Jack Scholze is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and has prior work experience in several roles across different industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

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.

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.

Jason Morgan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Home Mortgage. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Zane Ouellette is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities from 2020 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jamal Broussard is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, Jamal worked at State Forty Eight and Nuvei, among other companies outside the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and a range of advisory programs.

Britton Larson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2013 and holds professional designations including Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). Britton works primarily with dynamic and highly successful families, focusing on investment management and assisting clients through critical life transitions that have long-lasting financial impacts. Before his current role, Britton began his career as a Certified Public Accountant, specializing in tax planning and preparation for businesses and individuals. He holds a Bachelor's Degree in Accountancy and a Master's Degree in Taxation from Arizona State University. While Britton does not provide tax advice in his current position, his background influences his approach to financial planning, emphasizing tax efficiency. Outside of work, Britton enjoys spending time with his wife and four children, engaging in activities such as gardening, camping, hiking, and scuba diving. He is also involved in his community as a youth mentor at The Church of Jesus Christ of Latter-Day Saints.

Nicholas Wintermeyer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, State Street Global Advisors, and MassMutual Life Insurance Company. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and financial services.

Trent Montague is the Senior Resident Director and Wealth Management Advisor at Merrill. He has been serving clients since 1995, focusing on delivering advice that aligns with clients' risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. Trent works with individuals, families, and business owners, particularly those approaching and experiencing retirement, to develop comprehensive financial plans. Trent holds a Bachelor's Degree in Finance from Arizona State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations. He emphasizes a process-driven approach and leverages the combined resources of Merrill and Bank of America to provide a wide range of financial solutions. Outside of his professional duties, Trent is involved with Mesa High School and is a member of The Church of Jesus Christ of Latter-Day Saints. His personal interests include antiquing, camping, fishing, football, gardening, golfing, hunting, pickleball, spending time with his family, and traveling.

Richard McEachran is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to understand their financial goals and develop customized financial plans tailored to their individual needs. Prior to this, Richard served as an Investment Solutions Representative III at Fidelity Investments from 2022 to 2025, and as an Investment Solutions Representative from 2020 to 2022. He began his career as a Registered Representative at Equitable Advisors, where he worked from 2017 to 2020. Richard holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional practice.

Christopher Geesling is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2009. Geesling is also a 50% owner of Geesling Financial Group LLC, an investment-related business based in Gilbert, AZ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Jason Oliver is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with JP Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Chase Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual and family goals of his clients. Chase provides guidance in areas including executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategies, and tax minimization. He integrates investment insights from Merrill with banking and lending solutions available through Bank of America. Chase holds a Bachelor's Degree from Arizona State University and professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes a client-first approach, taking the time to uncover what matters most to each client in order to create strategies that pursue their short-, mid-, and long-term financial goals. His work includes providing ongoing advice and access to specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Chase enjoys adventure sports such as baseball, boxing, football, hiking, pickleball, surfing, and swimming. His personal philosophy centers on helping clients identify what is important to them and their families to effectively pursue their financial objectives.

Jessica Ogden is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She is also an owner and partner in a food truck business, Los Gauchos Heredia, LLC, based in Arizona. Her career includes roles with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 an ESG eligibility framework to guide its recommendations.

Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses with less than one year of industry experience. His prior work includes roles at J.P. Morgan and various non-financial positions while completing his education at Arizona State University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Chris Bostetter is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has been with Fidelity since 2017, advancing through roles including Financial Representative, Investment Consultant, and Financial Consultant before his current position. Prior to that, he worked as a Financial Consultant at TDAmeritrade from 2018 to 2021. Chris holds a California Insurance License, supporting his work in financial consulting. He focuses on helping clients feel less stressed and more confident about their financial future by guiding them toward making informed decisions regarding their financial situations. Outside of his professional work, Chris has personal interests in cars, fitness, football, kayaking, snowboarding, and swimming.

Douglas Prahl is a CFP® and ChFC® with 28 years of experience in financial advising. He has been with Edward Jones since 1998. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Downs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services business since 1993 and joined Merrill Lynch in 1999. In 2006, he accepted the position of Resident Director of the Mesa, Arizona office. He specializes in corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by The College for Financial Planning Institutes Corp, the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute, and the Personal Investment Advisor (PIA) designation. He earned his Bachelor's Degree from the University of Missouri System. Christopher participates in community service and volunteers with organizations such as Feed My Starving Children and Rotary. His personal interests include adventure sports, football, and spending time with his family.

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Hall is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Physicians Stats Labs. He also serves as a power of attorney for a fiduciary entity based in Queen Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.