Russell Wright is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jami Martorana is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Cetera and its related entities since 2016 and has prior experience with Foresters Financial Services. Outside of her advisory role, she serves as president of a BNI networking chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Matthew Montague is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with business owners and multi-generational families. He helps clients bring structure and clarity to business and personal wealth planning, 401(k) and retirement plan oversight, decision-making, and family wealth coordination. He serves as a long-term decision partner to help clients make disciplined and defensible financial choices aligned with their priorities. Matthew and his team focus on areas such as college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, and retirement income. He collaborates closely with clients to create personalized wealth management plans based on understanding their life priorities. He holds a Bachelor of Science in Finance and a Bachelor of Arts in Financial Planning, both from Arizona State University. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in his community through participation in the Church of Jesus Christ of Latter Day Saints.

Mikael Moran is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Capital One. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Valerie Fishgold is a CFP® professional with 44 years of experience in financial services. She is currently with Cambridge Investment Research Advisors and has previously worked at Geneos Wealth Management Inc. Fishgold is also co-owner of an Arabian horse breeding business and serves as a notary public and certified legal document preparer in Scottsdale, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and features institutional-scale resources and compliance structures.

Liam Connor is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Loomis Sayles and PanAgora Asset Management. Before entering the financial industry, he held various roles including at the University of Massachusetts Amherst and Connor and Morneau LLP. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Kathryn Josey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Vanguard Group, Inc. and a community involvement position with Youth on Their Own. 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.

John Klen is a Series 66-registered financial advisor at Morgan Stanley in Tempe, AZ, with six years of industry experience. He previously worked at Wells Fargo Securities and The Vanguard Group before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Lori Greer is a financial advisor at Edward Jones with 19 years of industry experience. She has been with Edward Jones since 2004 and holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Jacob Stevens is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Insight and has a diverse background including roles at the Green Valley Fire Department and Arizona Christian University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Robert Campbell is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. His activities include providing life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options supported by internal and third-party research.

David Black is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill from 2014 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ephraim Bautista is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked in retail positions at The Gap / Old Navy and Gamestop / EB Games. Merrill 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, and institutional accounts.

Mark Dewane is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets since 2009. Dewane serves on the boards of several local organizations, including Maricopa Integrated Health System, Scottsdale Business Development Forum where he is chairman, and the Phoenix Police Reserve Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach using a combination of in-house and third-party managers with a range of options for portfolio structure, rebalancing, tax management, and responsible investing.

Michael Hefner is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 designation and previously worked for Western International Securities, Inc. for 22 years before joining LPL Financial. 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, and retirement plan consulting with both discretionary and non-discretionary management options.

Aaron Fraser is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, AZ, bringing 13 years of industry experience. His career includes roles at E*TRADE Securities, Morgan Stanley, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and offers a wide range of retail and institutional investment services.

Michael Perhach is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm in various roles. 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.

Harrison Bunim is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to his financial career, he held positions at Young's Bicycle Shop and was involved with the Desert Cats Lacrosse Program and Young Sports Ltd. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, offering a broad array of investment and financial services.

Jason Freiwald is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services Inc., FFS Legacy, Inc., and Waddell & Reed, Inc., with additional experience in insurance agencies. He is also president of FFS Legacy Inc., a non-investment-related business. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations.

Nikiya Harris is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at several firms including AGIA, Corebridge Financial, and Valic Financial Advisors. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.