Kristina Heckel is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, she owns and operates Bloom Divorce Advisory Services, providing consulting related to divorce proceedings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with advisory services structured around annual collaborative client relationships.

Isaac Ruiz De La Torre is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at JPMorgan Chase Bank, E*TRADE from Morgan Stanley, Seres Therapeutics, Inc., and the Knowles Law Firm. 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. The firm’s advisory process integrates quantitative and qualitative research and applies forward-looking capital market assumptions to develop model asset allocations.

James Anagnos is a financial advisor with J.P. Morgan Securities based in Mesa, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns two rental properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies including ESG considerations.

Brian Bierman is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked with the Carin Nguyen Team at Real Broker and has experience with Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and investment outlook modeling.

Elizabeth Ericksen is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses with two years of industry experience. Her prior roles include positions at UBS Financial Services Inc and Kimley Horn Associates, along with work related to extended travel and university employment. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, using proprietary research and tools to tailor recommendations across diverse planning needs.

Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for six years before joining Stifel in 2016. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Graham is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a prior role at Morgan Stanley in 2011. Outside of his advisory work, Graham is a part-owner of a family business, Sky Ranch Lodge, and serves as treasurer for the Cooper Cliffs Improvement Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes nine years at Vanguard and a brief tenure at Randstad. 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 solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Rigzin Gyapontsang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Aaron Jackson is a financial advisor at Wells Fargo Clearing in Scottsdale, AZ, with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2017. Outside of his advisory role, he serves as an Arizona Notary Public. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Franco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at First Financial Equity Corporation for 17 years before joining Cetera and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Rejuvenus, PLLC, a beauty products and skin care fillers business, and is a member of Franco-Anderson Financial, LLC, which engages in the purchase and sale of raw land. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform, allowing advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Kelsey Heimbigner is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2021, Kelsey worked at Fidelity in various roles from 2017 to 2021 and at Union Bank of California from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through wealth advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within a broad set of eligible strategies.

Bryce Ramirez is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked at Bed Bath and Beyond and Fry's Food and Drug, and has experience as a pet sitter. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a formal alternative-investment process.

Sharon Boucher is a financial advisor with LPL Financial in Mesa, Arizona, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She worked at MSI Financial Services, Inc. before joining LPL Financial in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies with a combination of advisory and brokerage solutions.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses and 15 years of industry experience. He has worked at Merrill since 2014 and previously spent a year at VOYA Financial Advisors. Outside of his advisory role, he volunteers as a football coach at Queen Creek High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, and institutions.

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 at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Robinhood Financial, Charles Schwab, and Merrill. Outside of his advisory role, he works as a contracted driver for Uber. 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 screening and qualitative research to deliver non-discretionary, written asset allocation advice and customized reporting.

David Salha is a financial advisor with Edward Jones in Tempe, AZ. He holds a Series 66 designation and has 13 years of industry experience, having been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and 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.