Leslie Jackson Bridges is a financial advisor with J.P. Morgan Securities based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Nicole Neals is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held roles at USAA Investment Services Company and other USAA financial planning and advisory entities from 2011 to 2020. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment options, combining centralized custody and order-routing with a multi-asset model portfolio approach and formal alternative investment processes.

Connor Little is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at J.W. Marriott and attended the University of Arizona from 2016 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

Evelyn Contreras is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 63 designation and 14 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory work, she manages administrative and invoicing tasks for a local auto detailing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supporting advisors through various investment strategies and technology tools.

Douglas McClane is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Raymond James since 2012, currently also associated with the Zamborelli Wealth Advisory Group. His outside activities include serving as acting trustee for a trust with minimal annual duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Thomas Welton is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2013 and 2014, respectively, and previously served at the Department of Homeland Security from 2004 to 2017. Welton is also involved in selling home security and automation product referrals through affiliated companies and owns Welton & Associates, LLC, which operates for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Maria Longhini is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and BMO Bank N.A. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients as well as institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bradley Sonoda is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Sun Lakes, AZ, with four years of industry experience. Before joining Edward Jones in 2022, he served nine years in the US Army. Outside of advisory work, he assists with business operations and strategy development at a home electrical company in San Tan Valley, AZ. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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® professional with 21 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked with firms including Wealth Enhancement Group, Raymond James Financial Services, Robinhood, Amazon, and USAA. Outside of her advisory career, she is a co-owner of Kitsune Brewing Company, a microbrewery in Phoenix, 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and investment styles.

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.

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.

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 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.

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.