Kaiyun Chang Lau is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2007, totaling 17 years of industry experience. Aside from her advisory role, she is a co-owner of a residential rental property in Chandler, 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rodney Tucker is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging a mix of in-house and third-party investment managers.

James Hundley is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has held prior roles at DRG Technologies, Jackson Hewitt, Legacy Advisors, Phocus Retirement Services, and Global View Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Drew Kubicki is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at SES Inc., Seia LLC, Postmates, Charles Schwab, Waddell & Reed Inc., and Roger Dunn Golf Shop. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Mcginley is a financial advisor with LPL Financial in Chandler, Arizona, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, Mcginley is involved in tax preparation and accounting services through Wealthnest Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

G Schein is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, concurrently affiliated with Bank of America since 2011. Schein is a general partner at P.M. Schein LLC, a for-profit investment business focused on real estate and other investments. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corwin Kesen is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2016 and previously worked at Little Caesars from 2012 to 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Jacob Paul is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Bank of America and Merrill since 2024 and attended Arizona State University from 2020 to 2024. 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.

Patrick Laganke is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Merrill for 12 years. Outside of his advisory role, he is the owner of Seventh Year, LLC, a for-profit business based in Queen Creek, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Walker Lowes is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Prior to his advisory role, he worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of finance, he is a silent partner in automotive manufacturing and repair businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

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.

Thomas Tenney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Financial Services for 16 years. Outside of his advisory role, he manages several rental property investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo research and planning tools. The firm offers a broad range of planning options tailored to clients who meet specific net-worth criteria.

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.

Kevin Guinan is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional work history with JPMorgan Chase Bank, N.A. since 2004. Outside of his advisory role, he is involved in managing real estate holdings through private LLCs alongside his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Lloyd Strode is a CFP®-certified financial advisor with 13 years of industry experience. He is currently affiliated with Cetera and has held positions at several entities including Strode Private Wealth, Strode Financial LLC, and North Star Consultants, Inc. Outside of financial services, he serves as Chairperson for the allied members of the Arizona Veterinary Medicine Association and is a part-owner of a golf course. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and provides access to both affiliated and unaffiliated third-party managers across multiple program structures.