Parker Langer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Summit Financial Strategies Inc. and KPMG LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Paul Tschudy is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, AmeriFirst Financial, and First American Mortgage Solutions. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Savannah Chilton is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held various roles in industries including mortgage lending and weight loss services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client strategies.

Joe Huskins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has extensive experience in investment consulting, having served at Fidelity Investments from 2021 to 2024 and at Charles Schwab from 2010 to 2020. Prior to these positions, he worked as an Insurance Advisor at Farmers Insurance from 2020 to 2021. Joe holds a California Insurance License, supporting his work in financial and insurance advisory services. His approach to retirement planning focuses on creating tailored investment strategies that align with clients' individual goals, emphasizing clarity and simplicity. Outside of his professional work, Joe's personal interests include baseball, board games, and attending concerts.

Rosa Olivas is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill Lynch, and Vanguard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.

Ryan Greene is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a prior position with Wells Fargo. Outside of his advisory role, he has worked as a contractor for DoorDash in the automotive and transportation sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Theodore Dunham is a Senior Financial Advisor with Merrill Lynch Wealth Management, offering over three decades of experience in comprehensive wealth management and investment planning. Since 1987, he has specialized in providing financial advice to affluent families, corporate executives, business owners, and their companies. Ted serves a select client base across multiple states, focusing on goals-based wealth management that aligns clients’ financial resources with their personal life objectives. Ted’s expertise includes retirement accumulation and income planning, philanthropic and legacy goals execution, portfolio risk analysis, trust and estate planning services, risk management for concentrated equity positions, hedging strategies, structured and alternative investments, and banking and lending solutions through Bank of America, N.A. His investment process emphasizes measuring progress toward clients’ goals and assessing portfolio risks in today’s economic environment. He holds a Bachelor's degree in economics from Brigham Young University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ted enjoys coaching ice hockey, vintage automobiles, travel, family history, writing, and reading. He lives in Mesa, Arizona with his wife, Juli, and is a father of four children.

Logan Hancock is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026, and as Director and Retirement Planner at the same firm from 2022 to 2024. Before joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill from 2015 to 2022. In his professional capacity, Logan emphasizes understanding clients' unique financial goals through active listening and open dialogue. He collaborates with clients to pursue their financial objectives by leveraging his expertise alongside their vision. Outside of his professional work, Logan enjoys family activities, golf, parenthood, pets, snowboarding, and soccer.

Ryan Berns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advice and education to empower professionals, focusing on areas such as corporate executive services, family wealth management, endowments and non-profits, legacy planning, retirement planning, socially responsible and values-based investing, special needs planning, investment strategy, tax minimization, and retirement income. Ryan holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Finance from Arizona State University’s W. P. Carey School of Business and Barrett, the Honors College, and a master's degree in Personal Financial Planning from the College for Financial Planning. During his time at ASU, he was actively involved in the Men's lacrosse team, serving as Captain and Vice President. Outside of his professional role, Ryan is engaged in community activities, including serving as the Palo Verde Division Director for District 3 Toastmasters and coaching youth lacrosse teams such as AZ Hot Sauce, Ahwatukee Lightning, and Scottsdale United. He founded the Lacrosse Leadership Institute to help develop the skills of young players. Ryan enjoys spending time with his family, participating in golf, tennis, biking, cooking, hiking, running marathons, swimming, traveling, and practicing yoga.

Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. 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 and financial planning services supported by structured processes and advanced modeling tools.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Luke Bullinger is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 designations with one year of industry experience. His prior work includes roles at Realty ONE Group, Redfin, and John L Scott. Outside of advising, he is involved with I-5 Chrome Shop LLC, an automotive retail business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and advanced modeling techniques.

Monica Ely is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1991, concurrently with a role at Bank of America since 2009. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Jo is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Morgan Stanley in 2022. Outside of his advisory role, he is a licensed real estate broker and landlord based in Gilbert, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Stahle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Outside of his advisory role, he serves as a Stake Assistant Clerk over Finance and Technology for the Church of Jesus Christ of Latter Day Saints, where he assists with budgeting and financial tracking. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, manager selection, and discretionary portfolio management. The firm is notable for its integration with Bank of America affiliates and emphasis on tax-efficient investment strategies.

Andrea Michaels is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of her advisory role, she is the founder of a podcast called The Exit Conversation, which features interviews unrelated to financial advising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Aaron Nance is a financial advisor at Edward Jones in Chandler, AZ, holding the CFP®, ChFC®, and Series 63 designations with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, his spouse is involved in commercial real estate investment through a member interest in a real estate LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Andrea Henry is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 66 designation and six years of industry experience. Her career includes roles at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors, LLC from 2007 to 2016. Outside of her advisory work, she is a sales consultant for Norwex, focusing on chemical-free cleaning products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with clients having flexibility in implementing those recommendations.

Ariana Dean is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles since 2019. Outside of her advisory work, she is an owner and investor in Golden Gecko Properties LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.