Derek Lewis is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America N.A. and Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Benjamin Haugland is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

Mark Holthaus is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a comprehensive advisory program supported by a large nationwide network of financial advisors and branch offices.

Rama Georgis is an advisor at LPL Financial with a Series 66 designation and experience starting in 2025. Prior to joining LPL Financial, Georgis held roles at Glendale WIC, Desert Diamond Casino, Wells Fargo, CVS, and Applebees Bar & Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through its extensive network of investment adviser representatives and supports various investment strategies, including model portfolios, third-party management, and customized approaches.

Andrew Simmons is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. Based in Chandler, AZ, Simmons’s career has been focused within these firms. 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.

Jalen Mahaney is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ, with two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Mid-Continent Funding Inc and Central Bank of Boone County. Outside of financial advising, he works as a gig worker in delivery and hospitality services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jaycee Meza is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. Jaycee has worked at Bank of America, N.A. and Merrill since 2017. Outside of advisory work, Jaycee is a general partner and managing member of Fiesta Vida RP LLC, a business involved in managing a rental property in Puerto Penasco, Mexico. 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, and institutional investors.

Megan Kirk Vargo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and AXA Advisors 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, and incorporates ESG criteria, with implementation supported by affiliates including J.P. Morgan Wealth Management Solutions.

Brian Navarro is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and previously worked for the Chandler Unified School District for 18 years. Outside of his advisory role, he is involved with AZFitco, LLC, a business he has been associated with since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Joshua Davison is Vice President and Financial Consultant at Fidelity Investments. In his role, he works collaboratively with clients to develop wealth strategies aimed at providing confidence through changing market conditions. He is a member of a team of financial professionals dedicated to assisting clients in navigating various financial decisions throughout different life stages. Joshua has been with Fidelity Investments since 2011, progressing through multiple roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and since 2018, Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Ryan Clough is a financial advisor at Morgan Stanley in Gilbert, Arizona, with four years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Fidelity Investments and Bonfire Financial LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Benjamin Whitehouse is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in musical performance with organizations such as the Arizona Philharmonic, Sedona Symphony, True Concord, and the Phoenix Chorale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Matthew St John is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to that, he was employed at Merrill, Invest Financial Corporation, and Banc One Securities Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sean A Burke is a Financial Consultant currently working at Fidelity since 2021. He has nearly two decades of experience in financial planning and investment strategy, assisting families in advancing their financial goals with a focus on growth and protection. Before joining Fidelity, Sean served as a Sales Executive at The Vanguard Group from 2007 to 2020. His expertise includes helping investors navigate the complexities of saving, spending, and investing, aiming to develop and update financial plans in alignment with evolving circumstances. Outside of his professional work, Sean has personal interests that include fitness, parenthood, pets, reading, and traveling.

Eddie Parra is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His prior experience includes roles at Morgan Stanley and Vanguard Group, Inc., as well as professional involvement with Forest Highlands Golf Club and Northern Arizona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios, serves as an advisor to registered investment companies, and utilizes advanced technologies including AI in its research methodologies.

Michael Huffman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Ameriprise since 2017 and previously spent a year at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Elva Mendoza is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Nicolas Vollmer is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 designation and three years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank and has experience in other business ventures including Lost City Coffee and UCampApp. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 both directly and through corporate financial planning agreements.

Jeremy Bates is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities, Charles Schwab, and The Vanguard Group. Outside of his advisory role, he is involved with Stand Together, where he conducts door-to-door election surveys. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Ryan Richardson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Automatic Data Processing. Richardson is based in Chandler, AZ. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.