Mallory Reis is a CFP® and Series 66 licensed financial advisor with 15 years of experience, all at Edward Jones in Gilbert, AZ. She has managed client portfolios since 2011. Outside of her advisory role, she owns a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Salorio is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding a Series 66 credential and three years of industry experience. His work history includes roles at Citigroup, Merrill, and various other firms, alongside entrepreneurial activities with Solentrex Inc., M.S. Capital Holdings LLC, and Sharkz N Solos Racing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Jacklyn Diaz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Morgan Stanley, she held various roles including positions at BlueStar Resort & Golf and Charles Schwab, and had educational experience at The University of Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial planning services.

Paolo Menuez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Morgan Stanley. Outside of advisory work, he is the sole proprietor of Five Loaves LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Shetal Mall is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, Mall worked at Discover Financial Services and has freelanced in music and photography through platforms such as Upwork. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a focus on structured planning tools and tailored financial strategies.

Stephen Shepherd is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Bancorp Investments, Amazon, Nationwide Investment Services Corp, Questar Capital Corporation, Dessert Schools Credit Union, and LPL Financial. Outside of his advisory role, he holds an active real estate license for personal use. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a diverse range of investment products.

Sebrena Tranton is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Wells Fargo Bank, N.A. for 14 years. Outside of advising, she owns a condominium rental property in Puerto Peñasco, Sonora, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Kenneth Gudewich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beth Bissonnette is a financial advisor at Edward Jones with five years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. She has been with Edward Jones for her entire career, spanning from 2005 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicholas Sowa is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2020. His prior experience includes roles at Bank of America, Merrill, and Quicken Loans. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Juan Loaiza is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Frito Lay from 2016 to 2022 and has been involved with Uber Eats since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Daniel Gray is a financial advisor with Merrill based in Gilbert, AZ, holding a Series 66 designation and offering 17 years of industry experience. He has worked with Merrill since 2000 and has been associated with Bank of America, N.A. since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Whitehouse is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016. His prior experience includes roles at Casablanca Capital LLC. 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.

Joshua Zahn is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He founded Heartwood Advisory, a financial services firm, where he serves as owner. His prior roles include positions at Desert Financial Credit Union, Raymond James Financial Services, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Leonardo Bianchi is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to his current role, he held various positions across multiple industries, including education and corporate sectors. Morgan Stanley Wealth Management provides 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 through both direct individual relationships and corporate financial planning agreements.

Jack Scholze is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and has prior work experience in several roles across different industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Mark Holden is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at loanDepot for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Charles Slack is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at EXP Realty and Berkshire Hathaway. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Kreitinger is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch, Pierce, Fenner & Smith, and RedBull Distribution Company. Outside of his advisory work, he is employed by Amazon.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with access to model portfolios, third-party asset managers, and technology tools while providing a broad platform that includes insurance services, credit arrangements, and bank partnerships.