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.

Corey Acker is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Northwestern University from 2013 to 2018. Outside of advising, he is the sole proprietor of a business that creates painted repurposed wood art. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients in both direct and corporate financial planning agreements.

Griffin Brown is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Ruth Goldberg is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Wells Fargo. Goldberg is based in Chandler, AZ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach supported by algorithmic tools and oversight committees.

Dale Beed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has a long tenure at Morgan Stanley, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney dating back to 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

George Otieno is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Walmart Inc. and Visionary Leadership and Management Consultants. Outside of his advisory role, he is involved as a contractor with Doordash in Tempe, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

James Wahl is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sheryl De Voss is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Her prior experience includes roles at U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Moayd Warrayat is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and J.P. Morgan Chase. He is the sole owner of an unrelated rental property business in Chandler. 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.

Brandy Simmons is a financial advisor at Edward Jones in Chandler, AZ, holding Series 63 and Series 66 registrations with 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, Simmons works as a consumer service associate at Brown Shoe Co. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Gilbert Delgado is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including TCI Wealth, Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC. Delgado is based in Tempe, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its services.

Dustin Minnick is a Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ivan Villela Alvarez is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked at Benedictine University and The Liquidators Discount Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a focus on fiduciary standards.

Aaron Hyde is a financial advisor with J.P. Morgan Securities in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Russell Wright is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Montague is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with business owners and multi-generational families. He helps clients bring structure and clarity to business and personal wealth planning, 401(k) and retirement plan oversight, decision-making, and family wealth coordination. He serves as a long-term decision partner to help clients make disciplined and defensible financial choices aligned with their priorities. Matthew and his team focus on areas such as college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, and retirement income. He collaborates closely with clients to create personalized wealth management plans based on understanding their life priorities. He holds a Bachelor of Science in Finance and a Bachelor of Arts in Financial Planning, both from Arizona State University. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in his community through participation in the Church of Jesus Christ of Latter Day Saints.

Liam Connor is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Loomis Sayles and PanAgora Asset Management. Before entering the financial industry, he held various roles including at the University of Massachusetts Amherst and Connor and Morneau LLP. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Kathryn Josey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Vanguard Group, Inc. and a community involvement position with Youth on Their Own. 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.

John Klen is a Series 66-registered financial advisor at Morgan Stanley in Tempe, AZ, with six years of industry experience. He previously worked at Wells Fargo Securities and The Vanguard Group before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Lori Greer is a financial advisor at Edward Jones with 19 years of industry experience. She has been with Edward Jones since 2004 and holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.