Tranell Hatfield is a financial advisor with J.P. Morgan Securities in Glendale, AZ, holding Series 63 and Series 66 registrations and having nine years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Sandy Luong is a financial advisor at OSAIC with eight years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2024, Luong worked at Triad Advisors, Grove Point Advisors, Grove Point Investments, PNC Bank, and Hunt Fresh. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms and a large network of affiliated advisers.

Andrew Hunt is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Bank of the West. His career also includes a period outside financial services at Mr. Furnace Heating and Air Conditioning. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Marla Mallula is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads a wealth management practice serving clients in Lower Manhattan and Staten Island, focusing on creating customized strategies to help individuals and families pursue their long-term financial goals. Marla collaborates closely with clients to develop personalized plans that consider their unique financial situations, risk tolerance, and aspirations. With over 30 years of experience in financial services, Marla specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management, retirement income planning, and portfolio management. She works extensively with financial professionals, corporate executives, business owners, and their families, offering a comprehensive range of services such as wealth management, lending, insurance, and estate planning. Marla holds a Bachelor's degree from the University at Albany SUNY and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys playing volleyball and pickleball, running, reading, and spending time with her family, residing with her wife and three sons on Staten Island’s South Shore.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sean Mannello is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Ladenburg Thalmann & Co, American Portfolios Financial Services, Infinex Investments, Triad Advisors, and multiple divisions within OSAIC and its affiliates since 2014. OSAIC serves a diverse client base of retail and institutional investors including high-net-worth individuals, pension plans, corporations, and nonprofits. The firm provides integrated brokerage, advisory, financial planning, and managed account services using a range of investment products and tools, supported by a complex corporate structure that includes multiple mergers and private-equity ownership.

Kevin Axelson is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Axelson also serves as a home office supervisor overseeing advisory representatives with Securities America Advisors. OSAIC serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Kortny Hall is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Hall worked at Edward Jones and has a background in education with several years at Dysart and Wickenburg Unified School Districts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, research, and various investment strategies.

Mai Han Shultz is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers a range of services including brokerage, investment advisory, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

Aaron Bailey is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 credential and 11 years of industry experience. He has been with Charles Schwab and affiliated entities since 2015. Outside of his advisory work, Bailey hosts the Not So Native Podcast, which features interviews and explores local attractions in Arizona. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of brokerage, advisory, and custody services. The firm’s investment approach includes both non-discretionary and discretionary management options, supported by multi-asset model portfolios and due diligence through the Schwab Center for Financial Research.

Bridget Miyauchi is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. Outside of her advisory role, she has been involved as an associate and client associate at support companies in Carefree, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shawn Welch is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Tara Hinzman is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Wells Fargo-affiliated firms continuously since 2012. Outside of her advisory work, she owns and operates THIN Z MAN LLC, a real estate business based in Phoenix, AZ. 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 a combination of brokerage and advisory solutions supported by extensive research and analytics.

Vincenzo Leto is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James & Associates, Axos Clearing, and TD Ameritrade Inc. prior to joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Eric Schaber is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 credential and bringing 17 years of industry experience. His prior roles include positions at KMS Financial Services, Inc. and Securities America entities. Outside of his advisory work, he owns a dog rescue called Junkyard Mike's Bully Rescue, where he cares for dogs from shelters. OSAIC serves a wide range of clients, including individual, high-net-worth, pension, corporate, and charitable investors, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and offers portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments, managed on discretionary or non-discretionary bases.

Brigham Montez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. His prior work experience includes positions at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Tiffani Therrien is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Pittman Wealth Management. Therrien is also involved in Intentional Wealth Solutions LLC, where she works with advisors and clients regarding solutions and service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a nationwide network of more than 10,000 advisors.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial Inc. and earlier at LPL Financial. Outside of advisory services, he is involved in tax planning and preparation through a side business and is a licensed notary in Arizona. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutional entities, offering a variety of advisory programs and financial planning services supported by research and model portfolios.