Elizabeth Sanchez is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and three years of industry experience. She previously worked for Bank of America from 2012 to 2023 before joining Edward Jones. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Jennifer De Werd is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Douglas Sattler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Waddell & Reed, and owns D & V Financial Services, LLC, where he also acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and utilizes proprietary model strategies under the Founders Gate Capital brand.

Clayton Cunningham is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at firms including JLL and engaged in entrepreneurial activities, notably assisting as a social media generalist for a fitness app focused on gymnastics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, supported by a large national network of financial advisors and branch offices.

John Pohar IV is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Northern Lights Distributors, LLC and Redwood Investment Management, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Michael Tsan is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alex Mc Neely is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined approach of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Grant Bentley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience and has worked at Morgan Stanley since 2026. Prior to that, he held positions in various fields including tutoring and food service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a range of investment services.

Christopher Housley is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is planning to form Housley Transport LLC, a transportation business partnering with a logistics company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sergio Hernandez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Bank of America and Merrill. Outside of finance, he competes professionally in boxing. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, combining financial planning and investment management supported by firm‑approved tools and research.

Patrick Serrano is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked with various Charles Schwab entities since 2022. Prior to his advisory role, his background includes education and retail positions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.

Michael Bohnert is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 10 years. Outside of his advisory work, he serves as a youth ice hockey referee through the Arizona Amateur Ice Hockey Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Cameron Mack is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Nicole Neals is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held roles at USAA Investment Services Company and other USAA financial planning and advisory entities from 2011 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and order-routing with a multi-asset model portfolio approach and formal alternative investment processes.

Connor Little is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at J.W. Marriott and attended the University of Arizona from 2016 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

Thomas Welton is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2013 and 2014, respectively, and previously served at the Department of Homeland Security from 2004 to 2017. Welton is also involved in selling home security and automation product referrals through affiliated companies and owns Welton & Associates, LLC, which operates for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bradley Sonoda is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Sun Lakes, AZ, with four years of industry experience. Before joining Edward Jones in 2022, he served nine years in the US Army. Outside of advisory work, he assists with business operations and strategy development at a home electrical company in San Tan Valley, AZ. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Monica Lostumbo is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding a Series 65 license and six years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., TEEMA Solutions Group, The Vanguard Group, Inc., OneAZ Credit Union, and Comerica Bank. Outside of finance, she is a certified scuba diving instructor, training and certifying divers at various levels. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offering a range of discretionary and non-discretionary advisory programs supported by a firm Investment Committee.

Cori Solomon is a financial advisor at Edward Jones in Gilbert, AZ, with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Mary Vannoni is a financial advisor at Osaic Wealth with 38 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2023, she spent 14 years at Sagepoint Financial, Inc. In addition to her advisory work, she operates a sole proprietorship preparing individual tax returns. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and a variety of managed account programs.