Michael Sadjadi is a financial advisor with Raymond James Financial in Gilbert, AZ, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Ameriprise Financial Services. He is also an associate at Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports a wide network of advisors and affiliated advisory firms.

Blake Burton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes seven years at Rocket Mortgage and he has been with Merrill and Bank of America since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Galo Tapia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked extensively with Charles Schwab since 1995, including roles at Charles Schwab Bank, SSB, and Financial Engines Advisors L.L.C. from 2020 to 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory programs offering bundled advisory, brokerage, custody, and financial planning services. The firm provides a mix of non-discretionary and discretionary investment management using multi-asset portfolios and centralized operational infrastructure.

Thomas Watt is a Series 66-licensed advisor with eight years of industry experience, currently working at OSAIC. He previously worked at Royal Alliance Associates, Inc. and Edward Jones, and spent ten years at Applikon Biotechnology, Inc. Outside of his advisory role, Watt serves as a board member of the University of Advancing Technology Foundation. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation activity, and complex affiliate network.

Frank Renda Jr. is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he holds a patent on a product for which he receives royalties under a licensing agreement. 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 employs a centralized due diligence process combining quantitative and qualitative research to support its recommendations.

Nathan Stanley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and advanced planning tools, including Monte Carlo simulations, to support its advisory services.

Anthony Squirek is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Aqua Ben Corp. from 2015 to 2019. 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 advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Laci Davis is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her background includes roles at J.P. Morgan Securities, Robinhood Financial, Amazon.com, Morgan Stanley, and The Vanguard Group. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset, research-driven investment approach supported by centralized custody and operational infrastructure.

Timothy McNaney is a CFP®-designated financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities in Gilbert, AZ. His prior experience includes roles at Vanguard Advisers and Vanguard Marketing Corporation. 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 integrates quantitative and qualitative research, offering clients recommendations that include ESG considerations and broader derivatives capabilities.

James Stoes is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Voya Financial Advisors, Bank of America, and Merrill. He is also the owner and financial planner of San Tan Planning and Investments, PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing affiliated and third-party managers under various program structures and custodial arrangements.

Lonnie Davis is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, and previously at Bank of America and Merrill. 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. The firm’s advisory process combines quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities not common among many institutional advisory programs.

Samuel Yu is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Sean Kelley is a financial advisor with OSAIC Wealth, Inc. in Tempe, Arizona. He holds the Series 66 designation and has four years of industry experience, including three years at The Vanguard Group. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing a model-based investment approach with tools like portfolio optimization and rebalancing, and supports various account structures and third-party managers.

Zinnia Aguilera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes six years at Wells Fargo Bank and roles outside finance such as homemaking and teaching at Sonshine Christian School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using a combination of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Utesch is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party model portfolios and customized strategies.

Gaurav Batra is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has previously worked at Next Financial Group, Inc., Valic Financial Advisors, and Merrill. Batra has been with Edward Jones since 2019. 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 large network of financial advisors and branch offices nationwide.

Gregg Janke is a financial advisor with Ameriprise in Gilbert, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Edward Terranova is a financial advisor with Edward Jones in Tempe, AZ, holding Series 66 and Series 63 designations and having 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Group/OSAIC Wealth, Morgan Stanley, and Charles Schwab & Co., Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Ames is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. His work history includes roles at Edward Jones, USAA, and General Motors. Outside of finance, he serves as a board member and assists with payroll and IT support for his wife’s veterinary clinic, Sun Lakes Chandler Animal Clinic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Tristan Nickloy is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and Freedom Mortgage LLC. Outside of advising, he established an LLC intended for vending at local markets selling vintage clothing, though it has not been active. 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, plans, corporations, and charitable organizations.