Tricia Wilke is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Merrill since 2011 and Bank of America, N.A. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party investment teams.

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.

Terrance Woodfield Jr. is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63, 65, and 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Cruz Sandoval Roman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Genti Basha is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He previously worked at Edward Jones and USAA Insurance Company. Basha is also involved in a non-investment-related business, Great Synergy LLC, based in Peoria, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Robinhood, and Charles Schwab. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management 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 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.

Stacey Wisman is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding the ChFC® and Series 63 designations with 16 years of industry experience. She has worked at MML Investors Services and MassMutual Life Insurance Company since 2010. In addition to her advisory role, Wisman is involved in insurance sales through Strategic Financial Concepts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

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.