Ivy Ranere is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Morgan Financial Group and Merrill. Outside of her advisory role, she also serves as a notary in Chandler, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Melissa King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm offers both brokerage and advisory solutions and uses research and analytics alongside diversification principles and modern portfolio theory in its investment approach.

Rebekah Hunt is a financial advisor at Edward Jones in Gilbert, AZ, with 17 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2006 and also has experience working part-time as a bookseller at Barnes & Noble. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and an extensive nationwide network of advisors and branch offices.

Reed Lefevre is a CFP® professional with 39 years of experience in the financial services industry. He has worked at OSAIC since 2023 and previously spent 33 years with FSC Securities Corporation. Lefevre also operates a sole proprietorship focused on life insurance and annuity sales and service, primarily through Vanbridge. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and the use of discretionary and third-party management strategies.

Joseph Kurtz is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for six years at Freedom Mortgage Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Christopher Lewis is a financial advisor with Cetera in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera and its affiliated entities since 2012. Outside of his advisory role, he serves as a consultant for BOOSTA, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Nicholas Dumond is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for Education at Work from 2021 to 2023. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that includes firm-approved tools and modeling techniques such as Monte Carlo simulations.

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Alexa Raleigh is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America and Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Richardson is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He has been with Merrill since 2013 and previously worked at Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors, combining internal and third-party portfolio management approaches.

Donald Bohonko Jr. is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior positions include roles at Royal Alliance, Wells Fargo Clearing, and Ameriprise. 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, third-party asset management, and institutional platforms.

Jacob Hansen is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked in various roles outside financial services, including at Shin-Etsu MicroSi and Mountainside Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and the option to combine planning with managed accounts under a consolidated billing system.

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Malachi Yehudah is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. Malachi emphasizes ongoing advice and portfolio adaptation in response to changes in his clients' situations. His expertise lies in assisting clients with various financial priorities, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Malachi holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Grand Canyon University.

Christopher Joyce is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation and with two years of industry experience. Before joining Edward Jones in 2023, he worked at Jason Earl State Farm for five years and the Hummel Group for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Georgina Bunger is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 2 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in real estate sales with Century 21 Kroff Realty in Gold Canyon, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Joshua Rayhons is a financial advisor with Cetera in Gilbert, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Voya Financial Advisors and Black Gould & Associates, Inc. He serves on the boards of the Dignity Health Foundation - East Valley and The Otto & Edna Neely Foundation, and is involved with the Gilbert Chamber of Commerce and community leadership through Gilbert Talks, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, offering diversified portfolio management and financial planning through various program platforms and third-party manager access.

Kyle Foster Klaus is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he held positions in retail and other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their 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 and qualitative research.

Austin Scribner is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Charles Schwab for two years. Outside of finance, he is involved in customer service at the Talking Stick Golf Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research.

Rudy Alvarado Jr. is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2024, he worked in various school districts including Gilbert Public Schools and Scottsdale Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.