Jacob Lund is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at COUNTRY FINANCIAL from 2014 to 2022 before joining Cambridge in 2022. Outside of his advisory work, Lund serves as chapter president of a business networking group in Scottsdale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party model strategies.

Tyler Komoroske is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience at Strongmind, Demosphere, QualityLogic, Voyant, Edgelink LLC, and Allstate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investments, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Fish is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Bank of America and 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 strategies overseen by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Boullion is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS Financial Services since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and capital market assumptions.

Rick Martinez is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Martinez serves on the board of directors for two organizations, ESI and AbleShot, contributing several hours monthly outside of trading hours. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kelly Gentry is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona, and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he operates Ke Ge Creations LLC, a retail and online store business focused on creating and sourcing products for sale. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and access to a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Daniel Saba is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a co-trustee for a 401(k) plan and has a minority interest in a rental property business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop recommendations.

Ryan Becerra is a Series 65-licensed financial advisor at Edelman Financial Engines with four years of industry experience. He has worked at Edelman Financial Engines since 2026 and previously at Financial Engines Advisors L.L.C. from 2022 to 2026. His background also includes roles at ZipRecruiter Inc and Swiftpage. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

Erick Barrera Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior work includes roles at Northern Trust and Bank of America/Merrill Lynch. J.P. Morgan Securities LLC 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 incorporating an ESG eligibility framework.

Daniel Welker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of a family trust and owns investment-related entities Welker Capital LLC and Welker Holdings LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop client recommendations.

Jenna Peterson is a financial advisor at LPL Financial in Tempe, AZ, holding a Series 66 credential with less than one year of industry experience. Her prior work includes roles in the food service and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Ankrom is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and its successor firms since 2007. Based in Phoenix, AZ, he joined Edelman Financial Engines in 2025. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through a combination of advisor-led and online platforms.

Marcus Brandt is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 12 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Kristina Buck is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at TEKsystems, Inc. and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning services using a structured process supported by proprietary tools and offers a range of investment programs.

Matt Keith is a CFP® and ChFC® with 20 years of industry experience. He has worked at J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of a residential leasing business, MJ Keith Real Estate LLC. 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.

Vincenzo Malizia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jacob Freitas is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Zack is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard and Signature Dental Partners. Outside of finance, he has experience in education and worked at Palm Valley Golf Club. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its integrated structure, large client base, and multi-asset model portfolio investment approach.

Michael Akins is a Series 66-credentialed advisor with J.P. Morgan Securities in Tempe, AZ, with three years of industry experience. He previously worked at Morgan Stanley for three years and has experience in various roles outside the financial sector, including in physical therapy and healthcare services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.