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.

Laura Marie Jensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of her advisory role, she is involved in direct sales and promotion of cosmetic and lifestyle products through several companies including Tupperware, Thirty One Gifts, Farmasi, Lime Life by Alcone, and Mary Kay Cosmetics. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christina Lipari is a financial advisor with Edward Jones in Apache Junction, AZ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Empower Advisory Group LLC, among others. Outside of her advisory role, Lipari operates Lipari Coaching LLC, where she provides life and health coaching and hosts a related podcast titled Connecting with Your Inner Hero. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment products. The firm manages over $1 trillion in assets and maintains an extensive nationwide network of financial advisors and branch offices.

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.

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 at Morgan Stanley in Gilbert, Arizona, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Curtis is the sole proprietor of RC Firm LLC, a retail and online store business, and is employed at Affinity Family Care, a healthcare provider. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Brent Hoskinson is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2005. 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 through a large national network of financial advisors and branch offices.

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 Series 65-credentialed financial advisor with three years of industry experience. He has worked at LPL Financial since 2024 and previously with Kestra Advisory for one year. In addition to his advisory roles, he 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools to support advisors.

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.

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.