Chad Swanson is a Series 66 licensed advisor with Edward Jones in Litchfield Park, AZ, where he has worked since 2018. He has eight years of industry experience, including four years at Southwest Products prior to joining Edward Jones. Outside of his advisory role, he manages rental property in Litchfield Park. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Robert Escobedo is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at JE Elite, SFCU, and DFCU. He is involved in a family business, JE Elite LLC, based in Litchfield Park, 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 programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Kelton Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and entry-level industry experience. He has been with Wells Fargo Clearing since 2025. Prior to this, he studied at Arizona State University and worked at Discount Tire. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

King Mah is a financial advisor with OSAIC in Peoria, AZ, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has experience with various insurance carriers and Waddell & Reed, Inc. Outside of his advisory role, Mah is employed at Magic Feet Reflexology, where he handles administrative duties and guest services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Sammer Miqbel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments and is currently associated with Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, providing financial planning and investment consulting tailored to client goals. The firm offers a range of advisory programs and supports institutional consulting with tools that incorporate risk profiling and modeling to help illustrate potential outcomes.

Kevin Naef is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds the Series 63 designation and is based in Sun City, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jennifer Merrifield is a financial advisor at LPL Financial in Glendale, AZ, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a long tenure at BMO Harris Bank. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Warren is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2010. 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 searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG eligibility framework.

Jason Braunstein is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Braunstein serves on the boards of the People of Faith Foundation and the Peoria North Rotary Club. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional to complex allocations.

Shannon Simmons is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, she spent 16 years working as a realtor and has been involved with Watermark Solutions/LaundriTek, a company selling cleaning chemicals, since 2001. She is also a co-trustee for her family trust, managing distributions for educational expenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Aaron Mcgowan is a financial advisor at Primerica Advisors in Buckeye, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of his advisory role, Mcgowan serves as a worship minister at The Church at Sun Valley, committing 15 hours per month to this position. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and delegates portfolio implementation to third-party managers, maintaining oversight and model curation.

Peter Spiteri is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior roles at TD Ameritrade and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

David Carter is a financial advisor with Raymond James Financial in Surprise, Arizona, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cetera and First Financial Equity Corporation. He is also the owner and president of Carter Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Hertig is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for seven years at Ernst & Young LLP. He serves as president of the Surprise Pickleball Association in Phoenix, AZ. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michelle Selsor is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jack Spicer is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2022, following roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory work, he spends time coaching sports. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Kyle Anglin is a financial advisor with Charles Schwab in Peoria, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at United Planners Financial Services and Giallo Consulting LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Eric Brudi is a financial advisor with Edward Jones in Peoria, AZ, holding the CFP® and ChFC® designations and industry licenses Series 63 and Series 66. He has 29 years of experience, all with Edward Jones since 1997. Outside of his advisory role, he is associated with several family businesses and timber-related ventures in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Charles Belton is a Series 66 licensed advisor with J.P. Morgan Securities in Glendale, AZ, with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and had prior experience at Edward Jones. 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 advisory process utilizes centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.