Donald Swanson is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of financial advising, he is president of a real estate company, Kirby Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of investment programs and educational seminars.

John Graham is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a prior role at Morgan Stanley in 2011. Outside of his advisory work, Graham is a part-owner of a family business, Sky Ranch Lodge, and serves as treasurer for the Cooper Cliffs Improvement Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes nine years at Vanguard and a brief tenure at Randstad. 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 solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Abram Fabela is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley, JP Morgan Securities, LPL Financial, and Fidelity Investments. Outside of advisory services, he has worked as an Uber driver in Phoenix, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Bryce Ramirez is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked at Bed Bath and Beyond and Fry's Food and Drug, and has experience as a pet sitter. Charles Schwab & Co., Inc. serves primarily 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 discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a formal alternative-investment process.

Sharon Boucher is a financial advisor with LPL Financial in Mesa, Arizona, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She worked at MSI Financial Services, Inc. before joining LPL Financial in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies with a combination of advisory and brokerage solutions.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses and 15 years of industry experience. He has worked at Merrill since 2014 and previously spent a year at VOYA Financial Advisors. Outside of his advisory role, he volunteers as a football coach at Queen Creek High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, and institutions.

Bryan Wightman is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he owned Right Choice Tutors and Educational Services LLC, a tutoring business, and worked in Mesa Public Schools for seven years. Outside of finance, he operates a small embroidery hobby shop and occasionally works at a concession stand during large racetrack events. Edward Jones is a full-service wealth management firm serving individuals and institutions with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Matthew Carter is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Robinhood Financial, Charles Schwab, and Merrill. Outside of his advisory role, he works as a contracted driver for Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver non-discretionary, written asset allocation advice and customized reporting.

David Salha is a financial advisor with Edward Jones in Tempe, AZ. He holds a Series 66 designation and has 13 years of industry experience, having been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Sydney Miller is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at firms including The Vanguard Group and Crux Wealth Advisors. Outside of advising, he serves as an Operations Specialist at Key Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools such as risk profiling and probability modeling to tailor investment recommendations and supports clients through various advisory programs and institutional consulting.

Kyle Kristick is a financial advisor with J.P. Morgan Securities in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and also has a background at Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting client decision-making through a non-discretionary program.

Brian Falls is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at LPL Financial since 2015 and previously spent three years at Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a range of strategies and operational tools.

Jacob Sessions is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following earlier roles at Chase Investment Services Corp. and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Tiffanie Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including commodity pool operations and advisory roles to multiple registered investment companies.

Bryan Hansen is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and possessing 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Eric Hines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. and related entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations in its recommendations.

Cheryl Bonomo is a Series 66 licensed financial advisor at Merrill with five years of industry experience. She has worked at Bank of America, NA since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Garrett Salyi is a financial advisor at Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Schwab, he worked at Limitless Evolution LLC and has a background spanning automotive sales, home security, hospitality, and education. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.