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.

Hayley Moore is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, she worked at Stewardship Wealth Advisors and Sagepoint Financial. She is a board member of the Young Professional Council for Big Brothers Big Sisters Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial 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.

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 with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at Robinhood Financial, LLC and The Vanguard Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

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.

Francisco Clouthier is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024, following roles at Jpmorgan Chase Bank NA, Blueoptima, and Bacio Italiano. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Christian Valoria is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and totaling 24 years of industry experience. He has been with Charles Schwab since 2006, working across various divisions including Charles Schwab bank, Charles Schwab Trust Bank, and Charles Schwab Premiere Bank since 2018. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing operations.

Jackson Ward is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Award Capital, Principal Life Insurance Company, and Starboard Financial. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

James Ripper is a CFP®-designated financial advisor with Edward Jones in Tempe, Arizona, and has 28 years of industry experience. He has been with Edward Jones and its predecessor Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he provides occasional assistance with accounting paperwork for a pet-sitting business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Waldo King is a financial advisor at LPL Financial based in Tempe, AZ. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to his advisory role, he worked in various positions including roles at Pomona College’s Math Department and ITS, as well as experience in other organizations such as Express Screen Printing and Stanton for Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jay Massow is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and previously spent 17 years at Raymond James Financial. Outside of his advisory work, he owns and operates a branch support company and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Lynch is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juliely Ferreira Pichardo is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with Merrill and has held roles at Merrill and Bank of America since 2015. 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.

Hunter Anderson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, he held positions at Brigham Young University Idaho Pathways, Earnhardt Volkswagen, Arizona Benefit Consultants, Symmetry Financial Group, and The Church of Jesus Christ of Latter Day Saints. 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.

Gabriel Lile is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Outside of his advisory role, he sells artwork that he personally created. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Tyrik Thompson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2020. Outside of his advisory roles, he has been involved with Modern Sports Grill LLC since 2015. 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, and various institutional investors.

Junior Mathieu is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Grand Canyon University, and Trimble. Outside of finance, he is involved in a food truck business serving Caribbean-style food, where he helps with cooking and business management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Michelle Betancourt is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is noted for its extensive network of advisors and branch offices nationwide.