Ryan Greene is a financial advisor at Morgan Stanley in Gilbert, AZ, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo. Outside of advising, he is also involved as a contractor with DoorDash in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Kristin Arkin is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Theodore Dunham is a Senior Financial Advisor with Merrill Lynch Wealth Management, offering over three decades of experience in comprehensive wealth management and investment planning. Since 1987, he has specialized in providing financial advice to affluent families, corporate executives, business owners, and their companies. Ted serves a select client base across multiple states, focusing on goals-based wealth management that aligns clients’ financial resources with their personal life objectives. Ted’s expertise includes retirement accumulation and income planning, philanthropic and legacy goals execution, portfolio risk analysis, trust and estate planning services, risk management for concentrated equity positions, hedging strategies, structured and alternative investments, and banking and lending solutions through Bank of America, N.A. His investment process emphasizes measuring progress toward clients’ goals and assessing portfolio risks in today’s economic environment. He holds a Bachelor's degree in economics from Brigham Young University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ted enjoys coaching ice hockey, vintage automobiles, travel, family history, writing, and reading. He lives in Mesa, Arizona with his wife, Juli, and is a father of four children.

Celeste Norris is a financial advisor at LPL Financial in Tempe, Arizona, holding Series 63 and Series 65 licenses with seven years of industry experience. She previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and First Citizens Bank. 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 range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Ashish Phansopkar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research and its affiliates since 2017 and previously worked at Larry K. Fox & Associates. He serves as a board member for RealAsset Advisor. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Mathew Perez is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Rao Anand is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Avantax Advisory Services and related Avantax entities for over two decades before joining Cetera in 2025. Anand serves as Treasurer and Comptroller on the board of the nonprofit TiE Arizona and is president of a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers multiple portfolio management solutions, including model portfolios, third-party managers, and custom strategies, operating across various program structures and custodial relationships.

Kelly Moore is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He previously worked for 10 years at Edward Jones before joining J.P. Morgan in 2026. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and limits recommendations to internally reviewed funds and strategies.

Avi Shachar is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized investment strategies aligned with their financial goals, offering guidance on a range of topics including general investing, retirement planning, and savings for unforeseen events. Avi also facilitates access to banking and lending services through Bank of America. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Personal Investment Advisor (PIA). Avi earned his bachelor's degree from Towson University. His approach centers on understanding what matters most to clients and their families in order to create tailored strategies that support their financial aspirations.

John Tauer is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. Outside of finance, he is also a part-time musician and performer. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Baron is a financial advisor with Ameriprise in Phoenix, AZ, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. She has worked with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides clients with a written Recommendation Report and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing proprietary research, third-party data, and algorithmic tools.

Jamie Wood is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Merrill, Bank of America, Yelp Inc., and Universal TC Tech. Outside of his advisory role, he manages a residential rental property with his husband. 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 an ESG eligibility framework.

Michele Bunsick is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she purchases essential oil products as a brand partner for Young Living without soliciting others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devon Ramos is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his career in financial advising, he worked at GameStop from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Seth Cole is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Robinhood, and The Vanguard Group. Outside of finance, he has performed administrative work for an esports event as a contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals and institutional clients.

Ryan Berns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advice and education to empower professionals, focusing on areas such as corporate executive services, family wealth management, endowments and non-profits, legacy planning, retirement planning, socially responsible and values-based investing, special needs planning, investment strategy, tax minimization, and retirement income. Ryan holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Finance from Arizona State University’s W. P. Carey School of Business and Barrett, the Honors College, and a master's degree in Personal Financial Planning from the College for Financial Planning. During his time at ASU, he was actively involved in the Men's lacrosse team, serving as Captain and Vice President. Outside of his professional role, Ryan is engaged in community activities, including serving as the Palo Verde Division Director for District 3 Toastmasters and coaching youth lacrosse teams such as AZ Hot Sauce, Ahwatukee Lightning, and Scottsdale United. He founded the Lacrosse Leadership Institute to help develop the skills of young players. Ryan enjoys spending time with his family, participating in golf, tennis, biking, cooking, hiking, running marathons, swimming, traveling, and practicing yoga.

Alain Devoe is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation. He has four years of experience at Morgan Stanley and previously worked at Costco Wholesale and Costco Business Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without offering individual security recommendations as part of standalone plans.

Renzo Corazzo is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including a period at Bank of America, N.A. from 2014 to 2021. 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, pension plans, corporations, and charitable organizations.

Greyson Sassman is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining Cambridge, he held roles at Morgan Stanley and various other firms, as well as experience working at Whisper Rock Golf Club. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and utilizes proprietary and third-party strategies tailored to client objectives.

Parth Bhakta is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Morgan Stanley and has other diverse professional experiences including a contractor role with Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.