Hans Hofstetter is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Mass Mutual Life Insurance, and Bank of America. Hofstetter is based in Tempe, Arizona. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Caryn Mc Anelly is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Megan Cassaday is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, with 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, retirement plans, corporations, and charitable organizations.

Elizabeth Wiley is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation and having recently begun her career in the industry. Her prior experience includes roles in travel and education sectors as well as involvement in real estate brokerage. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory and investment strategies supported by a large national network of advisors and branch offices.

Cristo Felix is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo, J.P. Morgan, and Bank of America, spanning various financial services firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Darren Monroe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors and MidFirst Bank. He is also involved in life insurance sales as a business activity. OSAIC serves a diverse clientele, including retail, high-net-worth, institutional, and charitable investors, through a large network of affiliated advisers. The firm uses a variety of asset-allocation tools and offers integrated brokerage and advisory services across multiple platforms.

Donald Kemp is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at State Farm for eight years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Angelo Mc Cartney is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliate banks since 2019, following eight years at Bank of America and Merrill. Charles Schwab 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 offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

William Goodman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Goodman is also active as an independent insurance agent through Prizm Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party model strategies with options for discretionary and non-discretionary management.

Christopher Fahy is a financial advisor with Raymond James & Associates in Queen Creek, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, and Opendoor. Outside of advising, he works as an independent contractor for Trilinear Consulting & Business Solutions, assisting with client onboarding and data verification tasks. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers a range of financial planning and investment consulting services with various portfolio management styles and notable municipal advisory capabilities.

Kole Bosworth is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Morgan Stanley from 2016 to 2021, briefly joined Prospera Financial Services in 2021, and has been with Morgan Stanley since later that year. Outside of advisory work, he owns and manages rental properties. 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 using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Ivy Ranere is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Financial Group, Merrill, and WaltherMark Wealth Management. Outside of advising, she is also a notary public in Chandler, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and technology-driven investment strategies.

Marcus Velasco is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Melissa King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. She is based in Mesa, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Rebekah Hunt is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Hunt has worked as a part-time bookseller at Barnes & Noble, a retail store specializing in books, music, and related items. 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 range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Jeremy Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Morgan Stanley, and other firms. Outside of finance, he coaches a high school swim team at Benjamin Franklin Charter School. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform non-discretionary investment recommendations.

Reed Lefevre is a CFP® credentialed financial advisor with 39 years of industry experience. He has worked at FSC Securities Corporation for 33 years before joining Osaic in 2023. Lefevre operates a sole proprietorship focusing on life insurance and annuity sales and service. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party investment platforms.

Joseph Kurtz is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Freedom Mortgage Corporation for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branches nationwide.

Christopher Lewis is a financial advisor with Cetera in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera and its affiliated entities since 2012. Outside of his advisory role, he serves as a consultant for BOOSTA, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Nicholas Dumond is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Education at Work from 2021 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.