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.

Michelle Wagner is a CFP®-designated financial advisor with 28 years of industry experience. She is currently affiliated with LPL Financial and has held roles at Maxima Wealth Management and Crown Capital Securities. Wagner also serves as a part-time Brigadier General in the Air Force Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

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.

Haley Bjorklund is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2021, she was involved with Soldan Trading LLC and worked in educational roles related to trading and market activities. She also consults on educational presentations about options and market topics through Traders Reserve. Ameriprise provides comprehensive retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations primarily for clients maintaining assets within Ameriprise-managed accounts.

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.

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.

Patricia Wightman is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she worked in the education sector for nine years within Mesa Public Schools and Tempe Elementary School District. She is the owner of PG Wightman Consulting, LLC, a consulting business based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Ernesto Ortega is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bank of America Merrill Lynch and National PEO. Outside of his advisory role, he provides rideshare services as a driver for Lyft and Uber. J.P. Morgan Securities offers 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.

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 with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses. He has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and Strategic Capital Holdings Group LLC. Outside of finance, he has been involved with the Electric Bike Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.