Everardo Huerta is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017, following brief tenures at Bank of America and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

John Neubauer is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Bank of America, Fidelity Investments, loanDepot, and Charles Schwab. 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.

Nicholas Hansen is a financial advisor at Morgan Stanley in Tempe, Arizona, holding Series 66 and Series 63 licenses with four years of industry experience. His prior experience includes roles at The Vanguard Group, New York Life Insurance Company, and self-employment. Outside of finance, he is a partner at Story Bunny Studios, a publishing venture focused on imagery and formatting. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and modeling tools, offering a range of investment and planning services without individual security recommendations as part of standalone plans.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his current role, he was employed at Enterprise Holdings from 2015 to 2018. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Nautilus Insurance Group, Crosscountry Mortgage, and Pinnacle Peak Private Client Group. He has also been involved with Arizona State University and entrepreneurial ventures such as UpMerch and Integrity Valet. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Nathan Dunn is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2018 and Thrivent Financial since 2019. Outside of his advisory role, Dunn serves as a volunteer chaplain and creative director for Melody and Truth, a nonprofit missions organization focused on using music and the arts to share the gospel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nathan Thompson is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan La Ganke is a financial advisor with Morgan Stanley in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2019 to 2022 and has experience in other business roles including a position with Discountpatio.com. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of investment services through its financial advisors.

Abdul Nawabi is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Bank of America, Merrill, TD Ameritrade, Delta Global Services, and Werner Enterprises. Outside of advising, he is co-owner and partner of Arbor Roofing & Construction LLC and owns Lime Solutions LLC, a limited liability company managing rental properties. 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.

Shane Force is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, bringing three years of industry experience. His prior roles include positions at Bank of America and Specialized Loan Servicing. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Medina is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Shea Homes for 13 years. He has no reported responsibilities outside his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and offices nationwide.

Brian Bolton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. His prior firms include E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retirement planning to access to private funds and structured products.

Hunter Parker is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, McKesson, and a range of other organizations across different sectors. He has also been affiliated with Arizona State University since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Connor Kohlhase is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked with Merrill since 2022 and Bank of America, N.A. since 2024. Prior to his financial services career, he was involved in businesses including Sunvalley Hauling and Junk Removal and Heritage Trucking. 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.

Clayton Sullivan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at JP Morgan Chase Bank N.A. and Oasis Cannabis. He also spent a year working with Medieval Times Dinner and Tournament. 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.

Peggy Phillips is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Bank of America and Merrill Lynch since 2010. 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.

Shreyas Sharma is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at companies including Best Buy, Amazon, and LifeTime Fitness. He has also been associated with Rutgers University and has experience working with DoorDash. 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.

Michael Brown is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1996 to 2003. He also serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with a large network of advisors and offers both brokerage and advisory solutions.

Preston Larson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America and has a diverse background including roles in software, retail, and education. Outside of his advisory role, Larson serves as a counselor to the bishop at The Church of Jesus Christ of Latter-day Saints, where he assists with religious meetings, youth teaching, and financial responsibilities for the congregation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.