Sam Gerrety is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, N.A., Trabocca, and Goodpointe Technology. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kevin Gascoyne is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he serves as treasurer for the Crimson Mountain Homeowners Association, overseeing community plans and expenses. 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.

Joseph Barkat is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Barkat also engages in independent insurance brokering with multiple life insurance companies. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Maxwell Dunlap is a Series 66 licensed financial advisor with Morgan Stanley based in Gilbert, AZ, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte and held various roles including positions at Arizona State University Aquatics and Progressive Landscaping & Gardening Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and extensive asset management.

Stephanie Stone is a financial advisor at Edward Jones in Gilbert, AZ, holding Series 63 and Series 66 credentials with 20 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she co-owns and operates a tanning salon in Gilbert. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jillian Benson is a financial advisor at Merrill with 17 years at the firm and 7 years of industry experience. She holds a Series 66 designation and is based in Gilbert, AZ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Karch Perkins is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, New York Life Insurance Company, and various other firms. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Zachary Hamm is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He joined Raymond James & Associates in 2018 after working at The Vanguard Group, Inc. from 2016 to 2018. Outside of his advisory role, Hamm serves as Treasurer and a founding officer of the nonprofit Tempe Leadership in Arizona. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and affiliated research resources.

Margaret Mccoy is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jack Sklar is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for three years and has held roles at World Financial Group and Quantumvest. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Guillermo Ramirez is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, Merrill, Robinhood, and AssetMark Financial. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated model combines non-discretionary advisory services with access to discretionary separately managed accounts and alternative investments.

Zheng Wang is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Wells Fargo from 2015 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional investment solutions.

Andrea Hicks is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Charles Schwab since 2011. Outside of her advisory role, she is the founder of LolliTreats, a food and beverage business specializing in baked goods. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Marc De Micco is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill in 2023, his background includes positions at healthcare and fitness-related organizations as well as academic institutions. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baehr is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he previously operated Spartan Boot Camps LLC for eleven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

Maher Warrayat is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Wells Fargo Bank, Arco, and Safelite. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Daniel Michaelson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works closely with clients to help select investment strategies that align with their goals, leveraging Fidelity's brand, technology, and cost-efficient investment platform. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011, including Financial Consultant, Account Executive, Investment Representative, and Financial Services Representative. Prior to joining Fidelity, he worked as a Personal Banker at Zions Bank and as an Assistant Branch Manager at Bank of America. He holds a California Insurance License. Further educational background and personal interests have not been provided.

Zachary Makawi is a CFP® professional with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. He previously worked at Next Financial Group Inc from 2013 to 2019. Outside of his advisory role, Makawi serves on the board of Paradise Parrot Rescue, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of portfolio management solutions, including proprietary model strategies and access to third-party managers, with services tailored to client objectives across various custody platforms.

Joseph Iaboni is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes ten years at Bank of America and Merrill prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Morgan Holleran is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.