Danny Brimhall is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2005 to 2026. In addition to his advisory role, he owns Brimhall Financial Group, a branch support company. 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.

James Rettke III is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ since 2020. He was previously with Ameriprise Financial Services, Inc. from 2003 to 2020. Outside of advising, he is involved in several business ventures related to residential real estate ownership and management. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations primarily for clients holding assets in Ameriprise Managed Accounts.

Thomas Kabler IV is a financial advisor at Vanguard Advisers with Series 66 registration. He has no prior industry experience and has been with Vanguard and its affiliates since 2026. His previous work includes roles at PING, Inc., TravisMathew, LLC, and Nike, among others, and he attended Arizona State University from 2022 to 2026. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach centered on proprietary models and primarily invests in Vanguard funds and ETFs, managing client relationships at scale through a digital and team servicing model.

Aaron Kerr is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and five years of industry experience. His background includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Vivint, among others. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various customization options and managing a large client base with a scalable digital platform.

Chad Alder is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of his advisory role, he is a licensed real estate agent in Arizona, acting as an agent for his immediate family in buying and selling real estate. 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.

Ryan Puskar is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fairmont Scottsdale Princess and was involved with Auto Artist. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing their plans.

Cassandra Endicott is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, mutually managed funds, and tax-efficient investment strategies. The firm’s network includes approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Vincent Gregorovich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at The Vanguard Group since 1999 and previously spent nine years at Uber. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, leveraging its scale and digital platform to manage a large client base.

Lauren Coleman is a financial advisor at Vanguard Advisers with two years of industry experience and holds a Series 66 designation. Prior to joining Vanguard, she has worked at Morgan Stanley and completed her education at Arizona State University. Outside of her advisory role, she is employed as a server at Culinary Dropout in Tempe, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, emphasizing scalability and digital delivery.

Kimberly Lank is a financial advisor at Edward Jones in Tempe, Arizona, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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 and investment strategies, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Anthony Licocci is a CFP® professional with 20 years of industry experience. He has been with The Vanguard Group, Inc. since 2010 and works out of Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customization options, managing a large client base through a combination of automation and advisor support.

Eric Willis is a financial advisor with Merrill in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jax Liescheidt is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, Liescheidt worked at Centura Wealth Advisory and has experience in educational roles at UCSD, Hart High School, and Placertia Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes a structured planning process with proprietary tools and provides advisory services without individual security recommendations as part of standalone planning.

Robert Heller is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 63 designation and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Life Insurance Co. and Mass Mutual Investors Services. He is also the owner of Heller Financial Services LLC, an independent insurance agency. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Eric Benson is a CFP® with 18 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Benson & Foshee LLC and Street Sweeping. He has been with The Vanguard Group, Inc. since 2010. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a large advisory team.

Kevin Katrodiya is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has been in the industry since 2023, with prior experience at LifePlan Wealth Management Group LLC, Parkour Capital LLC, and the University of Bridgeport. Morgan Stanley Wealth Management is an SEC-registered advisory and brokerage firm serving individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Carol Contreras is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, Arizona. She has 18 years of industry experience, including one year at MassMutual Financial Services before joining Edward Jones in 2016. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Christopher Sandstrom is a CFP® with 18 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2013. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Austin Long is a financial advisor at Edward Jones in Scottsdale, AZ, with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Long 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 offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Mackenzie Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. She holds the Series 63 designation and is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large team of advisors.