Sharon Boucher is a financial advisor with LPL Financial in Mesa, AZ, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, along with retirement plan consulting and brokerage services supported by a variety of model portfolios and research resources.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, Bond volunteers as a football coach at Queen Creek High School. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kaitlin Weisser is a financial advisor with Wells Fargo Clearing in Sun City, AZ, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Bryan Wightman is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he owned Right Choice Tutors and Educational Services LLC, a tutoring business, and worked in Mesa Public Schools for seven years. Outside of finance, he operates a small embroidery hobby shop and occasionally works at a concession stand during large racetrack events. Edward Jones is a full-service wealth management firm serving individuals and institutions with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Matthew Carter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, Charles Schwab, and Merrill. Outside of his advisory work, he also provides rideshare services as a contracted driver for Uber. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by in-house manager solutions and due diligence processes.

David Salha is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2001. 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 strategies supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Sydney Miller is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Crux Wealth Advisors. Outside of advisory duties, he is an operations specialist at Key Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base ranging from individual investors to institutions. The firm offers tailored, non-discretionary planning and supports its recommendations through various advisory programs, with capabilities in municipal advisory and specialized consulting services.

Brian Falls is a financial advisor at LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jacob Sessions is a CFP® with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bryan Hansen is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and possessing 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Eric Hines is a financial advisor with J.P. Morgan Securities in Mesa, Arizona, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cheryl Bonomo is a Series 66 licensed financial advisor at Merrill with five years of industry experience. She has worked at Bank of America, NA since 2014. 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.

Garrett Salyi is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Limitless Evolution LLC, Flagstaff Chevrolet, Vivint, and Crestline Hotels, as well as over a decade in full-time education. Charles Schwab & Co., Inc. 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 combines non-discretionary advice with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operations and due diligence on alternative investments.

Robert Farwell is a CFP® professional with 23 years of experience in the financial industry, all with Edward Jones since 2003. He holds a Series 63 license and is based in Mesa, AZ. 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.

Michael Day is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Western Heritage Bank. Outside of his advisory role, he owns a tax preparation and accounting business and operates as a life coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jacob Talbot is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. Before entering the financial industry, his work experience includes roles in pest control and other diverse fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Capote is a financial advisor with Mass Mutual Investors Services in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services and its Greater Phoenix division since 2019, with prior experience at Mutual of Omaha and Bankers Trust. Capote serves as a board member for the Phoenix Rotary 100 Downtown Social Club and holds volunteer leadership roles with the Foothills Harley Owners Group and the University of Florida Alumni Association Desert Gators chapter. He also participates on the finance committee for the nonprofit Chrysalis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements that use firm-approved software tools to analyze client goals and recommend investment strategies.

Robert Patino is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America and The Arizona Group. Outside of his advisory role, Patino serves as a wrestling coach for the Deer Valley Unified School District. 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 investors, pension plans, and charitable organizations.