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 at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, and Triple Crown Consulting. Morgan Stanley Wealth Management offers a range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate financial planning agreements.

Gretchen Kane is a financial advisor at Charles Schwab with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. for 10 years. The firm serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with financial planning and custody services. Schwab’s scale and integrated structure support a broad client base with centralized operations and a distinctive approach to alternative investments and cash management.

Darin Rokke is a financial advisor at Osaic Wealth in Chandler, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 18 years. He is also a 25% owner of a family LLC that owns farmland in northern Minnesota. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with a range of portfolio management options and is notable for its scale, complex affiliate network, and recent consolidation activity.

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 with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at USAA Financial Planning Services and First Command Financial Planning, among others. He has been with Charles Schwab since 2020, including Schwab Bank since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by integrated brokerage, custody, and advisory capabilities.

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.

Bryan Gerber is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Wells Fargo Advisors since 2020 and worked previously with Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he has a 50% ownership stake in AG Investment Management, LLC, where he actively works significant hours. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, using Wells Fargo’s research and tools to develop tailored recommendations. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jonathan Melde is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 is focused on empowering women to gain and maintain financial confidence, security, and independence, acting as a financial advocate for women through various life transitions such as divorce, career changes, and business developments. Ryan's expertise spans areas including family wealth management strategies, personal retirement planning, legacy planning, and employee financial health. He and his team adopt an educational approach to personal financial wellness, fostering a comfortable and supportive environment to guide clients through complex financial challenges. He earned a Bachelor's Degree from the University of Arizona's Eller College of Management in 2017. Ryan holds the designations of Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is actively involved in community organizations including the Merrill Next-Generation Leadership Council, St. Vincent de Paul, and the Young Visionaries Board (Y.V.B.). In his free time, Ryan enjoys skiing, golfing, 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.

Tyler Jackson is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Farmers Insurance. Prior to entering financial services, he spent time in education at Grand Canyon University and Desert Vista High School. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

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.