Julianna Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

George Neill is a CFP®, PFS™, and Series 63 credentialed financial advisor with 38 years of industry experience. He is currently with Cetera and has previously worked with Combined Resources and operated his own CPA and tax services firm, G. Wayne Neill, CPA/PFS, CFP, PLLC. Neill serves as a board member of the Miracle League of Arizona, a baseball league for children and adults. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging affiliated and third-party managers across various program structures.

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 with 27 years of industry experience. His prior roles include positions at Wells Fargo Investments and Chase Investment Services. Outside of finance, he has a 50% ownership stake in Lot Six Wax Company, which designs and distributes ski and snowboard wax. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a combination of brokerage and advisory solutions.

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.

Craig McGrath is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including LPL Financial since 2023, The Vanguard Group, Independent Financial Group, Merrill, and First Command Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

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.

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.

Daniel Brennan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*TRADE Capital Management, Charles Schwab, Bank of America, Merrill, and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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 two decades at First Financial Equity Corp and multiple roles within Cetera and its affiliated entities since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures, including model portfolios, third-party managers, and bespoke investment strategies.

Albert Mendoza is a financial advisor with J.P. Morgan Securities in Apache Junction, Arizona, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2007 to 2012. 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 and fund searches, and customized performance reporting. The firm’s process integrates both quantitative and qualitative research and may include ESG criteria within its recommendations.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for 15 years before joining J.P. Morgan Securities in 2022. Outside of his advisory role, Kirkham creates and publishes calming and relaxing videos on YouTube under the name "Calming Jedi." J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Terry Hoover is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Nicolaus & Co. Inc for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Scott Radley is a financial advisor at Cetera with 25 years of industry experience. He has been with Cetera and its affiliates since 2004 and previously operated Radley Financial Services, Inc. from 1999 to 2017. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various discretionary and non-discretionary strategies and program structures.

Colby Keller is a Series 66 licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 years of industry experience, all with the firm since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Justin Sampson is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, NA since 2006. Outside of his advisory role, he was involved with the NOS Santos Soccer Club from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates centralized due diligence, quantitative and qualitative research, and may include ESG frameworks, with implementation supported by affiliated investment-management entities.

Michael Sadjadi is a financial advisor with Raymond James Financial in Gilbert, AZ, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Ameriprise Financial Services. He is also an associate at Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports a wide network of advisors and affiliated advisory firms.

Brian Tollefson is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Waddell & Reed, Centered Wealth Strategies, and Commonwealth Financial Network. He has also been involved with the Order of Knights, Eagles, and Tigers. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lonnie Davis is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, and previously at Bank of America and Merrill. 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 through a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities not common among many institutional advisory programs.

Thomas Barth is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving clients at Edward Jones since 1997. He is based in Mesa, AZ, and holds the Series 63 license. Outside of his advisory role, Barth serves as president of the Minnesota Valley Investment Club. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors nationwide, offering a broad range of advisory programs and investment solutions to individual and institutional clients under a fiduciary standard.