Brandon Nolfo is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and Houlihan Lokey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Paul Johns is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors, LLC. Outside of his advisory work, he teaches four classes at Chandler Preparatory Academy for grades 6 through 12. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars.

Brian Zindell is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes 25 years at TD Waterhouse Investor Services Inc and brief tenures at Robinhood Financial, LLC and Robinhood Markets, Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenna Short is a CFP® professional with 21 years of experience in the financial services industry, currently serving at Edward Jones since 2005. Based in Scottsdale, AZ, she holds the Series 63 and Series 66 licenses. Outside of her advisory role, she owns rental properties in Keystone, CO, including a VRBO/Airbnb that she manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Douglas Dray is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and as a Personal Investment Advisor (PIA). He completed his bachelor's degree at Brigham Young University. Douglas is proficient in English and Spanish.

Eric Quenemoen is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Edward Jones and Wells Fargo. 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 supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Jon Boyd is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 39 years of industry experience, including prior work with Concourse Financial Group Securities. Outside of advisory services, he is president and agent of Boyd Insurance Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Zachary Lasater is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Edward Jones. He has a background that includes work in education at West Lafayette Jr/Sr High and Purdue University. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, with portfolios largely constructed from Vanguard funds and ETFs, and supports a high volume of clients through its digital platform and team servicing model.

Jessica Joseph is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding Series 63 and Series 66 licenses. She has six years of industry experience, including roles at The Vanguard Group and eToro. Outside of her advisory duties, she is employed part-time by a valet service. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple platform options as well as proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 credentials. His background includes roles at Equitable Advisors, The Vanguard Group, and several elementary schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Matthew helps individuals, families, and business owners navigate important financial decisions by developing personalized strategies for retirement, investments, and long-term financial goals. His expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and assisting business owners and professionals with their unique financial challenges. Matthew takes a planning-first approach that coordinates various aspects of financial lives, including risk management and wealth transfer. Matthew holds a Bachelor's Degree from East Carolina University. Outside of work, he enjoys football, golfing, music, pickleball, reading, skiing, spending time with family, surfing, tennis, and traveling.

Cody Meyers is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, and AssetMark Financial. 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, providing model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Dollarhide is a CFP® professional with 32 years of experience, currently with MassMutual Investors Services in Scottsdale, AZ. He has been with MassMutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory role, he is involved in several business ventures including ownership in a brokerage firm, life settlements, 401(k) services, and startup technology investments. MassMutual 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, asset management, and educational programs with a collaborative planning process that advises on investment categories and strategies.

Evan Chronister is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Gallagher Bassett and has held various positions in both financial and non-financial firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI techniques, and its roles in managing registered investment companies and delivering model portfolios.

Christopher Sullivan is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Merrill in Chandler, AZ, and has previously worked at Charles Schwab and Comcast. 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 plans, corporations, and charitable organizations.

Kenneth Lafleur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley, where he worked from 2009 to 2018. He is also part owner of Chandler Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Mary Biles is a financial advisor at Edward Jones in Tempe, AZ, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Anthony Bebbington is a financial advisor with UBS Financial Services in Paradise Valley, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 1988. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory process.

Caprice Kalvelage is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Fidelity Investments and Equitable Advisors. She has also held various roles outside of finance, including positions with Limon Urban Kitchen and Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services that include model portfolios, third-party asset management, and institutional platforms.

Asad Bahbah is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.