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 at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Chacon, Diaz & Di Virgilio Wealth Management and the University of Florida. Ellis serves on the parish council of Holy Trinity Greek Orthodox Cathedral as treasurer, managing the church’s budget and financial reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Douglas Sattler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Waddell & Reed, and owns D & V Financial Services, LLC, where he also acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and utilizes proprietary model strategies under the Founders Gate Capital brand.

Clayton Cunningham is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at firms including JLL and engaged in entrepreneurial activities, notably assisting as a social media generalist for a fitness app focused on gymnastics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, supported by a large national network of financial advisors and branch offices.

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 financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is planning to form Housley Transport LLC, a transportation business partnering with a logistics company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sergio Hernandez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Bank of America and Merrill. Outside of finance, he competes professionally in boxing. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, combining financial planning and investment management supported by firm‑approved tools and research.

Taylar Owen is a Series 66-licensed financial advisor with 11 years of industry experience. Currently with J.P. Morgan Securities, Owen previously worked at Edward Jones, Mass Mutual/MML Investors, USAA, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

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, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aflac and various positions in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Justin Simonini is a CFP® professional with three years of industry experience, currently affiliated with MassMutual Investors Services in Scottsdale, AZ. His prior roles include positions at JP Morgan Chase Bank and LPL Financial, and he is the founder of Saguaro Advising LLC. Outside of advisory work, he provides transportation services for physically disabled individuals. MassMutual Investors Services, LLC operates as 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, employing a collaborative, tools-driven approach to deliver tailored recommendations.