Greg Proctor is a financial advisor at Morgan Stanley in Gilbert, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using firm-approved methodologies, managing approximately $2.74 trillion in client assets.

John Jacobson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following roles at Schwab Private Client Investment Advisory Inc. and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Cooper Dreifort is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he held positions at firms including Govig & Associates and Bayne Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working as part of the Gunter Hamilton DeCaro Wealth Management Group. He collaborates with individuals, families, and organizations to develop personalized strategies around retirement, investments, preparing for future generations, and other important financial decisions. Kyle emphasizes an approach that begins with understanding each client's goals, values, and priorities to build strategies aligned with what matters most to them. Kyle has expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA), holding a Bachelor's Degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. His mission is to assist individuals and families in making confident financial decisions by bringing clarity, organization, and purpose to every stage of life through personalized advice, thoughtful planning, and long-term relationships.

Elia Parrish is a financial advisor with Merrill in Gilbert, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Parrish has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, with a focus on strategic asset allocation and tax-aware options.

Krystal Phillips is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017, following a year at JPMorgan Securities LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Soren Nilsen is a Financial Advisor at Merrill Lynch Wealth Management, where he helps individuals and families make confident financial decisions by aligning their investments, retirement planning, and wealth strategies with their personal priorities. He works with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. Nilsen's expertise encompasses managing new wealth, portfolio management services, tax minimization, and retirement income planning. He partners with individuals, families, and business owners to create strategies designed to build, preserve, and transfer wealth. He holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Brigham Young University. Outside of his professional role, Nilsen enjoys biking, hiking, pickleball, skiing, and traveling.

Christine Innes is a financial advisor at Morgan Stanley with a Series 66 license. She joined the firm in 2025 and has prior experience at McDowell Mountain Gynecology and Alixandra Blue. Her background also includes education at the University of Florida and work in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Mark Cook is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Brian Navarro is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and previously worked for the Chandler Unified School District for 18 years. Outside of his advisory role, he is involved with AZFitco, LLC, a business he has been associated with since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Jacob Ries is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Clarkson University and Salt River Project. Ries is also the founder and CEO of JR Ecommerce LLC, an online store he has operated since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Ryan Clough is a financial advisor at Morgan Stanley in Gilbert, AZ, with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Bonfire Financial LLC. Prior to his financial services career, his work history includes positions in retail and service industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

Michael Huffman is a financial advisor with Ameriprise based in Queen Creek, AZ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, delivering personalized advice through a centralized consulting team.

Jeremy Bates is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities, Charles Schwab, and The Vanguard Group. Outside of his advisory role, he is involved with Stand Together, where he conducts door-to-door election surveys. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Edward Ross is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities, Northwestern Mutual, PennyMac Loan Services, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Benjamin Katz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding the Series 66 designation with five years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and University Beyond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Eliot Lincoln is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Merrill, Sandhills Global, and several positions at Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Gary Parsell is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Merrill since 2009 and simultaneously affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the general partner and managing member of Redfield Investment LLC, a company unrelated to investment advisory activities. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Olsen is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has experience at Morgan Stanley since 2025, following prior roles at Clark Street Financial and several educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by a structured discovery process and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Maxwell Dunlap is a Series 66 licensed financial advisor with Morgan Stanley based in Gilbert, AZ, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte and held various roles including positions at Arizona State University Aquatics and Progressive Landscaping & Gardening Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and extensive asset management.