Scott Gerstein is a financial advisor with LPL Financial based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior roles at Linsco Private Ledger and Midsouth Capital, Inc. He also holds a JD from Chicago-Kent College of Law but is not a practicing attorney. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Trumaine Gammage is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 16 years of industry experience, all with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a very large client base, 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 and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

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 credential and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and EPSARC, as well as positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Greenway is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Eaton Vance Distributors, Inc. for 12 years before joining LPL Financial in 2017. In addition to his advisory role, he is involved in Aero Security Training, a non-investment-related activity based in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools while overseeing substantial discretionary assets through a large network of advisors.

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 one year of industry experience. He holds the Series 66 designation and has previously worked at Solar Pros and Managed Wealth Financial. Outside of his advisory role, he is employed with Alta Management Group, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research and third-party data to guide asset allocation and withdrawal strategies.

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 been with Edward Jones since 2017 and previously worked at UHC Optum 360 for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Vazquez is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including The Vanguard Group and Robinhood Financial. Outside of his advisory role, he works as an independent contractor for DoorDash on weekends and evenings. 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.

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 Series 66 credentialed financial advisor with 18 years of industry experience, currently with Vanguard Advisers. Her prior experience includes a long tenure at Edward Jones and she is also involved in NWKS LLC, a real estate business in which she acts as landlord and owner. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a large network of advisors and digital delivery.

Jan R. Klype is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan and its affiliates since 2022 and previously held roles at Schwab Private Client Investment Advisory and Charles Schwab from 2018 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

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. His prior roles include positions at Capital One Advisors, Capital One Investing, and USAA Financial Planning Services. 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 focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Richard Bonge is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012, with a brief gap in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Michael Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

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 with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes roles at Bbva Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, COMPASS Bank, Wells Fargo Investments, Banc One Securities, and Chase Investment Services. He operates Lyness Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, portfolio programs, third-party asset management, and institutional platforms.

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.