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.

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 in Gilbert, AZ, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles at companies including Nuvei, Lululemon, and Nike. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured processes and advanced modeling tools.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisory representatives.

Matt Loeffler is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a 50% owner of Lot Six Wax Company, a business that designs, produces, and distributes ski and snowboard wax. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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. Outside of finance, he has worked at Rancho Manana Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes modeling tools such as Monte Carlo simulations and Secular Return Estimates.

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial sector. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jenna Pivo is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation. She has been with Edward Jones since 2026 and has previous experience as a self-employed professional and in franchising and fitness center management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated services, operating under a fiduciary standard.

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.

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 63 and Series 65 licenses. He has one year of industry experience, including prior work at J.P. Morgan and various roles during his studies at Arizona State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, using structured financial planning tools and modeling techniques to support client goals.

George Gonzalez is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. His career includes 20 years at First Financial Equity Corp and several years with Cetera Wealth Services, LLC and Advanced Wealth Management. He is based in Gilbert, AZ. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures supported by significant assets under management and extensive advisor resources.

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.

Albert Mendoza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering services through a select group of Wealth Advisors on a non-discretionary basis.

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.

Reno Blomquist Jr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch (Bank of America) for 10 years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment services.

William Franklin is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the pharmacy field, including positions at Idaho State University College of Pharmacy and Rite Aid. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.