Yelena Stanisic is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Banner Health and held various roles with the Arizona Department of Administration, Department of Homeland Security, and the Arizona Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options supported by a large network of financial advisors and branch offices nationwide.

Carly Kaiser is a financial advisor with Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at The Vanguard Group, Inc., Fleetmatics/Verizon Telematics, and Foresters Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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.

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.

Daniel Stratton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His career includes roles at Bank of America and Merrill, as well as positions outside the financial sector at Steve's Appliances and Brownsworth. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Merrill in Chandler, AZ, holding Series 66 and Series 63 designations and bringing eight years of industry experience. Prior to joining Merrill in 2018, Alic worked in roles 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. The firm offers a range of 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.

Zachary Bransky is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Charles Schwab from 2018 to 2022 and at Amazon.com from 2016 to 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers both direct client plans and corporate financial planning agreements.

Jian Boldi is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with LPL Financial since 2006. Outside of advising, he established Boldi Financial Services, LLC for accounting purposes but continues to operate under LPL Financial for client services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diversified strategies.

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.

Linda Drake is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 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 through a nationwide network of financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

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.

Daniel Massow is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and has prior experience at Raymond James Financial and Raymond James Financial Services. Massow is also involved as an associate with Massow Wealth Strategies, a support company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.