Craig Despres is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Adopt Technologies, LLC, Zayo Group, and IO Data Centers. He is also the owner and manager of Milestone Financial, LLC, an operating business he oversees. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Emma Johnson is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2018 and held a position at AssetMark from 2017 to 2018. She is based in Phoenix, AZ. 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 both non-discretionary and discretionary investment options using multi-asset model portfolios and centralized operational support.

Wyatt Blanco is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work history includes roles unrelated to financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Alid Franco Basurto is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America and JPMorgan Chase. Outside of advisory work, he is involved in restaurant operations at Morenos Mexican Grill, where he manages employee schedules. 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 tailored to individuals, high-net-worth clients, institutions, and charitable organizations.

Anna Setlak is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. She has one year of industry experience and previously worked at Bank of America, Pour Decisions, Bagger Daves, Big Woods, Charles Schwab, Lake City Bank, and was part of Shilts & Setlak, LLC. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Joseph Le Ger is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he operated Shine Design Mobile Detailing for four years and worked in education at Chandler/Gilbert Community College and Campo Verde High School. Outside of advising, he works as a server at Elliott's Steakhouse in Chandler, AZ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, using detailed client data and firm-approved analytical tools to deliver financial recommendations.

Mason Massow is a CFP® professional with four years of industry experience, currently advising at LPL Financial. He previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services Inc. Massow has also held roles outside of finance, including positions at The Summit at Sunland Springs Assisted Living and Pacific Sunwear of California. Additionally, he is associated with Massow Wealth Strategies in a support capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Ryan Evans is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked at Bank of America, N.A., and Merrill since 2024. Prior to his advisory role, his background includes positions in property management and education at Arizona State University and Chandler-Gilbert Community College. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Talon Supak is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at PGA Tour Canada and Grayhawk Golf Club. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drake Paalani Wilson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Bridgecrest. Outside of his advisory work, he owns Nobriga Asset Management LLC, a company involved in SEO and marketing. 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 supported by structured planning tools and investment research.

David Kelly is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Bennett Conklin is a CFP® and ChFC® with 32 years of experience in financial advising. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Robert Palke is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Bank of America and Merrill since 2013. Palke is associated with a family-held LLC called Land Research and Development, which operates as a real estate business, though he is not actively involved. 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, corporations, and charitable organizations.

Daniel Wellman is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2007, including 10 years with Schwab Wealth Advisory, Inc. in Phoenix, AZ. 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 advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Lindsey Barba is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2010. Outside of her advisory work, she also works as a grocery delivery shopper for Instacart on weekends. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios, alternative investment options, and centralized custody and order-routing services.

Pedro Franco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Morgan Stanley, and Vanguard. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Eric Mc Kay is a financial advisor at Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Conservice, Offerpad LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services featuring both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Alejandra Lerma is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and fiduciary advisory services, supported by a large national network of advisors and branch offices.

Gregory La Monica is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than 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.

Joshua Paley is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Merrill, J.P. Morgan Securities, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.