Alexis Press is a financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2023, Alexis worked at Bank of America from 2016 to 2020 and has held roles at McGrath Builders LLC and Caffall Dental Care, where Alexis contributed to a dental software project. Alexis holds the Series 66 designation. 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.

Richard Bardue II is a CFP® with 33 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also owns Northsound Wealth Management LLC, a separate advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo's research and planning tools.

Matthew Petello is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group. Outside of advisory work, he also works as an Uber driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, supported by firm-approved tools and a structured discovery process.

Christina Jutting is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Morgan Stanley and has previously held roles at The Vanguard Group, Baba Bear, and as a self-employed professional. Outside her advisory work, she is the author of a published book through Fulton Books. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to deliver tailored financial plans.

Elliott Treinen is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. He has previously worked at F&G Annuities and Life and is involved as an agent in insurance and benefits through Gateway Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Jacob Shures is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2026. 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 and profit-sharing plans, corporations, and charitable organizations.

Zachary Armenta is a CFA® charterholder with 10 years of industry experience. He is currently with J.P. Morgan Securities in Tempe, AZ, where he has worked since 2026. His prior experience includes roles at Wealth Enhancement, State Street Global, John Hancock/Manulife Investment, and Northern Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Paul Swiatkowski Jr. is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2025 and has been with Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

Bradley Hecker is a financial advisor at Morgan Stanley in Tempe, AZ, with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Vanguard Group and Elev8 Advisors Group. Outside of his advisory roles, he has been involved with Sun Devil Athletics and Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Ainsworth is a financial advisor at Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation with three years of industry experience. He previously managed his own consulting group from 2009 to 2022 and served briefly on the University of Wyoming staff. Ainsworth is Treasurer and one of five board members at Southwest Leadership Academy, a nonprofit charter high school serving at-risk youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through a consolidated billing system called “WealthPlan.”

Sharon Huffman is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Outside her advisory role, she is involved with Ardmor Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of advisors and branch offices.

Beenish Aslam is a financial advisor at Merrill with Series 66 registration and one year of industry experience. Prior to joining Merrill, she held various roles in educational institutions, including Scottsdale Unified School District and Think Through Academy High School in Phoenix. Merrill, in conjunction 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 individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Mc Kersie is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2010, including roles at Charles Schwab Premier Bank, SSB, and Charles Schwab Bank, SSB. Outside of finance, he periodically conducts martial arts seminars as a karate instructor. Charles Schwab serves a large client base primarily composed of 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios, periodic reviews, and a formal alternative-investment selection process.

Charles Darling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for Luv Toyota for twelve years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. 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 financial planning process.

Cameron Mc Kissic is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Bank of America, N.A. In addition to his advisory work, he is the owner of KingStreet Empire Clothing LLC, an online clothing business aimed at inspiring and providing resources to youth. He also serves as a sprint coach for the Chandler Unified School District #80. 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.

Douglas Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Rolon is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. His prior work includes several years at Educational Testing Service and Basis.ed before joining Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutions.

Joel King is a financial advisor at Edward Jones with 26 years of industry experience. He has held roles at Edward Jones since 2017 and worked at Scottrade from 2003 to 2017. He holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Payton Bagshaw is an advisor at LPL Financial in Tempe, AZ, holding a Series 66 designation with under one year of industry experience. Prior to joining LPL Financial in 2025, Bagshaw spent a year at Strategic Wealth Advisors and was involved with Gonzaga University Ministry for three years. 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 wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in assets.

Victorino Borromeo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Liberty Mutual Insurance, and self-employment from 2018 to 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and via corporate financial planning agreements.