Todd Hansen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Wells Fargo Clearing in 2023. Hansen has a side business involving loans secured by real estate he previously owned. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Stein is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at Clearwater Analytics, Reputation.com, and Financial Engines. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various investment strategies and custodial relationships.

Kevin Bast is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior firms include E*Trade by Morgan Stanley, The Vanguard Group, TD Ameritrade, Morgan Stanley, and Scottrade. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Thomas Sattler is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ. He holds the Series 66 designation and has been with Cambridge since 2023. His prior experience includes various roles at My One Retirement, BYU Idaho, and other companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Catherine Estrada is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Derek Hellerman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked previously at The Vanguard Group, Inc., as well as in roles at Rocket Mortgage and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Deana Peters is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Outside of her advisory role, her husband is involved in several real estate-related activities through various LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branches.

Samuel Marcus is a financial advisor with Mass Mutual Investors Services in Tempe, AZ. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Family First Life and Shield Co. Marketing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative annual planning to develop written recommendations tailored to client goals.

Cristobal Rodriguez is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2004. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Mackin is a financial advisor at Thrivent Investment Management with two years of industry experience and a Series 66 designation. Prior to joining Thrivent, he worked with Young Life at their Lost Canyon and Lake Champion locations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. Their services include planning across a wide range of topics and allow clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Lori Hennesy is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 63 designation and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as power of attorney for her parents and is a 50% owner of Michael Hennesy Pump Services Consulting LLC, a water and wastewater treatment plant consulting business. 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 combines research-driven investment strategies with a broad range of financial products and services, supported by over 14,000 financial advisors and substantial assets under management.

Thomas Drees is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jeremy Tapia is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to that, he spent six years with The Vanguard Group and operated as a self-employed advisor for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Kirk Johnson is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2014. Based in Phoenix, AZ, his career has focused on delivering investment advisory and brokerage services. UBS Financial Services serves individual, corporate, and institutional clients with a range of offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Stacey Dunn Padilla is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2014 and concurrently with Bank of America since 2015. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Ferro is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2022. Prior to that, he held positions at Robinhood Markets and Bank of America Corporation (Merrill Lynch). Charles Schwab serves a large client base of 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Blake Lesueur is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Casey LeSueur Getz CPAs PLLC and Ernst & Young LLP. Outside of advising, he owns and operates BNL Tax & Advisory PLLC, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a collaborative approach with centralized research and algorithmic tools to deliver customized retirement recommendations.

Amy Andrews is a Series 66-credentialed financial advisor at Thrivent Investment Management in Chandler, AZ, with 10 years of industry experience. She has been with Thrivent and its affiliated firm since 2016. Outside of her financial advisory work, she teaches yoga classes to beginners and advanced beginners at EOS Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services distinct.

Tracy Hamilton is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, she has held various roles including Trust Administrator for Merrill Trust Company, where she provided fiduciary services to more than 100 trust clients. Currently based in Gilbert, Arizona, Tracy and her team serve clients across the greater Phoenix area and nationwide, focusing on multi-generational families, medical and legal professionals, business owners, contractors, tech professionals, as well as retirees and pre-retirees. Her areas of expertise encompass family wealth management, legacy planning, retirement income strategies, portfolio management, socially responsible investing, and personalized education funding strategies. Tracy works closely with clients to address a broad range of financial needs such as risk management, insurance planning, retirement plan adoption, and corporate benefits consultation. She holds a Bachelor’s degree in Business Management from the University of Phoenix and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional role, Tracy spends time with her husband, Scott, their three children, and grandchildren. She maintains an active lifestyle through Hot Yoga and pursues crafts including soap and candle making. Tracy follows professional football, supporting the Arizona Cardinals and Pittsburgh Steelers.

Christopher Kandas is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.