Meghan Dwyer is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2019. Prior to joining J.P. Morgan, she held positions at Weidner, Bell Road Toyota, Aerotek, Larry H Miller Toyota, R&B Realty Group, and Arizona State University. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Shawn Hoskin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hanifa Nankinga is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Her work history includes roles at Waymark Wealth Management, Raytheon Technologies, and Navitas Credit Corp. She is based in Gilbert, AZ. 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, including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jordan Mc Caffrey is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. Prior to joining Mass Mutual and its affiliate MassMutual in 2019, he worked at Edward Jones for 11 years. Outside of his advisory role, he assists with real estate transactions and renovations through a family-owned business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers recommendations on investment strategies without discretionary authority.

Ivan Munoz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he has experience in various roles including work with 4 Points RV Services and Roof Rite. 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 supported by a centralized manager solutions team.

Pasquale Liberio is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for The Advertising Checking Bureau, Inc. from 2005 to 2017. Outside of advising, he is involved in marketing and promotion for Live Wire Software LLC and works part-time as a produce clerk at AJ's Fine Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing approximately $1.01 trillion in assets. The firm is distinguished by its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company, affiliated mutual funds, and securities-based lending.

Kyle Dragoo is a financial advisor with Wells Fargo Clearing based in Gilbert, AZ, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2006 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Zachary Davis is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Odyssey Investing LLC and Charles Schwab & Co., Inc. He has also held roles outside the financial sector, including at Young's Market Company and Cuvee 928. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services without offering individual security recommendations as part of its standalone financial planning.

Andrea Sig is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, she worked at Charles Schwab & Co., Inc. for eight years and held positions at AssetMark and JP Morgan Chase. Outside of her advisory work, Andrea provides childcare services as a respite caregiver. 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, supported by a broad network of investment adviser representatives.

Kimberly Molter is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021. Prior to that, she spent seven years at Edward Jones. Outside of her advisory role, Molter is the owner of Modern Legacy Advisors LLC and serves as a marketing presenter for SmartVestor. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

Brock Hanson is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Edward Jones across two periods totaling 12 years, with a one-year tenure at Aladdin Capital in between. Outside of his advisory work, he is a member of HW3, LLC, a real estate business involved in buying, renovating, and selling homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive advisor and branch network as well as affiliated capabilities such as a trust company and proprietary mutual funds.

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.