Nadya Mirza is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she is involved in marketing for Phoenix Luxury Ride, a transportation service. 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 plans, corporations, and charitable organizations.

Ryan Bentzen is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has prior experience at RC Wealth Management LLC, where he worked for 10 years, and has held roles at Amazon.com, Inc. and Grand Home Holdings Inc. in recent years. Bentzen has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client financial goals.

Jason Kinsman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Strecker is a Series 66 credentialed financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she holds a power of attorney position with a fiduciary entity based in Houston, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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 both model-based and discretionary investment strategies.

Christopher Zotos is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jessica Kellogg is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Nicole Curtis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 16 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet specific net-worth thresholds, using proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Mary Golda is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daxesh Bhavsar is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Vince Lagatta is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Osaic Wealth, PNC Investments, and BBVA-related firms. Outside of advising, he serves as the head coach of the Valley Christian High School baseball program and is a director of Raven Ministries, a religious nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial offerings.

Joshua Goudreau is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Luft is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Luke Murray is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gilbert, AZ. Outside of his advisory role, he owns rental properties in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

Devin Mendoza is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and J.P. Morgan Securities. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Hardison II is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and in the hospitality industry with The Cosmopolitan of Las Vegas and MGM Resorts International. Outside of his advisory role, he is involved in a lifestyle company called The Collective Group, which produces body care items and apparel. 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 institutions.

Andrew Miller is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021, following a seven-year tenure at CUSO Financial Services, LP. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers goal-based, holistic planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option, while keeping these services separate.

Scottie Bayles is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and bringing six years of industry experience. His background includes roles at Securian Financial, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of finance, he works seasonally as a scorekeeper and sight supervisor for the City of Scottsdale Adult Sports. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Teodoro Esparza is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at The Home Depot for four years. Outside of his advisory role, he is the sole owner and manager of PopCap LLC, a for-profit entity created for fun and potential future ventures. 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

John Mc Kay is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he was associated with Black Oak PLLC and Advanced Wealth Management. He has also been a full-time student since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features multiple program structures with access to affiliated and third-party managers.