Robert Heller is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 63 designation and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Life Insurance Co. and Mass Mutual Investors Services. He is also the owner of Heller Financial Services LLC, an independent insurance agency. 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, focusing on collaborative, goal-based planning without discretionary investment authority.

Kevin Katrodiya is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has been in the industry since 2023, with prior experience at LifePlan Wealth Management Group LLC, Parkour Capital LLC, and the University of Bridgeport. Morgan Stanley Wealth Management is an SEC-registered advisory and brokerage firm serving individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Carol Contreras is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, Arizona. She has 18 years of industry experience, including one year at MassMutual Financial Services before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Austin Long is a financial advisor at Edward Jones in Scottsdale, AZ, with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Long 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 offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.

Levi Miller is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes positions at Bank of America, Merrill, and Rocket Mortgage 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, offering model-based and discretionary investment strategies for a diverse range of clients including individuals, high-net-worth clients, and charitable organizations.

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.

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.

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.