Steve Silverman is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica since 1985. Outside of his advisory role, Silverman is involved in songwriting and owns two businesses, Bookwork Infomarks LLC and Steve Silverman Productions, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered percentage-based wrap fee structure.

Tyler Jackson is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Farmers Insurance. Prior to entering financial services, he spent time in education at Grand Canyon University and Desert Vista High School. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

Benjamin Guerra Davis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Vanguard, Bank of America/Merrill Lynch, and other firms. Outside of finance, he has experience with the Barcelona International Water Polo Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 with Merrill in Chandler, AZ, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Bank of America, Mercer Global Advisors, JPMorgan Chase, and UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Vanguard Group for three years. His work history also includes various roles outside the financial industry, including a position at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

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.

Cruz Sandoval Roman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab. Cruz is based in Tempe, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG criteria and broader derivatives and commodities capabilities.

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.

Fernando Vazquez is a Series 66 credentialed financial advisor with one year of industry experience. He currently works at Edward Jones in Tempe, AZ. Prior to joining Edward Jones, he spent five years at Intel and six years at Arizona State University. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Hahne is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Robinhood, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager selection, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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 Series 66–credentialed financial advisor with Edward Jones in Tempe, Arizona. He has 11 years of experience at Edward Jones and six years in the industry overall. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Sheryl De Voss is a CFP®-certified financial advisor with 43 years of industry experience, currently with Ameriprise in Gilbert, AZ. Her previous roles include positions at U.S. Bancorp Investments, Wells Fargo Clearing, and Brotherton Investment Consultants. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide annual, tailored recommendations.

Moayd Warrayat is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 license and six years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo. 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, and institutional investors.

Daniel Andrei is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes roles at Bank of America and various positions within Charles Schwab’s affiliated entities. Outside of financial services, he has employment history in education and the food service industry. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and integrated operational support.

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.