Lonnie Davis is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Bank of America N.A. and Merrill since 2014, and with JP Morgan Chase Bank and J.P. Morgan Securities since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

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.

Jacob Evans is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2018 to 2022 and has experience outside finance, including roles with Carlsbad Beach Hotels and Tucson Marriott University-Park. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Thomas Barth is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving clients at Edward Jones since 1997. He is based in Mesa, AZ, and holds the Series 63 license. Outside of his advisory role, Barth serves as president of the Minnesota Valley Investment Club. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors nationwide, offering a broad range of advisory programs and investment solutions to individual and institutional clients under a fiduciary standard.

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 at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was with Next Financial Group, Inc. from 2015 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brian Blanchard is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked within Wells Fargo-affiliated entities since 2012, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

Chantelle Ohlsen is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with three years of industry experience. Her prior positions include roles at Bank of America, Mr. Cooper / Nationstar, and Desert Financial Credit Union. 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.

Matthew Chavez is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at The Vanguard Group and has held roles in diverse organizations including Amazon and Grand Canyon University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct client services and corporate financial planning agreements.

Spencer Daines is a CFP® professional associated with Edward Jones in Mesa, AZ, with 12 years of industry experience, all spent at Edward Jones since 2014. He holds the Series 66 license alongside his CFP® designation. 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 discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Cory Sherratt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Copenhagen West for twelve years and had roles in homemaking and with Friendly Home Services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning solutions.

Michael Klein is a financial advisor at OSAIC based in Mesa, AZ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Penn Mutual. Klein is also a board member of the Equality Chamber Foundation, a nonprofit supporting educational programming for LGBTQ+ businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Lindsay Orendorff is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lindsay is involved in interior design consulting and serves as Director of Operations for a local basketball club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Howard Valandra is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management, as well as a brief period at The Vanguard Group. Outside of his advisory role, he serves as a project coordinator for SVE Filtration, an industrial equipment sales company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Louis Datilio is a financial advisor at Thrivent Investment Management with three years of industry experience and holds the Series 66 credential. Prior to his current role, he has been involved extensively in gymnastics coaching, including positions with USA Gymnastics as a Junior Developmental National Team Coach and at various gymnastics centers. He also coaches at an annual gymnastics camp hosted by Army West Point Athletics Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across various topics without discretionary portfolio management or institutional advisory roles.

Ben Reitmeyer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has a background that includes teaching positions at multiple schools prior to entering the financial sector. He is also involved with Massow Wealth, a non-investment-related support company based in Mesa, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports investors through advisory programs and partnerships.