Jillian Benson is a financial advisor at Merrill with 17 years at the firm and 7 years of industry experience. She holds a Series 66 designation and is based in Gilbert, AZ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joseph Vogt is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Vanguard Advisers since 2019 and has been associated with various Vanguard entities, including Vanguard Marketing Corporation and The Vanguard Group, Inc., since 2017. Prior to that, he spent seven years at Grand Canyon University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a combination of digital delivery and advisor support to manage a large client base.

Zachary Hamm is a financial advisor with Raymond James & Associates in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Raymond James since 2018 and previously spent two years at The Vanguard Group, Inc. In addition to his advisory role, Hamm serves as Treasurer and Officer for Tempe Leadership, a nonprofit organization he helped found. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Margaret Mccoy is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization supporting high school football. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making.

Jack Sklar is a financial advisor at Ameriprise in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and World Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 dependable income sources and tax-aware withdrawal strategies.

Dylan Leonard is a financial advisor with Vanguard Advisers, holding the Series 66 designation. He has one year of industry experience and previously worked at LPL Financial LLC. Outside of finance, his background includes roles related to parking services and operations at sports venues and educational institutions. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven portfolio management with a proprietary glide-path methodology, primarily using Vanguard funds and ETFs.

Zheng Wang is a financial advisor at Morgan Stanley in Gilbert, AZ, with two years of industry experience. He previously worked at Wells Fargo for eight years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.

Kyle Pogson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His background includes roles at The Vanguard Group, Vanguard Marketing Corporation, and previous positions outside the financial sector. He has also worked in education and technology sectors earlier in his career. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-to-advisor ratio and a range of customization options.

Marc De Micco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has held positions in diverse fields including physical therapy and senior living. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jennifer Vo is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2007. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

Chelsea Wells is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her previous roles include positions at Wells Fargo Bank, Northern Trust, and several other financial and service organizations. 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 and investment solutions, supported by a large network of financial advisors and branches.

Nathan Ring is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds a Series 63 license and is based in Scottsdale, AZ. Ring's career has been exclusively with The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and a broad advisory team.

Matthew Baehr is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he previously operated Spartan Boot Camps LLC for eleven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

Maher Warrayat is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Arco. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Michaelson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works closely with clients to help select investment strategies that align with their goals, leveraging Fidelity's brand, technology, and cost-efficient investment platform. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011, including Financial Consultant, Account Executive, Investment Representative, and Financial Services Representative. Prior to joining Fidelity, he worked as a Personal Banker at Zions Bank and as an Assistant Branch Manager at Bank of America. He holds a California Insurance License. Further educational background and personal interests have not been provided.

Caitlin Burgos is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She has been with Vanguard and its affiliates since 2022, and previously worked in a variety of roles including positions at Randstad and American Campus Community. Vanguard Advisers offers a combination of automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Austin Judd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses. Outside of finance, he is involved with Makeup By Lianne LLC, a business he has been associated with since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative analysis, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ryan Mc Cormick is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at Morgan Stanley and several positions within Vanguard affiliates. Outside of finance, he has three years of involvement with Arcadia Lacrosse. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and a broad range of customization options, managing a large client base through its scale and digital delivery model.

Joseph Iaboni is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes ten years at Bank of America and Merrill prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Nelly Johnston is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked previously at First Tech Federal Credit Union, Raymond James Financial Services, and Addison Avenue Investment Services. Outside of her role at Wells Fargo, she is employed as an associate at Addison Avenue Investment Services, where she provides financial advice to members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.