Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Luke Bullinger is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he worked at Realty ONE Group and held roles at Redfin and John L Scott, among others. He is also involved in an investment-related retail and automotive business, I-5 Chrome Shop LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Victoria Stinson is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with staffing agencies Instawork and Qwick, which provide temporary and hourly jobs in hospitality and manual labor sectors. 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 across the United States.

Oscar Hermida is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to entering finance, he spent seven years with Helping Outsourcing - Cuatre Cuarts. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Ely is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1991, concurrently with a role at Bank of America 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Jo is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Morgan Stanley. Outside of his advisory role, he is a licensed real estate broker and landlord based in Gilbert, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model outcomes for its clients.

Samuel Welch is a financial advisor at Merrill with a Series 66 credential and approximately one year of experience. His prior work includes roles at Cenerus and ASU, as well as non-financial positions at Maggiano's Little Italy. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Cruz is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been with Merrill since 2014. Prior to his advisory role, he worked at Texas Roadhouse in 2023. 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 plans, corporations, and charitable organizations.

Cameron Doty is a financial advisor at Merrill with Series 65 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bank of America, Bancwest Investment Services, and several automotive companies. 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.

Antonio Mendez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Gateway Community College, Doordash, Imperial Valley College, and A&A Logistics Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Woodward is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, Arizona. 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.

Nathan Berger is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A. and CAC. Outside of his advisory role, he is employed as a server at Red Robin Gourmet Burgers and Brews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

David Stahle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Outside of his advisory role, he serves as a Stake Assistant Clerk over Finance and Technology for the Church of Jesus Christ of Latter Day Saints, where he assists with budgeting and financial tracking. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, manager selection, and discretionary portfolio management. The firm is notable for its integration with Bank of America affiliates and emphasis on tax-efficient investment strategies.

Tyler Osterloo is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 credential and has worked at several firms including Simplicity Investments, Reeg Private Wealth (DBA Xcelsior Advisor Partners), and CorTrust Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed account programs, and utilizes both internal research and artificial intelligence in its advisory process.

Andrea Michaels is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of her advisory role, she is the founder of a podcast called The Exit Conversation, which features interviews unrelated to financial advising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Isaiah Palm is a financial advisor at Merrill with a Series 66 credential. He began his career at Merrill in 2024 and has prior experience in the United States Marine Corps and various roles in retail and service industries. 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.

Luke Ribich is a financial advisor with Ameriprise in Gold Canyon, AZ, holding a Series 63 designation and eight years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial since 2013. Ribich is also a co-owner of AMG Operations, LLC, a business managing Ameriprise operations in Mesa, AZ. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Aleksei Ponomarev is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bryten Real Estate Partners. Outside the financial industry, he has experience in various roles including managing POMO Pizzeria. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the 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.