John Tauer is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. Outside of finance, he is also a part-time musician and performer. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Hancock is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026, and as Director and Retirement Planner at the same firm from 2022 to 2024. Before joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill from 2015 to 2022. In his professional capacity, Logan emphasizes understanding clients' unique financial goals through active listening and open dialogue. He collaborates with clients to pursue their financial objectives by leveraging his expertise alongside their vision. Outside of his professional work, Logan enjoys family activities, golf, parenthood, pets, snowboarding, and soccer.

Jamie Wood is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Merrill, Bank of America, Yelp Inc., and Universal TC Tech. Outside of his advisory role, he manages a residential rental property with his husband. 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.

Michele Bunsick is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she purchases essential oil products as a brand partner for Young Living without soliciting others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devon Ramos is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his career in financial advising, he worked at GameStop from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Seth Cole is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Robinhood, and The Vanguard Group. Outside of finance, he has performed administrative work for an esports event as a contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals and institutional clients.

Ryan Berns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advice and education to empower professionals, focusing on areas such as corporate executive services, family wealth management, endowments and non-profits, legacy planning, retirement planning, socially responsible and values-based investing, special needs planning, investment strategy, tax minimization, and retirement income. Ryan holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Finance from Arizona State University’s W. P. Carey School of Business and Barrett, the Honors College, and a master's degree in Personal Financial Planning from the College for Financial Planning. During his time at ASU, he was actively involved in the Men's lacrosse team, serving as Captain and Vice President. Outside of his professional role, Ryan is engaged in community activities, including serving as the Palo Verde Division Director for District 3 Toastmasters and coaching youth lacrosse teams such as AZ Hot Sauce, Ahwatukee Lightning, and Scottsdale United. He founded the Lacrosse Leadership Institute to help develop the skills of young players. Ryan enjoys spending time with his family, participating in golf, tennis, biking, cooking, hiking, running marathons, swimming, traveling, and practicing yoga.

Alain Devoe is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation. He has four years of experience at Morgan Stanley and previously worked at Costco Wholesale and Costco Business Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without offering individual security recommendations as part of standalone plans.

Renzo Corazzo is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including a period at Bank of America, N.A. from 2014 to 2021. 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 plans, corporations, and charitable organizations.

Greyson Sassman is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining Cambridge, he held roles at Morgan Stanley and various other firms, as well as experience working at Whisper Rock Golf Club. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and utilizes proprietary and third-party strategies tailored to client objectives.

Parth Bhakta is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Morgan Stanley and has other diverse professional experiences including a contractor role with Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Karl Miller is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Miller has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2017. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Cannon is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She is focused on developing financial strategies that provide clarity and confidence to clients, emphasizing a tailored approach that responds to their evolving needs. Prior to this position, Michelle worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and initially served as a Financial Representative at the company from 2024 to 2025. Michelle's career path at Fidelity Investments demonstrates her experience in client relationship management and financial planning. Her work is centered on understanding individual client priorities to create strategies that align with their financial goals.

Joshua Paone is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at U.S. Bancorp Advisors and The Vanguard Group, Inc., among other roles. He has also been involved with Banner Alzheimer's Institute and the Arizona Country Club. 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 and offers both direct and employer-sponsored financial planning services.

Paul Hershenberg is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Woodbury Financial Services for 16 years and OSAIC for one year prior to joining LPL Financial in 2025. Outside of his advisory role, he is involved in non-variable insurance activities through his own agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and alternative investment strategies.

Chris Burger is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2012. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Cooper is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Tempe, AZ. His background includes roles at Cambridge Investment Research Inc. and several positions outside finance, including work at Tommy Bahama and Jimmy John's Franchise. He is involved in COOPER FAMILY WEALTH LLC and SUMMIT FINANCIAL SOLUTIONS as part of his other business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a variety of discretionary and non-discretionary strategies.

Colby Homec is a Series 66-licensed financial advisor with Fidelity in Gilbert, AZ, and has 16 years of industry experience. He has been with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a partner in Backpacking Grub, an online sales business where he handles order fulfillment and content creation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Maguire Peterson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked briefly at Baird Private Wealth Management and Trinity Underground. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, employing oversight controls and formal advisory roles uncommon among large institutional firms.

Jon Pia is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of advising, he has sole ownership of two rental properties in Gilbert, Arizona. 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 organizations.