Samuel Manwaring is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America, N.A., as well as involvement with Brigham Young University–Idaho and SPARK MARKETING LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Julie Schjolberg is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a fitness coach with Beachbody, focusing on health and wellness activities. 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 and advisory services supported by a large network of financial advisors and branch offices nationwide.

Zoe Colovic is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Extended Vacation and Advanced Customer Services, with a substantial period spent in education before entering the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Ramiro Ramirez is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill and Wells Fargo. Outside of his advisory work, Ramirez is the sole proprietor of an online retail business based in Phoenix, Arizona. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Guillermo Gastelum is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at BBVA Securities, PNC Bank, and Uber, spanning various functions in financial services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

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.

Emma Ngo is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work history at Thrivent Financial, as well as experience in the hospitality sector with Scottsdale Resort and Spa and Sanctuary Resort. Ngo also worked at Canopy Tempe and has experience in education from her time at Arizona State University, Jefferson High School, and Oak Grove Middle School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning through a network of advisors. The firm’s approach includes holistic, model-driven analyses and a consolidated billing option combining planning with managed-account programs, while maintaining separate services.

Jason Arciniega is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2006. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

John Greenway is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 designations and 35 years of industry experience. He worked at Eaton Vance Distributors, Inc. for 12 years before joining LPL Financial in 2017. Outside of his advisory work, he is involved in Aero Security Training, a security training business based in North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Maggie Zaun is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2017 and previously held positions at UHC Optum 360 and Green Mill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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 in Gilbert, AZ, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Jason Jensen is a Series 66 licensed financial advisor with 18 years of industry experience. He currently works at Osaic Wealth Inc and has held prior roles at Ameriprise, Juncture Wealth Advisors, and Wells Fargo Advisors, among others. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

William Brooks is a financial advisor at Cetera with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. Brooks has been affiliated with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as a soccer referee for youth leagues and is president of his own financial services firm, William Brooks, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers diverse portfolio management options and financial planning through a multi-manager platform with access to both affiliated and third-party managers.

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 with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at E*TRADE Securities LLC before joining Morgan Stanley, where he has been since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.