Heather Coleman is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. She previously worked at TIAA and Charles Schwab & Co., Inc., among other firms. Outside of her advisory role, she is applying to serve as a mentor with Big Brothers Big Sisters of Central Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Rayan Hamze is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a partner in Lux Window Coverings, a home renovation business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Eric Morgan is a financial advisor with Raymond James Financial in Mesa, AZ, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior work includes roles at LPL Financial and Financial Advocates Advisory Services. He is also associated as an advisor with Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Alan Karim is a Series 66 licensed financial advisor with Merrill in Chandler, Arizona, and has 11 years of industry experience. He has been with both Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a board member for the Arizona Council on Economic Education, where he helps organize volunteer events to promote financial literacy among students. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Philip Obrien is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, with prior experience at Revana. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Vollenweider is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research since 2019. Outside of her advisory role, she is involved in bookkeeping and paraplanning through her ownership of Simplicity Financial Planning LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, with a range of discretionary and non-discretionary investment strategies across multiple platforms.

Cindy Mercado is a financial professional with 30 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at multiple firms including Voya Financial Advisors and 1st Global Advisors. In addition to her advisory work, she provides notarial services upon request. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting over 10,000 advisors and roughly 800,000 clients.

Bradley Knight is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*Trade, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.

Kyle Cady is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Vanguard Group and Cetera firms. Raymond James & Associates serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

Shymaa Aref is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Clearing and Wells Fargo Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory and portfolio management for registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and its role in managing model portfolios for Fidelity Institutional Wealth Adviser.

George Randolph Jr. is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and serves clients from Gilbert, AZ. Outside of his advisory role, he is a vice president of a bookkeeping firm where his involvement is limited. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Grant Gunderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at First Command Brokerage Services, Inc. and other related firms. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services that incorporate market modeling techniques without recommending individual securities as part of standalone plans.

Robert Alt is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at AIG, SagePoint Financial, and Veterans Sourcing from 2014 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of advisors and branch offices.

Jacob Spencer is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and a variety of positions outside the financial sector, including a year at Eggstasy and earlier education-related roles. Charles Schwab & Co., Inc. serves a large client base mainly consisting of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and integrated operational infrastructure.

Davis Stewart is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he was involved in various roles including at The Heights Golf Club and Bladium Sports and Fitness Club. Outside of his advisory work, he operates a retail business specializing in buying and reselling sports cards and sports memorabilia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Braeden Smith is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill Edge and has been the owner of Smith Industries LLC, a business focused on HVAC repair and maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors, applying an ESG eligibility framework in its recommendations.

Todd Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. 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 through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Lucas is a financial advisor with Raymond James & Associates in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates since 2011, including his current tenure since 2021. Outside of advising, he is a passive investor in private companies such as Verifyle Inc and Microsonics Systems. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a broad range of investment strategies and affiliated research.