Ryan Evans is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc. and Progressive Financial Concepts, as well as eight years in education. Outside of advising, he is also active as a public speaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs and financial planning services supported by research from multiple sources and employs both discretionary and non-discretionary management strategies.

Carlos Ramirez Hampe is a financial advisor at Merrill with Series 66 credentials and three years of industry experience. His prior roles include positions at Mesa Community College and Arizona Nutritional Supplements, as well as academic work at the University of Havana. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Lauren Pampinella is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is active as an Amazon influencer and operates affiliate links through TikTok Shop. 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, supported by a large nationwide network of advisors and branch offices.

Noah Bello is a financial advisor at Merrill in Chandler, AZ, holding the Series 66 designation with one year of industry experience. Prior to joining Merrill, he served in the United States Marine Corps for multiple consecutive years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Jeffery Hebert is a financial advisor at LPL Financial with five years of industry experience. His career includes roles at UBS Financial Services, Kestra Private Wealth Services, and Modernize Wealth, where he has been involved since 2017. Hebert holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Kevin Ragon is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2021, he worked at Wells Fargo Clearing from 2016 to 2021 and Wells Fargo Advisors, LLC from 2013 to 2016. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Brently Klontz is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Advisors since 2017, following five years at Next Financial Group Inc. Outside of his advisory role, Klontz is involved as a pickleball coach and player in Tempe, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Julia Gunn is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she manages rental properties in the Phoenix area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Logan IV is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds the Series 65 designation and has worked at Financial Engines Advisors L.L.C. and Fisher Investments. Outside of his advisory roles, he spent two years at Hillsdale College and worked as an independent contractor for nine years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and a long-term investment approach.

Peter Roe is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008. Outside of his advisory role, he serves on the Board of Directors for the Long Point Property Owners Association in Michigan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Torsten Saile is a financial advisor with Cetera in Phoenix, AZ, holding the ChFC® designation and Series 63 and 66 licenses, with 27 years of industry experience. His prior roles include positions at LPL Financial, Sequioa Wealth Management, and Triad Advisors. Outside of advisory work, he co-owns several ventures including Ironwood Family Wealth Advisors and Clear Path Growth Partners, where he provides consulting services to business owners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various program options and a mix of discretionary and non-discretionary portfolio management services.

Kevin Roberg is a financial advisor at LPL Financial in Tempe, AZ, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience, with prior roles at Norwegian Cruise Line Holdings, National Education Partners, and Go Daddy, Inc. He also maintains a business interest in RFG, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to diverse investment strategies and research resources.

Connor Ross is a financial advisor at Merrill based in Chandler, AZ. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Bank of America, Best Buy, Arizona State University, and Guerilla Warfare Productions. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Hayley Fisher is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, AZ, where she has worked since 2022. She has three years of industry experience, including prior roles at City National Bank, CBRE, and EF Collection. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, offering services that include but are not limited to estate planning and Monte Carlo simulation modeling.

Allison Rawlings is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Tuesday Morning, and FedEx prior to joining J.P. Morgan Securities. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at John Hancock Investment Management, Envestnet Financial Technologies, and State Street Global Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Dana Del Rio is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jared Mactas is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2021. Outside of his advisory role, he is also engaged in outside insurance sales, functioning as an insurance broker for various lines of business including life, disability, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations, with implementation options that include brokerage or insurance arrangements.

Gerard Telemaque is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Joshua Waitz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2018. Outside of his advisory role, Waitz is the owner of Claiborne Industries LLC, a personal investment LLC intended for future real estate investments. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.