Richard Bardue II is a CFP® with 33 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also owns Northsound Wealth Management LLC, a separate advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo's research and planning tools.

Matthew Petello is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group. Outside of advisory work, he also works as an Uber driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, supported by firm-approved tools and a structured discovery process.

Raymond Wiegand is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Nathan Lingwall is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2022, and prior to that spent over two decades at First Financial Equity Corporation. His registrations include Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

Christina Jutting is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Morgan Stanley and has previously held roles at The Vanguard Group, Baba Bear, and as a self-employed professional. Outside her advisory work, she is the author of a published book through Fulton Books. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to deliver tailored financial plans.

Elliott Treinen is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. He has previously worked at F&G Annuities and Life and is involved as an agent in insurance and benefits through Gateway Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Nicholas Traxler is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Target Corporation for six years and was involved with the Arizona State Club Water Polo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blake Allison is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Ladenburg Thalmann. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Jacob Shures is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2026. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Ortega is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes extended tenures at Mosaic Insurance Associates, Mosaic Financial Associates, and Next Financial Group, with ongoing leadership in multiple financial and insurance ventures. He is a partner in Orthopedist Advisory Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform that includes affiliated and third-party managers, catering to diverse client needs and account structures.

Steven Rabin is a CFP® with 33 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. He has held various roles within Ameriprise-affiliated firms since 2003 and briefly worked at Choreo, LLC. Outside of his advisory work, Rabin owns a photography business and serves on the board of the Scottsdale Corvette Club. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Edward Mclellan is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Securities America Advisors, Raymond James Financial Services, Desert Financial Wealth Management, and LPL Financial. He is also engaged in the sale of fixed annuities and fixed life insurance. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by a range of third-party programs and proprietary investment strategies.

Zachary Armenta is a CFA® charterholder with 10 years of industry experience. He is currently with J.P. Morgan Securities in Tempe, AZ, where he has worked since 2026. His prior experience includes roles at Wealth Enhancement, State Street Global, John Hancock/Manulife Investment, and Northern Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Paul Swiatkowski Jr. is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2025 and has been with Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

Bradley Hecker is a financial advisor at Morgan Stanley in Tempe, AZ, with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Vanguard Group and Elev8 Advisors Group. Outside of his advisory roles, he has been involved with Sun Devil Athletics and 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 tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Outside her advisory role, she is involved with Ardmor Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of advisors and branch offices.

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 in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for Luv Toyota for twelve years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.