Jaycee Meza is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. Jaycee has worked at Bank of America, N.A. and Merrill since 2017. Outside of advisory work, Jaycee is a general partner and managing member of Fiesta Vida RP LLC, a business involved in managing a rental property in Puerto Penasco, Mexico. 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, and institutional investors.

Brian Navarro is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and previously worked for the Chandler Unified School District for 18 years. Outside of his advisory role, he is involved with AZFitco, LLC, a business he has been associated with since 2018. 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 that utilize structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Joshua Davison is Vice President and Financial Consultant at Fidelity Investments. In his role, he works collaboratively with clients to develop wealth strategies aimed at providing confidence through changing market conditions. He is a member of a team of financial professionals dedicated to assisting clients in navigating various financial decisions throughout different life stages. Joshua has been with Fidelity Investments since 2011, progressing through multiple roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and since 2018, Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Jacob Ries is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Clarkson University and Salt River Project. Ries is also the founder and CEO of JR Ecommerce LLC, an online store he has operated since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Ryan Clough is a financial advisor at Morgan Stanley in Gilbert, AZ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Bonfire Financial LLC. Prior to his financial services career, his work history includes positions in retail and service industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

Benjamin Whitehouse is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in musical performance with organizations such as the Arizona Philharmonic, Sedona Symphony, True Concord, and the Phoenix Chorale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Matthew St John is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2016 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Sean A Burke is a Financial Consultant currently working at Fidelity since 2021. He has nearly two decades of experience in financial planning and investment strategy, assisting families in advancing their financial goals with a focus on growth and protection. Before joining Fidelity, Sean served as a Sales Executive at The Vanguard Group from 2007 to 2020. His expertise includes helping investors navigate the complexities of saving, spending, and investing, aiming to develop and update financial plans in alignment with evolving circumstances. Outside of his professional work, Sean has personal interests that include fitness, parenthood, pets, reading, and traveling.

Talhon Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at BancWest Investment Services, W&S Brokerage Services, Western Southern Life, and Edward Jones. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non‑discretionary management supported by research, model portfolios, and various tools.

Eddie Parra is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His prior experience includes roles at Morgan Stanley and Vanguard Group, Inc., as well as professional involvement with Forest Highlands Golf Club and Northern Arizona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios, serves as an advisor to registered investment companies, and utilizes advanced technologies including AI in its research methodologies.

Michael Huffman is a financial advisor with Ameriprise based in Queen Creek, AZ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, delivering personalized advice through a centralized consulting team.

Elva Mendoza is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jeremy Bates is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities, Charles Schwab, and The Vanguard Group. Outside of his advisory role, he is involved with Stand Together, where he conducts door-to-door election surveys. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Ryan Richardson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Automatic Data Processing. Richardson is based in Chandler, AZ. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Craig De Long is a financial advisor with Raymond James & Associates in Gilbert, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Raymond James since 2017 and is currently engaged in part-time consulting involving document editing and travel planning at Degart Global. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, supported by extensive research and multiple portfolio management styles.

Alex Parsons is a Financial Consultant currently working at Fidelity Investments since 2020. Previously, Alex served as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2015 to 2020. Alex's professional approach centers on a three-step planning process based on education and communication to simplify complex financial concepts for clients. Alex holds a California Insurance License, supporting expertise in financial planning and insurance matters. With a focus on creating financial plans tailored to individual goals, Alex aims to help clients feel more comfortable and confident about their financial futures. Outside of work, Alex has interests in comedy, cooking and baking, family activities, food, football, and parenthood.

Mark Lance Jr. is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Edward Ross is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities, Northwestern Mutual, PennyMac Loan Services, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Anthony Covarrubias is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at PayPal from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Liepold is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 1995, including Charles Schwab Bank since 2008. Outside of his advisory role, he is an owner of a small real estate property management business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational and custody services.