Erik Jensen is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Jensen has been involved in photography and artwork through his ownership of Fotolibra, Alamy, and The Drawing Company. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Juan Roman is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously was employed at Charles Schwab. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Ryan Bentzen is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has prior experience at RC Wealth Management LLC, where he worked for 10 years, and has held roles at Amazon.com, Inc. and Grand Home Holdings Inc. in recent years. Bentzen has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client financial goals.

Lisa Strecker is a Series 66 credentialed financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she holds a power of attorney position with a fiduciary entity based in Houston, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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 both model-based and discretionary investment strategies.

Nicole Curtis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 16 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet specific net-worth thresholds, using proprietary research and tools to develop recommendations delivered through meetings and written summaries.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Luke Murray is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gilbert, AZ. Outside of his advisory role, he owns rental properties in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

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.

Jacob Lund is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at COUNTRY FINANCIAL from 2014 to 2022 before joining Cambridge in 2022. Outside of his advisory work, Lund serves as chapter president of a business networking group in Scottsdale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party model strategies.

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.

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.

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.

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.

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.

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.

Allison Fuller is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she held roles at several mortgage firms and worked as a missionary for the Church of Jesus Christ of Latter-Day Saints. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors.

Sandra Vanvolkinburg is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandi Burgess is a Series 66-credentialed financial advisor at Edward Jones in Chandler, Arizona, with 11 years of industry experience. She has been with Edward Jones for her entire career, joining the firm in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Bret Seeley is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds the Series 63 license and is based in Gilbert, AZ. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Urry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He provides guidance on a range of financial matters, including family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brian leverages the resources of Merrill and Bank of America along with his team’s expertise to help clients make informed financial decisions with confidence. Brian holds a Bachelor of Science degree in Finance from Arizona State University. He also holds the Certified Private Wealth Advisor® (CPWA®) certification, an advanced professional designation awarded by the Investments & Wealth Institute™ and administered through the Yale School of Management Executive Education program. Additionally, he is a Personal Investment Advisor (PIA). Outside of his professional role, Brian lives in Gilbert, Arizona with his wife and five children. He is involved in community activities such as church assignments and youth sports coaching. His personal interests include adventure sports, baseball, dancing, drawing/sketching, football, golfing, soccer, softball, spending time with family, and traveling.