Bruce Keller is a financial advisor with OSAIC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and automated rebalancing across various investment vehicles.

Nicole Neals is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held roles at USAA Investment Services Company and other USAA financial planning and advisory entities from 2011 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. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and order-routing with a multi-asset model portfolio approach and formal alternative investment processes.

Connor Little is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at J.W. Marriott and attended the University of Arizona from 2016 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

Evelyn Contreras is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 63 designation and 14 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she manages administrative tasks and payroll for a local detail shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas McClane is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Raymond James since 2012, currently also associated with the Zamborelli Wealth Advisory Group. His outside activities include serving as acting trustee for a trust with minimal annual duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Maria Longhini is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC, BMO Bank N.A., and Desert Financial Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes, supporting implementation through its advisory programs or other providers.

Bradley Sonoda is a CFP® and Series 66 credentialed advisor with Edward Jones, based in Sun Lakes, AZ. He has three years of industry experience, including nine years of service in the US Army. Outside of financial advising, he is involved in operational management and business strategy development for a home electrical company in San Tan Valley, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment solutions.

Monica Lostumbo is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding a Series 65 license and six years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., TEEMA Solutions Group, The Vanguard Group, Inc., OneAZ Credit Union, and Comerica Bank. Outside of finance, she is a certified scuba diving instructor, training and certifying divers at various levels. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offering a range of discretionary and non-discretionary advisory programs supported by a firm Investment Committee.

Stacy Johnson is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Wealth Enhancement Group, Raymond James Financial Services, Robinhood Markets, and USAA. Outside of finance, she is a co-owner of Kitsune Brewing Company, a microbrewery in Phoenix, 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Cori Solomon is a financial advisor at Edward Jones in Gilbert, AZ, with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 variety of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Joseph Le Bouff is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Uber. J.P. Morgan Securities LLC 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 in its recommendations.

Mary Vannoni is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she owns a sole proprietorship that prepares individual tax returns. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and sophisticated portfolio management tools.

Chaundra Cabrera is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Griffin Capital Securities. Outside of her advisory role, she serves as an officer for a homeowners association in Phoenix, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and is notable for its use of advanced technologies and its role as an advisor to multiple registered investment companies.

Amit Maharaj is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Vanguard Group and JPMorgan Chase. He also spent seven years at Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Kham To is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Kham worked at the University of Arizona for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicole Hartung is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of her advisory role, she is an owner and partner of RNJA LLC, an entity established to purchase rental property. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision authority.

Michele Riordan is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with LPL Financial since 2003. She also operates Riordan Investment Management as a DBA in Scottsdale, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement consulting, supported by extensive research and technology resources.

Manuel Canales is a Certified Financial Planner (CFP®) at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Bridget Morales is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracey Perine is a financial advisor with Merrill in Gilbert, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1996. 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 and profit-sharing plans, corporations, and charitable organizations.