Jonathan Koester is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James, Axio Financial, and Osaic Institutions. Outside of finance, he is a part owner of FIX 24-7, a restoration company providing mitigation services such as water damage and mold remediation. 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 advisory and brokerage services with a focus on model portfolios, third-party asset management, and institutional platforms.

Craig McGrath is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including LPL Financial since 2023, The Vanguard Group, Independent Financial Group, Merrill, and First Command Financial Planning. 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 variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Trent Montague is the Senior Resident Director and Wealth Management Advisor at Merrill. He has been serving clients since 1995, focusing on delivering advice that aligns with clients' risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. Trent works with individuals, families, and business owners, particularly those approaching and experiencing retirement, to develop comprehensive financial plans. Trent holds a Bachelor's Degree in Finance from Arizona State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations. He emphasizes a process-driven approach and leverages the combined resources of Merrill and Bank of America to provide a wide range of financial solutions. Outside of his professional duties, Trent is involved with Mesa High School and is a member of The Church of Jesus Christ of Latter-Day Saints. His personal interests include antiquing, camping, fishing, football, gardening, golfing, hunting, pickleball, spending time with his family, and traveling.

Richard McEachran is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to understand their financial goals and develop customized financial plans tailored to their individual needs. Prior to this, Richard served as an Investment Solutions Representative III at Fidelity Investments from 2022 to 2025, and as an Investment Solutions Representative from 2020 to 2022. He began his career as a Registered Representative at Equitable Advisors, where he worked from 2017 to 2020. Richard holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional practice.

Brian Schwarzwalder is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Newman is a financial advisor at Morgan Stanley in Tempe, AZ, holding CFP® and ChFC® designations with 13 years of industry experience. His prior roles include positions at Charles Schwab, Guardian Life Insurance Company, Park Avenue Securities, John Hancock, and The Vanguard Group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, with a financial planning process that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Christopher Geesling is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 18 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2024 before joining Wells Fargo Advisors. He is also a 50% owner of Geesling Financial Group LLC, an investment-related business based in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Jenna Pivo is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation. She has been with Edward Jones since 2026 and has previous experience as a self-employed professional and in franchising and fitness center management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated services, operating under a fiduciary standard.

Jason Oliver is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and incorporates an ESG eligibility framework in its recommendations.

Stacey Powers is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and Bank of America since 2014. 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 strategies designed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual and family goals of his clients. Chase provides guidance in areas including executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategies, and tax minimization. He integrates investment insights from Merrill with banking and lending solutions available through Bank of America. Chase holds a Bachelor's Degree from Arizona State University and professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes a client-first approach, taking the time to uncover what matters most to each client in order to create strategies that pursue their short-, mid-, and long-term financial goals. His work includes providing ongoing advice and access to specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Chase enjoys adventure sports such as baseball, boxing, football, hiking, pickleball, surfing, and swimming. His personal philosophy centers on helping clients identify what is important to them and their families to effectively pursue their financial objectives.

Mary Joy Nora is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at Bank of America for three years and spent nine years employed at Casino Arizona and Talking Stick Resort. 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.

Jessica Ogden is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 credentials and six years of industry experience. In addition to her advisory role, she is a partner and co-owner of a food truck business, Los Gauchos Heredia, 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 through a non-discretionary program.

Daniel Brennan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*TRADE Capital Management, Charles Schwab, Bank of America, Merrill, and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses. He joined Morgan Stanley in 2026 after a brief tenure at J.P. Morgan and has experience in various roles including at Arizona State University and Signature Models and Talent. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Fae Valentine is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Merrill, she was involved in various writing and media roles, including positions at Arizona State University Writer's Studio and Brick Cave Media. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Gonzalez is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. His career includes two decades at First Financial Equity Corp and multiple roles within Cetera and its affiliated entities since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures, including model portfolios, third-party managers, and bespoke investment strategies.

Joshua Preston is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at The Vanguard Group, J.P. Morgan Chase, Merrill Lynch, and Charles Schwab. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Michael Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Merrill and Bank of America since 2016. 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.

Matthew Montgomery is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other firms across different sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and proprietary investment models.