SUNY and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys playing volleyball and pickleball, running, reading, and spending time with her family, residing with her wife and three sons on Staten Island’s South Shore.

Craig Whitten is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following an 18-year tenure at UBS Financial Services. Outside of his advisory role, he is the managing member of Whit Development Co LLC, a real estate investment company he has been involved with since 1998. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation guidance.