Christopher Hill is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Charles Schwab, and Silicon Valley 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, and institutions.

Andrea Kiermeier is a financial advisor at Merrill in Chandler, AZ, with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill and Bank of America since 2013, including a brief tenure at Charles Schwab. 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, and various institutional accounts.

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 licenses. She has six years of industry experience, including roles at The Vanguard Group and eToro. Outside of her advisory duties, she is employed part-time by a valet service. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple platform options as well as proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. He holds Series 66 and Series 63 credentials. His background includes roles at Equitable Advisors, The Vanguard Group, and several elementary schools. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Matthew helps individuals, families, and business owners navigate important financial decisions by developing personalized strategies for retirement, investments, and long-term financial goals. His expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and assisting business owners and professionals with their unique financial challenges. Matthew takes a planning-first approach that coordinates various aspects of financial lives, including risk management and wealth transfer. Matthew holds a Bachelor's Degree from East Carolina University. Outside of work, he enjoys football, golfing, music, pickleball, reading, skiing, spending time with 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.

Jeffrey Davi is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, AZ, where he has worked since 2022. He has a background in mortgage and insurance industries, with prior roles at Nationstar Mortgage and State Farm. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

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.

Benjamin Grauel is a financial advisor at Morgan Stanley in Tempe, AZ, with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2022, he worked at Robinhood Markets and Robinhood Financial, and before that at Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee analytics in its advisory process.

Alexis Press is a financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2023, Alexis worked at Bank of America from 2016 to 2020 and has held roles at McGrath Builders LLC and Caffall Dental Care, where Alexis contributed to a dental software project. Alexis holds the Series 66 designation. 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.

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.

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.