Greyson Sassman is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials. He has been with Cambridge since 2026 and has prior experience at Morgan Stanley and Baird Financial Services, as well as roles outside the financial industry including positions at Whisper Rock Golf Club and various restaurants. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and a multi-billion dollar asset base.

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 his current role, he worked at Morgan Stanley and Nationwide and is also engaged as a contractor with Uber in the automotive and transportation sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 at Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors and The Vanguard Group. He has also worked in healthcare and fitness-related organizations such as Banner Alzheimer's Institute and Village Health Clubs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to assist clients in developing customized financial plans.

Paul Hershenberg is a financial advisor with LPL Financial in Tempe, AZ, holding the Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include long tenures at Woodbury Financial Services and OSAIC. He is involved in insurance-related business activities, including operating an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives using various strategies, including model portfolios and customized approaches.

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 serving at Cambridge Investment Research Advisors. His work history includes roles at Cambridge Investment Research Inc. and a variety of positions outside the financial services industry. Cooper is involved with COOPER FAMILY WEALTH LLC and SUMMIT FINANCIAL SOLUTIONS as advisory roles with limited monthly hours. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers across multiple platforms.

Colby Homec is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and various branches of Fidelity, spanning brokerage services and personal and workplace advising. Outside of his advisory work, he is a partner in Backpacking Grub, an online sales business where he fulfills orders and creates content for social media platforms. Colby works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including fund-of-funds and model portfolios for intermediary platforms.

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.

Susan Krech is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Yonathan Haile is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Debes Mutual, TIAA-CREF Individual & Institutional Services, and Vanguard Marketing Corporation. 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 and profit-sharing plans, corporations, and charitable organizations.

Joseph Collen is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Edward Jones, Greatest Value, and Wellgenix Health. Outside of advising, he works part-time as a courier and operates a home-based resale business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by advanced operational tools.

Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Bryan Hanson is a CFP® professional with 18 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, and previously spent over a decade with Vanguard Group and its affiliated entities. 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 integrates quantitative and qualitative research and includes a broader range of derivatives and commodities capabilities.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Shane Montgomery is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Throughout his tenure, Shane has developed expertise in wealth planning and financial consulting, focusing on supporting clients' financial needs with integrity. He emphasizes a commitment to working relentlessly alongside clients and their families to exceed their wealth planning expectations. Outside of his professional work, Shane enjoys activities such as beach outings, hiking, outdoor adventures, reading, and traveling.

Luke Bullinger is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Realty ONE Group, Redfin, and Independent advisory services. Outside of his advisory work, he is involved as an employee in I-5 Chrome Shop LLC, a retail and automotive business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Austin Small is a Financial Consultant who collaborates with clients to understand their goals and personal situations. He works with them to build and implement holistic financial plans aimed at helping clients work towards their financial aspirations. Prior to his current role, Austin held positions at Ameriprise Financial, including Client Relationship Manager from 2022 to 2023 and Client Support Associate from 2021 to 2022.