Eddie Parra is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His prior experience includes roles at Morgan Stanley and Vanguard Group, Inc., as well as professional involvement with Forest Highlands Golf Club and Northern Arizona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios, serves as an advisor to registered investment companies, and utilizes advanced technologies including AI in its research methodologies.

Michael Huffman is a financial advisor with Ameriprise based in Queen Creek, AZ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, delivering personalized advice through a centralized consulting team.

Elva Mendoza is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jeremy Bates is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities, Charles Schwab, and The Vanguard Group. Outside of his advisory role, he is involved with Stand Together, where he conducts door-to-door election surveys. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Ryan Richardson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Automatic Data Processing. Richardson is based in Chandler, AZ. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Craig De Long is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is involved in a part-time consulting position with Degart Global, where he assists with document editing and travel planning. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

Mark Lance Jr. is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Edward Ross is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities, Northwestern Mutual, PennyMac Loan Services, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Anthony Covarrubias is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at PayPal from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Liepold is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 1995, including Charles Schwab Bank since 2008. Outside of his advisory role, he is an owner of a small real estate property management business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational and custody services.

Cylesce Aguilera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Bank of America, Merrill, Redpoint, Nike, Bath and Body Works, and Arizona State University. 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, pension plans, corporations, and charitable organizations.

Michelle Delgado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and handles administrative duties for SOMOS Weddings LLC, a wedding officiant business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, operating under a non-discretionary program where clients retain final decision authority.

John Chapman V is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, AZ. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has a varied background including roles at GradGuard Insurance and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Hickey is a financial advisor with Raymond James & Associates based in Mesa, AZ. He holds the Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Raymond James & Associates, Inc. is a 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 investment consulting with a range of portfolio management styles.

Lyle Zaichkin is a CFP®-designated financial advisor with Edward Jones, based in Mesa, AZ, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 advisors, offering a range of investment strategies and fiduciary advisory services.

Joshua Dean is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branches.

Robb Stocks is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Charles Schwab for 20 years. Stocks is involved with Buechting Financial, where he provides service to new and existing clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities.

Connor Gilbert is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, and Bank of America. Outside of finance, he has been involved with DoorDash since 2022. 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.

Joseph Garner Jr. is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 63 designation and bringing 46 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he has been involved in managing client communications through Send Out Cards, Inc. as an artist, dedicating a small portion of his time to this activity. 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 portfolio programs, third-party asset management, and institutional platforms.

Benjamin Katz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding the Series 66 designation with five years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and University Beyond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.