Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Danny Brimhall is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 17 years. Outside of his advisory role, Brimhall owns Brimhall Financial Group, a branch support company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chad Alder is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of his advisory role, he is a licensed real estate agent in Arizona, acting as an agent for his immediate family in buying and selling real estate. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Puskar is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fairmont Scottsdale Princess and was involved with Auto Artist. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing their plans.

Cassandra Endicott is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, mutually managed funds, and tax-efficient investment strategies. The firm’s network includes approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Kimberly Lank is a financial advisor at Edward Jones in Tempe, Arizona, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Eric Willis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Merrill since 2012, also working with Bank of America since 2013. 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 supported by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jax Liescheidt is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, Liescheidt worked at Centura Wealth Advisory and has experience in educational roles at UCSD, Hart High School, and Placertia Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes a structured planning process with proprietary tools and provides advisory services without individual security recommendations as part of standalone planning.

Robert Heller is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 63 designation and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Life Insurance Co. and Mass Mutual Investors Services. He is also the owner of Heller Financial Services LLC, an independent insurance agency. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Kevin Katrodiya is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. He has one year of industry experience, including previous roles at LifePlan Wealth Management Group LLC, Parkour Capital LLC, and the University of Bridgeport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Carol Contreras is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, Arizona. She has 18 years of industry experience, including one year at MassMutual Financial Services before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Austin Long is a financial advisor at Edward Jones in Scottsdale, AZ, with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Long has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Chris Kawashima is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Morgan Stanley in Tempe, AZ, where he has worked since 2026. Prior to Morgan Stanley, he spent six years at Charles Schwab and another six years at Schwab Private Client Investment Advisory, Inc. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and advanced modeling tools, offering services primarily in an advisory capacity.

Jesus Cisneros is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at TradeStation Securities for one year. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tanner Everson is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he worked at Archie Cochrane Ford and Volvo Cars Gilbert. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools such as Secular Return Estimates and Monte Carlo simulations to support its planning process.

David Pauole is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at CIT Electronics and Brigham Young University, and was employed by The Church of Jesus Christ of Latter-Day Saints. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services through a large network of advisors.

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.