Magno Davila Arias is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019, as well as Bank of America from 2019 to 2021. Prior to his financial advisory career, he held roles at BMW of Bloomfield and Best Buy, and was affiliated with Rutgers Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary strategies developed by internal and third-party investment teams.

Dallin Montez is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he has experience in marketing and other industries, including roles at Validus Financial Associates, Ninefold Marketing, and Grit Marketing. Montez has also worked in pest control and the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Julie Anderson is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a photography business, operates YouTube channels focused on outdoor activities and DIY projects, and runs an online Etsy shop selling handmade crafts and collectibles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brandon Lev is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. He has worked at Charles Schwab since 2021 and was previously with USAA from 2015 to 2021. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jennifer Cain is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held positions at J.P. Morgan Securities Inc for 16 years before joining Morgan Stanley in 2025. Cain is also involved with The Arizona Bowling Institute LLC, where she has been active since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Deborah Hightower is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Jared Farnsworth is a financial advisor at Skymark Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2017. Outside of his advisory role, he is the CEO of New Era Sports Training and Management, an athletic coaching business, and serves on the board of New Era Academy of Excellence. Skymark Advisors LLC is a supported firm based in Sun City, AZ, with Jared Farnsworth as its sole advisor.

Randall Joselit is a financial advisor at Joselit Asset Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and Nylife Securities since 2006. Joselit also operates a CPA firm, Randall S. Joselit CPA, PC, providing traditional financial and tax services. Outside of advising, he is involved in managing a small bed and breakfast in Prescott, Arizona. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients, focusing on individualized portfolio management and maintaining a small client roster to allow for frequent advisor contact.