Ryan Mabry is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background in Occupational Therapy to his financial advising career, emphasizing holistic well-being in his approach to helping families achieve financial health. Ryan works with a team that has a collective experience of 60 years, focusing on education, collaboration, and client-centered strategies. His expertise spans areas including Employee Benefits Planning, Executive Compensation, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Socially Responsible and Values-Based Investing, Special Needs Planning Strategies, Sports & Entertainment, Individual and Corporate Investment Strategy, and Tax Minimization. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Master of Science in Occupational Therapy from Cox College. A native of Arizona, Ryan is married and has three daughters involved in volleyball, gymnastics, and dance. He enjoys baseball, football, gardening, golfing, spending time with his family, and watching movies. He aims to empower families to achieve financial confidence and long-term success through individualized planning grounded in integrity and excellence.

Abbey Curtis is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley in 2023, Curtis worked at Charles Schwab & Co., Inc. for seven years and was involved with eSquared Communications Consulting for seven years. Outside of financial advising, Curtis is a partner at Pointer Electric LLC, providing consulting services, and is also employed with Alliance Professionals Group in construction and engineering. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools.

Nathan Stevens is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, and has experience in consulting and operations roles prior to entering the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Gretchen Kane is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational structures.

Darin Rokke is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 18 years. Rokke is a 25% owner of Rokke Family Farms LLC, a family-owned entity that manages farmland in northern Minnesota. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing various asset-allocation and portfolio construction tools to manage accounts on both discretionary and non-discretionary bases.

Nathan Falk is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Darnall is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has previously worked at USAA Financial Planning Services and First Command Financial Planning. Charles Schwab 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. The firm offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and due diligence on alternative investments within an integrated operational structure.

Evan Greer is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch since 2012. Outside of his advisory work, Greer is involved in hospitality and security roles at local nightclubs and owns a business selling drone components. Merrill 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.

Brendan Kennedy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously at Bank of America, N.A. beginning in 2026. 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, retirement plans, corporations, and charitable organizations.

Bryan Gerber is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he co-owns AG Investment Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools across a broad range of planning services, with multiple compensation arrangements and integrated financial product offerings.

Jonathan Melde is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has partial ownership in rental properties in Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steve Silverman is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica since 1985. Outside of his advisory role, Silverman is involved in songwriting and owns two businesses, Bookwork Infomarks LLC and Steve Silverman Productions, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered percentage-based wrap fee structure.

Tyler Jackson is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Farmers Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Benjamin Guerra Davis is a Series 66-registered financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Vanguard and Bank of America/Merrill Lynch, and also spent time with the Barcelona International Water Polo Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Jace Hartley is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America N.A., Robinhood Markets, Inc., and Equitable Advisors. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 65 and Series 63 licenses with four years of industry experience. Before joining Morgan Stanley in 2025, he spent three years with The Vanguard Group and has a background that includes work at several country clubs and a role at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

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.