Ryan O'Neill is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Kaiyun Chang Lau is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2007, totaling 17 years of industry experience. Aside from her advisory role, she is a co-owner of a residential rental property in Chandler, 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Hundley is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has held prior roles at DRG Technologies, Jackson Hewitt, Legacy Advisors, Phocus Retirement Services, and Global View Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Mcginley is a Series 66 licensed financial advisor with LPL Financial in Chandler, AZ, with 25 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Unified Wealth Management, Gunnallen Financial, OSAIC, and Asset & Financial Planning, Ltd. In addition to his advisory work, Mcginley is involved in tax preparation and accounting through Wealthnest Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

G Schein is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, concurrently affiliated with Bank of America since 2011. Schein is a general partner at P.M. Schein LLC, a for-profit investment business focused on real estate and other investments. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corwin Kesen is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2016 and previously worked at Little Caesars from 2012 to 2016. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Jacob Paul is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Vans and Bank of America, N.A. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Laganke is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Merrill for 12 years. Outside of his advisory role, he is the owner of Seventh Year, LLC, a for-profit business based in Queen Creek, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and 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 corporate financial planning services.

Ryan Mabry is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background in Occupational Therapy to his financial advising career, emphasizing holistic well-being in his approach to helping families achieve financial health. Ryan works with a team that has a collective experience of 60 years, focusing on education, collaboration, and client-centered strategies. His expertise spans areas including Employee Benefits Planning, Executive Compensation, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Socially Responsible and Values-Based Investing, Special Needs Planning Strategies, Sports & Entertainment, Individual and Corporate Investment Strategy, and Tax Minimization. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Master of Science in Occupational Therapy from Cox College. A native of Arizona, Ryan is married and has three daughters involved in volleyball, gymnastics, and dance. He enjoys baseball, football, gardening, golfing, spending time with his family, and watching movies. He aims to empower families to achieve financial confidence and long-term success through individualized planning grounded in integrity and excellence.

Abbey Curtis is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley in 2023, Curtis worked at Charles Schwab & Co., Inc. for seven years and was involved with eSquared Communications Consulting for seven years. Outside of financial advising, Curtis is a partner at Pointer Electric LLC, providing consulting services, and is also employed with Alliance Professionals Group in construction and engineering. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools.

Gretchen Kane is a financial advisor at Charles Schwab with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. for 10 years. The firm serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with financial planning and custody services. Schwab’s scale and integrated structure support a broad client base with centralized operations and a distinctive approach to alternative investments and cash management.

Darin Rokke is a financial advisor with OSAIC in Chandler, AZ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at LPL Financial for 18 years before joining OSAIC. Rokke is a 25% owner of a family LLC that owns farmland in northern Minnesota. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, including financial planning, managed portfolios, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple investment platforms and solutions.

Nathan Falk is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Evan Greer is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch since 2012. Outside of his advisory work, Greer is involved in hospitality and security roles at local nightclubs and owns a business selling drone components. Merrill 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.

Bryan Gerber is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Wells Fargo Advisors since 2020 and worked previously with Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he has a 50% ownership stake in AG Investment Management, LLC, where he actively works significant hours. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, using Wells Fargo’s research and tools to develop tailored recommendations. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Tyler Jackson is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Farmers Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Daniel Odom is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, Robinhood Financial, Merrill, and Strategic Advisers, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jace Hartley is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. His prior work includes roles at Robinhood Financial, Robinhood Markets, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gary Gunsalus is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, JPMorgan Chase, Mercer Global Advisors, and Bank of America. 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 overseen by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Brown is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Merrill before joining Edward Jones in 2020. Outside of his advisory role, he has a minority ownership stake in a gym and is involved in property rental and flipping through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including those with varied net worth levels. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.