Andrew Klein is a CFP® professional with 21 years of industry experience and has been with Edward Jones since 2004. Based in Phoenix, AZ, he holds the Series 63 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Maximilian Merchut is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Arizona State University, Desert Financial Credit Union, and various educational institutions. Outside of finance, his background includes entrepreneurial activities such as involvement with Asxpol.com and Nektar Juice Bar. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs non-discretionary planning with analytical tools to tailor recommendations to client goals and maintains unique affiliations supporting municipal and public finance advisory services.

Jesus Barrera is a Series 66-licensed advisor at Merrill with 10 years at the firm and 2 years of industry experience overall. His prior work includes a position at Bank of America, N.A. 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 and institutions.

Jace Meade Slater is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary Program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes a broader range of derivatives and commodities capabilities compared to many institutional programs.

Chad Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Advisors LLC since 2021 and previously at LPL Financial and Investment Centers of America, Inc. Anderson is also an insurance agent providing life insurance options through Insource Inc and sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Dante Kircher Myton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America and has experience in various roles outside finance, including ownership of a wholesale and ecommerce business. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Jack Poppenberger is a financial advisor at Raymond James Financial in Phoenix, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2025. Prior to this, his background includes roles in various industries such as education, construction, and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Melissa Davis is a Series 66 licensed financial advisor at Merrill with 21 years at the firm and 10 years of industry experience. She is based in Chandler, AZ. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Stockton is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Frank Rimerman & Co. and Deloitte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Scott Krysl is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pemco Capital and SD Adventures, as well as positions outside the financial sector. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mike Mosher is a financial advisor at J.P. Morgan Securities in Tempe, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Robinhood, Charles Schwab, Yelp Inc., CaptionCall Inc., and Arizona State University. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework, supported by affiliates for implementation and portfolio services.

Kathy Melvin is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she is co-owner of a plumbing, HVAC, and electrical business in Queen Creek, Arizona, operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated services, managing approximately $1.01 trillion in assets through a network of nearly 24,000 advisors.

Tucker Swartz is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley and Jpmorgan Chase Bank, N.A. He also has experience outside finance, including work with COPA Health and Arizona State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes derivatives and commodities capabilities.

Raymond Thompson Jr. is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment strategies and services under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Daniel Jimenez Fulton is an advisor with Merrill holding Series 63 and Series 66 licenses, and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Varonis, Task Rabbit, and a teaching position at the University of Southern California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Syndel Milanin Sendas is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Syndel held roles at Stonex Group Inc. and StoneX Financial Inc., among other firms. Outside of finance, Syndel has been involved with Sendas Foods LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Ortiz is a Series 66 licensed financial advisor with Edward Jones in Tempe, Arizona, where he has worked since 2008, accumulating 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Nicole Vargas is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 credential and with one year of industry experience. Prior to joining Edward Jones in 2025, she operated a bookkeeping business for four years. Outside of her advisory role, she owns a long-term rental property in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Samantha Stackhouse is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked at ECS Commercial, Inc. and held various positions while pursuing her education at Franklin and Marshall College and Elon University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aaron Hamon is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Goldman Sachs and Wells Fargo Clearing, as well as service in the Utah Army National Guard. He has worked at Charles Schwab since 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and affiliated discretionary separately managed accounts, supported by a centralized operational structure and a formal alternative-investment platform.