Andrew Klein is a CFP® professional with 21 years of industry experience and has been with Edward Jones since 2004. Based in Phoenix, AZ, he holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Maximilian Merchut is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Arizona State University, Desert Financial Credit Union, and various educational institutions. Outside of finance, his background includes entrepreneurial activities such as involvement with Asxpol.com and Nektar Juice Bar. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs non-discretionary planning with analytical tools to tailor recommendations to client goals and maintains unique affiliations supporting municipal and public finance advisory services.

Jose Mora Lopez is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his financial services career in 2025 and has prior work experience in military service and customer service at Whole Foods Market. MML 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 and asset management programs that emphasize annual, collaborative client relationships using firm-approved analytical tools.

Jesus Barrera is a Series 66-licensed advisor at Merrill with 10 years at the firm and 2 years of industry experience overall. His prior work includes a position at Bank of America, N.A. 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 a range of clients including individuals and institutions.

Jace Meade Slater is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan, he worked at Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Mohamed Zeitoun is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Sonoran Heights Partners, Sonoran Hills Partners, Axon Enterprise, Goldman Sachs, Bank of America Merrill Lynch, and Store Capital. Mohamed is based in Phoenix, AZ. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Chad Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Advisors LLC since 2021 and previously at LPL Financial and Investment Centers of America, Inc. Anderson is also an insurance agent providing life insurance options through Insource Inc and sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Dante Kircher Myton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America and has experience in various roles outside finance, including ownership of a wholesale and ecommerce business. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Jack Poppenberger is a financial advisor at Raymond James Financial in Phoenix, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2025. Prior to this, his background includes roles in various industries such as education, construction, and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Melissa Davis is a Series 66 licensed financial advisor at Merrill with 21 years at the firm and 10 years of industry experience. She is based in Chandler, AZ. 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.

Matthew Stockton is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Frank Rimerman & Co. and Deloitte. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Jacob Rotner is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior employment with Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked seasonally with Kona Ice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Scott Krysl is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Pemco Capital and involvement with SD Adventures. He has also worked at Rancho Santa Fe Golf Club and has spent time in education before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Mike Mosher is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Robinhood, Charles Schwab, Yelp Inc., CaptionCall Inc., and Arizona State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathy Melvin is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she is co-owner of a plumbing, HVAC, and electrical business in Queen Creek, Arizona, operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated services, managing approximately $1.01 trillion in assets through a network of nearly 24,000 advisors.

William Pfeifer III is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior roles at MassMutual Life Insurance Company and Metlife Securities Inc. Outside of his advisory role, he is a partner in a small business and operates an estate consulting service focused on assisting clients with wealth and estate planning documentation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Tucker Swartz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and COPA Health. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Raymond Thompson Jr. is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment strategies and services under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Daniel Jimenez Fulton is an advisor with Merrill holding Series 63 and Series 66 licenses, and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Varonis, Task Rabbit, and a teaching position at the University of Southern California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Syndel Milanin Sendas is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Syndel held roles at Stonex Group Inc. and StoneX Financial Inc., among other firms. Outside of finance, Syndel has been involved with Sendas Foods LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.