Trever Rogers is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience in customer service and energy-related roles. 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.

Kenneth Miller is a financial advisor at Edward Jones with eight years of industry experience, including two years at AmeriFirst Financial Inc. He holds the Series 66 designation and is based in Sun Lakes, AZ. 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 strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Shannon Baker is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Merrill in 2019, Baker worked at Charles Schwab and Bank of America. Outside of finance, Baker works part-time with Uber delivering rides and food and is employed as a security guard with Rooke LLC. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Michael Rasmussen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Arizona State University. 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 with model-based and discretionary investment strategies.

Max Koets is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating a high-performance culture where associates are empowered, supported, and inspired to reach their full potential. Through developing strong teams, he aims to assist clients and their families in navigating financial decisions, growing and protecting their wealth, and building financial security. Max has been with Fidelity Investments since 2014, progressing through various roles including High Net Worth Representative, Senior Service Support Group Representative, PAS Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Team Leader for Investment Management Consultants. This progression reflects his experience in portfolio management and client services. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Brenda Gerardo Vejar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Arizona Medicare Helpers for five years and held positions at Insurus and ABC Insurance. 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.

Elliot Bearden is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Charles Schwab from 2011 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he restores and sells old and broken golf carts as a personal hobby. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured discovery process and a range of investment offerings.

Payden Foubert is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation and has been with Merrill since 2026. Their prior experience includes roles at Safeway and a period of studies at Arizona State University. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Patrick Dukemajian is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Morgan Stanley in 2025, he worked as a Bitcoin Mentor for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its advisory services.

Calvin Vanness is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and is concurrently involved with Taylor Made Golf Co as a Demo Tech, supporting golf club demonstrations and orders in the Scottsdale and Phoenix areas. Prior to Merrill, he held roles at Bank of America and The University of Arizona. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Cary Hearn is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of finance, he has experience in entrepreneurial ventures, including a role at Xerophytic Design Inc. 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, and various institutional investors.

Tallon Seeger is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill, his work background includes roles in academic support and various service positions. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Katikos is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses and having 18 years of industry experience. His prior roles include positions at E*TRADE, Charles Schwab, Merrill, and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Kalyvest, LLC, a real estate business based in Scottsdale, AZ. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and structured financial planning services that incorporate firm-approved tools and market modeling techniques.

Brandon Phelps is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Ameriprise. Outside of his advisory work, he is a partner in Legaceed LLC, an LLC based in Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Justin Larson is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Bank of America and Merrill from 2014 to 2020, before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its oversight of multiple registered investment companies and use of algorithmic methods and AI in research.

David Brown is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Spencer Barlow is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Peccolo III is a Series 66 credentialed financial advisor with Edward Jones in Tempe, Arizona, where he has worked since 2007. He has 19 years of industry experience. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Schaal is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at BMO Bank NA and Oppenheimer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kacey Mefford is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, Mefford held roles at H&R Block, Uber, PayPal Inc, and Banner Health. Outside of advising, Mefford is currently associated with Uber. 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.