Brooke Wade is a financial advisor at Edward Jones in Gilbert, AZ, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range 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 under a fiduciary standard, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Daniel Michaels is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. He has been with Merrill since 2022 and has prior experience at Bank of America, Carvana, Axelon Services Corp., and other firms. 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 plans, corporations, and charitable organizations.

Robert Rakossy is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Bankers Life Insurance, Mass Mutual Investors Services, Guardian Life Insurance Company, and Freedom Equity Group LLC. Outside of his advisory work, he serves as the Mission and Advocacy Chair for the P.C. Action Network Arizona Affiliate, a charitable organization focused on research and testing funding, and is co-owner of Bosc-Rak Investments, LLC. 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.

Cory Wormell is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, alongside a tenure at Bank of America from 2019 to present and Hancock International Inc. from 2014 to 2016. Wormell is also the owner of Three Wolves LLC, a for-profit business. 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 from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Escamilla is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. She holds the Series 66 designation and has worked previously at JR Capital, LLC and held various roles outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Scott Campbell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of America N.A., Merrill, SelectQuote, and Newfold Digital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option while keeping services separate.

Mc Kensie Badal is a financial advisor at LPL Financial in Gilbert, AZ, holding a Series 66 designation with 10 years of industry experience. Prior to joining LPL Financial in 2025, Badal worked at Genesis Wealth Partners, CUSO Financial Services, Desert Financial Wealth Management, and Raymond James Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Wanta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Casey Hall is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab from 2014 to 2019 before joining Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Ailish Kovarik is a Series 65 licensed financial advisor with five years of industry experience, currently with Edelman Financial Engines since 2024. She previously worked at Financial Engines Advisors L.L.C. from 2017 to 2024 and has experience in the hospitality sector with JW Marriott. 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, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Gabriel Ramos is a financial advisor with Cetera in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, Ramos operates JCG Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors nationwide.

Valerie Hansen is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously spent ten years at JP Morgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence process. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Wendy Covington is a financial advisor at Edward Jones in San Tan Valley, AZ, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goodwin University, AFL (Assisted Family Living), and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Stanley Waldrop is a financial advisor with LPL Financial based in Scottsdale, AZ, holding a Series 63 designation and 34 years of industry experience. His career includes prior roles at SagePoint Financial and Progressive Financial Services. He is also involved as an independent insurance agent in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting with investment management supported by LPL Research and third-party subadvisors.

Bryan Stockwell is a financial advisor with LPL Financial in Gilbert, AZ. He holds a Series 65 designation and has been with LPL Financial since 2025. Prior to his current role, he was the owner of Stockwell Consulting LLC, providing IT consulting and software architecture services, and has experience in various other industries including retail and network marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven solutions.

David Holderbaum is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a prior role at The Ohio State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Joshua Delander is a financial advisor with Merrill in Chandler, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Charles Schwab, and Farmers Insurance agencies. Outside of finance, he has worked with UberEats since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edgar Acosta is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Bank of The West, Morgan Stanley Private Bank, and Bank of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage, with both discretionary and non-discretionary management approaches.

Brandon Weir is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., as well as a position with Fifty Door Partners, LLC. 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 from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Mc Donald is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities, Grand Canyon Education, Slate & Bow Inc., and Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through a range of investment and planning strategies.