Nicholas Duepner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and Bank of America, among other firms. Outside of his advisory role, he owns Duepner Investments LLC, an entity used for personal real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Michael Fanning is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Tahoe and Montreux Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Michael Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2004. Outside of his advisory work, he is a notary public. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm delivers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a variety of portfolio management strategies and platform options.

Tronicia Standifer is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 19 years of experience at the firm. She has nine years of industry experience overall. 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 plans, corporations, and charitable organizations.

David Motola is a financial advisor with Fidelity Investments in Gilbert, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity since 2011, including positions at Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory role, he owns LLC BEARDEDPIANO, through which he sells his personal music compositions online. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and fund-of-funds.

Deshon Toney is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2022 and also has experience at Bank of America, N.A. since 2025. Prior to his advisory career, he spent four years at Grand Canyon University and four years at Desert Vista High School. 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 and profit-sharing plans, corporations, and charitable organizations.

Scott Mc Dowell is a financial advisor with Merrill in Tempe, AZ, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2006, totaling 20 years with these 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 range of model-based and discretionary investment strategies.

Nicholas Anderson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Raymond James Financial Services, Desert Financial Credit Union, and Bank of America. He is also an associate at Desert Financial Wealth Management in Phoenix. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and specialized planning groups.

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.

Christian Valoria is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and totaling 24 years of industry experience. He has been with Charles Schwab since 2006, working across various divisions including Charles Schwab bank, Charles Schwab Trust Bank, and Charles Schwab Premiere Bank since 2018. 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing operations.

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.