Connor Olsen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various other positions before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Ralph Gehring is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. Prior to joining Merrill Lynch in 1996, he spent 20 years in commercial banking and financial planning. During his banking career, he approved and helped underwrite consumer and commercial financial facilities such as lines of credit, consumer loans, and commercial loans. At Merrill Lynch, Ralph focuses on a range of services including Business Financial Services, Personal Financial Services, Personal Investments, Estate Planning Services, Risk Management, Portfolio Management, Asset Preservation Techniques, and Tax Minimization. He helps clients identify and prioritize their financial goals and provides strategies to grow, preserve, and distribute their wealth. His experience covers investments, debt management, ongoing advice, and follow-up to address various aspects of clients' financial lives. Ralph earned his Bachelor of Science degree in Finance from Arizona State University. He resides in Chandler, Arizona, with his wife LaVonna. He participates in community service projects when available.

Tyson Brimhall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers LLC, PNC Investments LLC, and Prudential Insurance Company of America. Outside of his advisory role, he is involved in the production and sale of woodworking products. Edward Jones is a full-service wealth management firm serving more than 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.

Kyle Hiatt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, providing access to Merrill Lynch's investment insights as well as banking and lending solutions through Bank of America. His focus is on assisting families, retirees, corporate executives, business owners, and medical professionals in managing their financial affairs. Kyle holds a Bachelor's degree in Finance from Arizona State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes the importance of understanding his clients' needs and objectives to deliver tailored wealth management strategies. Committed to community involvement, Kyle participates in volunteer activities with local organizations. He enjoys spending time with his wife Lilli and their four children, engaging in family-related activities.

Seth Chamberlain is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and has been involved with SAC Development LLC, a limited liability company. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Selena Coates is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at PFG Advisors, OSAIC, Securities America, TruWest Credit Union, and Humana. Outside of finance, she is involved in music as a singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Joshua Dobard is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. He previously held positions at Sam's Club, Infosys Limited, Maplebear Inc., J.P. Morgan Securities, and Bill Miller Bar-B-Q Enterprises Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Stahle is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Merrill since 1988 and has concurrently been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a ward bishop for The Church of Jesus Christ of Latter-day Saints. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring with tax-focused investment capabilities and benefits from integration with Bank of America’s broader banking and capital markets platform.

Cody Brooks is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and has held various roles at Brigham Young University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and using firm-approved planning tools and models to support its offerings.

Patrick Cananea is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked previously at The Vanguard Group, Inc. and Davidsons. 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 modeling techniques.

Zachary Einsel is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, The Vanguard Group, and TD Ameritrade. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and advanced modeling tools while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Heidi Spicer is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2015. She has two years of industry experience, including three years at Bank of America. The firm serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices. Edward Jones offers a range of wealth management services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Renee Hruska is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. Outside of her advisory role, she owns and manages TBD Corp, an investment-related business based in Sun Lakes, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kieron Flint is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 23 years of experience in the financial services industry. He specializes in assisting individuals, families, and small businesses with wealth planning to address both short-term and long-term financial goals. His areas of focus include pre-retirement accumulation, retirement income distribution strategies, estate planning, and wealth transfer discussions. Kieron holds a Bachelor's Degree in Business Administration from Villanova University. He has earned several professional designations including Certified Investment Management Analyst (CIMA) from the Investments & Wealth Institute at the Wharton School of Business, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management and the Schneck & Flint Wealth Management Group in 2017, he spent fifteen years as an investment consultant with MFS Investment Management. He is active in the community as a member of the Fiesta Sports Foundation / Fiesta Bowl Committee, which supports local charities and organizes events such as the Fiesta Bowl Parade and related football games. Kieron resides in Ahwatukee, Arizona with his two sons.

Angela Escamilla is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. She holds the Series 66 designation and has worked previously at JR Capital, LLC and held various roles outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Valerie Hansen is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously spent ten years at JP Morgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence process. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Wendy Covington is a financial advisor at Edward Jones in San Tan Valley, AZ, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goodwin University, AFL (Assisted Family Living), and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

David Holderbaum is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a prior role at The Ohio State University. 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 supported by firm-approved tools and methodologies.

Ryan Mc Donald is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities, Grand Canyon Education, Slate & Bow Inc., and Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate various investment and advisory strategies.

Joseph Di Giacomo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. He joined Morgan Stanley in 2019 and previously worked at Alpha Squared Capital. Outside of finance, he works part-time in customer service at Legend Trail Golf Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.