Joshua Mathews is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interest in IPEC Coaching, LLC, a non-investment-related business. 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 across more than 14,000 advisors and offers a broad range of brokerage and advisory solutions.

Hannah Phillippi is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at UWCPEG, MIT Associates, LLC, and the Arizona Commerce Authority. She is a founder and passive partner of Air Drone Assist Inc., an automotive and transportation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Genny Patterson is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

David Hall is a financial advisor with J.P. Morgan Securities in Chandler, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and Vanguard. Outside of his advisory role, he is a partner in a non-investment-related real estate business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting with a non-discretionary approach.

Matthew Ahern is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career with Fidelity in 2014 and has held various roles within the company, including Investment Consultant, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he gained experience as a Deal Origination Associate at Dinan & Company and as an Intern at Arizona Bank & Trust. Matthew holds a California Insurance License, supporting his work in financial consulting. His approach focuses on understanding clients' financial and personal goals to build and maintain tailored financial plans. Outside of his professional role, Matthew's interests include cooking and baking, fitness, golf, music, parenthood, and reading.

Matthew Lankford is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include extensive tenures at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Amber Grady is a financial advisor with Charles Schwab who holds a Series 66 designation and has 14 years of industry experience. She has worked with various Schwab entities since 2016, including Charles Schwab & Co., Inc. and Schwab Trust Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Cameron Peters is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Wells Fargo Clearing, Wells Fargo, and A.G.P. / Alliance Global Partners. He is also a member of Signature Wealth Concepts. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

David Kliber is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Cetera in 2024. Kliber also operates Kliber Wealth Management, LLC and has been involved in selling fixed insurance products since 1997. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Dinkel is a financial advisor with Merrill, holding the Series 66 designation and bringing 10 years of industry experience. He has worked with Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fernando Loza Morales is a financial advisor at Merrill in Phoenix, AZ, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at Bank of America and a background in the hospitality sector at California Pizza Kitchen. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jean Charles is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His work history includes roles at Bank of America and Oscar, along with earlier experience at Sunrise Medical Laboratories and Loma Linda University. 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 investors, pension plans, corporations, and charitable organizations.

Jeremy Nelson is a Series 66-credentialed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2023 and held roles at Esurance and Mountain Park Community Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Nancy Hansen is a Certified Financial Planner® with 33 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hansen serves as a volunteer board member for Leave a Legacy SW MN, a group focused on charitable gift planning, and is involved with cancer awareness efforts in Redwood County. She also serves as treasurer on the Endowment Committee of St. John Evangelical Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and comprehensive planning without discretionary portfolio management.

Jackky Nguyen is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2017, Nguyen worked at Chandler Regional Medical and Northstar Alarms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Ortiz is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has nine years of industry experience. He has worked at Merrill since 2020 and previously held positions at Bank of America, Financial Engines Advisors, and other companies. 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, and institutional investors.

Yizhi Zhang is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Zhang worked at Dataway Horizon and Xucan Information Technology from 2020 to 2022, and has also held roles at JC Horizon Ltd and UnionPay International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured tools and proprietary analysis.

Brian Nimr is a financial advisor with OSAIC in Gilbert, Arizona, holding a Series 66 designation and three years of industry experience. He has worked with OSAIC and its affiliated entities since 2023 and has prior experience at Waldron Partners. Outside of advisory work, Nimr is also involved as a sports journalist, tracking live sports data. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options delivered through a broad affiliate network.

Jordan Hermes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at US Bank for 11 years. Outside of his advisory role, he is involved in local community activities through managing a home-based bakery and participating in a farmers market. 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, with clients retaining final decision-making authority.

Adam Wold is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Arizona Home Based Services, AZ Staffing Partners, Westpac Wealth Partners, and Walgreens, among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.