Bryan Mcclure is a financial advisor with Primerica Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003 and is currently involved with the Town of Queen Creek since 2023. Outside of advisory work, he owns BAM Enterprises, LLC, a legal entity formed to support his Primerica business activities, and engages in referral work related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade-execution services from BNY Mellon Advisors and Pershing.

Bret Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory role, he serves as a non-variable insurance agent for Mountain America Insurance Services, focusing on fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions.

James Brandt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2023 and has a background with E*Trade Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley Private Bank, N.A., where he has been active since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various services including relationships with investment companies, private funds, and commodity pool operations.

Jack Shaw Jr. is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Merrill since 2009. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, his spouse owns a boutique business called Lunch Money, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Fredrik Andersson is a financial advisor with Morgan Stanley in Queen Creek, Arizona, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside his advisory role, he is co-owner of MARAND, LLC, a company involved in real estate investments. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Thomas Martin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at The Vanguard Group, Bank of America, Morgan Stanley, and E*TRADE Securities. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party teams.

Keith Anderson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Echo Global Logistics and Riot Hospitality Group. He also has experience in the solar energy sector and has been involved with Arizona State University over several years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Douglas Dray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Brigham Young University. Douglas is proficient in both English and Spanish.

Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Equitable Advisors, The Vanguard Group, and several educational institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop customized financial plans that integrate investment management, retirement planning, wealth transfer strategies, and risk management. His approach centers on understanding each client's unique priorities to create coordinated strategies that support their financial goals. Matthew's expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and addressing the financial considerations of business owners and professionals. He focuses on helping clients navigate executive compensation, family wealth management, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment finances, tax minimization, and retirement income. He holds a Bachelor's Degree from East Carolina University and has earned the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor professional designations. Outside of his professional role, Matthew enjoys football, golfing, music, pickleball, reading, skiing, spending time with his family, surfing, tennis, and traveling.

Joshua Bring is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a Director-At-Large for the Arizona Sporting Clays Association and operates Bring Consulting LLC, a third-party e-commerce services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis Press is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, Alexis worked at Caffall Dental Care and Bank of America. Outside of advising, Alexis is involved in a project related to dental software at Caffall Dental Care. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bailey Lyon is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, Lyon worked in various roles including positions at Walmart and the University of Wyoming. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment solutions.

Matthew Petello is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group. Outside of advisory work, he also works as an Uber driver. 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 a structured discovery process.

Christina Jutting is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Morgan Stanley and has previously held roles at The Vanguard Group, Baba Bear, and as a self-employed professional. Outside her advisory work, she is the author of a published book through Fulton Books. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to deliver tailored financial plans.

Charles Darling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for Luv Toyota for twelve years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Douglas Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Victorino Borromeo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Liberty Mutual Insurance, and Spring Venture Group, as well as self-employment from 2018 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate agreements.

Kevin Blodget is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously at Northern Arizona University from 2016 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market scenario modeling in its financial planning process.