Jack Alexander is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked with the Kansas City Royals and spent eight years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Mark Holden is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at loanDepot for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Joshua Hernandez is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and Edward Jones. Outside of his advisory work, he is also employed part-time as a personal trainer and holds a notary public certification. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Vanderway is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Thornburg Investment Management, Smead Capital Management, and Cetera Advisor Networks LLC. Outside of finance, he was involved with Black Sheep Golf Club for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Richard Desjarlais is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2005 and with Bank of America, N.A. since 2018. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Brisbane is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2013. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert London is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, he spent eight years with Northwestern Mutual in various capacities and four years with CH2M. He is also involved with London Wealth Strategies, LLC, his own firm engaged in insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and various portfolio management options.

Zachary Hahn is a financial advisor at Merrill based in Chandler, AZ, holding Series 66 and Series 63 designations. He has one year of industry experience with prior roles at Bank of America, Redwood Investment Management, and MidFirst Bank, among others. Hahn also has a background in academia through multiple positions at the University of Arizona. 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, and institutional investors.

Gregory Eastman is a financial advisor with Ameriprise who holds Series 63, Series 65, and Series 66 licenses and has 29 years of industry experience. He worked for First Financial Equity Corporation for 15 years prior to joining Ameriprise in 2022. Outside of his advisory work, he owns and operates G Consulting LLC, a business consulting firm. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on income reliability and tax-aware withdrawal strategies.

Gabriel Connell is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2022. His prior work includes roles at Target, Discount Tire, and Northern Arizona University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Axel Mendler is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining LPL Financial, he was involved with Xtreme ROI, LLC and AxisPharm, LLC. His work history also includes roles outside the financial industry, such as positions at Chipotle and San Diego State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 with access to model portfolios, research, and various investment strategies.

Charles Slack is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at EXP Realty and Berkshire Hathaway. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Kylie Powell is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with six years of industry experience. Her career background includes prior roles at Merrill and experience in small business and community-oriented positions such as Three G's Flowers and Powell's Feed & Supply, Inc. She is also involved as a contractor with Walmart in a non-investment-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Michael Zotika is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes positions at Thrivent and various roles outside the financial sector. 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 when recommending investment strategies.

Wilson Mitchell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory services supported by internal research, manager selection, and advanced investment tools.

Logan Hecht is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2025, he spent six years at Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group.

Michael Kreitinger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones, Bank of America NA, Merrill Lynch, and had several years of experience with Red Bull Distribution Company. Outside of his advisory role, he is employed with Amazon.com in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by internal and third-party research, and offers various institutional and participant advice services.

Jose Ramirez Miranda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as positions outside the financial industry at Domino's Pizza and Omni Interactions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and an ESG eligibility framework.

Camden Plewe is a Planning Consultant at Fidelity Investments, where he applies his expertise to help clients develop financial strategies tailored to their career and retirement goals. He emphasizes understanding each client's unique situation and priorities to build lasting relationships with them and their families. Camden's career at Fidelity began as a Workplace Planning Consultant in 2023, followed by a role as a Relationship Manager from 2024 to 2025 before assuming his current position. Through these roles, he has gained experience in financial planning and client relationship management within the firm. Outside of his professional work, Camden enjoys baseball, beach activities, football, and golf.

Darius Goudeau is a financial advisor with LPL Financial in Tempe, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at Morgan Stanley and held various roles in health services and education. Outside of his advisory work, he operates an e-commerce business on eBay and works as a contractor for Uber. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering financial planning, advisory programs, retirement consulting, and brokerage services through a large network of investment adviser representatives. The firm provides a variety of portfolio management options and utilizes research from both internal and third-party sources.