Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Equitable Advisors and The Vanguard Group, as well as various positions outside the financial sector. 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 tailored financial planning services utilizing structured discovery and firm-approved tools.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop customized financial plans that integrate investment management, retirement planning, wealth transfer strategies, and risk management. His approach centers on understanding each client's unique priorities to create coordinated strategies that support their financial goals. Matthew's expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and addressing the financial considerations of business owners and professionals. He focuses on helping clients navigate executive compensation, family wealth management, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment finances, tax minimization, and retirement income. He holds a Bachelor's Degree from East Carolina University and has earned the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor professional designations. Outside of his professional role, Matthew enjoys football, golfing, music, pickleball, reading, skiing, spending time with his family, surfing, tennis, and traveling.

Cody Meyers is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, and AssetMark Financial. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Christopher Sullivan is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Merrill in Chandler, AZ, and has previously worked at Charles Schwab and Comcast. 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, pension plans, corporations, and charitable organizations.

Mary Biles is a financial advisor at Edward Jones in Tempe, AZ, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jasmine Perez is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, she has experience in the service industry and administrative roles. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Rico Olivas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He also served in the U.S. Army from 2015 to 2019. 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.

Joshua Bring is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a Director-At-Large for the Arizona Sporting Clays Association and operates Bring Consulting LLC, a third-party e-commerce services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Ramirez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Bank of America, N.A., Airbox Pure, and Universal Wireless-TCC wireless. 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 and profit-sharing plans, corporations, and charitable organizations.

Alexis Press is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, Alexis worked at Caffall Dental Care and Bank of America. Outside of advising, Alexis is involved in a project related to dental software at Caffall Dental Care. 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.

Richard Bardue II is a CFP® with 33 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also owns Northsound Wealth Management LLC, a separate advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo's research and planning tools.

Bailey Lyon is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, Lyon worked in various roles including positions at Walmart and the University of Wyoming. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment solutions.

Matthew Petello is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group. Outside of advisory work, he also works as an Uber driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, supported by firm-approved tools and a structured discovery process.

Raymond Wiegand is a financial advisor at Edward Jones in Tempe, AZ, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christina Jutting is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Morgan Stanley and has previously held roles at The Vanguard Group, Baba Bear, and as a self-employed professional. Outside her advisory work, she is the author of a published book through Fulton Books. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to deliver tailored financial plans.

Jacob Shures is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2026. 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.

Sharon Huffman is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Outside her advisory role, she is involved with Ardmor Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of advisors and branch offices.

Beenish Aslam is a financial advisor at Merrill with Series 66 registration and one year of industry experience. Prior to joining Merrill, she held various roles in educational institutions, including Scottsdale Unified School District and Think Through Academy High School in Phoenix. Merrill, in conjunction 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 individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Charles Darling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for Luv Toyota for twelve years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Cameron Mc Kissic is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He owns KingStreet Empire Clothing LLC, an online clothing business that aims to inspire and provide resources to youth on success and financial literacy. Additionally, he serves as a sprint coach for Chandler Unified School District #80. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.