Matthew Spellman is a CFP®-certified financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has three years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Reggie Alilonu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ. His prior roles include positions at Hosler Wealth Management LLC and Allonu Financial Services, LLC, as well as experience in insurance and accounting through HD Vest Insurance Agency and his own CPA practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cole Jensen Handley is a financial advisor with Wells Fargo Clearing in Glendale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He also worked briefly with Ironwood Payments in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Torrie Wulf is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2018 and previously spent seven years with Bank of America. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Blake Jones is a financial advisor at Edelman Financial Engines with a Series 65 credential and four years of industry experience. Before joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his financial advisory role, he has worked as a delivery driver for Amazon Flex and Uber Eats/Postmates since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary investment management with a focus on diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Richard Lavold is a financial advisor with Merrill in Chandler, Arizona, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2017. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Altschuler is a financial advisor with LPL Financial in Scottsdale, AZ, holding CFP® and ChFC® designations and over 47 years of industry experience. He previously worked at Cantella & CO., Inc. for 27 years and has managed his own practice since 1980. Outside of advisory work, he is a notary public in the State of New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Alec Bruington is a CFP® professional with eight years of industry experience, currently affiliated with Cetera in Scottsdale, AZ. His background includes seven years at The Vanguard Group, Inc. and roles at various firms, including FDF Wealth Strategies where he is involved in learning advisory practice operations. Cetera Investment Advisers LLC is a large, nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Dino Goegan is a financial advisor with Edward Jones in Chandler, Arizona. He holds Series 66 and Series 63 designations and has 32 years of industry experience, all with Edward Jones since 1994. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aidan Rojas is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Morgan Stanley, he worked at The Vanguard Group and has a background that includes various roles at Grand Canyon University and in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process centered on structured discovery and firm-approved tools.

Christopher Janiak is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Lowe's and was involved with NewLife Assembly of God for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Nicholas Moore is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Charles Schwab and E*TRADE Securities. Outside of his advisory work, he manages rental property as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Todd Clarke is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with firms including Ensign Financial Partners and OneAmerica Securities. Outside of advising, he owns an event space in Queen Creek, AZ, and serves as chairman of the board for the nonprofit Giving Can Be Fun. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Marguerite Berizzi is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones for seven years and has a background that includes roles in petcare and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management.

Christopher Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 18 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. Lanier also works as a fixed insurance agent outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through its advisory programs and consulting services.

Chris Schneck is a financial advisor with Merrill based in Gilbert, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill since 1995 and Bank of America since 2011. Schneck serves as a board member of the Greater Sun Lakes Community Foundation, a nonprofit organization supporting seniors in need. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers and providing comprehensive trading, account administration, and custody support.

Cristal Marquez Tovar is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

Ryan Evans is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc. and Progressive Financial Concepts, as well as eight years in education. Outside of advising, he is also active as a public speaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs and financial planning services supported by research from multiple sources and employs both discretionary and non-discretionary management strategies.

Eileen Reed is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Carlos Ramirez Hampe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Mesa Community College, Arizona Nutritional Supplements, and the University of Havana. 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, offering model-based and discretionary investment strategies for individuals, institutional clients, and charitable organizations.