Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Parker Lindhorst is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to create personalized wealth management strategies tailored to their goals and priorities. His approach focuses on building long-term relationships through trust, communication, and a deep understanding of each client's unique financial situation. He provides guidance to help clients navigate important financial decisions while maintaining focus on their long-term objectives. Parker's expertise encompasses assisting clients with a variety of financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, and healthcare needs. As a Merrill Financial Advisor, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to achieve them, offering ongoing advice and adapting strategies as clients' situations change. He holds a Bachelor's Degree from Brigham Young University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Parker has interests in chess, golfing, and running.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Darien Romero is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities LLC, and Equitable Advisors LLC. Outside of his advisory role, Romero is the sole proprietor of Visibility LLC, a technology and consulting business based in Chandler, Arizona. 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, supported by a large network of financial advisors and branch offices nationwide.

David Murset is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Manuel Torrado is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at CUSO Financial Services, CUNA Mutual Group, and Wells Fargo. Torrado is involved with America First Investment Services, an LPL business entity. 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 and third-party asset management, supported by a large network of investment adviser representatives and technology-driven operational tools.

Daniel Moyer is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and previously worked at John Hancock Advisers, LLC and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, with affiliated capabilities including mutual funds and a trust company.

Christopher Howell is a CFP® professional with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and is a partial owner of Honu Enterprises, LLC, a retail clothing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Cami Mc Cabe is a financial advisor with Ameriprise in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Arvest Wealth Management from 2014 to 2018 before joining Ameriprise Financial Services, Inc. Her other business activities include involvement with McCabe Plumbing and Water Treatment LLC, a plumbing business operated by her husband. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Albert Morman is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at ESI and the U.S. Census Department in 2020. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and investment modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Laura Marie Jensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of her advisory role, she is involved in direct sales and promotion of cosmetic and lifestyle products through several companies including Tupperware, Thirty One Gifts, Farmasi, Lime Life by Alcone, and Mary Kay Cosmetics. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christina Lipari is a financial advisor with Edward Jones in Apache Junction, AZ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Empower Advisory Group LLC, among others. Outside of her advisory role, Lipari operates Lipari Coaching LLC, where she provides life and health coaching and hosts a related podcast titled Connecting with Your Inner Hero. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment products. The firm manages over $1 trillion in assets and maintains an extensive nationwide network of financial advisors and branch offices.

Shuping England is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, England worked at several firms including Akorbi and Cyracom International. Outside of financial advising, England is an author with publications on Amazon Kindle Direct Publishing and serves as a board member for the North America Customer Service Management Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and models.

David Lopez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2021 after over 20 years of experience leading a tax, consulting, and cross-border business practice at BeachFleischman PC, one of Arizona’s largest accounting firms, where he was a partner. At BeachFleischman, David established the firm’s international tax practice, growing it into one of its fastest expanding segments. Prior to that, he worked at Ernst & Young LLP. In his current role, David collaborates with a team of experienced financial advisors to deliver comprehensive financial guidance, with a focus on serving high net worth and ultra-high net worth families. His approach emphasizes coordination with clients’ other advisors, such as attorneys and accountants, to provide a family office–style service. While David is a Certified Public Accountant (CPA), he does not provide tax or legal advice in his wealth management role. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, and individual and corporate investment strategy. David holds a Bachelor’s Degree from the University of Arizona and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. He has been active in community leadership roles with organizations including Ronald McDonald House of Southern Arizona, Carondelet Foundation, Salpointe Foundation, Kino Border Initiative, Tucson Metro Chamber of Commerce, and Nexus Executives. His personal interests include basketball, biking, skiing, tennis, traveling, and spending time with his family.

Anneliesa Alexander is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Roger Curtis is a financial advisor at Morgan Stanley in Gilbert, Arizona, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Curtis is the sole proprietor of RC Firm LLC, a retail and online store business, and is employed at Affinity Family Care, a healthcare provider. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kyle Richardson is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® designation and securities licenses Series 63, 65, and 66. His prior firms include Kestra Advisory, Kestra Investment Services, NFP Advisor Services, SII Investments, and Householder Group, Estate & Retirement Specialists. Outside of advising, he is a licensed notary public. 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 financial planning and investment solutions delivered through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Schneck is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and adapting portfolios as clients' circumstances evolve. His expertise covers a range of areas including college education planning, family wealth management strategies, institutional investment consulting, legacy planning, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Eric holds a Bachelor's Degree from Arizona State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests in baseball, basketball, fishing, golfing, scuba diving, and spending time with his family.

James Sanstead is a Certified Financial Planner (CFP®) with four years of industry experience. He has been with Edward Jones since 2021 and previously worked at the University of Phoenix for 17 years. 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, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.