Connor Ross is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he has experience at Bank of America and other diverse positions including work in education and production companies. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hayley Fisher is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at City National Bank and CBRE. Morgan Stanley Wealth Management provides a 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 planning services both directly and through corporate agreements.

Allison Rawlings is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Tuesday Morning, and FedEx prior to joining J.P. Morgan Securities. 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.

Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at John Hancock Investment Management, Envestnet Financial Technologies, and State Street Global Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Dana Del Rio is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joshua Hansen is a CFP® and Series 66 certified financial advisor with Edward Jones in Mesa, AZ, bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a rental property business in Mesa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jared Mactas is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2021. Outside of his advisory role, he is also engaged in outside insurance sales, functioning as an insurance broker for various lines of business including life, disability, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations, with implementation options that include brokerage or insurance arrangements.

Gerard Telemaque is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC 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 is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Joshua Waitz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2018. Outside of his advisory role, Waitz is the owner of Claiborne Industries LLC, a personal investment LLC intended for future real estate investments. 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 combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.

Lir Vuciterna is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and involvement with educational institutions such as the University of Prishtina 'Hasan Prishtina' and Sami Frasheri High School. Merrill, along 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 institutional investors.

Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Klazroom, LLC and held various positions including roles at Old National Bank and Wal-Mart. 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 affiliated brokerage, distribution, and investment management capabilities.

Alyssa Rosenberg is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Govig & Associates and held roles related to financial services at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various investment models and third-party managers.

Andrew Sondergeld is a financial advisor with Merrill based in Chandler, AZ. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, N.A. and Bed Bath & Beyond. 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 strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Jason Silitsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously spent time with Foresters Financial Services from 2010 to 2019. Silitsky is also the owner of Granite Sky Wealth Advisors LLC, which operates as a DBA for his work with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across various program structures.

Daniel Montague is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Charles Schwab and Charles Schwab Bank, SSB in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Erik Wells is a financial advisor with Merrill in Chandler, Arizona, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. Outside of his advisory role, Wells is a general partner and managing member of Serious Business Ventures LLC, involved in acquiring a Live Hydration Spa franchise. Merrill, alongside 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.

Jeffrey Anthony is a CFP® with 17 years of industry experience, currently affiliated with Cetera in Chandler, AZ. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. He is active as a financial professional with multiple family office and wealth management entities and serves on the advisory board of TriState Capital Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Robert Henegar is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 credentials with five years of industry experience. Prior to his current role, he worked at Morgan Stanley & Co. LLC and has a background that includes ten years of service in the United States Navy and six years at Simmec Training Solutions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Haven Aiton is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with three years of industry experience. Prior to joining Morgan Stanley in 2025, Aiton worked at The Vanguard Group for two years and has experience in various sectors including previous roles at Primoris Services Corporation and the San Diego Zoo Safari Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.