Jillian Benson is a financial advisor at Merrill with 17 years at the firm and 7 years of industry experience. She holds a Series 66 designation and is based in Gilbert, AZ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jack Sklar is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for three years and has held roles at World Financial Group and Quantumvest. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Zheng Wang is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Wells Fargo from 2015 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional investment solutions.

Joseph Iaboni is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes ten years at Bank of America and Merrill prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Alanah Simmons is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Allegis Group Inc, and Alaska USA Federal Credit Union. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bryan Hessler is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has over 18 years of experience in the financial services industry, including long tenures at Merrill and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a broad range of services.

Jacob Golladay is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and has held roles at United Parcel Service, eXp Realty, Lyft, Uber, Oscar Health, and Discover Financial Services prior to his current position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Steven Dennis is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to his current role, he held positions at GoDaddy and Apple. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Donald Harrington is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 42 years of industry experience. He has been affiliated with MML Investors Services, LLC since 1985 and MassMutual Life Insurance Company since 1983. In addition to his advisory role, he is involved in the sale of individual life, fixed annuities, long-term care, and disability insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools.

Spencer Pett is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with 19 years of industry experience. His prior roles include positions at Charles Schwab, E*TRADE, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Anthony Bross is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with prior roles at WestPac Wealth Partners and academic positions at several universities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning supported by firm-approved tools and models, while offering diverse investment products and services.

Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Ryan Puskar is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fairmont Scottsdale Princess and was involved with Auto Artist. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing their plans.

Eric Willis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Merrill since 2012, also working with Bank of America 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. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Katrodiya is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. He has one year of industry experience, including previous roles at LifePlan Wealth Management Group LLC, Parkour Capital LLC, and the University of Bridgeport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Tanner Everson is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he worked at Archie Cochrane Ford and Volvo Cars Gilbert. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools such as Secular Return Estimates and Monte Carlo simulations to support its planning process.

David Pauole is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with three years of industry experience. His prior work includes roles at CIT Electronics and Brigham Young University, as well as service with The Church of Jesus Christ of Latter-Day Saints. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Parker Hilliker is a financial advisor at Morgan Stanley with four years of industry experience and holds the Series 66 designation. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes positions at Merrill, Raven Golf Club, Amazon, and Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Jeremiah Corona is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Bank of America before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Marshall Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2007, including Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from its investment institute alongside third-party analytics.