Nicholas Covert is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona. He has two years of industry experience, including prior roles in education and retail. Outside of finance, he creates non-finance-related videos on social media and streams on Twitch.TV after work hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lauren Comer is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has previously worked at State Street Global Advisors and The Vanguard Group. Outside of finance, she works part-time as a sales associate at a retail clothing boutique in Scottsdale, Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Benjamin Lee is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes two tenures at Morgan Stanley totaling nine years and a three-year period at Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm’s services range from direct client plans to corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Galadriel Anderson is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. 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 across a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Kolber is a CFP® with 32 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2022. Prior to joining J.P. Morgan, he spent 30 years at The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is based in Tempe, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a combination of institutional advisory operations and affiliated brokerage, distribution, and investment management capabilities.

Nathan Albery is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2005 and concentrates on retirement planning and portfolio reviews. Nathan's work encompasses various client focus areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nathan holds a Bachelor's Degree in Economics and Management from Arizona State University. Prior to his financial advising career, he enrolled in the U.S. Peace Corps. He is a Personal Investment Advisor (PIA) and is fluent in both Ukrainian and English. Nathan is an Arizona native and currently resides in the East Valley with his two children. Outside of his professional life, Nathan's community involvement includes his service with the Peace Corps. His personal interests include biking, boating, camping, cooking, fishing, spending time with family, swimming, traveling, and watching movies.

Martin Muschaweck is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Teton Motors Inc. and Teton Services Group Inc. from 2014 to 2019. In addition to his advisory role, Martin provides consulting services for Teton Motors, assisting with vehicle inventory, sales analysis, and process improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

Jordon Spera is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab in 2026, he co-founded Virtue Strength Club LLC, an athletic and fitness brand promoting moral character and discipline. His background also includes positions at J.P. Morgan Securities and Cetera. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary client relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Vivien Enders is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Edward Jones for six years before joining Cambridge Investment Research Advisors in 2019. Enders also owns and operates multiple advisory-related businesses focusing on investment advisory and estate planning services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of discretionary and non-discretionary strategies across multiple platforms.

Richard Burke is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and USAA Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Angelia Ramirez is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. She has been with Merrill and affiliated entities since 2022, and her prior experience includes roles at Bank of America, J.P. Morgan Chase Bank, and Apple 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jacob Lund is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63 and Series 65 registrations and 11 years of industry experience. He previously worked at COUNTRY FINANCIAL from 2014 to 2022. Lund serves as a chapter president for a business networking group, leading meetings and organizing activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across various custody platforms.

Tyler Komoroske is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience at Strongmind, Demosphere, QualityLogic, Voyant, Edgelink LLC, and Allstate. 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. The firm offers a range of advisory programs and investments, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Fish is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Bank of America and Merrill since 2014. 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 overseen by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rick Martinez is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Martinez serves on the board of directors for two organizations, ESI and AbleShot, contributing several hours monthly outside of trading hours. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kelly Gentry is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona, and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he operates Ke Ge Creations LLC, a retail and online store business focused on creating and sourcing products for sale. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and access to a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Erick Barrera Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior work includes roles at Northern Trust and Bank of America/Merrill Lynch. 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 incorporating an ESG eligibility framework.

Sean Cubberley is a financial advisor with Primerica Advisors in Gilbert, Arizona, holding a Series 63 designation and eight years of industry experience. He has worked at Primerica Advisors since 2019 and has prior experience in healthcare settings including Banner Desert Hospital and Banner Ironwood Hospital. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors is a large institutional firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third parties and offers a range of portfolio approaches supported by BNY Mellon Advisors and Pershing custody services.

Jenna Peterson is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and beginning her advisory career in 2025. Prior to her current role, she has experience working in the food service industry and education, including positions at Vero Chicago Pizza and Desert Vista High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brenden Slavik is a financial advisor at Thrivent Investment Management in Phoenix, AZ, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing structure.