Christopher Hahne is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Robinhood, and Charles Schwab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management 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 with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 16 years of industry experience. Her prior roles include 12 years at Equitable Advisors and she has been active with Southwest Wealth Strategies LLC and Martinez and Shanken, PLLC for over a decade and three decades respectively. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, with specialized offerings in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

James Wahl is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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.

Sheryl De Voss is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Her prior experience includes roles at U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Moayd Warrayat is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and J.P. Morgan Chase. He is the sole owner of an unrelated rental property business in Chandler. 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.

Brandy Simmons is a financial advisor at Edward Jones in Chandler, AZ, holding Series 63 and Series 66 registrations with 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, Simmons works as a consumer service associate at Brown Shoe Co. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Gilbert Delgado is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including TCI Wealth, Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC. Delgado is based in Tempe, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its services.

Dustin Minnick is a Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2014. 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 under management 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.

Matthew Martinez III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Packerland Brokerage Services and Dimensional Financial Services, Inc., where he has worked for over two decades. In addition to his advisory work, he is involved in several life insurance and annuity sales activities through related businesses. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software, offering a range of planning programs including recent additions such as Divorce Planning.

Ivan Villela Alvarez is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked at Benedictine University and The Liquidators Discount Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a focus on fiduciary standards.

Martin Battock is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 45 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017, as well as ongoing involvement with Eq Financial Consultants, Inc. since 1979. He also assists existing clients with life and health insurance coverage through his role at Battock Wealth Management Group. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved analytical tools.

Russell Wright is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Matthew Montague is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with business owners and multi-generational families. He helps clients bring structure and clarity to business and personal wealth planning, 401(k) and retirement plan oversight, decision-making, and family wealth coordination. He serves as a long-term decision partner to help clients make disciplined and defensible financial choices aligned with their priorities. Matthew and his team focus on areas such as college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, and retirement income. He collaborates closely with clients to create personalized wealth management plans based on understanding their life priorities. He holds a Bachelor of Science in Finance and a Bachelor of Arts in Financial Planning, both from Arizona State University. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in his community through participation in the Church of Jesus Christ of Latter Day Saints.

Mikael Moran is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Capital One. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Valerie Fishgold is a CFP® professional with 44 years of experience in financial services. She is currently with Cambridge Investment Research Advisors and has previously worked at Geneos Wealth Management Inc. Fishgold is also co-owner of an Arabian horse breeding business and serves as a notary public and certified legal document preparer in Scottsdale, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and features institutional-scale resources and compliance structures.

Liam Connor is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Loomis Sayles and PanAgora Asset Management. Before entering the financial industry, he held various roles including at the University of Massachusetts Amherst and Connor and Morneau LLP. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Kathryn Josey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Vanguard Group, Inc. and a community involvement position with Youth on Their Own. 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 plans, corporations, and charitable organizations.

John Klen is a Series 66-registered financial advisor at Morgan Stanley in Tempe, AZ, with six years of industry experience. He previously worked at Wells Fargo Securities and The Vanguard Group before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.