Sean A Burke is a Financial Consultant currently working at Fidelity since 2021. He has nearly two decades of experience in financial planning and investment strategy, assisting families in advancing their financial goals with a focus on growth and protection. Before joining Fidelity, Sean served as a Sales Executive at The Vanguard Group from 2007 to 2020. His expertise includes helping investors navigate the complexities of saving, spending, and investing, aiming to develop and update financial plans in alignment with evolving circumstances. Outside of his professional work, Sean has personal interests that include fitness, parenthood, pets, reading, and traveling.

Eddie Parra is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His prior experience includes roles at Morgan Stanley and Vanguard Group, Inc., as well as professional involvement with Forest Highlands Golf Club and Northern Arizona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios, serves as an advisor to registered investment companies, and utilizes advanced technologies including AI in its research methodologies.

Michael Huffman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Ameriprise since 2017 and previously spent a year at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jeremy Bates is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities, Charles Schwab, and The Vanguard Group. Outside of his advisory role, he is involved with Stand Together, where he conducts door-to-door election surveys. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Craig De Long is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is involved in a part-time consulting position with Degart Global, where he assists with document editing and travel planning. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

Edward Ross is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities, Northwestern Mutual, PennyMac Loan Services, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

John Chapman V is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, AZ. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has a varied background including roles at GradGuard Insurance and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Hickey is a financial advisor with Raymond James & Associates based in Mesa, AZ. He holds the Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles.

Lyle Zaichkin is a CFP®-designated financial advisor with Edward Jones, based in Mesa, AZ, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 advisors, offering a range of investment strategies and fiduciary advisory services.

Benjamin Katz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding the Series 66 designation with five years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and University Beyond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Eliot Lincoln is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Merrill, Sandhills Global, and Mirabella at ASU, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Gary Parsell is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Merrill since 2009 and simultaneously affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the general partner and managing member of Redfield Investment LLC, a company unrelated to investment advisory activities. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Olsen is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has experience at Morgan Stanley since 2025, following prior roles at Clark Street Financial and several educational institutions. 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, including customized financial planning supported by a structured discovery process and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Maxwell Dunlap is a Series 66 licensed financial advisor with Morgan Stanley based in Gilbert, AZ, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte and held various roles including positions at Arizona State University Aquatics and Progressive Landscaping & Gardening Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and extensive asset management.

Jillian Benson is a financial advisor at Merrill with 17 years at the firm and 7 years of industry experience. She holds a Series 66 designation and is based in Gilbert, AZ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Margaret Mccoy is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization supporting high school football. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making.

Jack Sklar is a financial advisor at Ameriprise in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and World Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zheng Wang is a financial advisor at Morgan Stanley in Gilbert, AZ, with two years of industry experience. He previously worked at Wells Fargo for eight years before joining Morgan Stanley in 2023. 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 that utilizes firm-approved tools and market modeling techniques.

Daniel Michaelson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works closely with clients to help select investment strategies that align with their goals, leveraging Fidelity's brand, technology, and cost-efficient investment platform. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011, including Financial Consultant, Account Executive, Investment Representative, and Financial Services Representative. Prior to joining Fidelity, he worked as a Personal Banker at Zions Bank and as an Assistant Branch Manager at Bank of America. He holds a California Insurance License. Further educational background and personal interests have not been provided.

Austin Judd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses. Outside of finance, he is involved with Makeup By Lianne LLC, a business he has been associated with since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative analysis, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.