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.

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.

Zachary Makawi is a CFP®-certified financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, bringing 13 years of industry experience. Prior to joining Cambridge in 2019, he worked at Next Financial Group Inc for six years. He serves as a board member for the Paradise Parrot Rescue nonprofit. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

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.

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.

Moraya Canales is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, she worked at Merrill for five years. She served in the Arizona Army National Guard from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Marie Donner is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for 11 years before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Morgan Holleran is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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.

Adam Beck is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Bank of America, Morgan Stanley, LPL Financial, and BancWest Investment Services. Outside of his advisory work, he organizes charitable events for nonprofits as part of the Mando Mercs Costume Club, a fraternal group that supports causes such as Make-A-Wish and children’s hospitals through Star Wars cosplay. 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 strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Mikayla Lemon is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she worked at The Vanguard Group, Inc. for seven years. Outside of finance, Mikayla is involved in entrepreneurial ventures including an apothecary business where she creates herbal products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Sergio Rivera is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he operates an eBay store. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery conversations and planning tools, utilizing models such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Ricardo Chilaca is a Series 66 designated financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined both firms in 2025. His previous experience includes eight years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ricardo has also worked in academic roles at Phoenix College and Central Arizona College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Christopher Steele is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Ameriprise Financial Services, and Morgan Stanley. Based in Phoenix, AZ, Steele has worked across several major firms in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alanah Simmons is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Gilbert, AZ, and has three years of industry experience. Prior to her current role, she held positions at JPMorgan Chase Bank, N.A., Allegis Group Inc, Alaska USA Federal Credit Union, and several other firms. 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 combines quantitative screening and qualitative research supported by a manager solutions team.

Bryan Hessler is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has over 18 years of experience in the financial services industry, including long tenures at Merrill and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a broad range of services.

Jacob Golladay is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and has held roles at United Parcel Service, eXp Realty, Lyft, Uber, Oscar Health, and Discover Financial Services prior to his current position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Austin Stege is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Robinhood Markets, Inc., and Wells Fargo Clearing Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.