Carlos Hurtado is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a wider range of financial products including insurance-related vehicles and bank deposit sweep options.

Cole Burchianti is a CFP®-certified financial advisor with six years of industry experience, currently serving clients through Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Morgan Stanley, The Vanguard Group, and First Command Advisory Services. He is also employed as a financial advisor at Desert Financial Wealth Management in Chandler, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored planning and analytical tools to support non-discretionary consulting and sponsors wrap-fee advisory programs across a large network of advisors.

Joseph Robertson is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 designation with four years of industry experience. His prior work history includes roles at Bank of America, Merrill, and several outdoor and small business ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, including the use of ESG eligibility frameworks.

Ryan Ping is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and Series 63 credentials and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he coaches youth soccer with local nonprofit organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

James Sheehan is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. He has held roles at JPMorgan Chase Bank, Fidelity Investments, Bank of America, Merrill Lynch, and Progressive Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Allen Chen is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and State Farm. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Joseph Murphy is a CFP® with 12 years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. since 2026 and previously spent 14 years at Edward Jones. Based in Phoenix, AZ, Murphy holds the Series 66 designation. 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. Schwab offers a mix of non-discretionary advisory relationships alongside discretionary separately managed accounts, leveraging multi-asset model portfolios and a formal alternative investment program.

Andrew Klein is a CFP® professional with 21 years of industry experience and has been with Edward Jones since 2004. Based in Phoenix, AZ, he holds the Series 63 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Maximilian Merchut is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Arizona State University, Desert Financial Credit Union, and various educational institutions. Outside of finance, his background includes entrepreneurial activities such as involvement with Asxpol.com and Nektar Juice Bar. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs non-discretionary planning with analytical tools to tailor recommendations to client goals and maintains unique affiliations supporting municipal and public finance advisory services.

Jose Mora Lopez is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served in the military for four years and has worked at First Interstate Bank. Outside of financial services, he has experience working as a courtesy clerk at Whole Foods Market. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides specialized planning programs including estate and employer-sponsored planning.

Jesus Barrera is a Series 66-licensed advisor at Merrill with 10 years at the firm and 2 years of industry experience overall. His prior work includes a position at Bank of America, N.A. 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 a range of clients including individuals and institutions.

Jace Meade Slater is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary Program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes a broader range of derivatives and commodities capabilities compared to many institutional programs.

Mohamed Zeitoun is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. His prior firms include Goldman Sachs, Bank of America Merrill Lynch, and Axon Enterprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, utilizing a forward-looking capital market framework and incorporates ESG considerations.

Chad Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Advisors LLC since 2021 and previously at LPL Financial and Investment Centers of America, Inc. Anderson is also an insurance agent providing life insurance options through Insource Inc and sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Dante Kircher Myton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America and has experience in various roles outside finance, including ownership of a wholesale and ecommerce business. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Jack Poppenberger is a financial advisor at Raymond James Financial in Phoenix, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2025. Prior to this, his background includes roles in various industries such as education, construction, and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Melissa Davis is a Series 66 licensed financial advisor at Merrill with 21 years at the firm and 10 years of industry experience. She is based in Chandler, AZ. 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Stockton is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Frank Rimerman & Co. and Deloitte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Jacob Rotner is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior employment with Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked seasonally with Kona Ice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Scott Krysl is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pemco Capital and SD Adventures, as well as positions outside the financial sector. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.