Annalisa Jaquez is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Her prior roles include positions at Bank of America, GlobeLife Liberty National Division, and Xome/Mr. Cooper. 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.

Nelson Moore is a CFP® professional with nine years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2025, following a nine-year tenure at The Vanguard Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Gabriel Arvizu Rangel is a financial advisor at Merrill with five years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2020, including roles as an intern and advisor, and is currently associated with Bank of America. Outside of his financial advisory role, he operates an independent business as a self-employed contractor for Amway Corp. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abigail Miller is a Series 66–licensed financial advisor with Edward Jones in Tempe, Arizona, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Scott Friedman is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicacio Hernandez is a financial advisor with Merrill in Chandler, AZ. He holds the Series 66 designation and has been with Merrill since 2022. Prior to joining Merrill, he worked at Bank of America from 2022 to 2025 and has academic experience at Arizona State University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Karla Schafer serves as a Senior Resident Director and International Wealth Advisor, specializing in providing wealth management solutions to high-net-worth families. With over 27 years of experience in the financial services industry, she focuses on business owners, C-suite executives, and physicians both in the United States and abroad. Karla delivers personalized financial planning tailored to meet the unique needs and goals of each client. Karla holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor® (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor’s Degree from Florida International University and a Master’s in Business Administration from the University of Miami. Her expertise encompasses investment management, portfolio construction, estate planning, tax optimization, alternative investments, lending solutions, and exit planning for business owners. Fluent in both Spanish and English, Karla integrates access to Merrill’s investment insights and Bank of America’s lending capabilities to serve her clients comprehensively. Outside of her professional commitments, Karla enjoys traveling, boating, fishing, and attending sporting events with her family.

Madeline Julian is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. She has worked at Morgan Stanley since 2019 in multiple roles and is also involved in the hospitality industry as a partner at Kelso Theater Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm utilizes structured planning processes supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Mateja Tirkas is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2019, Mateja held positions in various fields including at La Madeleine French Bakery and Cafe and the Yellowstone Club. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Corridino is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, previously spending 19 years at Smartpractice. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Corey Young is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Corey is dedicated to helping individuals and families gain a clearer picture of their overall financial situation and piece everything together toward their goals. A Chicago native and graduate of Bowling Green State University with a degree in Psychology, Corey has nearly 10 years of experience in investing and financial planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Corey approaches his work with a commitment to helping clients achieve financial clarity, confidence, and control. Outside of his professional role, Corey enjoys spending time with his family, traveling, and pursuing activities such as basketball, bowling, football, golfing, gymnastics, and hiking. He values personal growth in spiritual, physical, and mental dimensions and aims to support others in their financial and personal development.

Nathan Krank is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 credential and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he coaches basketball at Highley High School in Gilbert. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, leveraging extensive research and a large network of over 14,000 financial advisors.

Nicholas Sowa is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020. His prior experience includes positions at Bank of America, Merrill, Quicken Loans, Cleveland State, and Big Lots. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to develop financial plans.

Jeremy Morgan is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for twelve years at Grand Canyon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and tax-efficient services under a fiduciary standard.

Evan Krska is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, Robinhood Financial, and Charles Schwab/TD Ameritrade. 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 services with brokerage, distribution, and investment management capabilities.

Kennedi Shepard is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and at Bank of America since 2024. Outside of her advisory role, she is a partner in Thruthiccnthin, a clothing resale business operating at flea markets. 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.

Juan Loaiza is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Frito Lay from 2016 to 2022 and has been involved with Uber Eats since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Logan Bertholomey is a financial advisor at Edward Jones in Tempe, AZ, with five years of industry experience. He holds a Series 66 designation and previously worked at United Parcel Service and Heidelberg Distributing Co. before joining Edward Jones in 2021. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Smith is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages several business entities related to real estate holdings, private equity investments, and financial planning operations, including serving as president of Academy Advisors, LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm delivers a range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Daniel Gray is a financial advisor with Merrill based in Gilbert, AZ, holding a Series 66 designation and offering 17 years of industry experience. He has worked with Merrill since 2000 and has been associated with Bank of America, N.A. since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.