Jacob Hansen is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked in various roles outside financial services, including at Shin-Etsu MicroSi and Mountainside Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and the option to combine planning with managed accounts under a consolidated billing system.

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Kyle Foster Klaus is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has been with J.P. Morgan Securities since 2021 and also works with JPMorgan Chase Bank, N.A. since 2019. Prior to his financial career, he held roles in retail and sports-related businesses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Rudy Alvarado Jr. is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2024, he worked in various school districts including Gilbert Public Schools and Scottsdale Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

James Anagnos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2013. Outside of his advisory role, he co-owns two rental properties with his wife. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities while delivering recommendations on a non-discretionary basis.

Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Stifel since 2022. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Vanguard for nine years and at Randstad for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Kristick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has been with J.P. Morgan Securities since 2018 and also maintains a role at Jpmorgan Chase Bank, N.A. Outside of his advisory work, Kristick is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Tiffanie Gonzalez is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Eric Hines is a financial advisor with J.P. Morgan Securities in Mesa, Arizona, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jacob Talbot is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. Before entering the financial industry, his work experience includes roles in pest control and other diverse fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Mcclure is a financial advisor with Primerica Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003 and is currently involved with the Town of Queen Creek since 2023. Outside of advisory work, he owns BAM Enterprises, LLC, a legal entity formed to support his Primerica business activities, and engages in referral work related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade-execution services from BNY Mellon Advisors and Pershing.

Bret Anderson is a financial advisor with LPL Financial in Queen Creek, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is also an agent for Mountain America Insurance Services, focusing on fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Fredrik Andersson is a financial advisor with Morgan Stanley in Queen Creek, Arizona, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside his advisory role, he is co-owner of MARAND, LLC, a company involved in real estate investments. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kristal Burton is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, she worked at Honor Health and the Gilbert Center for Family Medicine. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Joshua Bring is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a Director-At-Large for the Arizona Sporting Clays Association and operates Bring Consulting LLC, a third-party e-commerce services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Pettitt is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2021. Outside of his advisory role, Pettitt is involved in community and networking activities, serving on committees and boards such as the Gilbert Chamber of Commerce and Gilbert Talks. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Douglas Sattler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge since 2016 and also owns D & V Financial Services, LLC, where he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies tailored to client objectives.

Don Kaufman is a Series 66 licensed financial advisor with Edward Jones, based in San Tan Valley, AZ. He has nine years of industry experience, including ten years with Edward Jones. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.