Drew Lowry is a financial advisor with Merrill in Mesa, AZ, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Merrill and Bank of America, he worked in educational roles with Queen Creek Unified School District and Educational Services 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jovann Lewis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Gila River Telecommunications Corporation. Outside of his advisory role, he creates fishing content through a separate business venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored to different investment strategies.

James Brandt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2023 and has a background with E*Trade Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley Private Bank, N.A., where he has been active since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various services including relationships with investment companies, private funds, and commodity pool operations.

Nathan Scott is a financial advisor at Merrill with a Series 66 designation. He joined Merrill in 2026 and has prior experience at Northern Trust Corporation from 2022 to 2026. His background also includes roles outside of finance, such as legal work and counseling services. 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, and institutions, supported by internal Chief Investment Office teams and third-party managers.

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 based in Gilbert, AZ, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2006 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Zachary Davis is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Odyssey Investing LLC and Charles Schwab & Co., Inc. He has also held roles outside the financial sector, including at Young's Market Company and Cuvee 928. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services without offering individual security recommendations as part of its standalone financial planning.

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.

Andrew Peronace is a financial advisor with Thrivent Investment Management in Mesa, AZ. He holds the Series 66 designation and has been with Thrivent since 2025. Prior to his financial advisory role, he worked at Play It Again Sports and has experience outside the industry in sports and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without portfolio management for institutional clients, allowing clients to combine planning with managed account services under a consolidated billing option.

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 possessing 18 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities, and is currently involved with Arion Care Solutions LLC, providing paid habilitation services in an assisted living setting. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates systematic due diligence and may include ESG considerations, with implementation support from affiliated entities.