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.

Gary Gunsalus is a financial advisor with Merrill in Chandler, AZ, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Bank of America, Mercer Global Advisors, JPMorgan Chase, and UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Vanguard Group for three years. His work history also includes various roles outside the financial industry, including a position at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

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 four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab. Cruz is based in Tempe, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG criteria and broader derivatives and commodities capabilities.

Bruck Henne is a Series 66-registered advisor with OSAIC in Scottsdale, AZ, and has five years of industry experience. He has previously worked at Woodbury Financial Services, Northwestern Mutual, and The Brooks Companies, and operates The Henne Financial Group, where he provides life insurance and securities services. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and supports a range of investment programs including Unified Managed Accounts and third-party money manager strategies.

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.

Michael Cue is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and previously held positions at Morgan Stanley and United Planners' Financial Services of America. In addition to his advisory role, he operates an independent insurance agency. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.