Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is involved in managing vacation rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Garret Holleran is a Series 66 licensed advisor with Merrill in Chandler, AZ, and has 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Holleran serves as a part-time groundskeeper for the Arizona Diamondbacks, a Major League Baseball organization. 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.

Nicholas Duepner is a Series 66-licensed financial advisor with six years of industry experience, currently working at J.P. Morgan Securities. His prior experience includes roles at The Vanguard Group and Merrill. Outside of his advisory work, he owns and manages Duepner Investments LLC, his own real estate investment business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Michael Fanning is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Tahoe and Montreux Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Tronicia Standifer is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 19 years of experience at the firm. She has nine years of industry experience overall. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Motola is a financial advisor with Fidelity Investments in Gilbert, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity since 2011, including positions at Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory role, he owns LLC BEARDEDPIANO, through which he sells his personal music compositions online. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and fund-of-funds.

Deshon Toney is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2022 and also has experience at Bank of America, N.A. since 2025. Prior to his advisory career, he spent four years at Grand Canyon University and four years at Desert Vista High School. 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.

Christopher Lizama is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Fidelity Investments and Corebridge Financial before joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware features.

Nicholas Anderson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Raymond James Financial Services, Desert Financial Credit Union, and Bank of America. He is also an associate at Desert Financial Wealth Management in Phoenix. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and specialized planning groups.

Kyle Houston is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as work in various service and educational institutions. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a high volume of client relationships through a combination of automation and advisor support.

Hayley Moore is a CFP® credentialed financial advisor at Edward Jones in Tempe, AZ, with eight years of industry experience. She previously worked at Stewardship for Life, Inc. and Sagepoint Financial, Inc. Moore serves as a board member for the Young Professional Council of Big Brothers Big Sisters in Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large national network of advisors and branch offices.

Justin Gatewood is a financial advisor at Merrill with a Series 66 designation. He began his advisory career in 2024 and has prior experience working in various roles including positions at F45, IBK9, Santander Bank, LA Fitness, and the U.S. Air Force. 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.

Kirk Norley is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and with 17 years of industry experience. He has been with The Vanguard Group since 2007. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisor team.

Cade Stouder is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Morgan Stanley, he worked in various roles across several companies, including Albertsons Companies, Dutch Bros Inc., and Wilson-Bennett Technology. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group with approximately $2.74 trillion in client assets under management.

Alexander Wright is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and advisory models, while clients are responsible for implementing and maintaining their plans.

Kyle Singer is a financial advisor with Cetera in Gilbert, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Cetera in 2026, he worked at Edward Jones and Charles Schwab & Co., Inc. Outside of his advisory role, he co-owns an LLC created for trust purposes related to a family-owned RV. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across various program structures.

Porfilia Gloria is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to construct personalized portfolios.

Neil Matthews is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at The Vanguard Group, Vangaurd Marketing Corporation, and experience outside of finance at companies such as Amazon, Sodexo Live, and CostCo Wholesale. Vanguard Advisers provides automated and human-supported investment advice to retail and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital delivery platform and extensive advisor team.

Ethan Bertenshaw is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Merrill Lynch and the National Bank of Arizona. He has also worked in various capacities with the University of Arizona and has experience outside finance, including involvement with Docuprint Solutions and Can Monkey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to support client financial goals.