Marcus Velasco is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dolman Vineyard III is a CFP® professional with 18 years of industry experience, currently affiliated with MassMutual Investors Services. His prior roles include positions at Vinity Financial Group, LPL Financial, and the U.S. Army National Guard. He is owner of D'Vine Financial, LLC, and Vinity Insurance Group, LLC, where he is involved in insurance brokerage including life, disability, property and casualty, long-term care, and fixed annuities, as well as partner at Vinity Legacy Group, LLC, facilitating estate planning client introductions. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars through collaborative, annual engagements.

Anthony Williams is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has served in various capacities including president roles at Orthopedist Advisory Group and Mosaic Financial Associates. Outside of advisory work, he is involved as a camp director for a nonprofit organization and is the author of several Amazon Kindle e-books. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party managers, overseeing assets exceeding $256 billion through more than 10,000 advisors nationwide.

Melissa King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. She is based in Mesa, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebekah Hunt is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Hunt has worked as a part-time bookseller at Barnes & Noble, a retail store specializing in books, music, and related items. 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 and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

James Wrenn is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with UBS Financial Services since 2006 and has prior experience at Piper Jaffray Inc. dating back to 1993. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Jeremy Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Morgan Stanley, and other firms. Outside of finance, he coaches a high school swim team at Benjamin Franklin Charter School. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform non-discretionary investment recommendations.

Reed Lefevre is a CFP® credentialed financial advisor with 39 years of industry experience. He has worked at FSC Securities Corporation for 33 years before joining Osaic in 2023. Lefevre operates a sole proprietorship focusing on life insurance and annuity sales and service. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party investment platforms.

Cole Holocher is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. He has held positions at multiple Vanguard entities since 2022 and has worked in various roles across education and retail sectors prior to entering the financial industry. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Justin Poirier is a Series 65-licensed financial advisor at Fisher Investments with nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Jordan Chapman is a financial advisor at Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to his current role, he served five years in the US Army and worked in higher education at Arizona State University and Pierce College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Joseph Kurtz is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Freedom Mortgage Corporation for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branches nationwide.

Christopher Lewis is a financial advisor with Cetera in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera and its affiliated entities since 2012. Outside of his advisory role, he serves as a consultant for BOOSTA, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Nicholas Dumond is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Education at Work from 2021 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.

Robert Dugan is a CFP® professional with 13 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has prior experience at The Vanguard Group and Charles Schwab. Outside of his advisory role, he serves as head of the architectural committee for the Summerfield Place HOA in Gilbert, Arizona. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Hansen is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank since 2004, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Cesar Martinez 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, LoanDepot, Wells Fargo, J.P. Morgan Chase, and other financial institutions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Collin Whittier serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, and High Net Worth Service Associate. In his current capacity, Collin focuses on supporting clients' financial needs with an emphasis on trust, clear communication, and integrity. His experience spans multiple facets of financial consulting and investment services within Fidelity. Outside of his professional responsibilities, Collin has personal interests that include baseball, biking, cooking and baking, golf, hiking, and parenthood.

Alexa Raleigh is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America and Northern Arizona University. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.