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 24 years of industry experience. He has been with Cambridge since 2016 and also owns D & V Financial Services, LLC, where he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies tailored to client objectives.

Clayton Cunningham is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at JLL and operated a fitness app called Sport Track Kft, where he contributed as a social media generalist. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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.

Carlos Salvatierra Duran is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 credential and bringing eight years of industry experience. His work history includes roles at Merrill and Cenlar FSB. Outside of his advisory role, he works as a delivery driver for Uber Eats and DoorDash. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering comprehensive planning tools and investment-related services.

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 Series 66-licensed financial advisor with Ameriprise in Gilbert, AZ, and has 17 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing from 2012 to 2021 before joining Ameriprise in 2021. Outside of his advisory role, he is involved in a transportation business partnership through Housley Transport LLC, which invests in trucking operations managed by a third party. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sergio Hernandez is a financial advisor at Morgan Stanley in Gilbert, AZ, with two years of industry experience. He holds the Series 66 and Series 63 credentials and previously worked at Merrill, Bank of America N.A., and Robinhood Markets, Inc. Outside of finance, Hernandez competes as a professional boxer. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a variety of services including planning that incorporates the firm’s investment committee estimates and modeling tools.

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.

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.

Evelyn Contreras is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 63 designation and 14 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she manages administrative tasks and payroll for a local detail shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas McClane is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Raymond James since 2012, currently also associated with the Zamborelli Wealth Advisory Group. His outside activities include serving as acting trustee for a trust with minimal annual duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Thomas Welton is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 65 and Series 63 licenses and having 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. Outside of advising, Welton is the owner of Welton & Associates, LLC, a legal entity formed for Primerica business purposes, and is involved in sales of home security, automation, and mortgage referral products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based strategies managed by unaffiliated asset managers.

Bradley Sonoda is a CFP® and Series 66 credentialed advisor with Edward Jones, based in Sun Lakes, AZ. He has three years of industry experience, including nine years of service in the US Army. Outside of financial advising, he is involved in operational management and business strategy development for a home electrical company in San Tan Valley, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment solutions.

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.