Daniel Mullen is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with MML Investors Services since 2014 and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Mullen also works as an independent contractor for Uber. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-oriented processes using firm-approved analytical tools.

Angelica Herrmann is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and Bank of America prior to joining J.P. Morgan. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Payton Bagshaw is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and beginning their career in 2024. Prior to entering the financial industry, Bagshaw was involved with Gonzaga University Ministry for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and multiple management options.

Victorino Borromeo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Liberty Mutual Insurance, and Spring Venture Group, as well as self-employment from 2018 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate 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 at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following six years at Severson Sisters. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Carter Mengedoth is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 designations. He has one year of industry experience and has held positions at LIQD Investments and Speedway Junk Removal, among others. Mengedoth has also worked at the University of Arizona and in the food service industry. OSAIC serves a wide range of retail and institutional clients through numerous affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third‑party investment managers. The firm uses asset allocation tools and automated rebalancing to manage diversified portfolios and supports various advisory platforms and legacy program transitions.

Nicole Chapple is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously held roles at Bank of America and Wells Fargo. Chapple also worked at the University of Phoenix for four years. 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 strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Michael Hosmar is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Fisher Investments and Zions Investment Securities since 2002 and 2003, respectively. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment approach that combines quantitative screening, qualitative research, and tax-aware processes to manage risk and positioning.

Eric Pettitt is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2021. Outside of his advisory role, Pettitt is involved in community and networking activities, serving on committees and boards such as the Gilbert Chamber of Commerce and Gilbert Talks. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Sandra Rihani is a Series 66–licensed financial advisor with Merrill, based in Chandler, AZ. She has six years of industry experience and has worked at Bank of America, N.A., and Merrill since 2019 and 2020, respectively. Prior to her financial services career, she was employed at Active Life Inc. for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Clyde Ellis is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 credential and five years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank NA in 2021, he worked at Chacon, Diaz, & Di Virgilio Wealth Management and has experience at the University of Florida, Mississippi Braves, Mississippi Golf Association, and Delta State University. He serves as treasurer and board member for Holy Trinity Greek Orthodox Cathedral, where he manages budgeting and financial forecasting for the church. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

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.