Cassandra Dahline is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for six years with the Newport Beach Police Department and six years at Trader Joe's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors.

Patrick Dukemajian is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Morgan Stanley in 2025, he worked as a Bitcoin Mentor for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its advisory services.

James Katikos is a financial advisor at Morgan Stanley in Gilbert, AZ, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including E*TRADE, Charles Schwab, Merrill, and USAA. Outside of his advisory role, he is the owner of Kalyvest, LLC, a business involved in real estate. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and investment analysis, acting primarily in an advisory capacity.

Brandon Phelps is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked previously at Bank of America, Merrill, and Wells Fargo, among other firms. Outside of his advisory role, he is a partner in Legaceed LLC, an LLC based in Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles with registered investment companies and use of advanced technologies such as AI in research.

Scott Ahrens is a financial advisor with Wells Fargo Advisors in Gilbert, Arizona, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Advisors since 2020, following prior roles at Wells Fargo Clearing and Allied Outdoor Solutions. Ahrens is also a 50% owner of A.G. Investment Management PLLC, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and planning services to individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and tools, serving clients through a network of financial advisors.

Nason Bouche is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing proprietary tools and provides a wide range of advisory programs without offering individual security recommendations as part of its standalone planning services.

Tobain Mc Carter is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Mc Carter is the founder of Significant Souls, a community initiative promoting and distributing tennis shoes to children in Muscatine, IA, serves as a director on the Muscatine Community College Foundation Board, and owns Pearl City Whisky LLC, a retail education business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lloyd Kent is a Series 66-licensed financial advisor with Cetera, based in Mesa, AZ, and has 24 years of experience in the industry. He has been with Cetera since 2002 and also owns Lloyd E. Kent CPA, a tax and accounting services firm he has operated since 1991. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets with a network of more than 10,000 advisors.

Jared Dahline is a financial advisor with Edward Jones in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the United States Army. 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 wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Michelle Ovadia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She owns and operates two healing businesses in Chandler, Arizona, focusing on hypnosis healing, coaching, and energy work. Additionally, she receives royalties from TuneCore. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Whipple is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. His current tenure at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

John Hebert is a CFP® with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Private Wealth Services, Kestra Investment Services, and UBS Financial Services. He has also been associated with the University of Phoenix since 1998. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and tools.

Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Darien Romero is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities LLC, and Equitable Advisors LLC. Outside of his advisory role, Romero is the sole proprietor of Visibility LLC, a technology and consulting business based in Chandler, Arizona. 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 network of financial advisors and branch offices nationwide.

David Murset is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Manuel Torrado is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at CUSO Financial Services, CUNA Mutual Group, and Wells Fargo. Torrado is involved with America First Investment Services, an LPL business entity. 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 range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and technology-driven operational tools.

Christopher Howell is a CFP® professional with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and is a partial owner of Honu Enterprises, LLC, a retail clothing business. J.P. Morgan Securities 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 in its investment approach.

Cami Mc Cabe is a financial advisor with Ameriprise in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Arvest Wealth Management from 2014 to 2018 before joining Ameriprise Financial Services, Inc. Her other business activities include involvement with McCabe Plumbing and Water Treatment LLC, a plumbing business operated by her husband. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, supporting a range of advisory, brokerage, and insurance solutions.