Michelle Wagner is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with LPL Financial and has held roles at Maxima Wealth Management and Crown Capital Securities. In addition to her financial career, Wagner serves as a part-time Brigadier General in the Air Force Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and extensive operational resources.

Chris Kawashima is a CFP® professional based in Tempe, Arizona, with 17 years of industry experience. He has worked at Morgan Stanley since 2026 and previously held roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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 at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with three years of industry experience. His prior work includes roles at CIT Electronics and Brigham Young University, as well as service with The Church of Jesus Christ of Latter-Day Saints. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Adam Hrtanek is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and affiliated entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process includes centralized due diligence using quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and incorporation of ESG criteria.

Daniel Wiemann is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, as well as an eight-year tenure at Mesa Community College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

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 designation with one year of industry experience. Before joining Edward Jones, she worked in education with the Mesa Public Schools and Tempe Elementary School District. She also owns a consulting business, PG Wightman Consulting, LLC, which she plans to close. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

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 credentials and has worked previously at Bank of America/Merrill Lynch and National PEO. Outside of his advisory role, he provides rideshare services for Lyft and Uber. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Marshall Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various JPMorgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, including the use of ESG eligibility frameworks.

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 at Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation. He has one year of industry experience and previously worked for the Kyrene School District for 14 years. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse clientele, including individual, pension, and charitable organization clients. The firm operates through thousands of financial professionals and offers a variety of platform options, proprietary model strategies, and access to third-party advisers.

Michael Draper is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Draper is also a partner at Strategic Capital Holdings Group LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment estimates.

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.