William Monaccio is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at LPL Financial, Dynamic Wealth Strategies, and Edward Jones. Outside of his advisory work, he is a partner in a real estate holding LLC. J.P. Morgan Securities provides 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 and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Jeffrey Taylor is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2016, initially serving as a Financial Consultant. Prior to joining Fidelity, Jeffrey was a Private Client Advisor at JP Morgan Chase from 2015 to 2016. He also held roles at Charles Schwab from 2009 to 2015, including Vice President and Branch Manager as well as Vice President and Financial Consultant. Throughout his career, Jeffrey has developed expertise in wealth planning and financial consulting. He focuses on providing clear and straightforward education to clients, helping them progress towards their financial goals by considering their unique situations, including family and savings objectives. Outside of his professional work, Jeffrey enjoys camping, fishing, kayaking, movies, and traveling.

Troy Holtey is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 license and has worked at Wells Fargo Clearing and LPL Financial LLC. Outside of his advisor role, he is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using firm resources such as research and planning tools to develop tailored client recommendations.

Angela Brown is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She has previously worked at firms including LPL Financial and Sagepoint Financial, and she is also a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers varied portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Dalan Smith is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he held positions at Grand Canyon University and Vuori. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Adrienne Borchers is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, concurrently affiliated with JPMORGAN Chase Bank, N.A. since 2012. 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 program integrates quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Sean Sharp is a financial advisor with Ameriprise in San Tan Valley, AZ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise.

Hannah Dabbs Mendoza is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Cambridge Investment Research, Inc., Twenty-First Century Group, Inc., and involvement with Arizona State University and the Arizona State Senate. Mendoza is also the owner of Work Life Planners, a separate business based in Mesa, AZ. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a variety of account platforms and proprietary model strategies.

Stephen Johnson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. He serves as successor trustee of the Beckman Revocable Living Trust. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program structures and oversees more than $256 billion in assets under management.

Jason Cowans is a financial advisor with Robert W. Baird & Co. in Chandler, AZ, holding CFP® and ChFC® designations and over 24 years of industry experience. Prior to joining Baird in 2026, he held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services utilizing multiple separately managed account strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Benjamin Thomas is a financial advisor with Thrivent Investment Management in Tempe, AZ, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Thrivent Financial since 2017 and Modern Woodmen of America in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority, and offers flexible planning combined with managed-account options under its WealthPlan program.

Tuan Hoang is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since 2010, he has worked directly with healthcare and technology professionals, as well as small business owners and entrepreneurs, helping them achieve their financial goals through a streamlined, goal-based wealth management process emphasizing accountability, service, and results. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Tuan holds a Bachelor's Degree from Seattle University and maintains the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Fluent in both Vietnamese and English, he emphasizes working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Residing in Seattle with his wife and two sons, Tuan enjoys traveling and exploring the outdoors with his family. His personal interests include camping, cooking, dancing, football, golfing, hiking, music, and singing. He is involved with the community organization Helping Link and is a fan of the Seattle Seahawks.

Jeffrey Boles is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Vanderbilt Mortgage and Finance Inc. and Bank of America. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Jose Luis Bufanda is a financial advisor with Merrill based in Queen Creek, AZ. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and has experience with GMS/E & C Services and Red Mountain High School. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Pacek Jr. is a financial advisor with Merrill who holds Series 63 and Series 66 designations and has 18 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America since 2013. Outside of his advisory role, he works part-time for Instacart as a delivery service employee. 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, and institutions.

Nancy Nguy is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at both Merrill and Bank of America since 2014. Outside of her advisory role, she is involved with a for-profit LLC that manages family rental properties, where she acts as the main contact for property issues. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party portfolio managers for individuals, high-net-worth clients, and institutions.

Benjamin Stidham is a financial advisor with LPL Financial based in Tempe, AZ. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technological and operational resources.

Zachary Porter is a financial advisor at J.P. Morgan Securities in Tempe, AZ, with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Robinhood Financial and Ameriprise Financial. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Elias Hoff is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include work at Bank of America and Farmers Insurance. Outside of his advisory work, he is the general partner and managing member of Brother Holdings LLC, a limited liability company based in Scottsdale, Arizona. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ryan Dodd is a financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 10 and 12 years respectively. Outside of his advisory work, he pursues woodworking as a hobby, occasionally creating pieces for friends and family with minimal intent to profit. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.