Michael Plesh is a Wealth Management Advisor specializing in retirement planning and tax-efficient wealth management services. He works primarily with successful professionals approaching retirement, helping them assess their readiness and develop strategies to generate income, manage Social Security benefits, and minimize taxes. His expertise centers on the Personal Wealth Analysis® process, which he developed to help clients piece together their financial puzzles and create straightforward, understandable plans. Michael holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a Bachelor's Degree from the University of Southern Maine. Additionally, he has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. Based in Gilbert, AZ, Michael serves clients nationwide through Merrill Lynch Wealth Management. Outside of work, he enjoys camping, golfing, and spending time with his family.

Kevin Hogan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes eight years at Wells Fargo and a year at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Kelley Kaspszak is a financial advisor at Edward Jones in Tempe, AZ, holding the Series 66 designation with 13 years of industry experience. Kaspszak has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Joseph Vojtech is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bayview Asset Management, Rocket Mortgage, and Bank of America, among others. 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 with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.

Alic Stradling is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2018. Prior to joining Merrill, she worked at Hertz Rentals and Tower Loan. 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.

Ellen Owens is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she is engaged as a self-employed photographer, trainer, and art sales professional. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs an independent due-diligence process to evaluate asset managers and uses a tiered, percentage-based wrap fee structure.

Jian Boldi is a financial advisor with LPL Financial in Chandler, AZ. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including over 20 years with LPL Financial. Outside of his advisory role, Boldi manages an LLC for accounting purposes. 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, model portfolios, third-party asset management, and institutional platforms.

Kathern Duplisea is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a co-owner of an appliance repair business in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Ron Mabry is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a team member since 2001. Beginning his career in the Phoenix office, he held various roles focused on customer service before becoming a registered Financial Advisor in 2006. In 2008, he transferred to the Mesa Branch to work alongside his father as part of the Mabry Group. Ron specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He employs a goals-based approach, tailoring strategies to clients' specific needs and providing advice and education to support informed decision-making. His process includes routine reviews and adjustments in collaboration with clients to help them achieve their desired lifestyle. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ron earned a bachelor's degree from Arizona State University Polytechnic Campus. A native Arizonan, he lives in Gilbert with his wife and three children.

John Hall is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of advisors and branch offices across the country.

Timothy Jongsma is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Gilbert, AZ. His career has been primarily with Ameriprise, spanning from 2008 to the present with a brief period of unemployment in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tyler Peters is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chandler, AZ, bringing seven years of industry experience. He has worked at Edward Jones since 2018, following prior roles at Utah State University and Verizon Wireless. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mario Barraza is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2021, along with prior experience at Verizon from 2014 to 2018. 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 investment strategies managed by internal teams and third-party managers for individual, high-net-worth, pension, corporate, and charitable clients.

Gillian Goldberg is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Merrill since 2020 and concurrently at Bank of America, N.A. since 2024. Her prior work experience includes roles outside the financial sector, such as at Maggiano's Little Italy and Courtyard by Marriott. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clancy Schmidt is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked with Black Sheep Shop, LLC, as well as educational and government institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Andrew Crooks is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire advisory career, starting in 2016. 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 under management and provides a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Lewis Merrill is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved with Shoofly Farm Virginia LLC, a farming business where he participates in maintenance and repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Everardo Huerta is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. His prior work includes positions at Wells Fargo, Merrill, and Bank of America. He is based in Tempe, AZ. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

John Neubauer is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Bank of America, Fidelity Investments, loanDepot, and Charles Schwab. 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.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his current role, he was employed at Enterprise Holdings from 2015 to 2018. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.