Joseph Mc Kersie is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2010, including roles at Charles Schwab Premier Bank, SSB, and Charles Schwab Bank, SSB. Outside of finance, he periodically conducts martial arts seminars as a karate instructor. Charles Schwab serves a large client base primarily composed of 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios, periodic reviews, and a formal alternative-investment selection process.

Charles Darling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for Luv Toyota for twelve years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Cameron Mc Kissic is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Bank of America, N.A. In addition to his advisory work, he is the owner of KingStreet Empire Clothing LLC, an online clothing business aimed at inspiring and providing resources to youth. He also serves as a sprint coach for the Chandler Unified School District #80. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Wilkins Jr. is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2009. He previously worked at Merrill and Fidelity. Wilkins produces marketing videos and hosts a podcast through his Wilkins Wealth Management Group, and he also consults on tax preparation and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Rolon is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. His prior work includes several years at Educational Testing Service and Basis.ed before joining Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutions.

Joel King is a financial advisor at Edward Jones with 26 years of industry experience. He has held roles at Edward Jones since 2017 and worked at Scottrade from 2003 to 2017. He holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Payton Bagshaw is an advisor at LPL Financial in Tempe, AZ, holding a Series 66 designation with under one year of industry experience. Prior to joining LPL Financial in 2025, Bagshaw spent a year at Strategic Wealth Advisors and was involved with Gonzaga University Ministry for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in assets.

Victorino Borromeo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Liberty Mutual Insurance, and self-employment from 2018 to 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and via corporate financial planning agreements.

Andrea Feeney is a financial advisor at Edward Jones with 24 years of industry experience. She has held positions at Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Blodget is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously at Northern Arizona University from 2016 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market scenario modeling in its financial planning process.

Kristina Beres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has prior experience with Severson Sisters and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.

Corey Biron is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes eight years at USAA. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and due diligence on alternative investments.

Nicole Chapple is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and has prior experience with Bank of America and Wells Fargo. Chapple also has a background in education through her work with the University of Phoenix. 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 institutional investors.

Eric Pettitt is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. Pettitt is active in the Gilbert community, serving as a committee member and board member for local organizations including the Gilbert Chamber of Commerce and Gilbert Talks. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and affiliates proprietary model strategies under the Founders Gate Capital brand.

Sandra Rihani is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and concurrently at Bank of America, N.A. since 2020. Prior to her current roles, she was employed at Active Life Inc. from 2014 to 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Gerdes is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved in delivery services and short-term rental hosting. 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 and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Pamela Kelly is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2006, accumulating 18 years of industry experience. Outside of her advisory role, she works as an independent contractor involved in outside sales of point-of-sale systems and provides payroll setup and merchant processing services for local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated investment capabilities.

Elizabeth Sanchez is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and three years of industry experience. She previously worked for Bank of America from 2012 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Jennifer De Werd is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.