John Peters is a CFP® professional with 20 years of industry experience, currently advising clients at Edward Jones since 2016. Prior to this, he has been involved in various business ventures, including operating several real estate-related LLCs and working as an Uber driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets. The firm offers both discretionary and non-discretionary investment solutions and provides additional services such as tax-efficient strategies and affiliated mutual funds.

Austin Nehls is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, DoorDash, Ball State University, Sonora Investment Management, and Central Connecticut 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 and profit-sharing plans, corporations, and charitable organizations.

Gary Bettencourt is a financial advisor with Fidelity Investments in Chandler, AZ, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns and operates an adult soccer business involved in event planning and bookkeeping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and oversight of sub-advisers.

Alfredo Fragoso is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gary Phillips is a financial advisor with J.P. Morgan Securities, holding the CFP® designation and Series 63 and 66 licenses, with 28 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020, and previously at Bank of America and Merrill from 2014 to 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Eliot Lincoln is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Sandhills Global. Outside of finance, he has been involved with Arizona State University in various roles over several years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Brian Sachs is a CFP® professional affiliated with Edward Jones in Tempe, AZ, with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Gary Parsell is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Merrill since 2009 and simultaneously affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the general partner and managing member of Redfield Investment LLC, a company unrelated to investment advisory activities. 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.

Jacob Olsen is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has experience at Morgan Stanley since 2025, following prior roles at Clark Street Financial and several educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by a structured discovery process and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Sam Gerrety is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, N.A., Trabocca, and Goodpointe Technology. 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 institutions.

Kevin Gascoyne is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he serves as treasurer for the Crimson Mountain Homeowners Association, overseeing community plans and expenses. 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 plans, corporations, and charitable organizations.

Joseph Barkat is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Barkat also engages in independent insurance brokering with multiple life insurance companies. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Maxwell Dunlap is a Series 66 licensed financial advisor with Morgan Stanley based in Gilbert, AZ, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte and held various roles including positions at Arizona State University Aquatics and Progressive Landscaping & Gardening Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and extensive asset management.

Stephanie Stone is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Edward Jones since 2009. Outside of advising, she is a co-owner and operator of a tanning salon in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, investment strategies, and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Jillian Benson is a financial advisor at Merrill with 17 years at the firm and 7 years of industry experience. She holds a Series 66 designation and is based in Gilbert, AZ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Zachary Hamm is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He worked at The Vanguard Group, Inc. from 2016 to 2018 before joining Raymond James in 2018. Outside of his advisory role, he serves as Treasurer and founder of Tempe Leadership, a nonprofit organization based in Tempe, AZ. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Margaret Mccoy is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.