Stephanie Bregante is a financial advisor at Morgan Stanley with eight years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Solium Financial Services, Charles Schwab, and First Convenience Bank. Outside of her advisory work, she is involved in a restaurant and bar business in Phoenix, Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Gregory Haas is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James, he held positions at Wells Fargo and KeyBank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through its advisory programs and affiliated firms.

Rea Mayer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including RBC Capital Markets and City National Bank prior to joining J.P. Morgan. Mayer serves on the Board of Trustees for the Desert Botanical Garden in Phoenix, chairing its Planned Giving Committee and participating on the Finance Committee. 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Chandler Cole is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Arizona Public Service, CED Scottsdale, and Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Brett T. Williams is a Certified Financial Planner® with 32 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services Inc. for 16 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Dave Ethington is a financial advisor with Charles Schwab based in Chandler, AZ, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance via multi-asset model portfolios and affiliated managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory and brokerage services.

Zach Cleveland is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop clear, actionable plans to support their financial well-being. He has held his current position since 2025. Prior to his current role, Zach worked as a Retirement Planner at Fidelity Investments from 2024 to 2025. He also gained experience as a Paraplanner at Solutions First Financial Group between 2023 and 2024, and as a Retirement Specialist at Vanguard from 2022 to 2023. Outside of his professional work, Zach engages in family activities, social events with friends, music, and reading.

Tanner Brady is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kira Hill is a financial advisor at Charles Schwab with 20 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Bank and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves a large client base, primarily 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Brennan Diamond is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Ironwood Investment Counsel and Barilotti Wealth Strategies, and has multiple engagements with Arizona State University. Outside of his advisory work, he has experience at the Arizona Grand Resort and Spa. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Hunter Severson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. He began his advisory career in 2026 after roles at Charles Schwab and other organizations. Outside of finance, his experience includes work at a golf course and involvement with community events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Raechel Owen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Outside of her advisory role, Owen serves as a board member and Finance Director for the nonprofit Alpha Phi Fraternity and advises the Alpha Phi Sorority chapter on financial matters. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carson Hymas is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is a general partner and managing member of a pizza catering business in Mesa, AZ. 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 a range of clients including individuals, pension plans, and charitable organizations.

Jade Mc Anelly is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to Merrill, she worked at Morgan Stanley and Bank of America, N.A. Outside of finance, her background includes roles in education and the entertainment sector. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Kevin Beamon is a financial advisor with LPL Financial in Scottsdale, AZ, holding the Series 63 and Series 65 designations and with 33 years of industry experience. He has been with LPL Financial since 2008. Outside of advising, he serves as a director of Wayne B. Light Custom Jewelry and is a certified rider coach with TEAM Arizona Motorcycle Training. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, financial planning, and retirement plan consulting, with access to model portfolios and research services.

Drew Patnode is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has experience working in education and athletics, including roles at Arizona State University, Mountainside Highschool, and Highland Park Middle School. Outside of his advisory work, he has been involved with Varsity Tavern since 2024. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Amiri Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked with the Houston Astros Baseball Club and held positions at SignValue Inc., Arizona State University, and Diamond Ranch High School. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a broad range of investment strategies.

Kyle Kramer is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Bank of America and Morgan Stanley. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Fisher is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 brokerage, distribution, and investment management capabilities.

Alyssa Shelton is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Frankeberger Group. She joined the team in 2016 and brings experience from her previous role as a Personal Banker at Bank of America. Alyssa is a Personal Investment Advisor (PIA) and has a background in Business Management from Whitworth University in Spokane, Washington. She is originally from the Pacific Northwest and relocated to the Phoenix Valley in 2011. Alyssa resides in Cave Creek and enjoys spending time outdoors with her two sons.