Erik Wells is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill and Bank of America since 2012. Outside of his advisory role, he is a general partner and managing member of Serious Business Ventures LLC, which is involved in acquiring a Live Hydration Spa franchise. 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.

Jeffrey Anthony is a CFP® with 18 years of industry experience, currently affiliated with Cetera. He has worked at firms including JPMorgan Chase Bank and J.P. Morgan Securities, and is currently involved with multiple financial services entities such as Foundry Family Office and Wilde Wealth Management. He serves on the advisory board of TriState Capital Bank, contributing on client experience and service development. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Michael Killeen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Kelly Schaefer is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jeremy Pickles is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He offers advice and guidance for potential investment solutions that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeremy assists a select group of affluent clients with investment tax minimization, estate planning services, and wealth transfer strategies. Utilizing data-driven analysis, historical data, and Merrill's proprietary research, he develops customized financial strategies designed to meet client expectations and long-term goals. His services also include portfolio management, stock option analysis, retirement planning, life insurance analysis and funding, and wealth preservation. He works closely with clients' other family advisors, including attorneys and accountants, to address total wealth management needs. Jeremy holds a Bachelor of Arts degree in Economics from Queens College and has earned the Personal Investment Advisor (PIA) designation. He lives in Gilbert, Arizona with his three children. Additionally, he is involved with USA Swimming and USA Waterpolo.

James Meetze is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2014 and at Bank of America since 2017. Outside of advising, he is involved part-time in a construction and special trade contracting business focused on refinishing homes and pools. 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 and serves individual, high-net-worth, institutional, and charitable clients.

Benjamin Bisgard is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2022. His prior experience includes roles at Robinhood Markets, American Express, and Scottsdale Community College. 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 and profit-sharing plans, corporations, and charitable organizations.

Nama Soukouna is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Tempe, AZ. Their work history includes multiple tenures at Edward Jones as well as a three-year period at The Vanguard Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jerry Frady is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and has additional affiliations with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Kyle Smith is a Series 66 licensed financial advisor with six years of experience at LPL Financial and Castle Investment Advisors. Prior to his career in finance, he served five years in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Kyle Masingill is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2014 and 2018, respectively. 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 and profit-sharing plans, corporations, and charitable organizations.

Benjamin Mangels is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His work history includes roles at Russ Lyon Sotheby's International Realty and Next Generation Real Estate, as well as experience with the University of Arizona and Desert Mountain Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ron Schonscheck is a financial advisor with Fidelity in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. His previous roles include eight years at The Vanguard Group, Inc. and running his own business in design and graphics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erik Jensen is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Jensen has been involved in photography and artwork through his ownership of Fotolibra, Alamy, and The Drawing Company. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Christian Campbell is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, including a prior contractor role in client services. Outside of his advisory work, he is the owner of an e-commerce LLC named CDAC. 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 to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Samuel Ferrara is a financial advisor with Merrill based in Chandler, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. His work background includes roles at Bank of America and Merrill, as well as prior experience with Delaware North Systems, Uber, Lyft, and Chandler Unified School District. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Corry Johnson is a financial advisor with LPL Financial based in Mesa, AZ, holding a Series 63 designation and 21 years of industry experience. He has been with LPL Financial since 2004. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kimberly Horstmann is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America since 2022 and Merrill since 2021. Prior to her career in finance, she was employed at Arizona's Children Association from 2015 to 2021. Outside of her advisory role, she assists with bookkeeping for a telecom consulting business associated with her spouse. 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 investors.

Juan Roman is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously was employed at Charles Schwab. He holds the Series 63 and Series 66 designations. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

John Hoover is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include time as a self-employed advisor and work with TLH Wealth Management. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.