Manuel Canales is a Certified Financial Planner (CFP®) at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Bridget Morales is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2009. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracey Perine is a financial advisor with Merrill in Gilbert, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1996. 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.

Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and advanced modeling tools, serving clients in both direct and corporate financial planning arrangements.

Bruce Theuerkauf is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Wells Fargo since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Alex Malossi is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at William Blair & Co. and Thomas Interiors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and utilizes structured planning tools and market simulations in its process.

Caleb Cavazos is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of finance, he has worked in retail food services, including roles at Fry's Food Stores managing the meat department. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jonah Puschinsky is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with several firms, including JR Capital and Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Daniel Benzer is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at First International Bank & Trust and Investment Centers of America, Inc. He has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Nicholas Pegelow is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2012. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Rebecca Gandolfi is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked with Cetera and its associated networks since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Jonathan Hilts is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 credentials. He has one year of industry experience and previously worked at Wells Fargo and Sunwest Federal Credit Union. Outside of finance, he is involved with SAS Fabrics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. Their approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in selecting investment strategies.

Michael Gaddis is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2014. 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 a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Renee Neria is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has held positions at Edward Jones for seven years prior to joining J.P. Morgan Securities, where she has worked for three years. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities 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 incorporates an ESG eligibility framework when recommending investment strategies.

Suzy Myers is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She is based in Mesa, AZ. Outside of her advisory work, Myers is involved as a managing partner in a yacht charter business and serves on the board of a nonprofit organization supporting low-income individuals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm supports over 23,700 advisors and manages more than $1 trillion in assets.

Robert Meyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in New York City working on the sales desk for Smith Barney’s corporate retirement services. In 2002, he moved to North Carolina and joined Merrill Lynch as a Financial Advisor. Robert holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert is a qualified Portfolio Manager who provides traditional advisory services while also managing personalized investment strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He assists clients with areas such as divorce transition planning, education planning, personal retirement planning, and retirement income. Robert holds a bachelor's degree from Randolph-Macon College, where he served as captain of the baseball team. He serves on the advisory board of The Salvation Army of Greater Greensboro and is a member of the Greensboro Sports Council. Outside of work, Robert enjoys golfing, running, skiing, and spending time with his wife Ashley and their two children in Greensboro.

Francisco Gomez is a financial advisor at J.P. Morgan Securities LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Amazon. Outside of his advisory role, he has been involved with CG Bookkeeping and Tax Services LLC since 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Roberto Tamez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at Morgan Stanley and has diverse experience across several industries including education and hospitality. 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 an ESG eligibility framework to guide recommendations.

Kristopher Twigg is a financial advisor at J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Store Capital Advisors, and MartinWolf M&A Advisors. He has also been involved with SIPP Hospitality Marketing LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Matthew Loewe is a financial advisor with Merrill in Chandler, Arizona, holding the Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, Loewe owns and manages several businesses including a digital media agency, a marketing firm, and a company providing specialized services for clients affected by DUI charges. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.