Abel Serratos is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he operates an online business reselling retro vintage games through eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Richard Chapin is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns Ironwood Internet Solutions, a website providing online resources for business owners. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices.

Patrick De La Grange is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones for most of his career, including an 18-year period prior to a brief hiatus and a recent return to the firm. 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 and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Wesley Jones is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2015. 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, and various institutional investors.

Jacob Loel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, American Philanthropic, and Amazon. He has also been involved with nonprofit organizations such as the Catholic Community Foundation. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tanner Cypress is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors. Outside of his advisory role, he participates as an independent contractor writing product reviews for the Amazon Vine program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also engages in fund advisory, model portfolio delivery, and oversight of sub-advisers.

Jurate Mayer is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2017, following a two-year tenure at Wells Fargo Bank. Outside of her advisory role, she owns a sole proprietorship related to investment property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Dierking is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Osaka Japanese LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anabelle Ramirez is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. She holds a Series 66 designation and previously worked at Federal Management Systems Inc. and The Salvation Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved tools and methodologies.

James Anagnos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2013. Outside of his advisory role, he co-owns two rental properties with his wife. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities while delivering recommendations on a non-discretionary basis.

Brian Bierman is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked with the Carin Nguyen Team at Real Broker and has experience with Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and investment outlook modeling.

Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Stifel since 2022. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Vanguard for nine years and briefly at Randstad. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Sharon Boucher is a financial advisor with LPL Financial in Mesa, Arizona, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She worked at MSI Financial Services, Inc. before joining LPL Financial in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies with a combination of advisory and brokerage solutions.

Christopher Bond is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 2014 after working at VOYA Financial Advisors, Inc. from 2007 to 2008. Outside of his advisory role, he volunteers as a football coach at Queen Creek High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Salha is a financial advisor with Edward Jones in Tempe, AZ. He holds a Series 66 designation and has 13 years of industry experience, having been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Kyle Kristick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has been with J.P. Morgan Securities since 2018 and also maintains a role at Jpmorgan Chase Bank, N.A. Outside of his advisory work, Kristick is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jacob Sessions is a CFP® with 20 years of industry experience, currently serving at J.P. Morgan Securities in Chandler, AZ. He has worked with JPMorgan Chase Bank, N.A. and its affiliated entities since 2010, including Chase Investment Services Corp. and Equitable Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Tiffanie Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including commodity pool operations and advisory roles to multiple registered investment companies.