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Parker H

Series 66

Gilbert, AZ

Morgan Stanley

Parker Hilliker is a financial advisor at Morgan Stanley with four years of industry experience and holds the Series 66 designation. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes positions at Merrill, Raven Golf Club, Amazon, and Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

General estate planning guidance
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Douglas R

Series 63, Series 66

Gold Canyon, AZ

Edward Jones

Douglas Rechkemmer is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 1991 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he has ownership interests in several rental properties, including residential and commercial real estate. 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 nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeremiah C

Series 66

Gilbert, AZ

Morgan Stanley

Jeremiah Corona is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Bank of America before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Patricia W

Series 66

Mesa, AZ

Edward Jones

Patricia Wightman is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, she worked in education with the Mesa Public Schools and Tempe Elementary School District. She also owns a consulting business, PG Wightman Consulting, LLC, which she plans to close. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Divorce financial planning Educators, Teachers, and Academics Women Professionals
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Marshall G

Series 66

Gilbert, AZ

Wells Fargo Clearing

Marshall Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Kyle N

Series 63, Series 66

Mesa, AZ

J.P. Morgan Securities

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various JPMorgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, including the use of ESG eligibility frameworks.

Founder/Business Owner
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Michael D

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Michael Draper is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Draper is also a partner at Strategic Capital Holdings Group LLC. 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 investment estimates.

General estate planning guidance
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Marko P

Series 66

Gilbert, AZ

Morgan Stanley

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

General estate planning guidance
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Corbin K

Series 65, Series 66

Mesa, AZ

OSAIC

Corbin Krell is a financial advisor with OSAIC, holding Series 65 and Series 66 registrations and over 26 years of industry experience. His career includes previous roles at Woodbury Financial Services and Questar Asset Management, as well as operating Krell Financial Group since 2007. Outside of advising, he is a partner in a cigar bar and is licensed as a real estate salesperson, working as an independent contractor with Axen Realty. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Annuities Private / alternative investments
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Brian W

Series 63

Gilbert, AZ

Wells Fargo Clearing

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Victoria O

Series 63

Gilbert, AZ

Wells Fargo Advisors

Victoria Ortegon is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gregory B

Series 66

Queen Creek, AZ

Edward Jones

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies Founder/Business Owner Young Professionals
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Patrick M

Series 65, Series 63

Gilbert, AZ

Cetera

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior work includes roles at Edward Jones and several firms operating under the Anderson, Foe, Kent, and Madsen group. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to both affiliated and third-party managers through various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Hanel A

Series 66

Gilbert, AZ

Morgan Stanley

Hanel Acevedo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hanel worked at Molded Devices and Fabuwood Cabinetry, with earlier experience at R&D Altanova. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a structured planning process using firm-approved tools and modeling methods.

General estate planning guidance
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Ryan G

Series 66

Gilbert, AZ

Morgan Stanley

Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

General estate planning guidance
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Natasha H

Series 66

Gilbert, AZ

Wells Fargo Clearing

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is involved in managing vacation rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Michael F

Series 66

Gilbert, AZ

Morgan Stanley

Michael Fanning is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Tahoe and Montreux Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

General estate planning guidance
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David M

Series 63, Series 66

Gilbert, AZ

Fidelity

David Motola is a financial advisor with Fidelity Investments in Gilbert, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity since 2011, including positions at Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory role, he owns LLC BEARDEDPIANO, through which he sells his personal music compositions online. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Nicholas A

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Nicholas Anderson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Raymond James Financial Services, Desert Financial Credit Union, and Bank of America. He is also an associate at Desert Financial Wealth Management in Phoenix. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and specialized planning groups.

General estate planning guidance
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Cade S

Series 66

Gilbert, AZ

Morgan Stanley

Cade Stouder is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Morgan Stanley, he worked in various roles across several companies, including Albertsons Companies, Dutch Bros Inc., and Wilson-Bennett Technology. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group with approximately $2.74 trillion in client assets under management.

General estate planning guidance
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