Paul Tschudy is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, AmeriFirst Financial, and First American Mortgage Solutions. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Brandon Wolvington is a financial advisor with LPL Financial based in Tempe, AZ, holding Series 65 and Series 63 registrations and two years of industry experience. His prior work includes roles at The Vanguard Group and various technology and banking firms. Outside financial advising, he is a business owner of Wolvington Vending LLC and a co-owner of Cactus Creek Academy, a preschool. LPL Financial is a national investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

John Leitch is a financial advisor with Primerica Advisors in Mesa, AZ, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, he is a managing partner of LFC LLC and the founder of the Diabetic Wellness Initiative, a nonprofit focused on diabetes awareness. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment services.

Steve James is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he is involved with an independent insurance agency and serves as president of PJ Advisor Group, the OSJ he operates at Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment implementation options tailored to client objectives and maintains proprietary strategies alongside access to third-party managers.

Jerry Jordan is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Vivian Tran is a financial advisor at J.P. Morgan Securities with six years of industry experience, holding Series 63 and Series 66 licenses. She previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA before joining J.P. Morgan in 2019. Outside of her advisory role, Vivian is involved in an e-commerce business, buying and selling products online through platforms such as Amazon, Shopify, and Etsy. 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.

Samuel Rivas is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2020 and Bank of America, N.A. since 2021. Prior to this, he was involved with Petersen Properties and Management Inc. and Jiangsu Shanshui Energy Co. Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, incorporating strategic and tactical asset allocation and tax-aware options.

Dean Morgan Haithcox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab & Co., and a lengthy service in the United States Army Reserve from 2001 to 2024. He also worked for Uber and Lyft for one year. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Savannah Chilton is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held various roles in industries including mortgage lending and weight loss services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client strategies.

Alexa Tenpenny is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Before joining Schwab, she worked for six years at CBCB sports bar and spent four years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with an emphasis on multi-asset model portfolios and alternative investments.

Nikki Alford is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience and a Series 66 credential. She has been with Edward Jones since 2016 and is also the manager and owner of AGO, LLC. Outside of her advisory work, she oversees property management and bookkeeping for her rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Karrie Barkdoll is a financial advisor at Edward Jones in Tempe, AZ, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andi Hernandez is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2025. In this capacity, Andi collaborates with participants to develop engagement strategies tailored to their unique planning needs, preferences, and goals, supporting the maintenance of long-term financial plans. Andi has been with Fidelity Investments since 2017, progressing through various positions including Financial Representative, Relationship Manager, Planning Consultant, and Director, Retirement Planner. This progression reflects experience in client relationship management and retirement planning. Outside of work, Andi's interests include family activities, fitness, social events with friends, pets, and traveling.

Charles Schaetzle is a CFP® professional with 36 years of industry experience, currently affiliated with Cetera. His prior career includes over three decades at Avantax Insurance Services, where he held various roles. Outside of financial advising, Schaetzle is involved in tax preparation and estate planning services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to various model portfolios and third-party managers.

Mark Link is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Philip Thames is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as experience in wellness and rehabilitation sectors. 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Anthony Ruiz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Papa Johns. 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 constructed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Gabrie is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, he was affiliated with the University of Nevada, Reno from 2015 to 2019. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Yijun Dai is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Cathay Securities, Inc. and China Merchants Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Mukaddes Dreischhoff is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Robinhood Markets, The Vanguard Group, American Express, and HSBC Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.