Anthony Ruiz is a financial advisor at Merrill in Chandler, AZ, with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2023. Prior to that, he was employed by Bank of America from 2016 to 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ian Dean is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of experience at the firm since 2019. His prior work includes roles at IncStores, BARTON & ASSOCIATES INC, C&S Wholesale Grocers LLC, UPS, and Area 51 Fireworks. 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 institutions.

Yijun Dai is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Dai worked at Cathay Securities, Inc. and China Merchants Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative screens and qualitative research, using forward-looking capital market assumptions to develop model allocations.

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.

Christopher Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at USAA Bank, Edward Jones, and Charles Schwab. In addition to his advisory work, he serves as an Associate Vice President of Wealth Management at Desert Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a wide network of advisors with specialized municipal and public finance capabilities.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ. She holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Her prior work includes positions at DFPG Investments, Inc. and VSR Financial Services, Inc. She is also the owner of a real estate company in Gilbert, AZ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisors.

Matthew Burton is a financial advisor at Edward Jones with a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Neuro-Behavioral Institute and AT Still University and also served in the United States Army Reserves. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joe Huskins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has extensive experience in investment consulting, having served at Fidelity Investments from 2021 to 2024 and at Charles Schwab from 2010 to 2020. Prior to these positions, he worked as an Insurance Advisor at Farmers Insurance from 2020 to 2021. Joe holds a California Insurance License, supporting his work in financial and insurance advisory services. His approach to retirement planning focuses on creating tailored investment strategies that align with clients' individual goals, emphasizing clarity and simplicity. Outside of his professional work, Joe's personal interests include baseball, board games, and attending concerts.

James Hattstaedt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a broad range of advisory services supported by a large national network of financial advisors and branch offices.

Alexandra Nagel is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Raymond James Financial Services and The Vanguard Group. Outside of finance, she has experience working with fitness organizations connected to Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Christian Hyde is a financial advisor with Merrill in Chandler, Arizona, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, UnionBanc Investment Services, and Wells Fargo. Outside of finance, Mr. Hyde is involved with D.H. Sculpture Studio, Inc., where he serves as a director and contributes to bookkeeping, shipping, and inventory management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lisa Reitmeyer is a financial advisor with Raymond James Financial Services, Inc. in Mesa, Arizona, holding a Series 63 designation and bringing 32 years of industry experience. She has operated her personal corporation, Lisa Reitmeyer, P.C., since 2013, and previously worked at Affordable Tax Solutions from 2019 to 2021. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals.

Rosa Olivas is a financial advisor at Morgan Stanley in Gilbert, AZ, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Vanguard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

Adam Uhlarik is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and tax-efficient services.

Nathan Peachman is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America and various companies outside the finance sector. 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 plans, corporations, and charitable organizations.

Evan Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients as part of their wealth management team to assist them in making informed decisions about their financial plans. Prior to his current role, Evan worked as a Financial Advisor at North Star Resource Group from 2024 to 2026. His experience spans financial planning and advising, focusing on helping clients navigate their financial goals. Outside of his professional career, Evan enjoys activities such as golf, hiking, and skiing.

Ryan Greene is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2016, including seven years with Morgan Stanley Private Bank, N.A., and previously spent two years at Wells Fargo. Outside of advising, he has worked with DoorDash in a labor and service role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Kristin Arkin is a Series 66–licensed financial advisor with Edward Jones in Tempe, Arizona. She has 14 years of industry experience and has been with Edward Jones since 2005. 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 through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theodore Dunham is a Senior Financial Advisor with Merrill Lynch Wealth Management, offering over three decades of experience in comprehensive wealth management and investment planning. Since 1987, he has specialized in providing financial advice to affluent families, corporate executives, business owners, and their companies. Ted serves a select client base across multiple states, focusing on goals-based wealth management that aligns clients’ financial resources with their personal life objectives. Ted’s expertise includes retirement accumulation and income planning, philanthropic and legacy goals execution, portfolio risk analysis, trust and estate planning services, risk management for concentrated equity positions, hedging strategies, structured and alternative investments, and banking and lending solutions through Bank of America, N.A. His investment process emphasizes measuring progress toward clients’ goals and assessing portfolio risks in today’s economic environment. He holds a Bachelor's degree in economics from Brigham Young University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ted enjoys coaching ice hockey, vintage automobiles, travel, family history, writing, and reading. He lives in Mesa, Arizona with his wife, Juli, and is a father of four children.