Adam Cooley is a financial advisor with Equitable Advisors in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in the restaurant industry as well as at The University of Arizona. Outside of his advisory role, Cooley is involved in real estate ventures, including partnerships in entities focused on house flipping and Airbnb management. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of investment adviser representatives and utilizes both proprietary and third-party investment solutions.

Zachary Lasater is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Edward Jones. He has a background that includes work in education at West Lafayette Jr/Sr High and Purdue University. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, with portfolios largely constructed from Vanguard funds and ETFs, and supports a high volume of clients through its digital platform and team servicing model.

Jessica Joseph is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding Series 63 and Series 66 licenses. She has six years of industry experience, including roles at The Vanguard Group and eToro. Outside of her advisory duties, she is employed part-time by a valet service. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple platform options as well as proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 credentials. His background includes roles at Equitable Advisors, The Vanguard Group, and several elementary schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Matthew helps individuals, families, and business owners navigate important financial decisions by developing personalized strategies for retirement, investments, and long-term financial goals. His expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and assisting business owners and professionals with their unique financial challenges. Matthew takes a planning-first approach that coordinates various aspects of financial lives, including risk management and wealth transfer. Matthew holds a Bachelor's Degree from East Carolina University. Outside of work, he enjoys football, golfing, music, pickleball, reading, skiing, spending time with family, surfing, tennis, and traveling.

Cody Meyers is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, and AssetMark Financial. Merrill, together 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 a variety of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Dollarhide is a CFP® professional with 32 years of experience, currently with MassMutual Investors Services in Scottsdale, AZ. He has been with MassMutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory role, he is involved in several business ventures including ownership in a brokerage firm, life settlements, 401(k) services, and startup technology investments. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative planning process that advises on investment categories and strategies.

Evan Chronister is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Gallagher Bassett and has held various positions in both financial and non-financial firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI techniques, and its roles in managing registered investment companies and delivering model portfolios.

Christopher Sullivan is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Merrill in Chandler, AZ, and has previously worked at Charles Schwab and Comcast. 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, pension plans, corporations, and charitable organizations.

Kenneth Lafleur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley, where he worked from 2009 to 2018. He is also part owner of Chandler Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Mary Biles is a financial advisor at Edward Jones in Tempe, AZ, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Zhanxiao Pan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. They hold Series 63 and Series 66 designations and have worked with various divisions of J.P. Morgan since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliate partnerships.

Caprice Kalvelage is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Fidelity Investments and Equitable Advisors. She has also held various roles outside of finance, including positions with Limon Urban Kitchen and Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services that include model portfolios, third-party asset management, and institutional platforms.

Asad Bahbah is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Alan Pederson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses, and has 29 years of industry experience. He worked at SagePoint Financial for 12 years prior to joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Steven Thomas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at USAA Investment Services Company and USAA Financial Planning Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Davi is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, AZ, where he has worked since 2022. He has a background in mortgage and insurance industries, with prior roles at Nationstar Mortgage and State Farm. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Jasmine Perez is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, she has experience in the service industry and administrative roles. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Rico Olivas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He also served in the U.S. Army from 2015 to 2019. 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.

Christian Giardina is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previous work experience at Kohl's and various educational institutions in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional advisory services, supported by a large network of investment adviser representatives and advanced research and operational tools.