Henry Kieneker Jr. is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Charles Schwab and held roles outside finance, including positions at Instacart and Dogtopia/DT of Phoenix LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework embedded in its investment approach.

Justin Ritterling is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and possessing five years of industry experience. His career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Edward Jones, and professional engagements with the Arizona Diamondbacks and Oakland Athletics. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Adam Martin is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked at Vans from 2015 to 2022 and Gamestop from 2010 to 2018. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarret Hauch is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having 16 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he engages in freelance creative writing, including movie screenplays. 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 individuals and institutions.

Bradley Holly is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Daniel Walter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Crews & Associates and several other companies across different industries. From 2018 to 2020, he was involved with the Boys and Girls Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Carson Goodrich is a Series 66 licensed financial advisor with Thrivent Investment Management in Chandler, AZ. He has been with Thrivent since 2026 and previously held positions in education and the coffee industry. Outside of finance, he is involved with Home Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and broad financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Bill Dillon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2010. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Hamami is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes a role at Graystoke Capital Partners and various non-financial positions. Outside of advising, he operates a side business renting cars and works as an independent contractor delivering food. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Parkinson is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 registrations and nine years of industry experience. He previously worked at Charles Schwab & Co., Inc. and The Vanguard Group, Inc., and has a background that includes roles at Michigan State University and Lange Vending Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include retirement and estate planning, with additional activities in private funds and principal trading.

Ryan Miller is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Tempe, AZ. He has 16 years of industry experience and has been with Edward Jones for 15 years. 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 under management, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Michael Cross is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for nine years at Woodbury Financial Services Inc. Outside of his advisory role, he is the managing member of Cross Financial, LLC, where he has provided investment and insurance-related guidance since 2010. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs firm-provided tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerances and investment restrictions.

Georgina Bunger is a Series 66-licensed financial advisor with Edward Jones in Gilbert, AZ, with 18 years at the firm and one year of industry experience. Prior to her advisory role, she was involved in real estate sales with Century 21 Kroff Realty in Gold Canyon, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Kyle Ryan is a financial advisor at Edward Jones in Gilbert, AZ with seven years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Co, and Freedom Financial Network. Outside of his advisory work, Kyle serves as an Associate Worship Leader at San Tan Bible Church where he leads a team of musicians. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Garron Bond is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2000. Outside of advisory services, he has been involved with sales of loan products and home security referrals through Primerica affiliates and was previously a member of Bondstarr LLC in Scottsdale, AZ. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Nicole Kennedy is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and two years of industry experience. She has worked at several firms including S+G Wealth Partners and Woodbury Financial, Inc. Outside of her advisory role, she is involved with Clear Horizon Financial, a non-investment-related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting, utilizing both discretionary and non-discretionary programs supported by extensive research and technology.

Joshua Rayhons is a financial advisor with Cetera in Gilbert, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Voya Financial Advisors and Black Gould & Associates, Inc. He serves on the boards of the Dignity Health Foundation - East Valley and The Otto & Edna Neely Foundation, and is involved with the Gilbert Chamber of Commerce and community leadership through Gilbert Talks, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, offering diversified portfolio management and financial planning through various program platforms and third-party manager access.

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.

Jacob Ceschin is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual, Mutual of Omaha, and Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Fernanda Damian is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2014. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.