Susan Krech is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding a Series 66 designation and 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Yonathan Haile is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Debes Mutual and TIAA-CREF Individual & Institutional Services, 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 range of clients including individuals, high-net-worth investors, and institutions.

Joseph Collen is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Greatest Value. Outside of his advisory role, he works part-time as a courier and operates a home-based resale business. 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 broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.

Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Bryan Hanson is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Vanguard Group and Vanguard Advisers, Inc. He holds Series 63 and Series 66 licenses. 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 team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by in-house due diligence and ESG eligibility processes.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Shane Montgomery is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Throughout his tenure, Shane has developed expertise in wealth planning and financial consulting, focusing on supporting clients' financial needs with integrity. He emphasizes a commitment to working relentlessly alongside clients and their families to exceed their wealth planning expectations. Outside of his professional work, Shane enjoys activities such as beach outings, hiking, outdoor adventures, reading, and traveling.

Luke Bullinger is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 designations with one year of industry experience. His prior work includes roles at Realty ONE Group, Redfin, and John L Scott. Outside of advising, he is involved with I-5 Chrome Shop LLC, an automotive retail business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and advanced modeling techniques.

Austin Small is a Financial Consultant who collaborates with clients to understand their goals and personal situations. He works with them to build and implement holistic financial plans aimed at helping clients work towards their financial aspirations. Prior to his current role, Austin held positions at Ameriprise Financial, including Client Relationship Manager from 2022 to 2023 and Client Support Associate from 2021 to 2022.

Victoria Stinson is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and over 14 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, Stinson is involved in hospitality and staffing through part-time work with Instawork and Qwick. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Oscar Hermida is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to entering finance, he spent seven years with Helping Outsourcing - Cuatre Cuarts. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Ely is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1991, concurrently with a role at Bank of America since 2009. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ariana Frankenstein Archer is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Merrill for four years and has held positions at Sally Beauty Supply, The Home Depot, Arizona State University, and Casa Grande Union High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Jason Jo is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Morgan Stanley in 2022. Outside of his advisory role, he is a licensed real estate broker and landlord based in Gilbert, Arizona. 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 range of advisory programs, managing approximately $2.74 trillion in client assets.

Alexandra Sandoval is a financial advisor at Charles Schwab with 10 years of industry experience. She previously worked at Vanguard Marketing Corporation and operated as a self-employed advisor before joining Charles Schwab in 2022. Sandoval holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base, 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 management, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Martin Cruz is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been with Merrill since 2014. Prior to his advisory role, he worked at Texas Roadhouse in 2023. 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.

Cameron Doty is a financial advisor at Merrill with Series 66 and Series 65 credentials and five years of industry experience. His prior roles include positions at Bank of America, Bancwest Investment Services, and automotive dealerships. 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 and profit-sharing plans, corporations, and charitable organizations.

Ryan Connors is a financial advisor at LPL Financial in Tempe, Arizona, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, he worked at Blue Mountain Ski Resort for four years. 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 brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Antonio Mendez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Gateway Community College, Doordash, Imperial Valley College, and A&A Logistics Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Woodward is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.