Jack Shaw Jr. is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Merrill since 2009. 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 clients, pension plans, corporations, and charitable organizations.

Shawn Hoskin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hanifa Nankinga is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Her work history includes roles at Waymark Wealth Management, Raytheon Technologies, and Navitas Credit Corp. She is based in Gilbert, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jordan Mc Caffrey is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. Prior to joining Mass Mutual and its affiliate MassMutual in 2019, he worked at Edward Jones for 11 years. Outside of his advisory role, he assists with real estate transactions and renovations through a family-owned business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers recommendations on investment strategies without discretionary authority.

Pasquale Liberio is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for The Advertising Checking Bureau, Inc. from 2005 to 2017. Outside of advising, he is involved in marketing and promotion for Live Wire Software LLC and works part-time as a produce clerk at AJ's Fine Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing approximately $1.01 trillion in assets. The firm is distinguished by its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company, affiliated mutual funds, and securities-based lending.

Kyle Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, his spouse owns a boutique business called Lunch Money, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Fredrik Andersson is a financial advisor with Morgan Stanley in Queen Creek, Arizona, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside his advisory role, he is co-owner of MARAND, LLC, a company involved in real estate investments. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brock Hanson is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Edward Jones across two periods totaling 12 years, with a one-year tenure at Aladdin Capital in between. Outside of his advisory work, he is a member of HW3, LLC, a real estate business involved in buying, renovating, and selling homes. 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, including discretionary and non-discretionary strategies, and is notable for its extensive advisor and branch network as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Thomas Martin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at The Vanguard Group, Bank of America, Morgan Stanley, and E*TRADE Securities. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party teams.

Carlin Whelpley is a Series 66 licensed advisor with Merrill, based in Chandler, AZ, and has six years of industry experience. Prior to joining Merrill, he held roles at Oakley and various sales and educational organizations. He also has experience outside finance, including involvement with Delete Tattoo Removal & Laser Salon and Fortitude VBC. Merrill offers managed account services through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutions. The firm integrates strategic asset allocation and tax-aware options, with trade execution and account administration supported by its affiliation with Bank of America.

Kristal Burton is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, she worked at Honor Health and the Gilbert Center for Family Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

George Drye is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers both discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Brendan Rush is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles across Fidelity’s affiliated entities since 2023. Prior to entering finance, his background includes positions in construction, healthcare, and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund-of-funds, and incorporates systematic methodologies and AI-driven research in its investment process.

Danielle Quarantello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank NA and her current involvement with Arion Care Solutions LLC, where she provides paid habilitation services for a family member. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Hill is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Robinhood Financial, Charles Schwab, ZipRecruiter, T-Mobile, and Silicon Valley Bank. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Kiermeier is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Merrill and Bank of America since 2013 and briefly at Charles Schwab in 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Keith Anderson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Echo Global Logistics and Riot Hospitality Group. He also has experience in the solar energy sector and has been involved with Arizona State University over several years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Brian Zindell is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes 25 years at TD Waterhouse Investor Services Inc and brief tenures at Robinhood Financial, LLC and Robinhood Markets, Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Dray is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and as a Personal Investment Advisor (PIA). He completed his bachelor's degree at Brigham Young University. Douglas is proficient in English and Spanish.

Jessica Joseph is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding Series 63 and Series 66 credentials with six years of industry experience. Her work history includes roles at Cambridge Investment Research and eToro, as well as a position at The Vanguard Group. Outside of finance, she has been employed part-time at a valet service called Go Green Valet. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing tailored strategies using proprietary models and options from unaffiliated strategists across various custody platforms.