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 at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Merrill and Bank of America. Outside of his advisory role, Hernandez competes professionally in boxing. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

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 designations and 12 years of industry experience. He has worked with Primerica Financial Services and its affiliated entity, PFS Investments Inc., since 2013 and 2014 respectively, and previously served at the Department of Homeland Security for 13 years. Welton is also the owner of Welton & Associates, LLC, a legal entity formed for Primerica business purposes, and has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through major industry custodians.

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 CFP® with 38 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she owns a sole proprietorship that prepares individual tax returns. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and sophisticated portfolio management tools.

Kate Somerville is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at STORE Capital, Northwestern Mutual, and First International Bank & Trust before joining Edward Jones in 2019. 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 and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Michael Erickson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A., and several mortgage and staffing firms. Outside of his advisory role, he works part-time as a soccer coach. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and operates within the larger J.P. Morgan broker-dealer and banking organization.

Jacob Hudson is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work history includes roles at Wells Fargo Advisors, Mountain America Credit Union, and Desert Financial Wealth Management. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives and advanced operational tools.

Kham To is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Kham worked at the University of Arizona for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Manuel Canales is a Certified Financial Planner (CFP®) at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.