Ryan Das is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill from 2013 to 2021 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and oversight controls.

Bryn Heemsoth is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Edward Jones in 2019, Heemsoth worked at Charles Schwab Bank and Charles Schwab & Co Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and services including tax-efficient portfolio management under a fiduciary standard.

Matthew Spellman is a CFP® and Series 66-registered financial advisor with J.P. Morgan Securities in Phoenix, AZ. He has three years of industry experience, including roles at JPMorgan Chase Bank and Stifel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, incorporating forward-looking capital market assumptions.

Reggie Alilonu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ. His prior roles include positions at Hosler Wealth Management LLC and Allonu Financial Services, LLC, as well as experience in insurance and accounting through HD Vest Insurance Agency and his own CPA practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Torrie Wulf is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, following seven years at Bank of America. 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 a range of client types including individuals, high-net-worth clients, and institutional investors.

Blake Jones is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with four years of industry experience and a Series 65 credential. Prior to joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his advisory role, he has worked as an on-demand delivery driver for Uber Eats and Amazon Flex since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led wealth management solutions, combining proprietary modeling with planner delivery and online tools, managing approximately $326 billion for about 477,000 clients.

Richard Lavold is a financial advisor with Merrill in Chandler, Arizona, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2017. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Altschuler is a financial advisor at LPL Financial with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked in the field since 1980, including a 27-year tenure at Cantella & Co., Inc. and involvement with IRAs and Keoghs since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alec Bruington is a CFP® professional with eight years of industry experience, currently affiliated with Cetera in Scottsdale, AZ. His background includes seven years at The Vanguard Group, Inc. and roles at various firms, including FDF Wealth Strategies where he is involved in learning advisory practice operations. Cetera Investment Advisers LLC is a large, nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Dino Goegan is a financial advisor with Edward Jones in Chandler, AZ, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services within a fiduciary framework.

Aidan Rojas is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Vanguard Group and has held various roles outside finance, including at Detroit Coney Grill and several other food service and technology-related positions. He also has experience with Grand Canyon University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers customized planning services alongside broad retail and institutional investment options.

Christopher Janiak is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Lowe's and was involved with NewLife Assembly of God for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Nicholas Moore is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with nine years of industry experience. His prior roles include positions at E*TRADE Securities, Charles Schwab Bank, and Charles Schwab. Outside of advisory work, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Todd Clarke is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with firms including Ensign Financial Partners and OneAmerica Securities. Outside of advising, he owns an event space in Queen Creek, AZ, and serves as chairman of the board for the nonprofit Giving Can Be Fun. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Marguerite Berizzi is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones for seven years and has experience in pet care businesses, including Malibu Maggie's Petcare and Malibu Coast Animal Hospital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies across various account types.

Chris Schneck is a financial advisor with Merrill based in Gilbert, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill since 1995 and Bank of America since 2011. Schneck serves as a board member of the Greater Sun Lakes Community Foundation, a nonprofit organization supporting seniors in need. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers and providing comprehensive trading, account administration, and custody support.

Cristal Marquez Tovar is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

Ryan Evans is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, he worked at Sagepoint Financial, Inc. and Progressive Financial Concepts. Outside of his advisory work, he is active as a public speaker. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research, third-party subadvisors, and various operational tools.

Carlos Ramirez Hampe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Mesa Community College, Arizona Nutritional Supplements, and the University of Havana. 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, institutional clients, and charitable organizations.

Noah Bello is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at Merrill and served in the United States Marine Corps. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm‑approved planning tools and investment models.