Jose Medina is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 license and one year of industry experience. His prior roles include positions at Tarantino Wealth Management and LPL Financial, as well as experience outside finance working at Rio Grande Mexican Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brandon Wolvington is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at The Vanguard Group and several technology companies. Outside of advising, he is a business owner of Wolvington Vending LLC and a co-owner of Cactus Creek Academy, a preschool. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services and platforms, utilizing both model portfolios and customized strategies delivered through a large network of investment adviser representatives.

Steve James is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Cambridge Investment Research entities since 2004 and operates an OSJ within the firm. Outside of advisory work, he is involved in several business activities including serving as president of a real estate holding company and owning a property and casualty insurance company. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Jaffey Keodouangdy is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he served in the US Army for seven years and held various roles in the private sector and nonprofit activities, including financial aid and home care services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, providing access to model portfolios, third-party asset management, and institutional platforms.

Jerry Jordan is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Vivian Tran is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of her advisory work, she owns and operates an e-commerce business focused on buying and selling products through online platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Bates is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, J.P. Morgan Securities, and Securities America Advisors. He is based in Phoenix, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Samuel Rivas is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2020 and Bank of America, N.A. since 2021. Prior to this, he was involved with Petersen Properties and Management Inc. and Jiangsu Shanshui Energy Co. Ltd. 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 plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, incorporating strategic and tactical asset allocation and tax-aware options.

Ann Lonergan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. Her work history includes roles at Fidelity Brokerage Services LLC, The Vanguard Group, Inc., and managing member duties at ARL Enterprises LLC, a family LLC providing administration and notary services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction utilizing mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides model portfolios for Fidelity Institutional Wealth Adviser.

Dean Morgan Haithcox is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at Morgan Stanley, Charles Schwab, and Uber and Lyft, as well as over two decades of service in the United States Army Reserve. 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 within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research, with capabilities that include derivatives and commodities strategies.

Savannah Chilton is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held various roles in industries including mortgage lending and weight loss services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client strategies.

Alexa Tenpenny is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Before joining Schwab, she worked for six years at CBCB sports bar and spent four years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with an emphasis on multi-asset model portfolios and alternative investments.

Nikki Alford is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience and a Series 66 credential. She has been with Edward Jones since 2016 and is also the manager and owner of AGO, LLC. Outside of her advisory work, she oversees property management and bookkeeping for her rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Karrie Barkdoll is a financial advisor at Edward Jones in Tempe, AZ, with 12 years of industry experience. She holds the Series 66 designation and 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 manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andi Hernandez is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2025. In this capacity, Andi collaborates with participants to develop engagement strategies tailored to their unique planning needs, preferences, and goals, supporting the maintenance of long-term financial plans. Andi has been with Fidelity Investments since 2017, progressing through various positions including Financial Representative, Relationship Manager, Planning Consultant, and Director, Retirement Planner. This progression reflects experience in client relationship management and retirement planning. Outside of work, Andi's interests include family activities, fitness, social events with friends, pets, and traveling.

Charles Schaetzle is a CFP® professional with 36 years of industry experience, currently affiliated with Cetera. His prior career includes over three decades at Avantax Insurance Services, where he held various roles. Outside of financial advising, Schaetzle is involved in tax preparation and estate planning services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to various model portfolios and third-party managers.

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.