Jennifer Cain is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 65 and Series 63 licenses and 19 years of industry experience. She worked at J.P. Morgan Securities Inc. for 16 years before joining Morgan Stanley in 2025. Cain is also involved with The Arizona Bowling Institute LLC, which she has been associated with since 2008. Morgan Stanley Wealth Management provides 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 and firm-approved tools, with a focus on advisory services.

Alex Yang is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Prior to joining Schwab in 2020, he worked in various roles including positions at Shanghai Club Restaurant and Waste Management. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and employs a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Deanna Lynch is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Deborah Hightower is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Jared Farnsworth is a financial advisor at Skymark Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2017. Outside of his advisory role, he is the CEO of New Era Sports Training and Management, an athletic coaching business, and serves on the board of New Era Academy of Excellence. Skymark Advisors LLC is a supported firm based in Sun City, AZ, with Jared Farnsworth as its sole advisor.

Randall Joselit is a financial advisor at Joselit Asset Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and Nylife Securities since 2006. Joselit also operates a CPA firm, Randall S. Joselit CPA, PC, providing traditional financial and tax services. Outside of advising, he is involved in managing a small bed and breakfast in Prescott, Arizona. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients, focusing on individualized portfolio management and maintaining a small client roster to allow for frequent advisor contact.