Mary Vannoni is a financial advisor at Osaic Wealth with 38 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2023, she spent 14 years at Sagepoint Financial, Inc. In addition to her advisory work, she operates a sole proprietorship preparing individual tax returns. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and a variety of managed account programs.

Kate Somerville is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at STORE Capital, Northwestern Mutual, and First International Bank & Trust before joining Edward Jones in 2019. 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 advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Michael Erickson is a financial advisor at J.P. Morgan Securities in Queen Creek, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to his current role, he has worked in various positions including at JPMorgan Chase Bank, N.A., and several lending firms. Outside of his advisory role, he is a part-time soccer coach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence, qualitative and quantitative research, and may include ESG eligibility criteria in its recommendations.

Chaundra Cabrera is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Griffin Capital Securities. Outside of her advisory role, she serves as an officer for a homeowners association in Phoenix, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and is notable for its use of advanced technologies and its role as an advisor to multiple registered investment companies.

Lieng Ouk is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining Cambridge, Ouk worked at Morgan Stanley, Charles Schwab & Co., Inc., and Wells Fargo Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Jacob Hudson is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Advisors and Mountain America Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amit Maharaj is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at The Vanguard Group and JPMorgan Chase, as well as seven years at Grand Canyon University. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include but do not rely on individual security recommendations.

Kham To is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Kham worked at the University of Arizona for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicole Hartung is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of her advisory role, she is establishing an LLC focused on real estate investment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice that includes asset allocation, investment manager searches, and customized performance reporting. Their advisory process uses centralized due diligence supported by quantitative and qualitative research, with some implementation services provided by affiliated entities.

Michele Riordan is a financial advisor with LPL Financial in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining LPL Financial in 2003, she worked at Scarborough Capital Management, Inc. from 1998 to 2003. She operates a DBA, Riordan Investment Management, based in Scottsdale, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Manuel Canales is a CFP® professional with 28 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Questar Asset Management, Inc. He is based in Mesa, AZ, and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework to develop model asset allocations.

Bridget Morales is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracey Perine is a financial advisor at Merrill with 24 years of industry experience and holds the Series 66 designation. She has been with Merrill since 1996. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and employer-sponsored financial planning agreements.

Bruce Theuerkauf is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Malossi is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at William Blair & Co. and Thomas Interiors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and utilizes structured planning tools and market simulations in its process.

Caleb Cavazos is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Caleb worked for Bank of America/Merrill Lynch and has experience in retail management at Fry's Food Stores. 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. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Daniel Benzer is a Series 66-registered financial advisor with LPL Financial in Chandler, AZ, and has 17 years of industry experience. His prior roles include positions at First International Bank & Trust, Investment Centers of America, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a range of investment strategies and leveraging advanced research and operational tools.

Nicholas Pegelow is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2012. He has 11 years of industry experience. 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 through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Jonathan Hilts is a securities advisor at J.P. Morgan Securities based in Tempe, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Wells Fargo and Sunwest Federal Credit Union. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and incorporates ESG considerations.