Joseph Ortiz is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Vargas is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 credential and with one year of industry experience. Prior to joining Edward Jones in 2025, she operated a bookkeeping business for four years. Outside of her advisory role, she owns a long-term rental property in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Samantha Stackhouse is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked at ECS Commercial, Inc. from 2022 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services.

Aaron Hamon is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and Wells Fargo Advisors. Hamon also served six years in the Utah Army National Guard. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Natalie Permuy is a financial advisor with Edward Jones in Tempe, Arizona, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she operates an Etsy shop called NattyShackCreations, which focuses on arts and crafts as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Lucas Widoff is a Certified Financial Planner® with 13 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2025 and previously held positions at Wells Fargo Clearing and Morgan Stanley Private Bank. Based in Queen Creek, AZ, he holds the CFP® and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with recommendations delivered through meetings and written summaries.

Alejandro Camacho is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab, JPMorgan Chase Bank, and other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeremy Holmes is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Holmes provides attendant care for his son with special needs and serves as a FINRA arbitrator when selected. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, maintaining a large retail advisor and branch network along with affiliated capabilities such as a trust company and proprietary mutual funds.

Brandon Zaun is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016 and 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abraham Martinez Flores is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE, Merrill, and Wells Fargo. Outside of advisory work, he delivers items part-time for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Amanda Washington is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. Her prior work includes roles at JPMorgan Chase Bank, N.A., State Farm Mutual Automobile Insurance Co., and various lending and insurance companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Landen Westbrook is a financial advisor with Merrill and holds a Series 66 designation. He has been in the financial industry for less than one year, with prior experience including roles at Verizon Wireless and Trader Joe's. He is also affiliated with Arizona State University. 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.

Ross Murphy II is a financial advisor with Charles Schwab in Phoenix, Arizona, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Frank Che is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he works as a professional scorer for ACT and state assessment tests, focusing on English reading and writing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of advisors and branch offices supporting its advisory programs.

William Monaccio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Dynamic Wealth Strategies, and Edward Jones. He is also a partner in a real estate holding company, W and A Properties, LLC, which currently has no active operations. 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 through Wealth Advisors while clients retain final decision-making authority.

Tabb Wile is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Jeffrey Taylor is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2016, initially serving as a Financial Consultant. Prior to joining Fidelity, Jeffrey was a Private Client Advisor at JP Morgan Chase from 2015 to 2016. He also held roles at Charles Schwab from 2009 to 2015, including Vice President and Branch Manager as well as Vice President and Financial Consultant. Throughout his career, Jeffrey has developed expertise in wealth planning and financial consulting. He focuses on providing clear and straightforward education to clients, helping them progress towards their financial goals by considering their unique situations, including family and savings objectives. Outside of his professional work, Jeffrey enjoys camping, fishing, kayaking, movies, and traveling.

Troy Holtey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 10 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Clearing. Holtey is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with options for implementation through brokerage or advisory programs.

Angela Brown is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She has previously worked at firms including LPL Financial and Sagepoint Financial, and she is also a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers varied portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Dalan Smith is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he held positions at Grand Canyon University and Vuori. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but generally does not provide individual security recommendations within standalone planning programs.