Gary Chamberlain is a financial advisor with Edward Jones in Gilbert, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jonathan Downs is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Jonathan aims to connect all aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. Jonathan holds a Bachelor's degree in Personal Financial Planning from Arizona State University's W.P. Carey School of Business. During his studies, he participated in the Financial Planning Student Association. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jonathan is involved with Gilbert Toastmasters and the Chandler Horizon Rotary, organizations that provide opportunities to develop public speaking and leadership skills. Born and raised in Chandler, Arizona, he enjoys spending time with his family and friends, traveling, going to the gym, and attending sporting events.

Jason Arciniega is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Trumaine Gammage is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 16 years of industry experience, all with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a very large client base, 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 multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Tracy Mccormick is a Series 66-credentialed financial advisor with Edward Jones, based in Tempe, AZ, and has 14 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she provides dog sitting services in Mesa, AZ on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Julianna Elsesser is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and EPSARC, as well as positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jennifer Aringdale is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as an executor for two estates in Arizona. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Cord Crismon is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Solar Pros and Managed Wealth Financial. Outside of his advisory role, he is employed with Alta Management Group, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research and third-party data to guide asset allocation and withdrawal strategies.

Alicia Sikes is a financial advisor at Edward Jones with 18 years of experience at the firm and holds a Series 66 designation. She is based in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Edmond Presz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Charles Schwab for two years and M Group & Associates for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery and planning tools to develop financial plans and provides a broad range of advisory programs and investment products.

Michael Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Whiteley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he accumulated experience at Fidelity Investments in various positions including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. In his current capacity, he partners with clients to develop strategies and analyses tailored to their specific goals. Brandon holds insurance licenses in Arkansas and California. His approach centers on the personalized application of financial insights to assist clients in working toward their objectives. Outside of his professional activities, Brandon has interests in comedy, fitness, food, music, outdoor adventures, and volunteering.

Blair Friel is a financial advisor with Charles Schwab who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank, SSB since 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing functions.

Taylor Radtke is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab & Co., Inc., Radtke worked at Charles Schwab Bank, SSB, and held roles at Addressable and Nationstar Mortgage LLC among others. Charles Schwab & Co., Inc. serves a large client base of 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized supervisory, custody, and order-routing services.

Jason Jensen is a financial advisor at Osaic Wealth Inc with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise and Wells Fargo, before joining Osaic in 2026. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment strategies across its complex affiliate network.

Chin Chae is a financial advisor with Edward Jones in Laveen, AZ, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2008. 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 solutions supported by a large nationwide network of advisors and branch offices.

William Brooks is a financial advisor with Cetera, holding the CFP® and ChFC® designations, and has 28 years of industry experience. His prior work includes over a decade at Cetera Advisors LLC and earlier roles at Pacific West Financial Consultants Inc and Osaic FA, Inc. Outside of his advisory work, he serves as a soccer referee for youth and competitive leagues. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a large nationwide network of independent advisors, utilizing a multi-manager platform that provides diverse portfolio management options.

Tommie Bonner is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing several rental property LLCs. 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 nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.

Andrew Fugate is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Nicole Babcock is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2012, totaling 13 years of industry experience. She has been with Edward Jones throughout her advisory career. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.