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.

Mason Bondurant is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., with earlier experience across various sectors including hospitality and theater. 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. The firm offers a mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

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.

Jose Barraza is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Jose also worked as a Wealth Advisor Associate at Morgan Stanley from 2019 to 2022. Jose works with individuals, families, and business owners to develop financial plans that help them focus on their priorities. His approach emphasizes clarity and confidence in financial planning, aiming to support clients with integrity and complete assistance.

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.

Kimberly Myers is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Lincoln Investment, Wells Fargo Advisors, and BBVA-related firms. She is involved in several community and charitable activities, serving as a board member for Dance for Tatas and vice president of Blue Star Moms Maricopa. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a multi-manager platform with more than 10,000 advisors nationwide.

Todd Yetenekian 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, Merrill, U.S. Bank, and Capstone Partners. He is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kathlyn Caplin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Erika Yancy is a financial advisor with LPL Financial in Chandler, AZ, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has been with LPL Financial since 2021 and also has experience at BMO Harris Bank starting in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Alejandro Di Michele is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked at Kalil Bottling Co for nine years and held positions at Walmart and Costco. Outside of advising, he is a 50% owner and manager of Yolo Rentals LLC, where he handles payment collection, maintenance, and bookkeeping. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Di Giacomo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. He joined Morgan Stanley in 2019 and previously worked at Alpha Squared Capital. Outside of finance, he works part-time in customer service at Legend Trail Golf Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Donald Boucher is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with LPL Financial since 2011. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Colbert Chang is currently the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly thirty years of experience in the financial industry. His approach focuses on partnering with clients to provide comprehensive and holistic financial planning, utilizing the extensive resources available at Fidelity. His professional background includes positions such as Financial Consultant at Fidelity Investments from 2020 to 2022, Wealth Management Advisor at TIAA-CREF Individual Advisory Services during two periods (2014-2016 and 2019-2020), Private Wealth Advisor at Ron Blue Trust from 2016 to 2019, and Manager-Portfolio Consultant at Charles Schwab & Co. from 1996 to 2014. This experience reflects a broad expertise in wealth management and financial advisory services.

Christopher Solomon is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and also operates his own CPA firm, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. Additionally, he is a partner at Solomon CPAs & Financial Services PLLC, which offers accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and fiduciary services, managing over $256 billion in assets through more than 10,000 advisors.

Mallory Morrison is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory solutions under a fiduciary standard.