Cami Mc Cabe is a financial advisor with Ameriprise in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Arvest Wealth Management from 2014 to 2018 before joining Ameriprise Financial Services, Inc. Her other business activities include involvement with McCabe Plumbing and Water Treatment LLC, a plumbing business operated by her husband. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Albert Morman is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at ESI and the U.S. Census Department in 2020. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and investment modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Shuping England is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, England worked at several firms including Akorbi and Cyracom International. Outside of financial advising, England is an author with publications on Amazon Kindle Direct Publishing and serves as a board member for the North America Customer Service Management Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and models.

Kenneth Tipping is a financial advisor with LPL Financial in Florence, AZ, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. 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, asset management programs, and institutional platforms, supported by a large network of more than 22,800 advisors.

David Lopez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2021 after over 20 years of experience leading a tax, consulting, and cross-border business practice at BeachFleischman PC, one of Arizona’s largest accounting firms, where he was a partner. At BeachFleischman, David established the firm’s international tax practice, growing it into one of its fastest expanding segments. Prior to that, he worked at Ernst & Young LLP. In his current role, David collaborates with a team of experienced financial advisors to deliver comprehensive financial guidance, with a focus on serving high net worth and ultra-high net worth families. His approach emphasizes coordination with clients’ other advisors, such as attorneys and accountants, to provide a family office–style service. While David is a Certified Public Accountant (CPA), he does not provide tax or legal advice in his wealth management role. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, and individual and corporate investment strategy. David holds a Bachelor’s Degree from the University of Arizona and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. He has been active in community leadership roles with organizations including Ronald McDonald House of Southern Arizona, Carondelet Foundation, Salpointe Foundation, Kino Border Initiative, Tucson Metro Chamber of Commerce, and Nexus Executives. His personal interests include basketball, biking, skiing, tennis, traveling, and spending time with his family.

Roger Curtis is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, Curtis is the sole proprietor of a retail and online store business and is involved in healthcare services through employment with Affinity Family Care. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Eric Schneck is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and adapting portfolios as clients' circumstances evolve. His expertise covers a range of areas including college education planning, family wealth management strategies, institutional investment consulting, legacy planning, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Eric holds a Bachelor's Degree from Arizona State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests in baseball, basketball, fishing, golfing, scuba diving, and spending time with his family.

Michael Barton is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Carlos Ramirez is a financial advisor at Merrill in Gilbert, AZ, with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Wells Fargo Bank. Ramirez also has experience with the UCLA Fund and UCLA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Mannino is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing commercial real estate through his ownership of Port Erie Holdings LLC and participation in Carini Investments, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Michael Zhu is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and has nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent time at The Vanguard Group, Inc. from 2017 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Dawson Alverson is a financial advisor at LPL Financial with a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Kestra Advisory for one year and has been involved with Qc Accounting LLC since 2007. 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 portfolio programs, and institutional platforms, with a focus on combining scale and diverse financial offerings.

Michelle Knapp is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Union Bank and Guild Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erica Delgado is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Edward Jones for six years and JPMorgan Chase Bank NA for seven years. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, providing comprehensive reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized recommendations, primarily for clients with Ameriprise-managed accounts.

Gabriele Geesling is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She previously worked within various Wells Fargo entities since 2009. Geesling is a 50% owner of Geesling Financial Group LLC, where she dedicates significant time alongside her advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and planning tools to deliver customized recommendations.

Peter Lakon is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Eats, DoorDash, and the United States Senate. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment committee insights.

Dennis Johnson is a financial advisor at Insurance & Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tree Line Capital and WFG Advisors. In addition to his advisory role, he is an independent agent for Medicare health insurance products. Insurance & Wealth Advisors, LLC provides investment advisory and insurance-related services primarily to individual clients, managing a small asset base with a non-discretionary approach. The firm combines portfolio management with active insurance sales, a structure uncommon among independent advisory firms.