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.

Jennifer Owen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2008 to 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Daniel Santibanez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, Chase Investment Services Corp., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support portfolio diversification and offers both brokerage and advisory solutions at scale.

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.

Jeffrey Taylor is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. He previously worked at Vanguard Advisers from 2000 to 2005 and has been with Wells Fargo Clearing and Wells Fargo Bank since 2015 and 2016, respectively. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Jacob Freitas is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2016. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Akins is a Series 66 licensed advisor with J.P. Morgan Securities, based in Tempe, AZ, with three years of industry experience. He previously worked at Morgan Stanley for three years and has professional experience in healthcare-related roles prior to entering the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG considerations where applicable.

Jose Alpizar is a Series 66-registered financial advisor at J.P. Morgan Securities with one year of industry experience. His prior experience includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and offering access to a broad range of investment strategies.

Blake Herring is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior work with Caliber Smart and event management at Let's Bash Events. He also has a background in education, having worked at several high schools and a Christian school. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Fredric Rozum is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Charles Schwab, Robinhood Markets, Bank of America, Merrill, AeroTek, Direct Energy, and Chandler-Gilbert Community College. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Jennifer Franco is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients through individual plans and corporate financial planning agreements.

Karen Gonzales is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Gonzales is a partner in Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

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.

Eduardo Hopkins II is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Uber, TEKsystems, Nike, Northwestern Mutual, and Amazon. He also works as a food delivery consultant for Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Malachi Rodriquez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Monte Zilmer is a financial advisor with Edward Jones in Queen Creek, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 13 years of industry experience, all with Edward Jones since 2012. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.