Thomas Martin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at The Vanguard Group, Bank of America, Morgan Stanley, and E*TRADE Securities. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party teams.

Carlin Whelpley is a Series 66 licensed advisor with Merrill, based in Chandler, AZ, and has six years of industry experience. Prior to joining Merrill, he held roles at Oakley and various sales and educational organizations. He also has experience outside finance, including involvement with Delete Tattoo Removal & Laser Salon and Fortitude VBC. Merrill offers managed account services through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutions. The firm integrates strategic asset allocation and tax-aware options, with trade execution and account administration supported by its affiliation with Bank of America.

Laurel Whitney is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2013. Whitney also operates L.M. Whitney & Associates as a financial planning and consulting business and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to both affiliated and unaffiliated third-party money managers within a multi-manager platform.

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.

Henry Krich is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He is also licensed as an insurance agent selling fixed annuities, long-term care, disability, and life insurance. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Andrew Peronace is a financial advisor with Thrivent Investment Management in Mesa, AZ. He holds the Series 66 designation and has been with Thrivent since 2025. Prior to his financial advisory role, he worked at Play It Again Sports and has experience outside the industry in sports and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without portfolio management for institutional clients, allowing clients to combine planning with managed account services under a consolidated billing option.

George Drye is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers both discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Brendan Rush is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles across Fidelity’s affiliated entities since 2023. Prior to entering finance, his background includes positions in construction, healthcare, and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund-of-funds, and incorporates systematic methodologies and AI-driven research in its investment process.

Danielle Quarantello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities, and is currently involved with Arion Care Solutions LLC, providing paid habilitation services in an assisted living setting. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates systematic due diligence and may include ESG considerations, with implementation support from affiliated entities.

Derek Seibert is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs, managing a large client base through a combined digital platform and advisory team model.

Christopher Hill is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Charles Schwab, and Silicon Valley Bank. 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 individuals, high-net-worth clients, and institutions.

James Meier is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Edward Jones and Sunamerica Retirement Markets, Inc. 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, and access to third-party asset management, supporting advisors with a range of discretionary and non-discretionary strategies.

Andrea Kiermeier is a financial advisor at Merrill in Chandler, AZ, with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill and Bank of America since 2013, including a brief tenure at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Keith Anderson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Echo Global Logistics and Riot Hospitality Group. He also has experience in the solar energy sector and has been involved with Arizona State University over several years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Brandon Nolfo is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and Houlihan Lokey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Brian Zindell is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes 25 years at TD Waterhouse Investor Services Inc and brief tenures at Robinhood Financial, LLC and Robinhood Markets, Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenna Short is a CFP® professional with 21 years of experience in the financial services industry, currently serving at Edward Jones since 2005. Based in Scottsdale, AZ, she holds the Series 63 and Series 66 licenses. Outside of her advisory role, she owns rental properties in Keystone, CO, including a VRBO/Airbnb that she manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Douglas Dray is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and as a Personal Investment Advisor (PIA). He completed his bachelor's degree at Brigham Young University. Douglas is proficient in English and Spanish.

Eric Quenemoen is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Edward Jones and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Jon Boyd is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 39 years of industry experience, including prior work with Concourse Financial Group Securities. Outside of advisory services, he is president and agent of Boyd Insurance Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.