James Ainsworth is a financial advisor at Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation with three years of industry experience. He previously managed his own consulting group from 2009 to 2022 and served briefly on the University of Wyoming staff. Ainsworth is Treasurer and one of five board members at Southwest Leadership Academy, a nonprofit charter high school serving at-risk youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through a consolidated billing system called “WealthPlan.”

Sharon Huffman is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, bringing three years of industry experience. Her work history includes roles at Edward Jones since 2016 and a concurrent position at Ardmor Construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs, supported by a large nationwide network of advisors and branches. The firm offers various discretionary and non-discretionary strategies, affiliated mutual funds, and fiduciary advisory services.

Beenish Aslam is a financial advisor at Merrill with Series 66 registration and one year of industry experience. Prior to joining Merrill, she held various roles in educational institutions, including Scottsdale Unified School District and Think Through Academy High School in Phoenix. Merrill, in conjunction 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 individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Mc Kersie is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2010, including roles at Charles Schwab Premier Bank, SSB, and Charles Schwab Bank, SSB. Outside of finance, he periodically conducts martial arts seminars as a karate instructor. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios, periodic reviews, and a formal alternative-investment selection process.

Charles Darling is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Luv Toyota for twelve years. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Cameron Mc Kissic is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He owns KingStreet Empire Clothing LLC, an online clothing business that aims to inspire and provide resources to youth on success and financial literacy. Additionally, he serves as a sprint coach for Chandler Unified School District #80. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Douglas Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Wilkins Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he produces a podcast through Wilkins Wealth Management Group LLC and creates marketing videos on the OH2022 YouTube channel titled Pursuing The Best. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios and research from multiple sources, supporting diversified and alternative investment strategies.

Jason Rolon is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. His prior work includes several years at Educational Testing Service and Basis.ed before joining Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutions.

Joel King is a financial advisor at Edward Jones with 26 years of industry experience. He has held roles at Edward Jones since 2017 and worked at Scottrade from 2003 to 2017. He holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Payton Bagshaw is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and beginning their career in 2024. Prior to entering the financial industry, Bagshaw was involved with Gonzaga University Ministry for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and multiple management options.

Victorino Borromeo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Liberty Mutual Insurance, and Spring Venture Group, as well as self-employment from 2018 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate agreements.

Andrea Feeney is a financial advisor at Edward Jones with 24 years of industry experience. She has held positions at Edward Jones since 2002. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Blodget is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously at Northern Arizona University from 2016 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market scenario modeling in its financial planning process.

Kristina Beres is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following six years at Severson Sisters. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Nicole Chapple is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously held roles at Bank of America and Wells Fargo. Chapple also worked at the University of Phoenix for four years. 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 strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Eric Pettitt is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2021. Outside of his advisory role, Pettitt is involved in community and networking activities, serving on committees and boards such as the Gilbert Chamber of Commerce and Gilbert Talks. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Sandra Rihani is a Series 66–licensed financial advisor with Merrill, based in Chandler, AZ. She has six years of industry experience and has worked at Bank of America, N.A., and Merrill since 2019 and 2020, respectively. Prior to her financial services career, she was employed at Active Life Inc. for four years. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Gerdes is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved in delivery services and short-term rental hosting. 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 investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Pamela Kelly is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2006, accumulating 18 years of industry experience. Outside of her advisory role, she works as an independent contractor involved in outside sales of point-of-sale systems and provides payroll setup and merchant processing services for local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated investment capabilities.