Richard Selzler is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank. Outside of financial advising, he serves as a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ronald Mabry is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Merrill since 1981 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a family business based in Provo, Utah. 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, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Mariano Munguia Garcia is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at firms including Morgan Stanley, J.P. Morgan Securities LLC, and Northern Trust. Outside of finance, Mariano has worked as a delivery partner for Uber Eats. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Hans Hofstetter is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Mass Mutual Life Insurance, and Bank of America. Hofstetter is based in Tempe, Arizona. J.P. Morgan Securities 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 applying an ESG eligibility framework.

Caryn Mc Anelly is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2014. 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.

Maxwell Drexler is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at CorePath Wealth Partners, Morgan Stanley, Charles Schwab, and Grand Canyon University. Outside of his advisory work, he serves as a goalkeeper coach for Brophy Men's Soccer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and tailored to plan objectives. The firm includes a broad range of financial products in its investment menus and acts as an ERISA fiduciary when providing investment advice.

Megan Cassaday is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, with 10 years of industry experience. She has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Elizabeth Wiley is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation and having recently begun her career in the industry. Her prior experience includes roles in travel and education sectors as well as involvement in real estate brokerage. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory and investment strategies supported by a large national network of advisors and branch offices.

Cristo Felix is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo, J.P. Morgan, and Bank of America, spanning various financial services firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Zachary Kock is a financial advisor at Cetera with less than one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Cetera network since 2025. Outside of his advisory role, he is involved as a valet attendant and serves as the director of club development for the Grand Canyon University Financial Planning Club, where he helps plan events to connect students with career resources. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Tracie Wendt is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 1997. 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 plans, corporations, and charitable organizations.

Cooper Langston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of finance, he assists with events and art installations for his family’s Grace Renee Gallery. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a large network of independent advisors and multiple program structures.

Darren Monroe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors and MidFirst Bank. He is also involved in life insurance sales as a business activity. OSAIC serves a diverse clientele, including retail, high-net-worth, institutional, and charitable investors, through a large network of affiliated advisers. The firm uses a variety of asset-allocation tools and offers integrated brokerage and advisory services across multiple platforms.

Taylor Wallis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Morgan Stanley and Bank of America/Merrill Lynch. 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 an ESG eligibility framework. The firm offers a range of approved funds and strategies through a non-discretionary program where clients retain final decision-making authority.

Donald Kemp is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at State Farm for eight years before joining Charles Schwab in 2023. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Angelo Mc Cartney is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliate banks since 2019, following eight years at Bank of America and Merrill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

William Goodman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Goodman is also active as an independent insurance agent through Prizm Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party model strategies with options for discretionary and non-discretionary management.

Kole Bosworth is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Morgan Stanley from 2016 to 2021, briefly joined Prospera Financial Services in 2021, and has been with Morgan Stanley since later that year. Outside of advisory work, he owns and manages rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Ivy Ranere is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Financial Group, Merrill, and WaltherMark Wealth Management. Outside of advising, she is also a notary public in Chandler, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and technology-driven investment strategies.

Marcus Velasco is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab for two years. J.P. Morgan Securities LLC 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 recommendations.