Samuel Welch is a financial advisor at Merrill with a Series 66 credential and approximately one year of experience. His prior work includes roles at Cenerus and ASU, as well as non-financial positions at Maggiano's Little Italy. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Cruz is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been with Merrill since 2014. Prior to his advisory role, he worked at Texas Roadhouse in 2023. Merrill, along 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.

Cameron Doty is a financial advisor with Merrill in Chandler, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, Bank of the West, and several automotive dealerships. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ryan Connors is a financial advisor at LPL Financial in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial in 2025, he worked for Blue Mountain Ski Resort for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Antonio Mendez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Gateway Community College, Doordash, Imperial Valley College, and A&A Logistics Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Woodward is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Evan Curtis is a CFP® affiliated with LPL Financial in Phoenix, AZ, with eight years of industry experience. His career includes roles at Morgan Stanley, Parsonex Advisory Services, American Express, and H&R Block, where he has maintained a longstanding affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services that incorporate model portfolios, third-party asset management, and institutional solutions.

Rita Bagnato is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Next Financial Group, Woodbury Financial Services, and SagePoint Financial. Outside of her advisory work, she serves as Vice President and Compliance Manager at Bagnato Enterprises, Inc., which is involved in firearms export, and she is also engaged with Get DEM LLC, providing consulting and compliance services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third‑party investment strategies, and supports over 22,800 advisors with access to advanced operational tools.

Raul Bencomo is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank and service in the Office of Congressman Ruben Gallego. Prior to his financial career, he worked in the hospitality sector at Ling and Louies Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and it incorporates broader derivatives and commodities capabilities.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, Arizona. 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.

Nathan Berger is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A. and CAC. Outside of his advisory role, he is employed as a server at Red Robin Gourmet Burgers and Brews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

David Stahle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Outside of his advisory role, he serves as a Stake Assistant Clerk over Finance and Technology for the Church of Jesus Christ of Latter Day Saints, where he assists with budgeting and financial tracking. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, manager selection, and discretionary portfolio management. The firm is notable for its integration with Bank of America affiliates and emphasis on tax-efficient investment strategies.

Tyler Osterloo is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 credential and has worked at several firms including Simplicity Investments, Reeg Private Wealth (DBA Xcelsior Advisor Partners), and CorTrust Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed account programs, and utilizes both internal research and artificial intelligence in its advisory process.

Daniel Peoples is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at firms including Morgan Stanley and The Vanguard Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various investment approaches and operational tools across its extensive network of advisors.

Isaiah Palm is a financial advisor at Merrill with a Series 66 credential. He began his career at Merrill in 2024 and has prior experience in the United States Marine Corps and various roles in retail and service industries. 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.

Luke Ribich is a financial advisor with Ameriprise in Gold Canyon, AZ, holding a Series 63 designation and eight years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial since 2013. Ribich is also a co-owner of AMG Operations, LLC, a business managing Ameriprise operations in Mesa, AZ. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Brendan Campbell is a financial advisor with J.P. Morgan Securities based in Tempe, AZ. He holds a Series 66 designation and has two years of industry experience, including roles at JPMorgan Chase Bank, N.A. prior to his current position. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence supported by a manager solutions team.

Gabriel Chagolla Flores is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. He focuses on helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals. Gabriel holds a Bachelor's Degree from Soka University of America. His approach centers on understanding client priorities and creating tailored financial plans within the framework of Merrill Lynch Wealth Management.

Aleksei Ponomarev is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bryten Real Estate Partners. Outside the financial industry, he has experience in various roles including managing POMO Pizzeria. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Victoria Paez is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.