Aaron Nance is a CFP® and ChFC® with 20 years of experience in the financial services industry, all of which he has spent with Edward Jones. He is based in Gilbert, AZ. Outside of his advisory role, Nance has interests related to commercial real estate, with family involvement in real estate investment entities. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment advisory strategies through a large national network of financial advisors and branch offices.

Andrea Henry is a Series 66-credentialed financial advisor with Wells Fargo Advisors in Gilbert, AZ, with six years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. Outside of her advisory role, Henry is a sales consultant for Norwex, specializing in chemical-free cleaning products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically negotiated on a discrete basis.

Hanna Torres is a financial advisor with Fidelity Investments in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., The Prudential Insurance Company of America, and Albertsons. Outside of her advisory work, she is an independent health and wellness consultant for Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Anthony Occhino is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2005. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Meagan Ice is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at The Vanguard Group and owns Ice Media LLC, a consulting business. 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 supported by firm-approved tools and methodologies.

Ariana Dean is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2019. Outside of her advisory role, she is the owner and investor of Golden Gecko Properties LLC. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework when applicable.

Christine Dorf is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2004. She has 16 years of industry experience. Outside of her advisory role, she owns Elk and Sparrow, a small business that creates and sells homemade seasonal home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment solutions through a large network of financial advisors and branch offices nationwide.

Carter Lake is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Charles Schwab and worked multiple years at the University of Colorado Boulder. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Daniel Caraveo Jr. is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Charles Schwab and in the real estate sector with ERA Sellers and Buyers Real Estate. He is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Becky Wagstaff is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, and it manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Matthew Michael is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2009. Prior to that, he was with Unified Wealth Management, LLC and Gunnallen Financial, Inc. He also provides tax preparation and planning services through a related business, Illuminate Tax Advisors, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Mallory Reis is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, and has 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Reis manages a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carlos Conrado is a financial advisor at Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials. He began his industry career in 2026 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Stacy Siewert is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Zohreh Daemi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Walden University. Outside of her advisory work, she is a co-owner of a rental property managed by a third-party company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Decaro is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. In his role, he provides thoughtful advice and guidance to clients aimed at achieving their financial goals, combining his experience as an advisor and portfolio manager. Robert joined Merrill Lynch in 2008 after 13 years at Bank of America, where he provided lending and cash management solutions to retail and wealth management clients. Robert holds a Bachelor's degree in Accounting from California State University, Long Beach, and maintains several professional designations including CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED PLAN FIDUCIARY ADVISOR®, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He has also completed the Merrill Longevity Training Program through the Davis School of Gerontology at the University of Southern California. As a portfolio manager, Robert manages personalized and defined investment strategies for clients. Outside of his professional work, Robert is involved with organizations such as Feed My Starving Children and Ronald McDonald House. He enjoys spending time with his family, including traveling with his wife and two children, as well as participating in activities like baseball, bowling, camping, football, gardening, soccer, swimming, and woodworking.

Anthony King is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017, and was previously with Vanguard for one year. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Trey Clark is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Merrill since 2016. Outside of his advisory work, he serves as an advisory board member for Childhelp, a nonprofit organization focused on fighting and preventing child abuse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Michelle Blasnig is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, supported by a nationwide network of financial advisors and branch offices.

Nicholas Paige is a Financial Advisor based in Arizona, affiliated with Merrill Lynch Wealth Management. He collaborates with clients nationwide to provide personalized wealth management, tax-aware strategies, cash flow planning, lending solutions, retirement planning, business transitions, liquidity events, and legacy planning. Nicholas works with families, business owners, and professionals, including attorneys, healthcare professionals, and business owners, guiding them through the financial complexities associated with their careers and wealth. Nicholas earned a Bachelor of Science in Business Administration with a concentration in Economics from Liberty University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Prior to his advisory role, he founded and operated a business consulting firm supporting small businesses and law firms. Originally from Arizona, Nicholas lived in several European countries pursuing a professional soccer career, experiences that contributed to his approach in building strong client relationships. Outside of work, he enjoys golfing, hiking, running, playing soccer, and spending time with his family.