John Klen is a Series 66-registered financial advisor at Morgan Stanley in Tempe, AZ, with six years of industry experience. He previously worked at Wells Fargo Securities and The Vanguard Group before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

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.

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.

Robert Campbell is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. His activities include providing life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options supported by internal and third-party research.

David Black is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill from 2014 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

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.

Mark Dewane is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets since 2009. Dewane serves on the boards of several local organizations, including Maricopa Integrated Health System, Scottsdale Business Development Forum where he is chairman, and the Phoenix Police Reserve Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach using a combination of in-house and third-party managers with a range of options for portfolio structure, rebalancing, tax management, and responsible investing.

Michael Hefner is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 designation and previously worked for Western International Securities, Inc. for 22 years before joining LPL Financial. 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 advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

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.

Derek Hellerman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked previously at The Vanguard Group, Inc., as well as in roles at Rocket Mortgage and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.