Wendy Stolcis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Hunter Hinton is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on providing clients with clear peace of mind, ongoing predictability, and overall control of their financial lives. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and began his financial advisory career as a Financial Advisor at Edward Jones from 2023 to 2024. His professional experience encompasses various aspects of financial planning and client relationship management.

Kal Jamsa Jr. is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent over two decades at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients 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 supported by firm-approved tools and extensive resources.

Ryan Graham is a Financial Consultant at Fidelity Investments, where he began his current role in 2023. He has over two decades of experience in the financial industry, focusing on retirement planning, tax-efficient investing, and legacy preservation. His career includes positions such as Investment Consultant at Fidelity Investments, Financial Advisor at PFG Advisors - Copper State Wealth Management, and Private Client Advisor and Personal Banker roles at JPMorgan Chase. Ryan's background spans from entry-level teller roles to advanced advisory positions, showcasing a comprehensive understanding of financial services. Ryan holds a California Insurance License. Outside of his professional work, he has personal interests in cars, fitness, music, parenthood, snowboarding, and traveling.

Theresa Cann is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds.

Jacob Adams is a financial advisor with LPL Financial based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL, Adams has been associated with American Financial Associates and has experience in tax preparation and accounting services. 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 advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Manuel Hierro is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative screens and qualitative research.

Joseph Woods is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2008. Based in Peoria, AZ, Woods has over two decades of tenure with his current firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Kurt Oswald is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years and WFG Advisors for six years. Outside of his advisory work, he participates in medical research testing. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.

Ivey Lopez is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, Lopez worked at Edward Jones for three years and spent fifteen years at Sephora. Lopez holds a Series 66 designation and is based in Peoria, AZ. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Nicholas Bair is a CFP® and ChFC® financial advisor with 18 years of industry experience. He currently works at Cetera and previously held positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is a licensed insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Michael O'Brien is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation. His prior work includes roles at Centaurus Financial INC., Argosy Financial, Vanguard, Ricoh USA, and Trilogy at Vistancia. Outside of his advisory work, he operates a social media business, The Guess Room, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as an employee of Arizona State Credit Union since 2007. Prior roles include positions at CUNA Brokerage Services, Banc One Securities Corporation, Natcity Investments, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms through a large network of investment adviser representatives.

Suzanne Crook is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following four years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.

Clifford Selsor III is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.