Mary Vannoni is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she owns a sole proprietorship that prepares individual tax returns. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and sophisticated portfolio management tools.

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 with J.P. Morgan Securities in Queen Creek, AZ, holding Series 66 and Series 63 registrations and one year of industry experience. He has prior experience with JPMorgan Chase Bank, N.A. and several mortgage and lending firms. Outside of his advisory role, he works part-time as a soccer coach. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice with an ESG framework and access to a broad range of products through its affiliations.

Jacob Hudson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors and Mountain America Credit Union. He is based in Queen Creek, Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology such as machine learning.

Amit Maharaj is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Vanguard Group and JPMorgan Chase. He also spent seven years at Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

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 Certified Financial Planner (CFP®) at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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 with Merrill in Gilbert, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1996. 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.

Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and advanced modeling tools, serving clients in both direct and corporate financial planning arrangements.

Alex Malossi is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at William Blair & Co. and Thomas Interiors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and utilizes structured planning tools and market simulations in its process.

Daniel Benzer is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at First International Bank & Trust and Investment Centers of America, Inc. He has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

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.

Suzy Myers is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She is based in Mesa, AZ. Outside of her advisory work, Myers is involved as a managing partner in a yacht charter business and serves on the board of a nonprofit organization supporting low-income individuals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm supports over 23,700 advisors and manages more than $1 trillion in assets.

Robert Meyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in New York City working on the sales desk for Smith Barney’s corporate retirement services. In 2002, he moved to North Carolina and joined Merrill Lynch as a Financial Advisor. Robert holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert is a qualified Portfolio Manager who provides traditional advisory services while also managing personalized investment strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He assists clients with areas such as divorce transition planning, education planning, personal retirement planning, and retirement income. Robert holds a bachelor's degree from Randolph-Macon College, where he served as captain of the baseball team. He serves on the advisory board of The Salvation Army of Greater Greensboro and is a member of the Greensboro Sports Council. Outside of work, Robert enjoys golfing, running, skiing, and spending time with his wife Ashley and their two children in Greensboro.

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 with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at E*TRADE from Morgan Stanley and The Vanguard Group. Parrish is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.