Joseph Ortiz is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 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 with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Aaron Hamon is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Goldman Sachs and Wells Fargo Clearing, as well as service in the Utah Army National Guard. He has worked at Charles Schwab since 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts, supported by a centralized operational structure and a formal alternative-investment platform.

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.

Ross Murphy II is a financial advisor with Charles Schwab in Phoenix, Arizona, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2007. 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 and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

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.

William Monaccio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Dynamic Wealth Strategies, and Edward Jones. He is also a partner in a real estate holding company, W and A Properties, LLC, which currently has no active operations. J.P. Morgan Securities 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 services through Wealth Advisors while clients retain final decision-making authority.

Jeffrey Taylor is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2016, initially serving as a Financial Consultant. Prior to joining Fidelity, Jeffrey was a Private Client Advisor at JP Morgan Chase from 2015 to 2016. He also held roles at Charles Schwab from 2009 to 2015, including Vice President and Branch Manager as well as Vice President and Financial Consultant. Throughout his career, Jeffrey has developed expertise in wealth planning and financial consulting. He focuses on providing clear and straightforward education to clients, helping them progress towards their financial goals by considering their unique situations, including family and savings objectives. Outside of his professional work, Jeffrey enjoys camping, fishing, kayaking, movies, and traveling.

Troy Holtey is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 license and has worked at Wells Fargo Clearing and LPL Financial LLC. Outside of his advisor role, he is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using firm resources such as research and planning tools to develop tailored client recommendations.

Angela Brown is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She has previously worked at firms including LPL Financial and Sagepoint Financial, and she is also a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers varied portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Adrienne Borchers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sean Sharp is a financial advisor with Ameriprise in San Tan Valley, AZ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise.

Hannah Dabbs Mendoza is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Twenty-First Century Group, Inc., as well as time as a self-employed advisor. She is the owner of Work Life Planners, an outside business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Stephen Johnson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. He serves as successor trustee of the Beckman Revocable Living Trust. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program structures and oversees more than $256 billion in assets under management.