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 11 years of industry experience. Prior to joining Cambridge in 2021, Enders worked at Edward Jones from 2015 to 2021. Outside of her primary role, she owns and operates several entities related to investment advisory and estate planning services. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

John Harman V is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds the Series 66 designation and has one year of industry experience, having previously worked in dental care and other fields. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to develop collaborative, ongoing planning relationships.

Jacob Lund is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including eight years at COUNTRY FINANCIAL before joining Cambridge in 2022. Lund serves as chapter president of a business networking group, overseeing meetings and organizational activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Alexandra Whitcher is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in client service and account maintenance roles at Mosaic Financial Associates since 2024. Prior to her advisory career, she held various positions in the hospitality and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

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 with J.P. Morgan Securities in Tempe, Arizona. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Northern Trust and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

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 at LPL Financial in Tempe, AZ, holding a Series 66 credential with less than one year of industry experience. Her prior work includes roles in the food service and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Matt Keith is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, where he is involved in leasing a residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research.

Vincenzo Malizia is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and supports implementation through affiliated investment-management entities.