Benjamin Guerra Davis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Vanguard, Bank of America/Merrill Lynch, and other firms. Outside of finance, he has experience with the Barcelona International Water Polo Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Odom is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, Robinhood Financial, Merrill, and Strategic Advisers, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jace Hartley is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. His prior work includes roles at Robinhood Financial, Robinhood Markets, and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gary Gunsalus is a financial advisor with Merrill in Chandler, AZ, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Bank of America, Mercer Global Advisors, JPMorgan Chase, and UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Vanguard Group for three years. His work history also includes various roles outside the financial industry, including a position at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

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.

Todd Brown is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Nextiva and owns Fit Body Toddy Fitness LLC, where he creates and supervises exercise programs via a mobile app. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies.

Cruz Sandoval Roman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab. Cruz is based in Tempe, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG criteria and broader derivatives and commodities capabilities.

Bruck Henne is a Series 66-registered advisor with OSAIC in Scottsdale, AZ, and has five years of industry experience. He has previously worked at Woodbury Financial Services, Northwestern Mutual, and The Brooks Companies, and operates The Henne Financial Group, where he provides life insurance and securities services. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and supports a range of investment programs including Unified Managed Accounts and third-party money manager strategies.

Griffin Brown is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Ruth Goldberg is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Wells Fargo. Goldberg is based in Chandler, AZ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach supported by algorithmic tools and oversight committees.

Michael Cue is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and previously held positions at Morgan Stanley and United Planners' Financial Services of America. In addition to his advisory role, he operates an independent insurance agency. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Fernando Vazquez is a Series 66 credentialed financial advisor with one year of industry experience. He currently works at Edward Jones in Tempe, AZ. Prior to joining Edward Jones, he spent five years at Intel and six years at Arizona State University. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Roskelley is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Ameriprise, Raymond James Financial Services, and Cambridge Investment Research Advisors, among other firms. Jared also founded Summit Path Insights, Inc., which is a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through its extensive network of investment adviser representatives.

Christopher Hahne is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Robinhood, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager selection, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Dale Beed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has a long tenure at Morgan Stanley, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney dating back to 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

George Otieno is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Walmart Inc. and Visionary Leadership and Management Consultants. Outside of his advisory role, he is involved as a contractor with Doordash in Tempe, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Deborah Martinez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors for 12 years. Martinez is also involved with Southwest Wealth Strategies LLC and Martinez and Shanken, PLLC. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

James Wahl is a Series 66–credentialed financial advisor with Edward Jones in Tempe, Arizona. He has 11 years of experience at Edward Jones and six years in the industry overall. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.