Reina Giron is a Series 66 licensed financial advisor at Edward Jones in Tempe, AZ, with 11 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she engages in online marketplace sales of personal items through platforms such as Poshmark and eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Teena Milldebrandt is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been with Cetera and its affiliates since 2014. Outside of her advisory work, she is involved in selling fixed insurance products and facilitates self-help seminars focused on life balancing topics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Ryan Barton is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Wells Fargo Investments and Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers advisory services to multiple registered investment companies.

Wayne Kandas is a CFP® professional with 37 years of experience, currently advising at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside of his advisory role, he has interests including real estate ownership in Mexico. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sean Howard is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Reebok, Fry's Food Stores, and educational positions at Corona Del Sol High School and Aprende Middle School. 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.

Richard Selzler is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank. Outside of financial advising, he serves as a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ronald Mabry is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Merrill since 1981 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a family business based in Provo, Utah. 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 strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Mariano Munguia Garcia is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at firms including Morgan Stanley, J.P. Morgan Securities LLC, and Northern Trust. Outside of finance, Mariano has worked as a delivery partner for Uber Eats. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Hans Hofstetter is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation with 14 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Mass Mutual Life Insurance, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Hiba Jelahej is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held roles in various sectors including retail and healthcare. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Caryn Mc Anelly is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2014. 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.

Maxwell Drexler is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at CorePath Wealth Partners, Morgan Stanley, Charles Schwab, and Grand Canyon University. Outside of his advisory work, he serves as a goalkeeper coach for Brophy Men's Soccer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and tailored to plan objectives. The firm includes a broad range of financial products in its investment menus and acts as an ERISA fiduciary when providing investment advice.

Megan Cassaday is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, with 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, retirement plans, corporations, and charitable organizations.

Elizabeth Wiley is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation. She has approximately three years of combined industry and related experience, including previous roles at Edward Jones and involvement in real estate brokerage. Wiley’s background also includes work in education and travel sectors. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Cristo Felix is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Chase Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Zachary Kock is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2025. He has worked at multiple entities within the Cetera network and serves as a financial advisor at Renaissance Financial. Outside of his advisory role, he is the director of club development for the Grand Canyon University Financial Planning Club, where he helps organize events to support student career success. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a network of independent advisors and utilizes a multi-manager platform with a range of program options and affiliated product offerings.

Tracie Wendt is a financial advisor with Merrill in Phoenix, AZ, holding a Series 66 credential and 11 years of industry experience. She has been with Merrill since 1997 and continues to work within the firm. 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.

Cooper Langston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of finance, he assists with events and art installations for his family’s Grace Renee Gallery. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a large network of independent advisors and multiple program structures.

Darren Monroe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Midfirst Bank. Outside of his advisory role, he is involved in life insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through various programs and third-party manager options.

Taylor Wallis is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several major firms including Morgan Stanley and Bank of America/Merrill Lynch. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.