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.

Daniel Saba is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a co-trustee for a 401(k) plan and has a minority interest in a rental property business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop recommendations.

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.

Kristina Buck is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at TEKsystems, Inc. and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning services using a structured process supported by proprietary tools and offers a range of investment programs.

Jacob Freitas is a financial advisor at Merrill in Chandler, AZ, with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Akins is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley for three years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jose Alpizar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. 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 team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Blake Herring is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has professional experience in various roles including event planning and education prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies in its advisory approach.

Fredric Rozum is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Robinhood Markets, Bank of America, and Merrill. He has also worked at Chandler-Gilbert Community College. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Jennifer Franco is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, E*TRADE Securities, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

Karen Gonzales is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley for four years and Merrill for ten years. Gonzales is also a partner at Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. 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 an ESG eligibility framework in its investment approach.

Saba Syed is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, N.A., Syed worked in real estate with Keller Williams Realty East Valley and has a background in education, including roles with the University of Arizona Global Campus and various school districts. Outside of advising, Syed owns HUUR Jewels, a business focused on reselling jewelry through pop-up events. 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.