Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and employer-sponsored financial planning agreements.

Bruce Theuerkauf is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

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. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Caleb worked for Bank of America/Merrill Lynch and has experience in retail management at Fry's Food Stores. 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 and may incorporate an ESG eligibility framework.

Daniel Benzer is a Series 66-registered financial advisor with LPL Financial in Chandler, AZ, and has 17 years of industry experience. His prior roles include positions at First International Bank & Trust, Investment Centers of America, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a range of investment strategies and leveraging advanced research and operational tools.

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.

Jonathan Hilts is a securities advisor at J.P. Morgan Securities based in Tempe, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Wells Fargo and Sunwest Federal Credit Union. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and incorporates ESG considerations.

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 holds Series 63 and Series 66 licenses and previously worked at Edward Jones for seven years before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, along with an ESG eligibility framework.

Suzy Myers is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2001. She has 25 years of industry experience. Outside of her advisory role, she is involved as a managing partner in a yacht charter business and serves on the boards of a nonprofit supporting low-income individuals and a condo association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of advisors and branch offices.

Camden Hardy is a financial advisor with LPL Financial, holding a Series 66 designation and based in Scottsdale, Arizona. He has one year of industry experience, including work at Alpha Rising Wealth Management and LPL Financial. Outside of finance, he was involved with Hardy Hydro Solutions, a business venture operating for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Meyer II is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America and Merrill since 2012, with a brief tenure at Edward Jones. Outside of his advisory role, he is involved in a small-scale rental property investment business. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tatum Stansfield is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Stansfield worked at Curtis Capital Group and had roles outside finance, including at Vuori Clothing and Broadmoor Golf Club. Outside of advisory work, Stansfield has experience in the golf and retail sectors. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Hearn is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward D Jones & Co for 10 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Francisco Gomez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at J.P. Morgan Securities, The Vanguard Group, and Amazon. He is also engaged in bookkeeping and tax services through his own firm, CG Bookkeeping and Tax Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG factors and utilizing affiliates for implementation and portfolio services.

Roberto Tamez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Cristian Cruz Amador is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Charles Schwab and Sante Realty Investments. 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 within a non-discretionary advisory framework.

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.

David Fierro is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and is also associated with Bank of America, N.A. Outside of his advisory role, Fierro owns and manages Chandler Tech Help, a small business providing technology assistance services such as smart home setup and smartphone guidance. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party teams.

Aryanna Stark is a Series 66-registered financial advisor with Vanguard Advisers in Scottsdale, AZ. She has been with Vanguard and its related entities since 2026 and previously worked at Priority Financial Group. Outside of her advisory role, she has experience in the hospitality industry, working with several restaurant and service businesses. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and advisory teams.