Cole Burchianti is a CFP®-certified financial advisor with six years of industry experience, currently serving clients through Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Morgan Stanley, The Vanguard Group, and First Command Advisory Services. He is also employed as a financial advisor at Desert Financial Wealth Management in Chandler, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored planning and analytical tools to support non-discretionary consulting and sponsors wrap-fee advisory programs across a large network of advisors.

Ryan Ping is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and Series 63 credentials and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he coaches youth soccer with local nonprofit organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jesus Barrera is a Series 66-licensed advisor at Merrill with 10 years at the firm and 2 years of industry experience overall. His prior work includes a position at Bank of America, N.A. 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 and institutions.

Chad Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Advisors LLC since 2021 and previously at LPL Financial and Investment Centers of America, Inc. Anderson is also an insurance agent providing life insurance options through Insource Inc and sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Dante Kircher Myton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America and has experience in various roles outside finance, including ownership of a wholesale and ecommerce business. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Melissa Davis is a Series 66 licensed financial advisor at Merrill with 21 years at the firm and 10 years of industry experience. She is based in Chandler, 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Stockton is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Frank Rimerman & Co. and Deloitte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Kathy Melvin is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she is co-owner of a plumbing, HVAC, and electrical business in Queen Creek, Arizona, operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated services, managing approximately $1.01 trillion in assets through a network of nearly 24,000 advisors.

Raymond Thompson Jr. is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment strategies and services under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Daniel Jimenez Fulton is an advisor with Merrill holding Series 63 and Series 66 licenses, and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Varonis, Task Rabbit, and a teaching position at the University of Southern California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Syndel Milanin Sendas is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Syndel held roles at Stonex Group Inc. and StoneX Financial Inc., among other firms. Outside of finance, Syndel has been involved with Sendas Foods LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Vargas is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 credential and with one year of industry experience. Prior to joining Edward Jones in 2025, she operated a bookkeeping business for four years. Outside of her advisory role, she owns a long-term rental property in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Natalie Permuy is a financial advisor with Edward Jones in Tempe, Arizona, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she operates an Etsy shop called NattyShackCreations, which focuses on arts and crafts as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Lucas Widoff is a Certified Financial Planner® with 13 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2025 and previously held positions at Wells Fargo Clearing and Morgan Stanley Private Bank. Based in Queen Creek, AZ, he holds the CFP® and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with recommendations delivered through meetings and written summaries.

Jeremy Holmes is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Holmes provides attendant care for his son with special needs and serves as a FINRA arbitrator when selected. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, maintaining a large retail advisor and branch network along with affiliated capabilities such as a trust company and proprietary mutual funds.

Brandon Zaun is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016 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.

Abraham Martinez Flores is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE, Merrill, and Wells Fargo. Outside of advisory work, he delivers items part-time for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Landen Westbrook is a financial advisor with Merrill and holds a Series 66 designation. He has been in the financial industry for less than one year, with prior experience including roles at Verizon Wireless and Trader Joe's. He is also affiliated with 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.

Frank Che is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he works as a professional scorer for ACT and state assessment tests, focusing on English reading and writing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of advisors and branch offices supporting its advisory programs.

Christian Acosta is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2026. He has prior experience at Wells Fargo Bank and held various roles in educational institutions and other companies. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.