Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alejandro Fragoso is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He currently works at Charles Schwab in Phoenix, AZ, where he has been since 2018, including three years with Charles Schwab Bank, SSB. Prior to his financial services career, he worked at Fry's Food & Drug Stores for three years. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment advisory solutions supported by multi-asset model portfolios and a formal alternative investment selection process.

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. He is also involved with Todd OBrien LLC, a business entity registered for tax and investment purposes. 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 advisors and advanced operational tools.

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Stuart Boardman is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at BancWest Investment Services, Inc. and Bank of the West. 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 supported by a large network of financial advisors and branch offices.

Lilliana Alonzo Gomez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, N.A., and Chicanos por la Causa. She is also affiliated with Arizona State University. Merrill, alongside 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 individual and institutional clients.

Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Pochiro is an advisor at LPL Financial with Series 63 and Series 66 designations and three years of industry experience. He previously worked at The Vanguard Group and has a diverse background including positions at Arizona State University, Precision Graphics Inc., and Earnhart Buck GMC. Outside of his advisory role, he is employed as a driver for Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by technology tools for advisors.

Ryan Toronto is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and totaling 30 years of industry experience. He has been with LPL Financial since 2008, following previous roles at Cue Financial Group, Inc. and CUNA Brokerage Services, Inc. In addition to his advisory role, he is involved in the marketing and sales of fixed insurance products through several affiliated insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolio programs and third-party asset management, supported by a large network of advisors and integrated financial solutions.

Marcus Allen is a financial advisor with Wells Fargo Advisors in Tempe, AZ, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at several firms, including Wells Fargo Clearing since 2016, Charles Schwab, Merrill, Banc of America Investment Services, and Countrywide Investment Services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Micheal Ajayi is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, BestBuy, and served in the United States Army. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial activities across a large network of over 22,800 advisors.

George Ripley is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Frederik Pioro is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Charles Schwab since 2006 and also works with Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 offers a client relationship model that is primarily non-discretionary while also providing access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Angel Lopez is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Liberty Mutual Insurance, and JP Morgan Chase Bank. 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.

Leslie Stephen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Mass Mutual Investors Services, and Metlife Financial Services. Leslie is also involved with Rayhons Financial Solutions, LLC, an independent business focused on the sale of insurance and securities products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining model portfolios, third-party managers, and custom strategies.

Mark Barenbaum is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include sixteen years at Woodbury Financial Services and a year at OSAIC. Outside of advisory work, he owns Baum54 INC, which operates the business Mrbcruises. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using discretionary and non-discretionary strategies.

Barry Majercin is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.