Daniel Michaelson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works closely with clients to help select investment strategies that align with their goals, leveraging Fidelity's brand, technology, and cost-efficient investment platform. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011, including Financial Consultant, Account Executive, Investment Representative, and Financial Services Representative. Prior to joining Fidelity, he worked as a Personal Banker at Zions Bank and as an Assistant Branch Manager at Bank of America. He holds a California Insurance License. Further educational background and personal interests have not been provided.

Zachary Makawi is a CFP®-certified financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, bringing 13 years of industry experience. Prior to joining Cambridge in 2019, he worked at Next Financial Group Inc for six years. He serves as a board member for the Paradise Parrot Rescue nonprofit. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Joseph Iaboni is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes ten years at Bank of America and Merrill prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Nelly Johnston is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked previously at First Tech Federal Credit Union, Raymond James Financial Services, and Addison Avenue Investment Services. Outside of her role at Wells Fargo, she is employed as an associate at Addison Avenue Investment Services, where she provides financial advice to members. 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 both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Morgan Holleran is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Adam Beck is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Bank of America, Morgan Stanley, LPL Financial, and BancWest Investment Services. Outside of his advisory work, he organizes charitable events for nonprofits as part of the Mando Mercs Costume Club, a fraternal group that supports causes such as Make-A-Wish and children’s hospitals through Star Wars cosplay. 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 strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Mikayla Lemon is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she worked at The Vanguard Group, Inc. for seven years. Outside of finance, Mikayla is involved in entrepreneurial ventures including an apothecary business where she creates herbal products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alanah Simmons is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Gilbert, AZ, and has three years of industry experience. Prior to her current role, she held positions at JPMorgan Chase Bank, N.A., Allegis Group Inc, Alaska USA Federal Credit Union, and several other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a manager solutions team.

Bryan Hessler is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has over 18 years of experience in the financial services industry, including long tenures at Merrill and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a broad range of services.

Jacob Golladay is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and has held roles at United Parcel Service, eXp Realty, Lyft, Uber, Oscar Health, and Discover Financial Services prior to his current position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Austin Stege is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Robinhood Markets, Inc., and Wells Fargo Clearing Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christien Bryant is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vanguard and Bank of America. His background also includes roles outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Jorge Valenzuela is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, ClearOne Advantage, Freedom Debt Relief, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Outside of his advisory role, he owns a YouTube channel called B Reel Studio, where he creates film and video content focused on cinematic effects, color grading, and editing tutorials. 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.

Natalie Mc Swain is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 options supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment pilots.

Craig Scrimpshire is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory work, he provides pro bono financial coaching for widows and widowers through Wings for Widows. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jonathan Johansen is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2018, following eight years at LPL. Outside of his advisory role, Johansen assists with Safety Stickers LLC, a business his wife acquired. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and public finance services.

Stevi Mumma is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bastian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at VOYA Financial Advisors. He is the owner and president of Bastian Financial Services, LLC, and also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

Thomas Ponticelli is a Series 66-credentialed financial advisor with Edward Jones in Gilbert, AZ. He joined Edward Jones in 2026 and has prior experience in professional sports and private pitching lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies through a large national network of financial advisors.

Jennifer Montenegro is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of her advisory role, she works as a retail clothing sales associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.