Alain Devoe is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation. He has four years of experience at Morgan Stanley and previously worked at Costco Wholesale and Costco Business Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without offering individual security recommendations as part of standalone plans.

Renzo Corazzo is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014. 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.

Karl Miller is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Miller has worked at Merrill since 2013 and has been with Bank of America, N.A. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Cannon is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She is focused on developing financial strategies that provide clarity and confidence to clients, emphasizing a tailored approach that responds to their evolving needs. Prior to this position, Michelle worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and initially served as a Financial Representative at the company from 2024 to 2025. Michelle's career path at Fidelity Investments demonstrates her experience in client relationship management and financial planning. Her work is centered on understanding individual client priorities to create strategies that align with their financial goals.

Joshua Paone is a financial advisor at Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors and The Vanguard Group. He has also worked in healthcare and fitness-related organizations such as Banner Alzheimer's Institute and Village Health Clubs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to assist clients in developing customized financial plans.

Paul Hershenberg is a financial advisor with LPL Financial in Tempe, AZ, holding the Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include long tenures at Woodbury Financial Services and OSAIC. He is involved in insurance-related business activities, including operating an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives using various strategies, including model portfolios and customized approaches.

Chris Burger is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2012. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colby Homec is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and various branches of Fidelity, spanning brokerage services and personal and workplace advising. Outside of his advisory work, he is a partner in Backpacking Grub, an online sales business where he fulfills orders and creates content for social media platforms. Colby works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including fund-of-funds and model portfolios for intermediary platforms.

Jon Pia is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of advising, he has sole ownership of two rental properties in Gilbert, Arizona. 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 organizations.

Yonathan Haile is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Debes Mutual, TIAA-CREF Individual & Institutional Services, and Vanguard Marketing Corporation. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Collen is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Edward Jones, Greatest Value, and Wellgenix Health. Outside of advising, he works part-time as a courier and operates a home-based resale business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by advanced operational tools.

Anthony Tosta is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior work experience including roles at Fuzion 3 and Ideal Printing Company, as well as time spent at the University of Arizona and Fullerton College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Luke Bullinger is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Realty ONE Group, Redfin, and Independent advisory services. Outside of his advisory work, he is involved as an employee in I-5 Chrome Shop LLC, a retail and automotive business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Victoria Stinson is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with staffing agencies Instawork and Qwick, which provide temporary and hourly jobs in hospitality and manual labor sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Oscar Hermida is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to entering finance, he spent seven years with Helping Outsourcing - Cuatre Cuarts. 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 plans, corporations, and charitable organizations.

Monica Ely is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1991, concurrently with a role at Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Ariana Frankenstein Archer is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Merrill for four years and has held positions at Sally Beauty Supply, The Home Depot, Arizona State University, and Casa Grande Union High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Jason Jo is a financial advisor with Morgan Stanley Wealth Management, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He previously spent 22 years at Edward Jones before joining Morgan Stanley. Outside of his advisory role, he is also a licensed real estate broker based in Gilbert, Arizona. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning and a range of investment programs supported by advanced modeling tools and a structured discovery process.

Samuel Welch is a financial advisor at Merrill with a Series 66 credential and approximately one year of experience. His prior work includes roles at Cenerus and ASU, as well as non-financial positions at Maggiano's Little Italy. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.