Matthew Pilawa is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DoorDash and Postmates as well as time at Chandler-Gilbert Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Douglas Johnson is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and is also affiliated with Bank of America, N.A. Johnson’s prior roles include positions at BMO Harris Bank and service in the Wisconsin Army National Guard. 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.

Rayan Hamze is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a partner in Lux Window Coverings, a home renovation business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Anna Vollenweider is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research since 2019. Outside of her advisory role, she is the owner of Simplicity Financial Planning LLC, which provides bookkeeping and paraplanning services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Bradley Knight is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*Trade, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.

George Randolph Jr. is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and serves clients from Gilbert, AZ. Outside of his advisory role, he is a vice president of a bookkeeping firm where his involvement is limited. 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 over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeffrey Kolzow is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority.

Todd Dragoo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in several investment-related LLCs, including residential rental properties and a financial practice. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Conner Woods is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2024, he was involved with Major League Baseball's Arizona Fall League and coached youth baseball at Salt River Fields Baseball Academy. Outside of finance, Woods serves as a part-time coach at Salt River Fields Baseball Academy. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Price Peasel is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 63 designation and over 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Moore is a financial advisor at Morgan Stanley with two years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2025, he worked at Guardian Life Insurance and Park Avenue Securities. Outside of finance, he is involved in the restaurant industry as an employee at The Keg Steakhouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Rudy Macias II is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a silent partner in Bull-it Transport LLC, a business involved in automotive maintenance, repair, and manufacturing of automotive parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Joshua Mathews is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interest in IPEC Coaching, LLC, a non-investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers a broad range of brokerage and advisory solutions.

David Hall is a financial advisor with J.P. Morgan Securities in Chandler, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and Vanguard. Outside of his advisory role, he is a partner in a non-investment-related real estate business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting with a non-discretionary approach.

Matthew Lankford is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include extensive tenures at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Jeremy Nelson is a Series 66-credentialed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2023 and held roles at Esurance and Mountain Park Community Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Matthew Ruppert is a financial advisor with Edward Jones in Gold Canyon, AZ, holding Series 66 and Series 63 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he is a landlord of a rental property in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Yizhi Zhang is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Zhang worked at Dataway Horizon and Xucan Information Technology from 2020 to 2022, and has also held roles at JC Horizon Ltd and UnionPay International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured tools and proprietary analysis.

Brian Nimr is a financial advisor with OSAIC in Gilbert, Arizona, holding a Series 66 designation and three years of industry experience. He has worked with OSAIC and its affiliated entities since 2023 and has prior experience at Waldron Partners. Outside of advisory work, Nimr is also involved as a sports journalist, tracking live sports data. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options delivered through a broad affiliate network.