Christopher Yturralde is a financial advisor with Merrill based in Chandler, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Merrill in 2022, he worked at Robinhood Financial and has held positions outside of finance in healthcare and other industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Milagros Ponesse is a Series 66-credentialed financial advisor at Edward Jones in Chandler, AZ, with nine years of industry experience. She has been with Edward Jones since 2014. 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, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Kelly is a CFP® and Series 63 licensed advisor with Charles Schwab in Phoenix, AZ, where he has worked since 2016. He has 17 years of industry experience. His prior roles include work with Schwab Private Client Investment Advisors. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational platforms.

Suzanne Ruthman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Derek Lewis is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Georgis held positions at Wells Fargo, Desert Diamond Casino, Glendale WIC, and other employers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Fidelity Personal and Workplace Advisors, among other firms. Outside of finance, her background includes experience in the restaurant industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Jacob Ries is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Clarkson University and Salt River Project. Ries is also the founder and CEO of JR Ecommerce LLC, an online store he has operated since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Ryan Clough is a financial advisor at Morgan Stanley in Gilbert, AZ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Bonfire Financial LLC. Prior to his financial services career, his work history includes positions in retail and service industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

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 22 years of industry experience. He has been with Edward Jones since 2016 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates 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.