Troy Holtey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 10 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Clearing. Holtey is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with options for implementation through brokerage or advisory programs.

Angela Brown is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She has previously worked at firms including LPL Financial and Sagepoint Financial, and she is also a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers varied portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Dalan Smith is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he held positions at Grand Canyon University and Vuori. Morgan Stanley Wealth Management provides a 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 approach includes structured planning tools and modeling techniques but generally does not provide individual security recommendations within standalone planning programs.

Adrienne Borchers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sean Sharp is a financial advisor with Ameriprise in San Tan Valley, AZ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise.

Hannah Dabbs Mendoza is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Twenty-First Century Group, Inc., as well as time as a self-employed advisor. She is the owner of Work Life Planners, an outside business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Stephen Johnson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. He serves as successor trustee of the Beckman Revocable Living Trust. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program structures and oversees more than $256 billion in assets under management.

Jason Cowans is a financial advisor with Robert W. Baird & Co. in Chandler, AZ, holding CFP® and ChFC® designations and over 24 years of industry experience. Prior to joining Baird in 2026, he held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services utilizing multiple separately managed account strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Benjamin Thomas is a financial advisor with Thrivent Investment Management in Tempe, AZ, holding Series 63 and Series 65 credentials. He has six years of industry experience, with prior roles at Thrivent Financial, Modern Woodmen of America, Wright Medical, UPS, and Lyft. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Tuan Hoang is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since 2010, he has worked directly with healthcare and technology professionals, as well as small business owners and entrepreneurs, helping them achieve their financial goals through a streamlined, goal-based wealth management process emphasizing accountability, service, and results. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Tuan holds a Bachelor's Degree from Seattle University and maintains the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Fluent in both Vietnamese and English, he emphasizes working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Residing in Seattle with his wife and two sons, Tuan enjoys traveling and exploring the outdoors with his family. His personal interests include camping, cooking, dancing, football, golfing, hiking, music, and singing. He is involved with the community organization Helping Link and is a fan of the Seattle Seahawks.

Jeffrey Boles is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Vanderbilt Mortgage and Finance Inc. and Bank of America, N.A. He has also worked in diverse fields such as education and hospitality. 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, and various institutions.

Jose Luis Bufanda is a financial advisor with Merrill based in Queen Creek, AZ. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and has experience with GMS/E & C Services and Red Mountain High School. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Pacek Jr. is a financial advisor with Merrill who holds Series 63 and Series 66 designations and has 18 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America since 2013. Outside of his advisory role, he works part-time for Instacart as a delivery service employee. 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 institutions.

Nancy Nguy is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at both Merrill and Bank of America since 2014. Outside of her advisory role, she is involved with a for-profit LLC that manages family rental properties, where she acts as the main contact for property issues. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party portfolio managers for individuals, high-net-worth clients, and institutions.

Benjamin Stidham is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo bank from 1999 to 2021. He is also a commissioned notary public. LPL Financial is an SEC-registered 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 range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Zachary Porter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Robinhood Financial, Ameriprise Financial, and Mass Mutual Investors Services. J.P. Morgan Securities 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Elias Hoff is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include work at Bank of America and Farmers Insurance. Outside of his advisory work, he is the general partner and managing member of Brother Holdings LLC, a limited liability company based in Scottsdale, Arizona. 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 institutions.

Ryan Dodd is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill. Outside of his advisory work, he pursues woodworking as a hobby, occasionally creating items for friends and family. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and advisory programs without providing individual security recommendations through its standalone planning services.

Peter Schraufnagel is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with seven years of industry experience. He worked at BMO Harris Bank NA from 2015 to 2018 before joining Edward Jones. Outside of his advisory role, he is involved in commercial and short-term residential rental properties in Arizona. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an extensive network of advisors and branch offices nationwide.

Louis Schuster III is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and incorporates algorithmic automation alongside human oversight in its planning process.