Eric Quenemoen is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Edward Jones and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Jessica Joseph is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding Series 63 and Series 66 licenses. She has six years of industry experience, including roles at The Vanguard Group and eToro. Outside of her advisory duties, she is employed part-time by a valet service. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple platform options as well as proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 credentials. His background includes roles at Equitable Advisors, The Vanguard Group, and several elementary schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Matthew helps individuals, families, and business owners navigate important financial decisions by developing personalized strategies for retirement, investments, and long-term financial goals. His expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and assisting business owners and professionals with their unique financial challenges. Matthew takes a planning-first approach that coordinates various aspects of financial lives, including risk management and wealth transfer. Matthew holds a Bachelor's Degree from East Carolina University. Outside of work, he enjoys football, golfing, music, pickleball, reading, skiing, spending time with family, surfing, tennis, and traveling.

Cody Meyers is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, and AssetMark Financial. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Evan Chronister is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Gallagher Bassett and has held various positions in both financial and non-financial firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI techniques, and its roles in managing registered investment companies and delivering model portfolios.

Christopher Sullivan is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Merrill in Chandler, AZ, and has previously worked at Charles Schwab and Comcast. 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 plans, corporations, and charitable organizations.

Kenneth Lafleur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley, where he worked from 2009 to 2018. He is also part owner of Chandler Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Mary Biles is a financial advisor at Edward Jones in Tempe, AZ, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and 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 large nationwide network of advisors and branch offices.

Zhanxiao Pan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. They hold Series 63 and Series 66 designations and have worked with various divisions of J.P. Morgan since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliate partnerships.

Caprice Kalvelage is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Fidelity Investments and Equitable Advisors. She has also held various roles outside of finance, including positions with Limon Urban Kitchen and Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services that include model portfolios, third-party asset management, and institutional platforms.

Alan Pederson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses, and has 29 years of industry experience. He worked at SagePoint Financial for 12 years prior to joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Jeffrey Davi is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, AZ, where he has worked since 2022. He has a background in mortgage and insurance industries, with prior roles at Nationstar Mortgage and State Farm. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Jasmine Perez is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, she has experience in the service industry and administrative roles. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Rico Olivas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He also served in the U.S. Army from 2015 to 2019. 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.

Christian Giardina is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previous work experience at Kohl's and various educational institutions in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional advisory services, supported by a large network of investment adviser representatives and advanced research and operational tools.

Joshua Bring is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a Director-At-Large for the Arizona Sporting Clays Association and operates Bring Consulting LLC, a third-party e-commerce services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Ramirez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Bank of America, N.A., Airbox Pure, and Universal Wireless-TCC wireless. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Brown is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Grubhub. In addition to his advisory work, he serves as a FINRA arbitration dispute decision maker. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.

Benjamin Grauel is a financial advisor at Morgan Stanley in Tempe, AZ, with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2022, he worked at Robinhood Markets and Robinhood Financial, and before that at Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee analytics in its advisory process.