Camden Plewe is a Planning Consultant at Fidelity Investments, where he applies his expertise to help clients develop financial strategies tailored to their career and retirement goals. He emphasizes understanding each client's unique situation and priorities to build lasting relationships with them and their families. Camden's career at Fidelity began as a Workplace Planning Consultant in 2023, followed by a role as a Relationship Manager from 2024 to 2025 before assuming his current position. Through these roles, he has gained experience in financial planning and client relationship management within the firm. Outside of his professional work, Camden enjoys baseball, beach activities, football, and golf.

Jason Morgan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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.

Zane Ouellette is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with six years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC for three years. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Jamal Broussard is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at firms including Nuvei, Lululemon, and Nike. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Julianna Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisory representatives.

Matt Loeffler is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His prior roles include positions at Wells Fargo Investments and Chase Investment Services. Outside of finance, he has a 50% ownership stake in Lot Six Wax Company, which designs and distributes ski and snowboard wax. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a combination of brokerage and advisory solutions.

Spencer Sabir is a Planning Consultant at Fidelity Investments, where he supports advisors in assisting clients through thoughtful planning and client outreach. He focuses on ensuring that each client is aligned with their financial goals. Spencer has held several roles at Fidelity Investments, including Investment Solutions Representative since 2025 and previously as a Customer Relationship Advocate from 2023 to 2025. Prior to joining Fidelity, he worked as a Client Service Associate at Zions Bancorporation from 2022 to 2023.

Britton Larson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2013 and holds professional designations including Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). Britton works primarily with dynamic and highly successful families, focusing on investment management and assisting clients through critical life transitions that have long-lasting financial impacts. Before his current role, Britton began his career as a Certified Public Accountant, specializing in tax planning and preparation for businesses and individuals. He holds a Bachelor's Degree in Accountancy and a Master's Degree in Taxation from Arizona State University. While Britton does not provide tax advice in his current position, his background influences his approach to financial planning, emphasizing tax efficiency. Outside of work, Britton enjoys spending time with his wife and four children, engaging in activities such as gardening, camping, hiking, and scuba diving. He is also involved in his community as a youth mentor at The Church of Jesus Christ of Latter-Day Saints.

Nicholas Wintermeyer is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Vanguard Group, State Street Global Advisors, and MassMutual Life Insurance. Prior to entering financial services, he was employed at Rancho Manana Golf Club and involved with Kidspark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial sector. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig McGrath is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including LPL Financial since 2023, The Vanguard Group, Independent Financial Group, Merrill, and First Command Financial Planning. 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 variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Trent Montague is the Senior Resident Director and Wealth Management Advisor at Merrill. He has been serving clients since 1995, focusing on delivering advice that aligns with clients' risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. Trent works with individuals, families, and business owners, particularly those approaching and experiencing retirement, to develop comprehensive financial plans. Trent holds a Bachelor's Degree in Finance from Arizona State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations. He emphasizes a process-driven approach and leverages the combined resources of Merrill and Bank of America to provide a wide range of financial solutions. Outside of his professional duties, Trent is involved with Mesa High School and is a member of The Church of Jesus Christ of Latter-Day Saints. His personal interests include antiquing, camping, fishing, football, gardening, golfing, hunting, pickleball, spending time with his family, and traveling.

Richard McEachran is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to understand their financial goals and develop customized financial plans tailored to their individual needs. Prior to this, Richard served as an Investment Solutions Representative III at Fidelity Investments from 2022 to 2025, and as an Investment Solutions Representative from 2020 to 2022. He began his career as a Registered Representative at Equitable Advisors, where he worked from 2017 to 2020. Richard holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional practice.

Christopher Geesling is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 18 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2024 before joining Wells Fargo Advisors. He is also a 50% owner of Geesling Financial Group LLC, an investment-related business based in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Jenna Pivo is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation. She has been with Edward Jones since 2026 and has previous experience as a self-employed professional and in franchising and fitness center management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated services, operating under a fiduciary standard.

Jason Oliver is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and incorporates an ESG eligibility framework in its recommendations.

Chase Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual and family goals of his clients. Chase provides guidance in areas including executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategies, and tax minimization. He integrates investment insights from Merrill with banking and lending solutions available through Bank of America. Chase holds a Bachelor's Degree from Arizona State University and professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes a client-first approach, taking the time to uncover what matters most to each client in order to create strategies that pursue their short-, mid-, and long-term financial goals. His work includes providing ongoing advice and access to specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Chase enjoys adventure sports such as baseball, boxing, football, hiking, pickleball, surfing, and swimming. His personal philosophy centers on helping clients identify what is important to them and their families to effectively pursue their financial objectives.

Jessica Ogden is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 credentials and six years of industry experience. In addition to her advisory role, she is a partner and co-owner of a food truck business, Los Gauchos Heredia, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Daniel Brennan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*TRADE Capital Management, Charles Schwab, Bank of America, Merrill, and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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.