Danielle Quarantello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities, and is currently involved with Arion Care Solutions LLC, providing paid habilitation services in an assisted living setting. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates systematic due diligence and may include ESG considerations, with implementation support from affiliated entities.

Derek Seibert is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs, managing a large client base through a combined digital platform and advisory team model.

Christopher Hill is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Charles Schwab, and Silicon Valley Bank. 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 institutions.

James Meier is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Edward Jones and Sunamerica Retirement Markets, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, supporting advisors with a range of discretionary and non-discretionary strategies.

Andrea Kiermeier is a financial advisor at Merrill in Chandler, AZ, with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill and Bank of America since 2013, including a brief tenure at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Keith Anderson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Echo Global Logistics and Riot Hospitality Group. He also has experience in the solar energy sector and has been involved with Arizona State University over several years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Brandon Nolfo is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and Houlihan Lokey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Brian Zindell is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes 25 years at TD Waterhouse Investor Services Inc and brief tenures at Robinhood Financial, LLC and Robinhood Markets, Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenna Short is a CFP® professional with 21 years of experience in the financial services industry, currently serving at Edward Jones since 2005. Based in Scottsdale, AZ, she holds the Series 63 and Series 66 licenses. Outside of her advisory role, she owns rental properties in Keystone, CO, including a VRBO/Airbnb that she manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Douglas Dray is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and as a Personal Investment Advisor (PIA). He completed his bachelor's degree at Brigham Young University. Douglas is proficient in English and Spanish.

Eric Quenemoen is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Edward Jones and Wells Fargo. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Jon Boyd is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 39 years of industry experience, including prior work with Concourse Financial Group Securities. Outside of advisory services, he is president and agent of Boyd Insurance Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

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.