David Pauole is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with three years of industry experience. His prior work includes roles at CIT Electronics and Brigham Young University, as well as service with The Church of Jesus Christ of Latter-Day Saints. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Adam Hrtanek is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

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 bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Steven Bregman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2020. Prior to Schwab, he worked at USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Investment Management Company from 2007 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and an integrated operational structure.

Joshua Jolin is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation. He began his advisory career in 2025 after 14 years with the Kyrene School District. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management solutions across multiple platforms, including proprietary and third-party strategies, with implementation tailored to client objectives.

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.

Francis Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has been with Charles Schwab since 2025 and is based in Phoenix, AZ. Outside of his advisory role, he has been involved with Arizona State Men's Lacrosse since 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Cory Dawson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank for over a decade and is also president of GSS West LLC, a distributor of sealers and automotive products. Additionally, he has participated as an event worker on the football chain gang for the Tempe Union School District. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational resources.

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.

Eric Reataza is a CFP® and ChFC® with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he operates ELR Financial Planning & Tax Services, providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.