Scott Gerstein is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Linsco Private Ledger since 2006. Gerstein holds a law degree from Chicago-Kent College of Law but is not a practicing attorney. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Trumaine Gammage is a financial advisor at Charles Schwab in Phoenix, AZ, with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2010. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and supervisory capabilities.

Tracy Mccormick is a Series 66-credentialed financial advisor with Edward Jones, based in Tempe, AZ, and has 14 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she provides dog sitting services in Mesa, AZ on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Julianna Elsesser is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at EPSARC and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes algorithmic methods and AI in its investment process.

John Greenway is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 designations and 35 years of industry experience. He worked at Eaton Vance Distributors, Inc. for 12 years before joining LPL Financial in 2017. Outside of his advisory work, he is involved in Aero Security Training, a security training business based in North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Aringdale is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as an executor for two estates in Arizona. 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, high-net-worth clients, and institutional entities.

Cord Crismon is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Solar Pros and Managed Wealth Financial, and he also has experience in education and community roles including time at Brigham Young University-Idaho and The Church of Jesus Christ of Latter-day Saints. He is involved in managing an advisory business outside of Ameriprise through Alta Management Group. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Alicia Sikes is a financial advisor at Edward Jones with 18 years of experience at the firm and holds a Series 66 designation. She is based in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Maggie Zaun is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2017 and previously held positions at UHC Optum 360 and Green Mill. Edward Jones is a full-service wealth management firm serving over 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, managing approximately $1.01 trillion in assets.

Michael Vazquez is a financial advisor with J.P. Morgan Securities LLC based in Tempe, AZ. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at The Vanguard Group, Robinhood Financial, and several other companies. Outside of his advisory work, he also works as an independent contractor for DoorDash on weekends and evenings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, offering non-discretionary, customized investment advice.

Edmond Presz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Charles Schwab for two years and M Group & Associates for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery and planning tools to develop financial plans and provides a broad range of advisory programs and investment products.

Kendra White is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 19 years. Outside of her advisory role, she is involved with NWKS LLC, where she manages real estate properties. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Jan R. Klype is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds the Series 66 designation. His prior work history includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Simon Whitaker is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a brief tenure at Capital One Advisors and Capital One Investing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Richard Bonge is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Ameriprise and its predecessor entities since 2012, with a brief hiatus in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Barlow is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Brandon Whiteley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he accumulated experience at Fidelity Investments in various positions including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. In his current capacity, he partners with clients to develop strategies and analyses tailored to their specific goals. Brandon holds insurance licenses in Arkansas and California. His approach centers on the personalized application of financial insights to assist clients in working toward their objectives. Outside of his professional activities, Brandon has interests in comedy, fitness, food, music, outdoor adventures, and volunteering.

William Lyness is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. His prior experience includes roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2013 to 2021. 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 brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Blair Friel is a financial advisor with Charles Schwab who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank, SSB since 2021. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing functions.

Taylor Radtke is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab & Co., Inc., Radtke worked at Charles Schwab Bank, SSB, and held roles at Addressable and Nationstar Mortgage LLC among others. Charles Schwab & Co., Inc. serves a large client base of 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized supervisory, custody, and order-routing services.