Lori Greer is a financial advisor at Edward Jones with 19 years of industry experience. She has been with Edward Jones since 2004 and holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Steven Thornton is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 1997 and has also worked with Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and comprehensive wealth management offerings.

Jacob Stevens is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Insight and has a diverse background including roles at the Green Valley Fire Department and Arizona Christian University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Ephraim Bautista is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked in retail positions at The Gap / Old Navy and Gamestop / EB Games. Merrill 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 institutional accounts.

Lindsay Capozza Miceli is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. She has been with MML Investors Services LLC since 2014 and with MassMutual Life Insurance Company since 2013. Outside of her advisory role, she is the owner of LCM Finance LLC, an entity used for pass-through compensation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and models to deliver written recommendations tailored to client goals.

Aaron Fraser is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, AZ, bringing 13 years of industry experience. His career includes roles at E*TRADE Securities, Morgan Stanley, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and offers a wide range of retail and institutional investment services.

Michael Perhach is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm in various roles. 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 and profit-sharing plans, corporations, and charitable organizations.

Harrison Bunim is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to his financial career, he held positions at Young's Bicycle Shop and was involved with the Desert Cats Lacrosse Program and Young Sports Ltd. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, offering a broad array of investment and financial services.

Jason Freiwald is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services Inc., FFS Legacy, Inc., and Waddell & Reed, Inc., with additional experience in insurance agencies. He is also president of FFS Legacy Inc., a non-investment-related business. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations.

Nikiya Harris is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at several firms including AGIA, Corebridge Financial, and Valic Financial Advisors. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Todd Hansen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Wells Fargo Clearing in 2023. Hansen has a side business involving loans secured by real estate he previously owned. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Stein is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at Clearwater Analytics, Reputation.com, and Financial Engines. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various investment strategies and custodial relationships.

Kevin Bast is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior firms include E*Trade by Morgan Stanley, The Vanguard Group, TD Ameritrade, Morgan Stanley, and Scottrade. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Thomas Sattler is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ. He holds the Series 66 designation and has been with Cambridge since 2023. His prior experience includes various roles at My One Retirement, BYU Idaho, and other companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Catherine Estrada is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and 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 manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Deana Peters is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Outside of her advisory role, her husband is involved in several real estate-related activities through various LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branches.

Michael Mc Donald is a financial advisor at Cetera with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Terra Wealth Management, OASIS Advisors, and BOSS Advisors. Outside of his advisory role, he owns and manages a furniture and décor rental business in Tempe, Arizona. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Samuel Marcus is a financial advisor with Mass Mutual Investors Services in Tempe, AZ. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Family First Life and Shield Co. Marketing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative annual planning to develop written recommendations tailored to client goals.

Thomas Drees is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jeremy Tapia is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to that, he spent six years with The Vanguard Group and operated as a self-employed advisor for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.