Daniel Saba is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a co-trustee for a 401(k) plan and has a minority interest in a rental property business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop recommendations.

Ryan Becerra is a Series 65-licensed financial advisor at Edelman Financial Engines with four years of industry experience. He has worked at Edelman Financial Engines since 2026 and previously at Financial Engines Advisors L.L.C. from 2022 to 2026. His background also includes roles at ZipRecruiter Inc and Swiftpage. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

Erick Barrera Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior work includes roles at Northern Trust and Bank of America/Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework.

Sean Cubberley is a financial advisor with Primerica Advisors in Gilbert, Arizona, holding a Series 63 designation and eight years of industry experience. He has worked at Primerica Advisors since 2019 and has prior experience in healthcare settings including Banner Desert Hospital and Banner Ironwood Hospital. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors is a large institutional firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third parties and offers a range of portfolio approaches supported by BNY Mellon Advisors and Pershing custody services.

Daniel Welker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of a family trust and owns investment-related entities Welker Capital LLC and Welker Holdings LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop client recommendations.

Jenna Peterson is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and beginning her advisory career in 2025. Prior to her current role, she has experience working in the food service industry and education, including positions at Vero Chicago Pizza and Desert Vista High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

David Ankrom is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and its successor firms since 2007. Based in Phoenix, AZ, he joined Edelman Financial Engines in 2025. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through a combination of advisor-led and online platforms.

Marcus Brandt is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 12 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Kristina Buck is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at TEKsystems, Inc. and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning services using a structured process supported by proprietary tools and offers a range of investment programs.

Matt Keith is a CFP® and ChFC® with 19 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, which manages residential property leasing. J.P. Morgan Securities provides institutional consulting services, including asset allocation advice and investment manager searches, to corporations, foundations, and defined contribution plan sponsors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Vincenzo Malizia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jacob Freitas is a financial advisor at Merrill in Chandler, AZ, with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Akins is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley for three years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jose Alpizar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. 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 team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Blake Herring is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has professional experience in various roles including event planning and education prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies in its advisory approach.

Fredric Rozum is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Robinhood Markets, Bank of America, and Merrill. He has also worked at Chandler-Gilbert Community College. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 guidance using multi-asset model portfolios and centralized operational support.

Daniel Broussard is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2009, including time at Charles Schwab Bank. Broussard also served in the Arizona Army National Guard from 2009 to 2017. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Krystle Gonyo is a financial advisor at Charles Schwab with 14 years of industry experience. She previously worked at THE Vanguard Group, Inc. for 10 years before joining Charles Schwab in 2021. Her credentials include the Series 63 and Series 66 designations. Charles Schwab & Co., Inc. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a centralized operational structure.

Jennifer Franco is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, E*TRADE Securities, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.