Marie Donner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2022. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Sergio Rivera is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked for Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2024 to 2026. Outside of his advisory role, he operates an eBay store. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning conversations without individual security recommendations as part of its standalone planning program.

Ricardo Chilaca is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include eight years at Merrill Lynch, Pierce, Fenner & Smith Incorporated and teaching positions at Phoenix College and Central Arizona College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christopher Steele is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alanah Simmons is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Allegis Group Inc, and Alaska USA Federal Credit Union. 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.

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 credential and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Robinhood Markets, Inc. He is based in Chandler, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Christien Bryant is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Bank of America. 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 centralized due-diligence framework. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Jorge Valenzuela is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, ClearOne Advantage, Freedom Debt Relief, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Outside of his advisory role, he owns a YouTube channel called B Reel Studio, where he creates film and video content focused on cinematic effects, color grading, and editing tutorials. 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.

Jessica Marks is a financial advisor with LPL Financial in Tempe, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at Morgan Stanley for multiple periods totaling around four years and has held roles in healthcare and finance-related companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Candice Jones is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Charles Schwab. Jones is based in Phoenix, AZ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Natalie Mc Swain is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 options supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment pilots.

Craig Scrimpshire is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory work, he provides pro bono financial coaching for widows and widowers through Wings for Widows. 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 focused on dependable income and tax-aware withdrawal strategies.

Seth Lehr is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, he held positions at Modern Woodmen, Amazon, and several other companies across various industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jonathan Johansen is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2018, following eight years at LPL. Outside of his advisory role, Johansen assists with Safety Stickers LLC, a business his wife acquired. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and public finance services.

Stevi Mumma is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bastian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at VOYA Financial Advisors. He is the owner and president of Bastian Financial Services, LLC, and also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.