Kory Schwarm is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2009. He has 15 years of industry experience at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Hays is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 63 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Klandrud is a Series 66–licensed financial advisor with 21 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and broad planning topics. The firm offers planning and managed-account services separately, featuring periodic reviews without discretionary trading authority.

Levi MaVorhis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He began his career in financial services with Merrill Lynch as a Financial Services Representative from 2020 to 2021. He then joined Fidelity Investments, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current role. Levi's approach focuses on understanding clients' priorities to co-create personalized financial plans. His professional experience spans client relationship management and investment consulting, providing a comprehensive foundation for his current advisory role. Outside of work, Levi has interests in baseball, fitness, football, golf, music, and traveling.

Charles Hopkins is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ. He holds the Series 66 designation and has 10 years of industry experience. His prior firms include BMO Direct Invest Inc., Bank of the West, BancWest Investment Services, Inc., Merrill, and Bank of America. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment guidance, utilizing multi-asset model portfolios and strict due diligence on alternative investments.

Terence Zagara is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has 13 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Taylor is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017 as well as Bank of America since 2019. Prior to his advisory career, he worked at Mesa Community College and Lowe’s. 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 both model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Jay Dittman is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 1993 and also manages Black Mountain Properties, LLC, a company he co-owns that oversees personally owned residential rental properties. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Jamal Broussard is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at firms including Nuvei, Lululemon, and Nike. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Julianna Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Aiesha Mills is a financial advisor at Fidelity with 11 years of industry experience. Her prior roles include positions at Bank of America and Merrill, and she has worked as a hair stylist at Phase 2 Hair Salon for 18 years. She holds Series 63 and Series 66 credentials. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction.

Troy Ross is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked previously at BANK OF THE WEST, BancWest Investment Services, and U.S. Bancorp Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Harold Chapple is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab in various capacities since 2000, including roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank. 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Pablo Bazan is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verra Mobility and Progress Residential, among other roles. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a broad network of advisors and branch offices nationwide.

Meaghan Karoleski is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Kyle Foley is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zovek Ferrales is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and possessing three years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Wells Fargo. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

Miguel Ronquillo is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Spencer Sabir is a Planning Consultant at Fidelity Investments, where he supports advisors in assisting clients through thoughtful planning and client outreach. He focuses on ensuring that each client is aligned with their financial goals. Spencer has held several roles at Fidelity Investments, including Investment Solutions Representative since 2025 and previously as a Customer Relationship Advocate from 2023 to 2025. Prior to joining Fidelity, he worked as a Client Service Associate at Zions Bancorporation from 2022 to 2023.

Paul Saigeon is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.