Richard Desjarlais is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2005 and has been with Bank of America, N.A. since 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Brisbane is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2013. 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 programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert London is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Financial in 2025, he spent eight years with Northwestern Mutual in various roles including wealth management and investment services. Outside of his advisory work, he operates London Wealth Strategies, LLC. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and a variety of strategic allocation options.

Zachary Hahn is a financial advisor at Merrill with Series 63 and Series 66 licenses and no prior industry experience. His work history includes roles at Bank of America, Redwood Investment Management, and multiple positions related to the University of Arizona. Outside of finance, he has worked at El Encanto Restaurant. 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 range of clients including individuals, high-net-worth clients, and institutional investors.

Gregory Eastman is a financial advisor with Ameriprise who holds Series 63, Series 65, and Series 66 licenses and has 29 years of industry experience. He worked for First Financial Equity Corporation for 15 years prior to joining Ameriprise in 2022. Outside of his advisory work, he owns and operates G Consulting LLC, a business consulting firm. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on income reliability and tax-aware withdrawal strategies.

Gabriel Connell is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2022. Prior to his current role, he held various positions across retail and service industries, including Target, Discount Tire, and Northern Arizona University. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Slack is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at EXP Realty and Berkshire Hathaway. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Wilson Mitchell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory services supported by internal research, manager selection, and advanced investment tools.

Michael Kreitinger is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch, Pierce, Fenner & Smith, and RedBull Distribution Company. Outside of his advisory work, he is employed by Amazon.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with access to model portfolios, third-party asset managers, and technology tools while providing a broad platform that includes insurance services, credit arrangements, and bank partnerships.

John Paul Del Castillo is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with 16 years of industry experience. He previously worked at Edward Jones for 18 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Camden Plewe is a Planning Consultant at Fidelity Investments, where he applies his expertise to help clients develop financial strategies tailored to their career and retirement goals. He emphasizes understanding each client's unique situation and priorities to build lasting relationships with them and their families. Camden's career at Fidelity began as a Workplace Planning Consultant in 2023, followed by a role as a Relationship Manager from 2024 to 2025 before assuming his current position. Through these roles, he has gained experience in financial planning and client relationship management within the firm. Outside of his professional work, Camden enjoys baseball, beach activities, football, and golf.

Jason Morgan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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.

Zane Ouellette is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC for three years. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Rosario Coronado is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kory Schwarm is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2009. He has 15 years of industry experience at the firm. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Hays is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 63 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Klandrud is a Series 66–licensed financial advisor with 21 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and broad planning topics. The firm offers planning and managed-account services separately, featuring periodic reviews without discretionary trading authority.

Terence Zagara is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has 13 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Taylor is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017 as well as Bank of America since 2019. Prior to his advisory career, he worked at Mesa Community College and Lowe’s. 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 both model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Jamal Broussard is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles at companies including Nuvei, Lululemon, and Nike. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured processes and advanced modeling tools.