Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Stifel since 2022. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Graham is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory work, he is a part-owner of a family lodge and involved with Sedona Orchards, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both non-discretionary and discretionary options tailored to plan objectives and demographics.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Vanguard for nine years and at Randstad for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rigzin Gyapontsang is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Jackson is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and Wells Fargo Bank, NA since 2015. Outside of his advisory role, he serves as a notary public in Arizona. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Richard Franco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at First Financial Equity Corporation for 17 years before joining Cetera and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Rejuvenus, PLLC, a beauty products and skin care fillers business, and is a member of Franco-Anderson Financial, LLC, which engages in the purchase and sale of raw land. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform, allowing advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Kelsey Heimbigner is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Fidelity Investments, and Union Bank of California. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.

Bryce Ramirez is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked at Bed Bath and Beyond and Fry's Food and Drug, and has experience as a pet sitter. 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 discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a formal alternative-investment process.

Sharon Boucher is a financial advisor with LPL Financial in Mesa, AZ, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, along with retirement plan consulting and brokerage services supported by a variety of model portfolios and research resources.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, Bond volunteers as a football coach at Queen Creek High School. 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 and profit-sharing plans, corporations, and charitable organizations.

Kaitlin Weisser is a financial advisor with Wells Fargo Clearing in Sun City, AZ, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2005. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bryan Wightman is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he owned Right Choice Tutors and Educational Services LLC, a tutoring business, and worked in Mesa Public Schools for seven years. Outside of finance, he operates a small embroidery hobby shop and occasionally works at a concession stand during large racetrack events. Edward Jones is a full-service wealth management firm serving individuals and institutions with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Matthew Carter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, Charles Schwab, and Merrill. Outside of his advisory work, he also provides rideshare services as a contracted driver for Uber. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by in-house manager solutions and due diligence processes.

David Salha is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Sydney Miller is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Crux Wealth Advisors. Outside of advisory duties, he is an operations specialist at Key Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base ranging from individual investors to institutions. The firm offers tailored, non-discretionary planning and supports its recommendations through various advisory programs, with capabilities in municipal advisory and specialized consulting services.

Kyle Kristick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has been with J.P. Morgan Securities since 2018 and also maintains a role at Jpmorgan Chase Bank, N.A. Outside of his advisory work, Kristick is an owner and partner of KLS Strategies LLC, a residential real estate business. 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 through Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Brian Falls is a financial advisor at LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jacob Sessions is a CFP® with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tiffanie Gonzalez is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.