Emaad Tareen is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of California, Santa Barbara, and DM Baker Media Relations. 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.

Eric Sitton is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Sitton serves as an executive producer for a movie production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Michael Echelberger is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at LPL Financial LLC, The Vanguard Group, Wells Fargo Bank, and Music and Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Abel Serratos is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he operates an online business reselling retro vintage games through eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Richard Chapin is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns Ironwood Internet Solutions, a website providing online resources for business owners. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices.

Wesley Jones is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2015. 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, and various institutional investors.

Jacob Loel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, American Philanthropic, and Amazon. He has also been involved with nonprofit organizations such as the Catholic Community Foundation. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tanner Cypress is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors. Outside of his advisory role, he participates as an independent contractor writing product reviews for the Amazon Vine program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also engages in fund advisory, model portfolio delivery, and oversight of sub-advisers.

Jurate Mayer is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Bank of America and Merrill since 2017 and was previously with Wells Fargo Bank from 2015 to 2017. Outside of her advisory role, she owns a sole proprietorship related to investment property. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Dierking is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Osaka Japanese LLC, and Northern Arizona University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anabelle Ramirez is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. She holds a Series 66 designation and previously worked at Federal Management Systems Inc. and The Salvation Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved tools and methodologies.

Brian Bierman is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked with the Carin Nguyen Team at Real Broker and has experience with Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and investment outlook modeling.

Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for six years before joining Stifel in 2016. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes nine years at Vanguard and a brief tenure at Randstad. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses and 15 years of industry experience. He has worked at Merrill since 2014 and previously spent a year at VOYA Financial Advisors. Outside of his advisory role, he volunteers as a football coach at Queen Creek High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, and institutions.

David Salha is a financial advisor with Edward Jones in Tempe, AZ. He holds a Series 66 designation and has 13 years of industry experience, having been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Kyle Kristick is a financial advisor with J.P. Morgan Securities in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and also has a background at Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of KLS Strategies LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting client decision-making through a non-discretionary program.

Jacob Sessions is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following earlier roles at Chase Investment Services Corp. and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Tiffanie Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including commodity pool operations and advisory roles to multiple registered investment companies.