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.

Douglas Sattler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge since 2016 and also owns D & V Financial Services, LLC, where he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies tailored to client objectives.

Clayton Cunningham is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at JLL and operated a fitness app called Sport Track Kft, where he contributed as a social media generalist. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

John Pohar IV is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Northern Lights Distributors, LLC and Redwood Investment Management, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Michael Tsan is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Castillo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America, N.A. His outside activity includes operating Lost Forest Woodworking, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach primarily invested in Vanguard funds and ETFs.

Carlos Salvatierra Duran is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 credential and bringing eight years of industry experience. His work history includes roles at Merrill and Cenlar FSB. Outside of his advisory role, he works as a delivery driver for Uber Eats and DoorDash. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering comprehensive planning tools and investment-related services.

Alex Mc Neely is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined approach of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Grant Bentley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience and has worked at Morgan Stanley since 2026. Prior to that, he held positions in various fields including tutoring and food service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a range of investment services.

Christopher Housley is a Series 66-licensed financial advisor with Ameriprise in Gilbert, AZ, and has 17 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing from 2012 to 2021 before joining Ameriprise in 2021. Outside of his advisory role, he is involved in a transportation business partnership through Housley Transport LLC, which invests in trucking operations managed by a third party. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sergio Hernandez is a financial advisor at Morgan Stanley in Gilbert, AZ, with two years of industry experience. He holds the Series 66 and Series 63 credentials and previously worked at Merrill, Bank of America N.A., and Robinhood Markets, Inc. Outside of finance, Hernandez competes as a professional boxer. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a variety of services including planning that incorporates the firm’s investment committee estimates and modeling tools.

Taylar Owen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining J.P. Morgan in 2025, Owen worked at Edward Jones, Mass Mutual/MML Investors, and USAA. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Patrick Serrano is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked with various Charles Schwab entities since 2022. Prior to his advisory role, his background includes education and retail positions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.

Michael Bohnert is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 10 years. Outside of his advisory work, he serves as a youth ice hockey referee through the Arizona Amateur Ice Hockey Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Connor Ziegler is a financial advisor with LPL Financial in Tempe, AZ. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at Aflac and several roles unrelated to finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cameron Mack is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Bank of America, N.A. 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 a range of clients, including individuals, high-net-worth clients, and institutional investors.

Tramell Williams is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes roles at Pershing Advisor Solutions LLC and various divisions within Raymond James since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Bruce Keller is a financial advisor with OSAIC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and automated rebalancing across various investment vehicles.

Nicole Neals is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held roles at USAA Investment Services Company and other USAA financial planning and advisory entities from 2011 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. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and order-routing with a multi-asset model portfolio approach and formal alternative investment processes.