Ryan Barton is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Wells Fargo Investments and Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers advisory services to multiple registered investment companies.

Wayne Kandas is a CFP® professional with 37 years of experience, currently advising at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside of his advisory role, he has interests including real estate ownership in Mexico. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sean Howard is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Reebok, Fry's Food Stores, and educational positions at Corona Del Sol High School and Aprende Middle School. 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.

Richard Selzler is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank. Outside of financial advising, he serves as a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ronald Mabry is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Merrill since 1981 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a family business based in Provo, Utah. 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 to a range of clients including individuals, high-net-worth clients, and institutions.

Mariano Munguia Garcia is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at firms including Morgan Stanley, J.P. Morgan Securities LLC, and Northern Trust. Outside of finance, Mariano has worked as a delivery partner for Uber Eats. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Hans Hofstetter is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation with 14 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Mass Mutual Life Insurance, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Hiba Jelahej is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held roles in various sectors including retail and healthcare. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Caryn Mc Anelly is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Megan Cassaday is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, with 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, retirement plans, corporations, and charitable organizations.

Elizabeth Wiley is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation. She has approximately three years of combined industry and related experience, including previous roles at Edward Jones and involvement in real estate brokerage. Wiley’s background also includes work in education and travel sectors. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Cristo Felix is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Chase Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Darren Monroe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Midfirst Bank. Outside of his advisory role, he is involved in life insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through various programs and third-party manager options.

Donald Kemp is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at State Farm for eight years before joining Charles Schwab in 2023. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Angelo Mc Cartney is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliate banks since 2019, following eight years at Bank of America and Merrill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

William Goodman is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Alongside his advisory work, he is an independent insurance agent with Prizm Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies through its Founders Gate Capital brand.

Christopher Fahy is a financial advisor with Raymond James & Associates in Queen Creek, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, and Opendoor. Outside of advising, he works as an independent contractor for Trilinear Consulting & Business Solutions, assisting with client onboarding and data verification tasks. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers a range of financial planning and investment consulting services with various portfolio management styles and notable municipal advisory capabilities.

Kole Bosworth is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Morgan Stanley from 2016 to 2021, briefly joined Prospera Financial Services in 2021, and has been with Morgan Stanley since later that year. Outside of advisory work, he owns and manages rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Ivy Ranere is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Morgan Financial Group and Merrill. Outside of her advisory role, she also serves as a notary in Chandler, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Marcus Velasco is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab for two years. Marcus is based in Tempe, AZ. 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 within a non-discretionary program.