Hayley Moore is a CFP® credentialed financial advisor at Edward Jones in Tempe, AZ, with eight years of industry experience. She previously worked at Stewardship for Life, Inc. and Sagepoint Financial, Inc. Moore serves as a board member for the Young Professional Council of Big Brothers Big Sisters in Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large national network of advisors and branch offices.

Justin Gatewood is a financial advisor at Merrill with a Series 66 designation. He began his advisory career in 2024 and has prior experience working in various roles including positions at F45, IBK9, Santander Bank, LA Fitness, and the U.S. Air Force. 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.

Cade Stouder is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Morgan Stanley, he worked in various roles across several companies, including Albertsons Companies, Dutch Bros Inc., and Wilson-Bennett Technology. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group with approximately $2.74 trillion in client assets under management.

Kyle Singer is a financial advisor with Cetera in Gilbert, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Cetera in 2026, he worked at Edward Jones and Charles Schwab & Co., Inc. Outside of his advisory role, he co-owns an LLC created for trust purposes related to a family-owned RV. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across various program structures.

Ethan Bertenshaw is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Merrill Lynch and the National Bank of Arizona. He has also worked in various capacities with the University of Arizona and has experience outside finance, including involvement with Docuprint Solutions and Can Monkey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to support client financial goals.

James Ripper is a CFP®-designated financial advisor with Edward Jones in Tempe, Arizona, and has 28 years of industry experience. He has been with Edward Jones and its predecessor Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he provides occasional assistance with accounting paperwork for a pet-sitting business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Ryan Lynch is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juliely Ferreira Pichardo is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with Merrill and has held roles at Merrill and Bank of America since 2015. 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.

Hunter Anderson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, he held positions at Brigham Young University Idaho Pathways, Earnhardt Volkswagen, Arizona Benefit Consultants, Symmetry Financial Group, and The Church of Jesus Christ of Latter Day Saints. 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.

Gabriel Lile is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Outside of his advisory role, he sells artwork that he personally creates. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Tyrik Thompson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2020. Outside of his advisory roles, he has been involved with Modern Sports Grill LLC since 2015. 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 various institutional investors.

Michelle Betancourt is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is noted for its extensive network of advisors and branch offices nationwide.

Steven Payne is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes 14 years at Globus Medical Inc and self-employment for two years. He has also been involved with NEXT Community Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selectively managed accounts to individual and high-net-worth clients under a wrap-fee structure.

Michelle Feland is a financial advisor with LPL Financial based in Sun Lakes, AZ, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Raymond James Financial, The Private Wealth Group, and Wealth Enhancement Advisory Services. She is also involved with Exp Realty, providing mortgage and real estate services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Gregory Ashcraft is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1984. In his role, he assists clients in developing wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that includes listening and helping clients make informed decisions. Gregory's client focus areas include college education planning, managing new wealth, personal retirement planning, and retirement income. Gregory holds a Bachelor's Degree from the University of Nebraska System and a Master's Degree from the University of Houston System. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has been recognized multiple times on Forbes' "Best-in-State Wealth Advisors" list and as a member of the Ashcraft Group on Forbes' "Best-in-State Wealth Management Teams" list. Outside of his professional work, Gregory is involved in the Academic Decathlon community program. His personal interests include hiking, photography, and scuba diving.

Aldo Zuniga is a financial advisor at Merrill with a Series 66 credential and over 20 years of industry experience. His prior work includes a long tenure at Wells Fargo Bank from 2002 to 2025, followed by positions at Merrill and Bank of America. 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 plans, corporations, and charitable organizations.

Nicholas Wade is a Series 66-registered financial advisor with Merrill, based in Chandler, AZ, and has three years of industry experience. His work history includes positions at Bank of America and Northwestern Mutual. Outside of finance, he was involved with Dark Sky Brewing Co. in 2023. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Lizette Corrado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her career includes roles at Davis Selected Advisers and Bank of America - Merrill Lynch. Lizette is based in San Tan Valley, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Michael Joyce is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and eight years of industry experience. His career includes two separate periods at Merrill and a year at Robinhood Financial. Outside of his advisory role, he is involved in music as the owner of an LLC that produces and sells music and related merchandise under the name "Charm The Villain." 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 institutions.

Andre Lepe is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Edward Jones, and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.