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.

Tyler Jackson is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Farmers Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Benjamin Guerra Davis is a Series 66-registered financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Vanguard and Bank of America/Merrill Lynch, and also spent time with the Barcelona International Water Polo Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Jace Hartley is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America N.A., Robinhood Markets, Inc., and Equitable Advisors. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 65 and Series 63 licenses with four years of industry experience. Before joining Morgan Stanley in 2025, he spent three years with The Vanguard Group and has a background that includes work at several country clubs and a role at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Tricia Wilke is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Merrill since 2011 and Bank of America, N.A. since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party investment teams.

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.

William Hertzog is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets LLC since 2016. Outside of his advisory work, he co-owns a rental vacation home in Hayden Lake, Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes both in-house and third-party investment managers and provides a variety of account structures and services.

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.

Terrance Woodfield Jr. is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63, 65, and 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Cruz Sandoval Roman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Bruck Henne is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Northwestern Mutual, and The Brooks Companies. He is also involved with The Henne Financial Group, where he markets and services clients utilizing securities and insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios and supports both discretionary and non-discretionary management.

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.