Bryan Mcclure is a financial advisor with Primerica Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003 and is currently involved with the Town of Queen Creek since 2023. Outside of advisory work, he owns BAM Enterprises, LLC, a legal entity formed to support his Primerica business activities, and engages in referral work related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade-execution services from BNY Mellon Advisors and Pershing.

Bret Anderson is a financial advisor with LPL Financial in Queen Creek, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is also an agent for Mountain America Insurance Services, focusing on fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Drew Lowry is a financial advisor with Merrill in Mesa, AZ, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Merrill and Bank of America, he worked in educational roles with Queen Creek Unified School District and Educational Services Inc. 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, and institutional accounts.

Jovann Lewis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Gila River Telecommunications Corporation. Outside of his advisory role, he creates fishing content through a separate business venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored to different investment strategies.

James Brandt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2023 and has a background with E*Trade Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley Private Bank, N.A., where he has been active since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various services including relationships with investment companies, private funds, and commodity pool operations.

Jack Shaw Jr. is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Merrill since 2009. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Hoskin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hanifa Nankinga is a financial advisor with LPL Financial in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Waymark Wealth Management, Raytheon Technologies, and several financial firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives, offering a range of advisory programs, retirement consulting, and brokerage services.

Jordan Mc Caffrey is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. Prior to joining Mass Mutual and its affiliate MassMutual in 2019, he worked at Edward Jones for 11 years. Outside of his advisory role, he assists with real estate transactions and renovations through a family-owned business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers recommendations on investment strategies without discretionary authority.

Pasquale Liberio is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for The Advertising Checking Bureau, Inc. from 2005 to 2017. Outside of advising, he is involved in marketing and promotion for Live Wire Software LLC and works part-time as a produce clerk at AJ's Fine Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing approximately $1.01 trillion in assets. The firm is distinguished by its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company, affiliated mutual funds, and securities-based lending.

Kyle Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, his spouse owns a boutique business called Lunch Money, LLC. 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. The firm’s approach is IPS-driven and based on modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Fredrik Andersson is a financial advisor with Morgan Stanley in Queen Creek, Arizona, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside his advisory role, he is co-owner of MARAND, LLC, a company involved in real estate investments. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brock Hanson is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Edward Jones across two periods totaling 12 years, with a one-year tenure at Aladdin Capital in between. Outside of his advisory work, he is a member of HW3, LLC, a real estate business involved in buying, renovating, and selling homes. 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, including discretionary and non-discretionary strategies, and is notable for its extensive advisor and branch network as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Thomas Martin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at The Vanguard Group, Bank of America, Morgan Stanley, and E*TRADE Securities. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party teams.

Carlin Whelpley is a Series 66 licensed advisor with Merrill, based in Chandler, AZ, and has six years of industry experience. Prior to joining Merrill, he held roles at Oakley and various sales and educational organizations. He also has experience outside finance, including involvement with Delete Tattoo Removal & Laser Salon and Fortitude VBC. Merrill offers managed account services through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutions. The firm integrates strategic asset allocation and tax-aware options, with trade execution and account administration supported by its affiliation with Bank of America.

Kristal Burton is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, she worked at Honor Health and the Gilbert Center for Family Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Andrew Peronace is a financial advisor with Thrivent Investment Management in Mesa, AZ. He holds the Series 66 designation and has been with Thrivent since 2025. Prior to his financial advisory role, he worked at Play It Again Sports and has experience outside the industry in sports and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without portfolio management for institutional clients, allowing clients to combine planning with managed account services under a consolidated billing option.

George Drye is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 credentials and 22 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 both discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Danielle Quarantello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank NA and her current involvement with Arion Care Solutions LLC, where she provides paid habilitation services for a family member. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Hill is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He supports individuals, families, and business owners in achieving their financial goals through comprehensive planning and long-term guidance. He leverages access to resources from Merrill Lynch and Bank of America to coordinate investment, banking, and lending solutions tailored to each client's needs. Christopher's approach centers on understanding clients' goals, values, family, and future priorities to help them navigate important financial decisions with clarity and confidence. His expertise includes retirement preparation, wealth management, and facilitating transitions for clients. Christopher holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He attended the University of Maryland but did not earn a degree. Outside of his professional role, he enjoys camping, chess, genealogy, photography, spending time with his family, traveling, and writing.