Donald Sullivan is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Allied First Bank, loanDepot, Yelp, Freedom Financial Network, and Lendmark. Outside of his advisory role, he is involved in managing a rental property with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for a large nationwide network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending.

Leticia Romero is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, N.A., DoorDash, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Joshua Jerger is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013. 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 designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Costello is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and securities licenses Series 63, 65, and 66, and has 27 years of industry experience. Her prior work includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, Investment Centers of America, EF Legacy Securities, Edelman Financial Services, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alan Tarbet is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in supporting families and young professionals navigating financial planning amid life transitions, with a focus on building wealth and minimizing lifetime tax burdens. Alan's bilingual ability in English and Spanish enables him to work extensively with Hispanic small business owners and families, assisting them in reviewing cash flows, balance sheets, and prioritizing personal and business financial goals. Alan holds a Bachelor's Degree from Brigham Young University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Alan enjoys basketball, golfing, hiking, scuba diving, and spending time with his family.

Eric Velazquez is a financial advisor with Merrill holding Series 65 and Series 66 credentials and four years of industry experience. He has worked at Bank of America since 2022 and at Merrill since 2021. Prior to these roles, he was employed at Movado Group Inc and McAdam Financial Group, with earlier experience at Banana Republic and the University of Delaware. 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.

Derick Cazares Ramirez is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes positions at J.P. Morgan Chase and various roles outside finance, including work with Chipotle Mexican Grill and University of Arizona Online. 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, institutions, and charitable organizations.

Christopher Mc Crossan is a financial advisor with Ameriprise, holding a Series 63 designation and over 38 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1987 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advisory work, he is involved in business ownership through Advisor Management Group LLC and Christopher Mccrossan LLC. Ameriprise specializes in retirement-income planning for individuals with substantial investable assets, offering written recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm serves clients through a centralized retirement-income consulting team and provides a broad range of advisory, brokerage, and insurance solutions.

Michael Krajnak is a financial advisor at Morgan Stanley in Gilbert, AZ, with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, Merrill, and Morgan Stanley Private Bank. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Kristin Maulsby is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2013 and is also involved with Jax Brew Bus, an outside business she has been engaged with since 2017. 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 a range of clients including individuals, high-net-worth clients, and institutions, supported by internal and third-party investment management teams.

Martin Ercoline IV is a Series 66-licensed financial professional with seven years of industry experience. He is currently with Cetera and also operates financial services under the DBAs Advanced Wealth Management and FFEC Wealth Partners. In addition to his advisory work, he is a high school wrestling coach at American Leadership Academy in Gilbert, AZ. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform that offers access to both affiliated and third-party investment managers.

Paul Tschudy is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, AmeriFirst Financial, and First American Mortgage Solutions. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

John Leitch is a financial advisor with Primerica Advisors in Mesa, AZ, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, he is a managing partner of LFC LLC and the founder of the Diabetic Wellness Initiative, a nonprofit focused on diabetes awareness. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment services.

Jerry Jordan is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Vivian Tran is a financial advisor at J.P. Morgan Securities with six years of industry experience, holding Series 63 and Series 66 licenses. She previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA before joining J.P. Morgan in 2019. Outside of her advisory role, Vivian is involved in an e-commerce business, buying and selling products online through platforms such as Amazon, Shopify, and Etsy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Samuel Rivas is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2020 and Bank of America, N.A. since 2021. Prior to this, he was involved with Petersen Properties and Management Inc. and Jiangsu Shanshui Energy Co. Ltd. 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 plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, incorporating strategic and tactical asset allocation and tax-aware options.

Savannah Chilton is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held various roles in industries including mortgage lending and weight loss services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client strategies.

Alexa Tenpenny is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Before joining Schwab, she worked for six years at CBCB sports bar and spent four years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with an emphasis on multi-asset model portfolios and alternative investments.

Nikki Alford is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience and a Series 66 credential. She has been with Edward Jones since 2016 and is also the manager and owner of AGO, LLC. Outside of her advisory work, she oversees property management and bookkeeping for her rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Karrie Barkdoll is a financial advisor at Edward Jones in Tempe, AZ, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. 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 strategies, separately managed accounts, and affiliated mutual funds.