Daniel Wiemann is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, Wells Fargo, and Leslie's Pool and Spa Supply. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tomeka Leonard is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in a food business specializing in gourmet sandwiches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety 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 over 23,000 advisors.

Parker Hilliker is a financial advisor at Morgan Stanley with four years of industry experience and holds the Series 66 designation. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes positions at Merrill, Raven Golf Club, Amazon, and Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Douglas Rechkemmer is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 1991 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he has ownership interests in several rental properties, including residential and commercial real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jeremiah Corona is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Bank of America before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Nicholas Robinson is a financial advisor at Merrill with Series 63 and Series 66 registrations and three years of industry experience. His prior work includes roles at Charles Schwab Co., Inc. and Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Marshall Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2007, including Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. 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 both brokerage and advisory solutions, utilizing research from its investment institute alongside third-party analytics.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Michael Draper is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Draper is also a partner at Strategic Capital Holdings Group LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment estimates.

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Corbin Krell is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Krell is a partner in a cigar bar and is active as a licensed real estate salesperson. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and various managed-account solutions.

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Melinda Hernandez is a financial advisor at Merrill with over two years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, previously working at Bank of America, N.A. Melinda is also involved with Amway, where she participates as a member in buying household products online. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Jacobus is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at PNW Wealth Management, Key Investment Services LLC, RBC Capital Markets, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in non-investment businesses including mortgage and real estate services and owns two other businesses in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of financial planning and investment management solutions implemented through a large network of investment adviser representatives.

Jeffrey Van Cott is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Victoria Ortegon is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and summary letters.

Alfonso Ochoa III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Tempe, AZ, he operates within one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the United States.

Tsvetelin Stanchev is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and various companies outside finance, such as Berge Toyota and Chrysler Dodge Jeep Ram. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandra Cooke is a financial advisor at Merrill with six years of industry experience. She has held her current role since 2019 and previously worked for Seven Peaks Brewing Company for seven years. She holds a Series 66 designation. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.