Joshua Zahn is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He founded Heartwood Advisory, a financial services firm, where he serves as owner. His prior roles include positions at Desert Financial Credit Union, Raymond James Financial Services, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Kevin Foster is a CFP®-designated financial advisor with 23 years of industry experience, currently practicing at LPL Financial since 2009. He previously worked at Unified Wealth Management, LLC, Gunnallen Financial, Inc., and OSAIC. Outside of advisory services, he is involved in tax preparation and bookkeeping through WealthNest Tax Services. 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 portfolio programs, and access to third-party asset management, supported by technology tools and a broad suite of financial products.

Leonardo Bianchi is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to his current role, he held various positions across multiple industries, including education and corporate sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Jack Scholze is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and has prior work experience in several roles across different industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Rami Jergis is a financial advisor at Merrill with a Series 66 designation and one year of experience in the industry. Prior to joining Merrill, he held various roles outside the financial sector, including operations at Super Star Car Wash and customer service positions at Dairy Queen. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Holden is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at loanDepot for six years. 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 models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

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 65 and Series 63 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities for eight years, as well as at CH2M for four years. London also operates London Wealth Strategies, LLC, which involves non-variable insurance activities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Zachary Hahn is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Bank of America, Redwood Investment Management, and MidFirst Bank. He also has an extended background at the University of Arizona, spanning several years. 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 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 at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with 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 serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

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.