Drew Ashcraft is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA), as well as a Personal Investment Advisor (PIA). Drew works as a financial advisor and partner on The Ashcraft Group, focusing on understanding clients' unique financial situations and goals to develop customized retirement and wealth management strategies. Drew has been in the financial services industry since 2012, beginning his career as an Investment Analyst in commercial real estate. He specializes in areas including family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, and retirement income. Drew earned his Bachelor's degree in Finance from the WP Carey School of Business at Arizona State University. Outside of his professional role, Drew is involved with the Chandler/Gilbert YMCA. His personal interests include cooking, football, golfing, music, scuba diving, and spending time with his family.

Matthew Pilawa is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DoorDash and Postmates as well as time at Chandler-Gilbert Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Douglas Johnson is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and is also affiliated with Bank of America, N.A. Johnson’s prior roles include positions at BMO Harris Bank and service in the Wisconsin Army National Guard. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heather Coleman is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. She previously worked at TIAA and Charles Schwab & Co., Inc. Coleman is involved with Big Brothers Big Sisters of Central Arizona as a mentor, providing guidance and community engagement to youth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Bradley Hughs is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has previously worked at Southwest Wealth Advisory Group and Woodbury Financial Services. Outside of his advisory role, he is associated with Hughs Financial Services, Inc., an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and extensive non-advisory financial activities.

Rayan Hamze is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a partner in Lux Window Coverings, a home renovation business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Eric Morgan is a financial advisor with Raymond James Financial in Mesa, AZ, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior work includes roles at LPL Financial and Financial Advocates Advisory Services. He is also associated as an advisor with Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Kathy Salcido is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2008. Outside of her advisory role, she is an owner of Melaleuca, Inc., a private company, earning commissions for referring shoppers. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Alan Karim is a Series 66 licensed financial advisor with Merrill in Chandler, Arizona, and has 11 years of industry experience. He has been with both Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a board member for the Arizona Council on Economic Education, where he helps organize volunteer events to promote financial literacy among students. 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.

Philip Obrien is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, with prior experience at Revana. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Sesate is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Anna Vollenweider is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research since 2019. Outside of her advisory role, she is the owner of Simplicity Financial Planning LLC, which provides bookkeeping and paraplanning services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Tyler Sherwood is a CFP® with nine years of industry experience, currently affiliated with Raymond James Financial in Scottsdale, AZ. He has held roles at Raymond James and Ameriprise, and is involved with Key Wealth Management in a client support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through specialized affiliations.

Cindy Mercado is a financial professional with 30 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at multiple firms including Voya Financial Advisors and 1st Global Advisors. In addition to her advisory work, she provides notarial services upon request. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting over 10,000 advisors and roughly 800,000 clients.

Jordan Osness is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he spent time at the University of Arizona and has contributed articles on topics related to science education. 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 evaluate investment options and offers a broad range of financial products and services through its bank and insurance affiliates.

Larry Osborne is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Investments and Chase Investment Services. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Bradley Knight is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*Trade, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.

Darren Wright is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been affiliated with MassMutual Life Insurance Company and MML Investors Services since 2000. Outside of his advisory role, he is an author of a financial book and involved in a film acting business. MML Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning as annual collaborative engagements using firm-approved software and provides various programs including educational seminars and specialized event-driven planning services.

Shymaa Aref is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Fidelity since 2021 and previously spent eight years at Wells Fargo Bank, NA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including model portfolios built from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and engages in activities such as managing registered investment companies and employing AI-driven research methods.

George Randolph Jr. is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and serves clients from Gilbert, AZ. Outside of his advisory role, he is a vice president of a bookkeeping firm where his involvement is limited. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.