Nama Soukouna is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Tempe, AZ. Their work history includes multiple tenures at Edward Jones as well as a three-year period at The Vanguard Group, Inc. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Jerry Frady is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and has additional affiliations with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Sara Matheson is the Vice President and Branch Leader at Fidelity Investments, where she leads the team of financial professionals at the Chandler, Arizona Investor Center. She focuses on financial planning and aims to provide an outstanding client experience. Sara has been with Fidelity Investments since 2004, holding various roles including Assistant Branch Leader, Branch Service Manager, Interim Service Manager, Financial Representative, Senior Investment Consultant, and Investment Consultant before her current position. Her extensive experience within the company spans areas related to client service and financial advising. No information about her education, credentials, personal interests, or community involvement has been provided.

Rodrigo Monteverde Jr. is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Charles Schwab & Co., Inc. since 2012, including a current role at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Gavin Dollison is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America. 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 strategies for individuals, high-net-worth clients, and institutions.

Kyle Smith is a Series 66 licensed financial advisor with six years of experience at LPL Financial and Castle Investment Advisors. Prior to his career in finance, he served five years in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Kyle Masingill is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2014 and 2018, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Mangels is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His work history includes roles at Russ Lyon Sotheby's International Realty and Next Generation Real Estate, as well as experience with the University of Arizona and Desert Mountain Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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.

Erik Jensen is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Wells Fargo Clearing for seven years. Outside of finance, Jensen has been involved in freelance photography and art creation, operating businesses related to stock photography and artwork since the 1980s and 2000s. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice.

Christian Campbell is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, including a prior contractor role in client services. Outside of his advisory work, he is the owner of an e-commerce LLC named CDAC. 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 to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Samuel Ferrara is a financial advisor with Merrill based in Chandler, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. His work background includes roles at Bank of America and Merrill, as well as prior experience with Delaware North Systems, Uber, Lyft, and Chandler Unified School District. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Corry Johnson is a financial advisor with LPL Financial based in Mesa, AZ, holding a Series 63 designation and 21 years of industry experience. He has been with LPL Financial since 2004. 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 portfolio programs, third-party asset management, and institutional platforms.

Kimberly Horstmann is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America since 2022 and Merrill since 2021. Prior to her career in finance, she was employed at Arizona's Children Association from 2015 to 2021. Outside of her advisory role, she assists with bookkeeping for a telecom consulting business associated with her spouse. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Tracy Marshall is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked extensively within various Charles Schwab entities since 2015, following a decade at Northwestern Mutual Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Juan Roman is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously was employed at Charles Schwab. He holds the Series 63 and Series 66 designations. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

John Hoover is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include time as a self-employed advisor and work with TLH Wealth Management. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nadya Mirza is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she is involved in marketing for Phoenix Luxury Ride, a transportation service. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Exton Bassett is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2019 and has prior experience with Marcus And Millichap and Tri CS Inc. Outside of his advisory role, Bassett serves as an assistant coach for a high school lacrosse team. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ryan Bentzen is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has prior experience at RC Wealth Management LLC, where he worked for 10 years, and has held roles at Amazon.com, Inc. and Grand Home Holdings Inc. in recent years. Bentzen has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client financial goals.

Jason Kinsman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.