Christine Wilkinson is a Senior Financial Advisor at Merrill Lynch Wealth Management in Scottsdale, Arizona. She has dedicated her entire financial career to Merrill, beginning over 20 years ago at Merrill Lynch Trust Company, now known as Bank of America Private Bank. Christine works as part of The A Team, one of the largest advisory teams in Scottsdale, which includes senior consultants, financial advisors, and client associates collaborating to provide a broad range of financial advice and investment solutions. Her background in trust and estate services enables her and her team to assist clients with legacy and charitable planning while helping them achieve investment and retirement goals. Christine’s areas of expertise include education planning, legacy planning, philanthropic planning, personal retirement planning, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits, among others. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christine lives in Mesa, Arizona with her husband of 20 years and has two adult children, one of whom serves in the U.S. Army. Outside of work, she enjoys adventure sports, cooking, dancing, gardening, hiking, reading, running, and spending time with her family and her Bernedoodle puppy.

Joseph Miller is a Series 66-licensed financial advisor with Wells Fargo Clearing in Phoenix, AZ, having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2008. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Grant Autrey is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Autrey LLC and worked at Restoration Builders, Inc. He is also listed as the statutory agent for Thuy Ceramics LLC, a pottery business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Jennifer Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She employs a disciplined and personalized approach to assist clients in achieving their financial goals by understanding their unique family situations, financial priorities, and long-term aspirations. Jennifer holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) credential. Her expertise encompasses areas including retirement income planning, wealth preservation, multigenerational wealth transfer, college education planning, divorce transition planning, LGBT wealth planning, socially responsible investing, tax minimization, women and wealth, and personal retirement planning. Jennifer earned her Bachelor's Degree from the University of Kentucky. Outside of her professional role, Jennifer is involved in the Phoenix-Tucson Women's Exchange and participates in the National Charity League. She is a mother to two children and enjoys spending time with her family.

Alexa Nicholson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of finance, her background includes roles in hospitality and marketing, such as at Wildberry Cafe and AM Marketing Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Stuart Bates is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 certifications and possessing 38 years of industry experience. He has been with Charles Schwab for 29 years and is also involved in several business ventures, including Natural Hen LLC, Arizona Life Sciences LLC, and Genial Ventures LLC, which focus on consulting, animal healthcare products, and chicken feed. Charles Schwab serves a large client base primarily consisting 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive integrated structure combining advisory services with custody and brokerage.

Paul Burns is a financial advisor at LPL Financial in Phoenix, Arizona, with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Woodbury Financial Services for 16 years and OSAIC for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various subadvisors.

Joseph Wilson is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc., Securities Service Network, Inc., Questar Capital Corporation, and Questar Asset Management. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services featuring integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management solutions.

Mark Emberton is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 27 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Client One Securities, and Rock Bridge Financial. He is also a commissioned notary in Phoenix, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through a combination of advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management programs, and access to a range of financial and insurance products.

Shane O'Keefe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera in Scottsdale, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Renaissance Financial, and Securian Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Bryan Dunn is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Raymond James since 2019, following seven years at Wells Fargo Advisors LLC and three years at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting services supported by a variety of portfolio management styles and affiliated research.

Tracy Milanese is a CFP® and Series 66 licensed financial advisor with Edward Jones in Phoenix, AZ, where she has worked for 12 years. She serves on the board at Madison Rose Lane Elementary in Phoenix. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, incorporating discretionary and non-discretionary strategies, and is notable for its large retail advisor network and affiliated financial capabilities.

Amy Pongratz is a financial advisor with Robert Baird & Co. in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Capital Wealth Partners, Sunstone Wealth Management, Raymond James Financial Services Advisors, and RBC Capital Markets. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Theodore Crowley II is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of portfolio management, financial planning, and brokerage services.

Jeremy Kitamura is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he coaches football at Hamilton High School in Chandler. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

William Rubin is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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, distinguishing it from many institutional advisors.

Shelby Haggard is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Shelby worked in various roles including at BuildZoom and Grand Canyon University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Scott Griffiths is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sage Point Financial and Feltl and Company. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Scott Andersh is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has prior work history with Securities America, Inc., Securities America Advisors, Axa Advisors, LLC, and several other financial firms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple investment types.

David Seay is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Merrill, Mutual of Omaha Bank, LPL Financial, Ameriprise Financial Services, and Merrill Edge. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.