Joshua Dean is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branches.

Robb Stocks is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for 20 years. Stocks is also involved with Buechting Financial, where he provides service to new and existing clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting processes and supports its clients through a broad advisor network and specialized programs.

Connor Gilbert is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, and Bank of America, N.A. Outside of his advisory work, he has been involved with DoorDash since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Joseph Garner Jr. is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 63 designation and over 45 years of industry experience. He has been with LPL Financial since 1997. Outside of advisory work, he is involved in managing client communications through a small artistic endeavor related to Send Out Cards, Inc. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a large network of investment adviser representatives. The firm provides a range of investment management options supported by in-house and third-party research, as well as various technology-enhanced services.

Benjamin Katz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding the Series 66 designation with five years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and University Beyond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

John Peters is a CFP®-designated financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2013. He has 20 years of industry experience, including prior tenure at LPL Financial. Outside of his advisory role, Peters is involved in managing several real estate-related businesses and operates as a rideshare driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains one of the largest networks of advisors and branch offices in its category.

Austin Nehls is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, DoorDash, Ball State University, Sonora Investment Management, and Central Connecticut State University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Kennedy is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has held roles at LPL Financial since 2017 and has been involved with Trilogy Capital, Inc. and Trilogy Financial Services, where he also acts as a fixed insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various advanced investment strategies.

Gary Bettencourt is a financial advisor with Fidelity Investments in Chandler, AZ, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns and operates an adult soccer business involved in event planning and bookkeeping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and oversight of sub-advisers.

Alfredo Fragoso is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gary Phillips is a financial advisor with J.P. Morgan Securities, holding the CFP® designation and Series 63 and 66 licenses, with 28 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020, and previously at Bank of America and Merrill from 2014 to 2020. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Eliot Lincoln is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Merrill, Sandhills Global, and several positions at Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Christina Zua is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Twin Peaks Restaurant, Nashville Digestive Disease Center, Ymca Maryland Farms, and Abercrombie and Fitch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Brian Sachs is a CFP® professional affiliated with Edward Jones in Tempe, AZ, with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Gary Parsell is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Merrill since 2009 and simultaneously affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the general partner and managing member of Redfield Investment LLC, a company unrelated to investment advisory activities. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Olsen is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has experience at Morgan Stanley since 2025, following prior roles at Clark Street Financial and several educational institutions. 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, including customized financial planning supported by a structured discovery process and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Todd Muncy is a CFP® with 29 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at The Vanguard Group, Scottrade, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct and oversee model portfolios across various asset classes.

Sam Gerrety is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, N.A., Trabocca, and Goodpointe Technology. 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 institutions.

Kevin Gascoyne is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he serves as treasurer for the Crimson Mountain Homeowners Association, overseeing community plans and expenses. 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 plans, corporations, and charitable organizations.

Joseph Barkat is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Barkat also engages in independent insurance brokering with multiple life insurance companies. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.