Bradley Sonoda is a CFP® and Series 66 credentialed advisor with Edward Jones, based in Sun Lakes, AZ. He has three years of industry experience, including nine years of service in the US Army. Outside of financial advising, he is involved in operational management and business strategy development for a home electrical company in San Tan Valley, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment solutions.

Monica Lostumbo is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding a Series 65 license and six years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., TEEMA Solutions Group, The Vanguard Group, Inc., OneAZ Credit Union, and Comerica Bank. Outside of finance, she is a certified scuba diving instructor, training and certifying divers at various levels. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offering a range of discretionary and non-discretionary advisory programs supported by a firm Investment Committee.

Stacy Johnson is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Wealth Enhancement Group, Raymond James Financial Services, Robinhood Markets, and USAA. Outside of finance, she is a co-owner of Kitsune Brewing Company, a microbrewery in Phoenix, AZ. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Cori Solomon is a financial advisor at Edward Jones in Gilbert, AZ, with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 variety of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Joseph Le Bouff is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Vannoni is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she owns a sole proprietorship that prepares individual tax returns. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and sophisticated portfolio management tools.

Wyatt Zier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Aloniu, Zyra Talk, and Jump 360. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Ethan Moore is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Before joining Cetera and its associated entities in 2026, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Outside of financial advising, Moore is involved in personal training and strength coaching. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse clientele including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.

Michael Erickson is a financial advisor with J.P. Morgan Securities in Queen Creek, AZ, holding Series 66 and Series 63 registrations and one year of industry experience. He has prior experience with JPMorgan Chase Bank, N.A. and several mortgage and lending firms. Outside of his advisory role, he works part-time as a soccer coach. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice with an ESG framework and access to a broad range of products through its affiliations.

Jacob Hudson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors and Mountain America Credit Union. He is based in Queen Creek, Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology such as machine learning.

Amit Maharaj is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Vanguard Group and JPMorgan Chase. He also spent seven years at Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

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 with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of her advisory role, she is an owner and partner of RNJA LLC, an entity established to purchase rental property. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision authority.

Manuel Canales is a Certified Financial Planner (CFP®) at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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 with Merrill in Gilbert, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1996. 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.

Joel Stauffer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and advanced modeling tools, serving clients in both direct and corporate financial planning arrangements.

Bruce Theuerkauf is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.