Cristo Felix is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Chase Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Christopher Fahy is a financial advisor with Raymond James & Associates in Queen Creek, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, and Opendoor. Outside of advising, he works as an independent contractor for Trilinear Consulting & Business Solutions, assisting with client onboarding and data verification tasks. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers a range of financial planning and investment consulting services with various portfolio management styles and notable municipal advisory capabilities.

Melissa King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. She is based in Mesa, AZ. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Kurtz is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Freedom Mortgage Corporation for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branches nationwide.

Nicholas Dumond is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for Education at Work from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that includes firm-approved tools and modeling techniques such as Monte Carlo simulations.

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Crystal Muldowney is a financial advisor at Edward Jones with 22 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. Outside of her advisory role, she creates custom handcrafted gifts and sells small items on eBay. She is also connected to a family-run YouTube channel focused on video gaming content. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Malachi Yehudah is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. Malachi emphasizes ongoing advice and portfolio adaptation in response to changes in his clients' situations. His expertise lies in assisting clients with various financial priorities, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Malachi holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Grand Canyon University.

Austin Scribner is a financial advisor at Morgan Stanley in Gilbert, Arizona, with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Charles Schwab for two years. Outside of his financial career, he is involved with the Talking Stick Golf Club in a customer service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm’s approach includes use of structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Wayne Rich is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience in financial services. He began his career in 1989, working with individuals, business owners, professionals, and executives to simplify their financial lives and navigate complex situations. Wayne specializes in areas including family wealth management strategies, legacy planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds a bachelor's degree in psychology from Oral Roberts University and has completed the Wharton Financial Advisor Leadership Program. Wayne has earned multiple professional certifications such as Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Throughout his career, he has been recognized for his expertise, including being named to the Forbes Best-In-State Wealth Advisors list for multiple years. Wayne and his wife Lisa reside in Tempe, Arizona, where faith, family, and community are important aspects of their lives. They have four children and several grandchildren. Wayne participates in community organizations including the ASU Catholic Newman Center Advisory Council, the Aid To Women Center as a volunteer and advisory board member, and the Catholic Community Foundation Professional Advisory Board. His personal interests include boating, golfing, music, and swimming.

Anabelle Ramirez is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. She holds a Series 66 designation and previously worked at Federal Management Systems Inc. and The Salvation Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved tools and methodologies.

Brian Bierman is a financial advisor with Morgan Stanley Wealth Management in Gilbert, AZ, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at Carin Nguyen Team - Real Broker, Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Vanguard for nine years and at Randstad for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Kristick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has been with J.P. Morgan Securities since 2018 and also maintains a role at Jpmorgan Chase Bank, N.A. Outside of his advisory work, Kristick is an owner and partner of KLS Strategies LLC, a residential real estate business. 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 through Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Tiffanie Gonzalez is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Sean Kruger is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2012 to 2026. He holds a Series 66 designation and is based in Gilbert, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Alexander Frumker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2009 to 2023. Outside of his advisory work, he owns and manages a real estate investment business in Chandler, Arizona. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven process based on modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Evan Roorda is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he held positions at Nike, Kuttin Wealth Management, and Avity Investment Management. 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 through a structured planning process and a broad range of investment offerings.