Matthew Loewe is a financial advisor with Merrill in Chandler, Arizona, holding the Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, Loewe owns and manages several businesses including a digital media agency, a marketing firm, and a company providing specialized services for clients affected by DUI charges. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Fierro is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and is also associated with Bank of America, N.A. Outside of his advisory role, Fierro owns and manages Chandler Tech Help, a small business providing technology assistance services such as smart home setup and smartphone guidance. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party teams.

Kevin Boogaard is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2017. 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.

John Parrish is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at E*TRADE from Morgan Stanley and The Vanguard Group. Parrish is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Jacob Severns is a financial advisor at Merrill holding a Series 66 designation. He joined Merrill and Bank of America in 2026, with prior experience at Charles Schwab and various roles outside the financial industry, including technical consulting and restaurant management. His background includes work in education and entrepreneurial ventures in the hospitality sector. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Manwaring is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America, N.A., as well as involvement with Brigham Young University–Idaho and SPARK MARKETING LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Julie Schjolberg is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a fitness coach with Beachbody, focusing on health and wellness activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Zoe Colovic is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Extended Vacation and Advanced Customer Services, with a substantial period spent in education before entering the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Ramiro Ramirez is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill and Wells Fargo. Outside of his advisory work, Ramirez is the sole proprietor of an online retail business based in Phoenix, Arizona. Morgan Stanley Wealth Management is an SEC-registered 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 financial planning process supported by firm-approved tools and analyses.

Stephen Surat is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to understand their personal and family priorities, developing customized financial plans tailored to their unique needs. He emphasizes forming and maintaining strong, trusting relationships to serve the evolving financial needs of his clients and their families. Prior to his current position, Stephen worked at Vanguard from 2015 to 2022, where he gained experience as a Business Development Associate and later as a High Net Worth Financial Advisor. He holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional work, Stephen has interests in cars, family activities, hiking, parenthood, and volunteering.

Pierce Brown is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab & Co., Inc. Outside of his advisory work, he is employed part-time with rideshare companies including Uber, Lyft, and DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gary Chamberlain is a financial advisor with Edward Jones in Gilbert, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jonathan Downs is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Jonathan aims to connect all aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. Jonathan holds a Bachelor's degree in Personal Financial Planning from Arizona State University's W.P. Carey School of Business. During his studies, he participated in the Financial Planning Student Association. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jonathan is involved with Gilbert Toastmasters and the Chandler Horizon Rotary, organizations that provide opportunities to develop public speaking and leadership skills. Born and raised in Chandler, Arizona, he enjoys spending time with his family and friends, traveling, going to the gym, and attending sporting events.

Jason Arciniega is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Trumaine Gammage is a financial advisor at Charles Schwab in Phoenix, AZ, with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2010. 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 access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and supervisory capabilities.

Tracy Mccormick is a Series 66-credentialed financial advisor with Edward Jones, based in Tempe, AZ, and has 14 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she provides dog sitting services in Mesa, AZ on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Julianna Elsesser is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at EPSARC and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes algorithmic methods and AI in its investment process.

Jennifer Aringdale is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as an executor for two estates in Arizona. 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, high-net-worth clients, and institutional entities.

Cord Crismon is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Solar Pros and Managed Wealth Financial, and he also has experience in education and community roles including time at Brigham Young University-Idaho and The Church of Jesus Christ of Latter-day Saints. He is involved in managing an advisory business outside of Ameriprise through Alta Management Group. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Alicia Sikes is a financial advisor at Edward Jones with 18 years of experience at the firm and holds a Series 66 designation. She is based in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.