Abbey Curtis is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley in 2023, Curtis worked at Charles Schwab & Co., Inc. for seven years and was involved with eSquared Communications Consulting for seven years. Outside of financial advising, Curtis is a partner at Pointer Electric LLC, providing consulting services, and is also employed with Alliance Professionals Group in construction and engineering. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools.

Corey Acker is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Northwestern University from 2013 to 2018. Outside of advising, he is the sole proprietor of a business that creates painted repurposed wood art. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients in both direct and corporate financial planning agreements.

Ruth Goldberg is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Wells Fargo. Goldberg is based in Chandler, AZ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach supported by algorithmic tools and oversight committees.

George Otieno is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Walmart Inc. and Visionary Leadership and Management Consultants. Outside of his advisory role, he is involved as a contractor with Doordash in Tempe, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Sheryl De Voss is a CFP® professional with 43 years of experience in the financial services industry. She is currently with Ameriprise and has previously worked at U.S. Bancorp Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Brotherton Investment Consultants. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and annual advice focused on income stability and tax-aware withdrawal strategies.

Matthew Montague is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with business owners and multi-generational families. He helps clients bring structure and clarity to business and personal wealth planning, 401(k) and retirement plan oversight, decision-making, and family wealth coordination. He serves as a long-term decision partner to help clients make disciplined and defensible financial choices aligned with their priorities. Matthew and his team focus on areas such as college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, and retirement income. He collaborates closely with clients to create personalized wealth management plans based on understanding their life priorities. He holds a Bachelor of Science in Finance and a Bachelor of Arts in Financial Planning, both from Arizona State University. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in his community through participation in the Church of Jesus Christ of Latter Day Saints.

Jacob Stevens is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Insight and has a diverse background including roles at the Green Valley Fire Department and Arizona Christian University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Aaron Fraser is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, AZ, bringing 13 years of industry experience. His career includes roles at E*TRADE Securities, Morgan Stanley, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and offers a wide range of retail and institutional investment services.

Harrison Bunim is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to his financial career, he held positions at Young's Bicycle Shop and was involved with the Desert Cats Lacrosse Program and Young Sports Ltd. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, offering a broad array of investment and financial services.

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.

Paulo De Souza is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in various roles including Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Throughout his career, Paulo has focused on understanding clients' financial and retirement goals and establishing relationships based on comfort and trust. He emphasizes clear communication and simplifies complex aspects of financial planning to create clear and easy-to-follow plans. Paulo holds a California Insurance License. Outside of work, he has interests in movies, soccer, table tennis, theater, and traveling.

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.

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.

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.

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.

Amy Brough is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-author of children's books. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Lynda Counts is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Cetera and First Allied Securities, before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Richard Selzler is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank. Outside of financial advising, he serves as a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ronald Mabry is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Merrill since 1981 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a family business based in Provo, Utah. 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 strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Elizabeth Wiley is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation and having recently begun her career in the industry. Her prior experience includes roles in travel and education sectors as well as involvement in real estate brokerage. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory and investment strategies supported by a large national network of advisors and branch offices.