John Flickinger is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bancwest Investment Services, Ameriprise Financial Services, and Edward Jones. Flickinger is based in Phoenix, AZ. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Tre Martin is a Series 66-licensed financial advisor with two years of industry experience. He currently works at J.P. Morgan Securities and has held positions at Alexander Ashley LLC, 3e Management LLC, and several other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broader range of regulatory registrations and affiliates than many institutional advisory programs.

Melissa Rosa Rodriguez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America, N.A. Outside of her advisory role, she is involved with Sol Y Sazon Seasonal Kitchen LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party investment teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering portfolio implementation that includes strategic asset allocation and tax-aware options.

Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

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.

Janet Sanders is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at Massachusetts Mutual Life Insurance Co and Edward Jones. Outside of finance, she has been involved in entrepreneurial ventures including Happy Memories Tea Parties, LLC and Star Inventory Services, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Lucas Paris is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and previously held roles including work at Red Polo Ventures LLC and Grand Canyon University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

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.

Matthew Harriman is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in healthcare-related roles at HonorHealth and Phoenix Children's Hospital. Outside of his advisory work, he engages in retail sales of vintage toys and baseball cards through online platforms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, notable for its extensive network of financial advisors and branch offices, and offering a range of advisory programs and investment solutions under a fiduciary standard.

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.

Trent Pasvogel is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes education at Grand Canyon University and the Air Force Academy, along with various roles outside finance, such as work at a country club and a juice bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios composed of mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Eduardo Buitrago is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Target Corporation. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research supported by a dedicated manager solutions team.

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.

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.

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.