Zachary Hamm is a financial advisor with Raymond James & Associates in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Raymond James since 2018 and previously spent two years at The Vanguard Group, Inc. In addition to his advisory role, Hamm serves as Treasurer and Officer for Tempe Leadership, a nonprofit organization he helped found. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jack Sklar is a financial advisor at Ameriprise in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and World Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zheng Wang is a financial advisor at Morgan Stanley in Gilbert, AZ, with two years of industry experience. He previously worked at Wells Fargo for eight years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that utilizes firm-approved tools and market modeling techniques.

Marc De Micco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has held positions in diverse fields including physical therapy and senior living. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Chelsea Wells is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her previous roles include positions at Wells Fargo Bank, Northern Trust, and several other financial and service organizations. 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 solutions, supported by a large network of financial advisors and branches.

Matthew Baehr is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he previously operated Spartan Boot Camps LLC for eleven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

Maher Warrayat is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Arco. 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.

Daniel Michaelson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works closely with clients to help select investment strategies that align with their goals, leveraging Fidelity's brand, technology, and cost-efficient investment platform. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011, including Financial Consultant, Account Executive, Investment Representative, and Financial Services Representative. Prior to joining Fidelity, he worked as a Personal Banker at Zions Bank and as an Assistant Branch Manager at Bank of America. He holds a California Insurance License. Further educational background and personal interests have not been provided.

Joseph Iaboni is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes ten years at Bank of America and Merrill prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Nelly Johnston is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked previously at First Tech Federal Credit Union, Raymond James Financial Services, and Addison Avenue Investment Services. Outside of her role at Wells Fargo, she is employed as an associate at Addison Avenue Investment Services, where she provides financial advice to members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Morgan Holleran is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Beck is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Bank of America, Morgan Stanley, LPL Financial, and BancWest Investment Services. Outside of his advisory work, he organizes charitable events for nonprofits as part of the Mando Mercs Costume Club, a fraternal group that supports causes such as Make-A-Wish and children’s hospitals through Star Wars cosplay. 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 strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Alanah Simmons is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Gilbert, AZ, and has three years of industry experience. Prior to her current role, she held positions at JPMorgan Chase Bank, N.A., Allegis Group Inc, Alaska USA Federal Credit Union, and several other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a manager solutions team.

Bryan Hessler is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has over 18 years of experience in the financial services industry, including long tenures at Merrill and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a broad range of services.

Jacob Golladay is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and has held roles at United Parcel Service, eXp Realty, Lyft, Uber, Oscar Health, and Discover Financial Services prior to his current position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Christien Bryant is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vanguard and Bank of America. His background also includes roles outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Jorge Valenzuela is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, ClearOne Advantage, Freedom Debt Relief, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Outside of his advisory role, he owns a YouTube channel called B Reel Studio, where he creates film and video content focused on cinematic effects, color grading, and editing tutorials. 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 individuals, high-net-worth clients, and institutional investors.

Natalie Mc Swain is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 options supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment pilots.

Craig Scrimpshire is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory work, he provides pro bono financial coaching for widows and widowers through Wings for Widows. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jonathan Johansen is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2018, following eight years at LPL. Outside of his advisory role, Johansen assists with Safety Stickers LLC, a business his wife acquired. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and public finance services.