Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Michael Draper is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses. He has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and Strategic Capital Holdings Group LLC. Outside of finance, he has been involved with the Electric Bike Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Victoria Ortegon is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and summary letters.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hanel Acevedo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hanel worked at Molded Devices and Fabuwood Cabinetry, with earlier experience at R&D Altanova. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a structured planning process using firm-approved tools and modeling methods.

Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Michael Fanning is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Tahoe and Montreux Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

David Motola is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity and its related entities since 2011. Outside of his advisory role, he owns LLC BEARDEDPIANO, through which he sells personal music compositions online. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Anderson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Raymond James Financial Services, Desert Financial Credit Union, and Bank of America. He is also an associate at Desert Financial Wealth Management in Phoenix. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and specialized planning groups.

Cade Stouder is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Morgan Stanley, he worked in various roles across several companies, including Albertsons Companies, Dutch Bros Inc., and Wilson-Bennett Technology. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group with approximately $2.74 trillion in client assets under management.

Ethan Bertenshaw is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Merrill Lynch and the National Bank of Arizona. He has also worked in various capacities with the University of Arizona and has experience outside finance, including involvement with Docuprint Solutions and Can Monkey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to support client financial goals.

Steven Payne is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes 14 years at Globus Medical Inc and self-employment for two years. He has also been involved with NEXT Community Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selectively managed accounts to individual and high-net-worth clients under a wrap-fee structure.

Gregory Ashcraft is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1984. In his role, he assists clients in developing wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that includes listening and helping clients make informed decisions. Gregory's client focus areas include college education planning, managing new wealth, personal retirement planning, and retirement income. Gregory holds a Bachelor's Degree from the University of Nebraska System and a Master's Degree from the University of Houston System. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has been recognized multiple times on Forbes' "Best-in-State Wealth Advisors" list and as a member of the Ashcraft Group on Forbes' "Best-in-State Wealth Management Teams" list. Outside of his professional work, Gregory is involved in the Academic Decathlon community program. His personal interests include hiking, photography, and scuba diving.

Lizette Corrado is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America Merrill Lynch and Davis Selected Advisers. Lizette is based in San Tan Valley, Arizona. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jacob Nance is a financial advisor at Edward Jones in Chandler, AZ, holding the CFP®, CFA®, ChFC®, and Series 66 designations with eight years of industry experience. His prior roles include positions at DemiDec and Synodis LLC, as well as academic involvement at Arizona State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Donald Sullivan is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Allied First Bank, loanDepot, Yelp, Freedom Financial Network, and Lendmark. Outside of his advisory role, he is involved in managing a rental property with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for a large nationwide network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending.

Alan Tarbet is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in supporting families and young professionals navigating financial planning amid life transitions, with a focus on building wealth and minimizing lifetime tax burdens. Alan's bilingual ability in English and Spanish enables him to work extensively with Hispanic small business owners and families, assisting them in reviewing cash flows, balance sheets, and prioritizing personal and business financial goals. Alan holds a Bachelor's Degree from Brigham Young University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Alan enjoys basketball, golfing, hiking, scuba diving, and spending time with his family.

Michael Krajnak is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Morgan Stanley and its related entities since 2018, with prior experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.