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.

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.

Ethan Thomas is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2025. Prior to his financial services career, he held positions in various industries including waste management and education. Thomas is also associated with Renaissance Financial as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

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.

Keith Darnall is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has previously worked at USAA Financial Planning Services and First Command Financial Planning. 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 offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and due diligence on alternative investments within an integrated operational structure.

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.

Quentin Mclachlan is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he works closely with clients and their families to understand their unique personal and financial goals. Quentin collaborates with clients to develop tailored financial plans aimed at helping them achieve their aspirations. Quentin emphasizes building relationships based on honesty and integrity. His focus is on empowering clients throughout their financial journey by providing guidance and support aligned with their objectives.

Brendan Kennedy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously at Bank of America, N.A. beginning in 2026. 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, retirement plans, corporations, and charitable organizations.

Bryan Gerber is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he co-owns AG Investment Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools across a broad range of planning services, with multiple compensation arrangements and integrated financial product offerings.

Jonathan Melde is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has partial ownership in rental properties in Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Paul Siegel is a financial advisor with Ameriprise in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Siegel owns a personal LLC for tax purposes that is unrelated to investment activities. Ameriprise is an institutional firm serving individuals approaching or in retirement who meet specific asset criteria, offering retirement-income planning through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed assets.

Ryan Bertenshaw is a Wealth Management Advisor and Managing Partner of the Bertenshaw-Fiedler Wealth Management Team at Merrill Lynch Wealth Management. He specializes in supporting high-net-worth and ultra-high-net-worth families across the country, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and managing new wealth. Ryan also has a particular emphasis on empowering women to gain and maintain financial confidence, security, and independence. With a degree from the University of Arizona's Eller College of Management, Ryan brings expertise in coordinating estate, tax, and investment decisions for clients navigating pivotal life events, including business transitions, retirement planning, and major personal changes. His approach is to provide structure, clarity, and coordination to complex financial situations, acting as a central connection between investment strategy, banking, lending, charitable planning, and long-term goals. Ryan remains engaged in the Phoenix community through his involvement with organizations such as the Merrill Next-Generation Leadership Council, St. Vincent de Paul, and the Young Visionaries Board (Y.V.B.). Outside of work, he enjoys golfing, skiing, and following University of Arizona basketball.

Steve Silverman is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica since 1985. Outside of his advisory role, Silverman is involved in songwriting and owns two businesses, Bookwork Infomarks LLC and Steve Silverman Productions, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered percentage-based wrap fee structure.

Catherine Lapadula is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2010 and is a partner in a private real estate holding company established as an opportunity vehicle. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning and portfolio management.