Kate Somerville is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at STORE Capital, Northwestern Mutual, and First International Bank & Trust before joining Edward Jones in 2019. 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 and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Michael Erickson is a financial advisor at J.P. Morgan Securities in Queen Creek, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to his current role, he has worked in various positions including at JPMorgan Chase Bank, N.A., and several lending firms. Outside of his advisory role, he is a part-time soccer coach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence, qualitative and quantitative research, and may include ESG eligibility criteria in its recommendations.

Jacob Hudson is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Advisors and Mountain America Credit Union. 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, model portfolios, third-party asset management, and institutional platforms.

Kham To is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Kham worked at the University of Arizona for one year. 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 solutions along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Manuel Canales is a CFP® professional with 28 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Questar Asset Management, Inc. He is based in Mesa, AZ, and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework to develop model asset allocations.

Bridget Morales is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracey Perine is a financial advisor at Merrill with 24 years of industry experience and holds the Series 66 designation. She has been with Merrill since 1996. 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, pension plans, corporations, and charitable organizations.

Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and employer-sponsored financial planning agreements.

Daniel Benzer is a Series 66-registered financial advisor with LPL Financial in Chandler, AZ, and has 17 years of industry experience. His prior roles include positions at First International Bank & Trust, Investment Centers of America, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a range of investment strategies and leveraging advanced research and operational tools.

Nicholas Pegelow is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2012. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Michael Gaddis is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2014. 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 a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Robert Meyer II is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America and Merrill since 2012, with a brief tenure at Edward Jones. Outside of his advisory role, he is involved in a small-scale rental property investment business. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tatum Stansfield is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Stansfield worked at Curtis Capital Group and had roles outside finance, including at Vuori Clothing and Broadmoor Golf Club. Outside of advisory work, Stansfield has experience in the golf and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Loewe is a financial advisor with Merrill in Chandler, Arizona, holding the Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, Loewe owns and manages several businesses including a digital media agency, a marketing firm, and a company providing specialized services for clients affected by DUI charges. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Fierro is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and is also associated with Bank of America, N.A. Outside of his advisory role, Fierro owns and manages Chandler Tech Help, a small business providing technology assistance services such as smart home setup and smartphone guidance. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party teams.

Kevin Boogaard is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2017. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Parrish is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with seven years of industry experience. His prior roles include positions at E*TRADE from Morgan Stanley and The Vanguard Group, as well as academic experience at the University of California and University of California Merced. 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 solutions, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Julie Schjolberg is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a fitness coach with Beachbody, focusing on health and wellness activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Ramiro Ramirez is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill and Wells Fargo. Outside of his advisory work, Ramirez is the sole proprietor of an online retail business based in Phoenix, Arizona. Morgan Stanley Wealth Management is an SEC-registered 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 financial planning process supported by firm-approved tools and analyses.

Stephen Surat is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to understand their personal and family priorities, developing customized financial plans tailored to their unique needs. He emphasizes forming and maintaining strong, trusting relationships to serve the evolving financial needs of his clients and their families. Prior to his current position, Stephen worked at Vanguard from 2015 to 2022, where he gained experience as a Business Development Associate and later as a High Net Worth Financial Advisor. He holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional work, Stephen has interests in cars, family activities, hiking, parenthood, and volunteering.