Jacob Hansen is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked in various roles outside financial services, including at Shin-Etsu MicroSi and Mountainside Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and the option to combine planning with managed accounts under a consolidated billing system.

Ingrid Sabatina is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has one year of industry experience. Prior to joining Merrill, she held roles at Grand Canyon University, Horizon Hospitality, and several other organizations across diverse sectors. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Adam Martin is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked at Vans from 2015 to 2022 and Gamestop from 2010 to 2018. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarret Hauch is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having 16 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he engages in freelance creative writing, including movie screenplays. 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 investment strategies for a range of individuals and institutions.

Bradley Holly is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Carson Goodrich is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held roles in education and the food service industry, including at Grand Canyon University and several coffee companies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and recommendations without discretionary trading authority. The firm’s approach integrates planning with managed accounts under a consolidated option called “WealthPlan,” while maintaining separate planning and investment services.

Matthew Hamami is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes a role at Graystoke Capital Partners and various non-financial positions. Outside of advising, he operates a side business renting cars and works as an independent contractor delivering food. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Miller is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Tempe, AZ. He has 16 years of industry experience and has been with Edward Jones for 15 years. 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 under management, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Georgina Bunger is a Series 66-licensed financial advisor with Edward Jones in Gilbert, AZ, with 18 years at the firm and one year of industry experience. Prior to her advisory role, she was involved in real estate sales with Century 21 Kroff Realty in Gold Canyon, AZ. 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 nationwide network of approximately 23,701 financial advisors.

Kyle Ryan is a financial advisor at Edward Jones in Gilbert, AZ with seven years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Co, and Freedom Financial Network. Outside of his advisory work, Kyle serves as an Associate Worship Leader at San Tan Bible Church where he leads a team of musicians. 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 over $1 trillion in assets through a large national network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Rayhons is a financial advisor with Cetera in Gilbert, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Voya Financial Advisors and Black Gould & Associates, Inc. He serves on the boards of the Dignity Health Foundation - East Valley and The Otto & Edna Neely Foundation, and is involved with the Gilbert Chamber of Commerce and community leadership through Gilbert Talks, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, offering diversified portfolio management and financial planning through various program platforms and third-party manager access.

Kyle Foster Klaus is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles in retail and sports sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a centralized due diligence process that incorporates ESG criteria. The firm operates within the broader J.P. Morgan organization, offering a range of investment products and customized reporting on a non-discretionary basis.

Austin Scribner is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Charles Schwab for two years and has been involved with the Talking Stick Golf Club in a customer service role since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Rudy Alvarado Jr. is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2024, he worked in various school districts including Gilbert Public Schools and Scottsdale Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

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.

Emaad Tareen is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of California, Santa Barbara, and DM Baker Media Relations. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Sitton is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Sitton serves as an executive producer for a movie production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Michael Echelberger is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at LPL Financial LLC, The Vanguard Group, Wells Fargo Bank, and Music and Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large nationwide network of financial advisors and branch offices.