Wayne Rich is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1989 and has experience working with dynamic and successful individuals, business owners, professionals, and executives. Wayne assists clients in simplifying their financial lives, providing guidance on complex situations and life events that impact their financial futures. His expertise includes family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, retirement income, and small business strategies. Wayne holds a bachelor's degree in psychology from Oral Roberts University and completed the Wharton Financial Advisor Leadership Program. He has earned the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute upon completion of coursework at The Wharton School of Business, and is a CERTIFIED FINANCIAL PLANNER (CFP) professional awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Wayne and his wife, Lisa, reside in Tempe and have four children and a growing number of grandchildren. He enjoys music, art, food and wine, fitness, boating, golfing, and swimming. Wayne has a philanthropic focus supporting families in need and is involved with community organizations including the Aid To Women Center as a volunteer and advisory board member, the ASU Catholic Newman Center Advisory Council, and the Catholic Community Foundation Professional Advisory Board.

Jonathan Gentile is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Gentile is also the owner of 1029 Industries, LLC, an online marketplace for custom and non-custom goods. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Patrick De La Grange is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones for most of his career, including an 18-year period prior to a brief hiatus and a recent return to the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Tanner Cypress is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors. Outside of his advisory role, he participates as an independent contractor writing product reviews for the Amazon Vine program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also engages in fund advisory, model portfolio delivery, and oversight of sub-advisers.

Bryson Murset is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, his work history includes roles at JacksonWhite Law, Poolside Solutions, and Riverside Payments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

James Anagnos is a financial advisor with J.P. Morgan Securities based in Mesa, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns two rental properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies including ESG considerations.

Brian Bierman is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked with the Carin Nguyen Team at Real Broker and has experience with Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and investment outlook modeling.

Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for six years before joining Stifel in 2016. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes nine years at Vanguard and a brief tenure at Randstad. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Bryan Wightman is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he owned Right Choice Tutors and Educational Services LLC, a tutoring business, and worked in Mesa Public Schools for seven years. Outside of finance, he operates a small embroidery hobby shop and occasionally works at a concession stand during large racetrack events. Edward Jones is a full-service wealth management firm serving individuals and institutions with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Kyle Kristick is a financial advisor with J.P. Morgan Securities in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and also has a background at Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting client decision-making through a non-discretionary program.

Tiffanie Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including commodity pool operations and advisory roles to multiple registered investment companies.

Eric Hines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. and related entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations in its recommendations.

Robert Farwell is a CFP® professional with 23 years of experience in the financial industry, all with Edward Jones since 2003. He holds a Series 63 license and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jacob Talbot is a Series 66 licensed financial advisor with three years of industry experience, currently with Edward Jones. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. His background also includes roles outside finance in pest control and missionary training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.