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.

Brendan Wanek is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and six years of industry experience. His career includes positions at Bank of America, American Express, and Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Tessa Garnett is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at BMO Harris Bank for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jeffrey Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Robinhood Financial, Carvana, Morgan Stanley, and Bank of America. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Figueroa is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab since 1997, including an 11-year tenure at Charles Schwab Bank, SSB. 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 solutions, leveraging multi-asset model portfolios and centralized operational structures.

Jeremy Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. He previously worked at Metlife Securities Inc for 10 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent licensed to sell life, accident, health, and property & casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Vito Diperte is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Breakthru Beverage Group, Motion Technologies, and Medinah Country Club. 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 through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.

John Skelton is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation. He has experience in the insurance industry, having worked at Brown and Brown Insurance of Arizona and Lockton Insurance, and was involved with East Valley Senior Care LLC for six years. He serves as a supervisory board member for Arizona Central Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and institutional services, utilizing model portfolios, research, and advanced technologies.

Kody Cameron is a Series 66-licensed financial advisor with Merrill, based in Chandler, AZ, and has three years of industry experience. Prior to joining Merrill, Cameron worked at Bank of America, N.A., and has held positions outside the financial sector at companies including Red Robin and Rubio's Coastal Grill. 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 a wide range of clients including individuals, high-net-worth clients, and institutions.

Tate Schilling 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 Enterprise Mobility, Super Express Inc, UPS, and Auto Spa Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including individual and corporate financial planning agreements.

Shawn Perona is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, AXA Advisors, and Rocket Mortgage. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Yelena Stanisic is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Banner Health and held various roles with the Arizona Department of Administration, Department of Homeland Security, and the Arizona Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options supported by a large network of financial advisors and branch offices nationwide.

Kyle Decker is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Advisors or affiliated entities since 2009. Outside of his advisory work, Decker is involved in local networking groups and serves in leadership roles within community organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, integrating advisory services with banking and other financial product offerings.

Olga Gonzalez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank SSB since 2020. Outside of her financial advisory work, she owns a textile manufacturing business focused on producing knitted garments and socks. Charles Schwab & Co., Inc. serves 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, offering multi-asset model portfolios and integrated brokerage, custody, and advisory services.

Carly Kaiser is a financial advisor with Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at The Vanguard Group, Inc., Fleetmatics/Verizon Telematics, and Foresters Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Plesh is a Wealth Management Advisor specializing in retirement planning and tax-efficient wealth management services. He works primarily with successful professionals approaching retirement, helping them assess their readiness and develop strategies to generate income, manage Social Security benefits, and minimize taxes. His expertise centers on the Personal Wealth Analysis® process, which he developed to help clients piece together their financial puzzles and create straightforward, understandable plans. Michael holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a Bachelor's Degree from the University of Southern Maine. Additionally, he has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. Based in Gilbert, AZ, Michael serves clients nationwide through Merrill Lynch Wealth Management. Outside of work, he enjoys camping, golfing, and spending time with his family.

Daniel Stratton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His career includes roles at Bank of America and Merrill, as well as positions outside the financial sector at Steve's Appliances and Brownsworth. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Hogan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes eight years at Wells Fargo and a year at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

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.