Jake Warren is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments during 2025 and worked as a Workplace Planning Consultant from 2023 to 2025. He began his career in financial services as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023 and previously worked as an Associate Banker at Chase Bank from 2020 to 2022. Jake holds insurance licenses in Arkansas and California. His professional approach focuses on building lasting relationships grounded in trust, clarity, and commitment to clients' financial well-being. He aims to simplify complex financial concepts and support clients in feeling confident throughout their financial journeys. Outside of his professional work, Jake has interests in fitness, hiking, and traveling.

Kelley Kaspszak is a financial advisor at Edward Jones in Tempe, AZ, holding the Series 66 designation with 13 years of industry experience. Kaspszak has been with Edward Jones since 2011. 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 and investment solutions supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Joseph Vojtech is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bayview Asset Management, Rocket Mortgage, and Bank of America, among others. 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 with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.

Alic Stradling is a financial advisor at Merrill with 8 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with Merrill since 2018. Prior to joining Merrill, she worked at Hertz Rentals and Tower Loan. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ellen Owens is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she is engaged as a self-employed photographer, trainer, and art sales professional. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs an independent due-diligence process to evaluate asset managers and uses a tiered, percentage-based wrap fee structure.

Hannah Casabona is a financial advisor at Cetera with four years of industry experience and a Series 66 designation. Her prior experience includes roles at Morgan Stanley and Hayward Financial Services. She is also involved with Casabona Chiropractic, a business she has been associated with since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports various program structures with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Zachary Bransky is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Charles Schwab from 2018 to 2022 and at Amazon.com from 2016 to 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers both direct client plans and corporate financial planning agreements.

Jian Boldi is a financial advisor with LPL Financial in Chandler, AZ. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including over 20 years with LPL Financial. Outside of his advisory role, Boldi manages an LLC for accounting purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Kerr is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Charles Schwab and its related entities since 2015, including Charles Schwab Bank since 2017. 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 discretionary separately managed accounts and offers a range of investment guidance supported by multi-asset model portfolios and due diligence on alternative investments.

Kathern Duplisea is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a co-owner of an appliance repair business in Mesa, AZ. 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 operates under a fiduciary standard and supports a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

James Wiggins is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2017, J.P. Morgan Securities since 2009, Chase Investment Services Corp. from 2004 to 2009, and Banc One Securities Corporation from 2004 to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes capabilities in derivatives and commodities.

Ron Mabry is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a team member since 2001. Beginning his career in the Phoenix office, he held various roles focused on customer service before becoming a registered Financial Advisor in 2006. In 2008, he transferred to the Mesa Branch to work alongside his father as part of the Mabry Group. Ron specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He employs a goals-based approach, tailoring strategies to clients' specific needs and providing advice and education to support informed decision-making. His process includes routine reviews and adjustments in collaboration with clients to help them achieve their desired lifestyle. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ron earned a bachelor's degree from Arizona State University Polytechnic Campus. A native Arizonan, he lives in Gilbert with his wife and three children.

Jesse Hernandez is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Morgan Stanley, Voya, Vanguard, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by a centralized due diligence process and incorporating ESG considerations.

Linda Drake is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. 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 under management through a nationwide network of financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Andrew Davault IV is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB and has experience in the hospitality sector with OHSO Brewery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

John Hall is a Series 66-licensed financial advisor with Edward Jones in Chandler, AZ, bringing 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Timothy Jongsma is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Gilbert, AZ. His career has been primarily with Ameriprise, spanning from 2008 to the present with a brief period of unemployment in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christian Diegel is a CFP® with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Edward Jones. Diegel also serves as managing member of Chawoogie Buckaroo LLC, a real estate holding company. Cetera is a large nationwide advisory firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering a range of investment strategies through discretionary and non-discretionary programs.

Tyler Peters is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chandler, AZ, bringing seven years of industry experience. He has worked at Edward Jones since 2018, following prior roles at Utah State University and Verizon Wireless. 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mario Barraza is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2021, along with prior experience at Verizon from 2014 to 2018. 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 managed by internal teams and third-party managers for individual, high-net-worth, pension, corporate, and charitable clients.