Sebrena Tranton is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Wells Fargo Bank, N.A. for 14 years. Outside of advising, she owns a condominium rental property in Puerto Peñasco, Sonora, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Kenneth Gudewich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Vukonich is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise where he has worked since 2005. He serves on the Board of Directors for the Phoenix Coyotes Alumni. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual reviews focused on income sources and tax-aware withdrawal strategies.

Beth Bissonnette is a financial advisor with Edward Jones in Mesa, AZ, holding the ChFC® designation as well as Series 66 and Series 63 licenses. She has 25 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Corey Young is a Financial Advisor with Merrill Lynch Wealth Management. Originally from Chicago, Illinois, he has nearly 10 years of experience in investing, personal growth, and financial planning. Corey is focused on helping individuals and families navigate financial decisions related to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in Psychology from Bowling Green State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Corey's approach to financial advising centers on understanding clients' goals, values, and priorities to build customized financial plans that help them achieve their objectives. Outside of his professional role, Corey is a husband and father of two children. He enjoys spending time with his family, traveling, working out, trying new experiences, playing video games, and pursuing personal growth in various areas including spiritual, physical, and mental development.

Nathan Krank is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Citigroup Global Markets for two years before joining Wells Fargo in 2016. Outside of his advisory role, he coaches basketball at Highley High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and supporting over 14,000 advisors.

Nicholas Sowa is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2020. His prior experience includes roles at Bank of America, Merrill, and Quicken Loans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Juan Loaiza is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Frito Lay from 2016 to 2022 and has been involved with Uber Eats since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Charles Smith is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages several business entities related to real estate holdings, private equity investments, and financial planning operations, including serving as president of Academy Advisors, LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm delivers a range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Daniel Gray is a financial advisor with Merrill based in Gilbert, AZ, holding a Series 66 designation and offering 17 years of industry experience. He has worked with Merrill since 2000 and has been associated with Bank of America, N.A. since 2013. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Whitehouse is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with J.P. Morgan Securities since 2016 and has prior experience at Casablanca Capital LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Robert Killworth is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Sage Point Financial since 2009. Killworth is also an insurance agent and operates Killworth Family PLLC, where he provides advice on investments and insurance products. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a variety of third-party and proprietary strategies.

Joshua Zahn is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He founded Heartwood Advisory, a financial services firm, where he serves as owner. His prior roles include positions at Desert Financial Credit Union, Raymond James Financial Services, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Leonardo Bianchi is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to his current role, he held various positions across multiple industries, including education and corporate sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Jack Scholze is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and has prior work experience in several roles across different industries. 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, including tailored financial planning supported by firm-approved tools and strategies.

Mark Holden is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at loanDepot for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Robert London is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities for eight years, as well as at CH2M for four years. London also operates London Wealth Strategies, LLC, which involves non-variable insurance activities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Charles Slack is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at EXP Realty and Berkshire Hathaway. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Kreitinger is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch, Pierce, Fenner & Smith, and RedBull Distribution Company. Outside of his advisory work, he is employed by Amazon.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with access to model portfolios, third-party asset managers, and technology tools while providing a broad platform that includes insurance services, credit arrangements, and bank partnerships.

John Paul Del Castillo is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with 16 years of industry experience. He previously worked at Edward Jones for 18 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.