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 Series 66-credentialed advisor with J.P. Morgan Securities and has one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Crews & Associates, Hotworx, and several other companies. He also spent two years working with the Boys and Girls Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carson Goodrich is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held roles in education and the food service industry, including at Grand Canyon University and several coffee companies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and recommendations without discretionary trading authority. The firm’s approach integrates planning with managed accounts under a consolidated option called “WealthPlan,” while maintaining separate planning and investment services.

Bill Dillon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by centralized due diligence.

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® with 27 years of experience in the financial services industry. He is currently with OSAIC and previously worked for Woodbury Financial Services and Independent Financial Group. Cross is also the managing member of Cross Financial, LLC, through which he assists clients with insurance and investment needs, including small company retirement plans. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Georgina Bunger is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 2 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in real estate sales with Century 21 Kroff Realty in Gold Canyon, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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 at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked previously at OSAIC, S+G Wealth Partners, and Woodbury Financial, Inc. Outside of her advisory work, she is involved with Clear Horizon Financial in a non-investment related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing various strategies and technology platforms.

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 five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he held positions in retail and other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jacob Ceschin is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual and Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

Samuel Mitchell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2023 and at Charles Schwab Bank, SSB since 2026. His prior work experience includes positions at Starbucks and ownership of Pita Cafe LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Austin Scribner is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Charles Schwab for two years. Outside of finance, he is involved in customer service at the Talking Stick Golf Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research.