Tyler Lietz is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Toyota Financial Services and Northern Arizona University, including a role with NAU Student Unions and Activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Dominic Reis is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in managing a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Pepsi Harriman is a financial advisor at Edward Jones with five years of industry experience. Harriman holds the ChFC® and Series 66 designations. Prior to joining Edward Jones, Harriman worked at Share More Smiles Orthodontics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Ryan O'Neill is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors and BMO Harris Bank from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

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.

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 one year of industry experience. He has worked at Bank of America and Merrill since 2024 and attended Arizona State University from 2020 to 2024. 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 and profit-sharing 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.

Nathan Stevens is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, and has experience in consulting and operations roles prior to entering the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Darin Rokke is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 18 years. Rokke is a 25% owner of Rokke Family Farms LLC, a family-owned entity that manages farmland in northern Minnesota. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing various asset-allocation and portfolio construction tools to manage accounts on both discretionary and non-discretionary bases.

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.

Brendan Kennedy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously at Bank of America, N.A. beginning in 2026. 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, retirement plans, corporations, and charitable organizations.

Bryan Gerber is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he co-owns AG Investment Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools across a broad range of planning services, with multiple compensation arrangements and integrated financial product offerings.

Jace Hartley is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America N.A., Robinhood Markets, Inc., and Equitable Advisors. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 65 and Series 63 licenses with four years of industry experience. Before joining Morgan Stanley in 2025, he spent three years with The Vanguard Group and has a background that includes work at several country clubs and a role at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.