ADVISOR BIO

Kyle Willis is a financial advisor based in Tempe, Arizona. Kyle is registered to provide investment advice in 53 states and has been active in the industry since November 2018. Kyle currently works for Morgan Stanley, a firm that has offices nationwide. Prior to joining Morgan Stanley, Kyle worked for E*TRADE SECURITIES LLC. Kyle has a wide range of experience and expertise in the financial services industry.

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ADVISOR BIO

Kyle Casten is a financial advisor at Morgan Stanley. Kyle has been in the financial services industry for over 2 years. Kyle holds Series 63, Series 65, and Series 7TO licenses. Kyle is registered with the state of Arizona and Texas and is also registered with the Financial Industry Regulatory Authority (FINRA). Kyle specializes in providing investment advice to individuals, families, and businesses. Kyle is also registered with the state of Arizona and Texas as an Investment Advisor Representative. Kyle's other business includes recreation activities at Scottsdale National Golf Club.

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ADVISOR BIO

Kyle Backus is a financial advisor at Morgan Stanley, He has been working in the financial services industry since 2010 and is licensed to sell securities and investment advisory services in 46 states. Kyle's primary focus is on investment management and financial planning for individuals, businesses, and institutions. He specializes in building personalized investment strategies tailored to each client's unique needs, goals, and risk tolerance.

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ADVISOR BIO

Kylie Bunce is a financial advisor registered with Morgan Stanley. Kylie has been in the industry since April 2021. Kylie is registered to provide investment advice in 55 states and the District of Columbia. Kylie has earned the Series 66 and 63 securities licenses. Kylie's experience includes previous roles at Vanguard Marketing Corporation and Scottsdale Community College.

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ADVISOR BIO

Kylie Powell is a financial advisor with over 4 years of experience in the financial services industry. Kylie is currently registered with Morgan Stanley as an investment advisor representative. Prior to joining Morgan Stanley, Kylie was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 3 years. Kylie holds the Series 7, Series 66, and SIE securities licenses.

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ADVISOR BIO

Lana Elizabeth Hock is a financial advisor who has been working in the industry since 1994. Currently, Lana works at Robert W. Baird & Co. Inc. Lana is registered with both the BrokerCheck and Investment Adviser Public Disclosure (IAPD) systems and holds multiple licenses and registrations in various states. Prior to her current role, Lana worked at AIG FINANCIAL ADVISORS, INC. and SunAmerica Securities, Inc. Lana specializes in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions.

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ADVISOR BIO

Lance Due is a financial advisor located in Gilbert, Arizona. Lance is a registered representative of Morgan Stanley and has been in the industry since 1999. Lance specializes in providing investment advice and financial planning services to individual clients, corporations, and other institutions. He holds Series 7, 63, 66, and 24 licenses and has experience working with a variety of investment products, including stocks, bonds, mutual funds, and ETFs. Prior to joining Morgan Stanley, Lance worked at several other firms including Sentra Securities Corporation, Spelman & Co., Inc., SunAmerica Securities, Inc., and Charles Schwab & Co., Inc.

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ADVISOR BIO

Lance T Spencer is a financial advisor with Summit Global Investments, LLC. Lance has been in the financial services industry since 1989. Lance holds the Series 6, 7, 8, 63, and 66 licenses and is a Certified Financial Planner. Lance has experience providing financial planning, portfolio management, and analytical services to individuals, families, businesses, corporations, and investment companies.

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ADVISOR BIO

Lance Clifton Lane is a financial professional who has been working in the industry since 2005. Lane is registered with State Farm Investment Management Corp. in Tempe, AZ. Lane has been a Registered Representative with State Farm Investment Management Corp. since 2018. Lance Clifton Lane has the following licenses and qualifications: Series 6, Series 63, and SIE. Lance Clifton Lane is a Chartered Financial Consultant.

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ADVISOR BIO

Landen Leon Lunsway is a financial advisor at Beacon Pointe Advisors, LLC. Landen has been in the financial industry for over 20 years and has a strong track record of success. Landen is a Certified Financial Planner and holds a Series 66, Series 7, Series 9, and Series 10 license. Landen has experience working with a variety of clients, including individuals, families, businesses, and institutions. Landen is committed to providing personalized financial advice and helping clients achieve their financial goals. Landen is also a member of the Beacon Pointe Advisors, LLC team, which provides financial advice and investment management services to a wide range of clients.

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