Jacob Loel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, American Philanthropic, and Amazon. He has also been involved with nonprofit organizations such as the Catholic Community Foundation. 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tanner Cypress is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors. Outside of his advisory role, he participates as an independent contractor writing product reviews for the Amazon Vine program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also engages in fund advisory, model portfolio delivery, and oversight of sub-advisers.

Herman Jonas is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jurate Mayer is a financial advisor with Merrill in Chandler, AZ, holding Series 66 and Series 63 licenses and 12 years of industry experience. She has worked at Merrill and Bank of America since 2017 and was previously employed at Wells Fargo Bank. Outside of her advisory role, she owns a sole proprietorship related to investment property. 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 model-based and discretionary strategies developed by internal and third-party managers.

Robert Dierking is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Osaka Japanese LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dominic Young is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. 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.

Anabelle Ramirez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at Federal Management Systems Inc. and held roles at Arizona Youth and Family Services and The Salvation Army. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kathryn Dunaway is a financial advisor at Charles Schwab with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Schwab, she worked at Cetera and Pruco Securities, and has a background that includes roles outside the financial sector. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Isaac Ruiz De La Torre is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds Series 66 and Series 63 licenses and has one year of industry experience. Before joining J.P. Morgan, he worked at E*Trade from Morgan Stanley and Seres Therapeutics, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Anagnos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2013. Outside of his advisory role, he co-owns two rental properties with his wife. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities while delivering recommendations on a non-discretionary basis.

Brian Bierman is a financial advisor with Morgan Stanley Wealth Management in Gilbert, AZ, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at Carin Nguyen Team - Real Broker, Your Amazing LLC, American Express, and Waste Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

Donald Swanson is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of financial advising, he is president of a real estate company, Kirby Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of investment programs and educational seminars.

Gilbert Jimenez is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Vanguard for nine years and at Randstad for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abram Fabela is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Morgan Stanley, JP Morgan Securities, and LPL Financial. In addition to his advisory work, he has engaged in driving for Uber as a contractor in Phoenix, Arizona. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Bryce Ramirez is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked at Bed Bath and Beyond and Fry's Food and Drug, and has experience as a pet sitter. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a formal alternative-investment process.

Sharon Boucher is a financial advisor with LPL Financial in Mesa, AZ, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, along with retirement plan consulting and brokerage services supported by a variety of model portfolios and research resources.

Christopher Bond is a financial advisor with Merrill in Chandler, AZ, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, Bond volunteers as a football coach at Queen Creek High School. 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.

Matthew Carter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, Charles Schwab, and Merrill. Outside of his advisory work, he also provides rideshare services as a contracted driver for Uber. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by in-house manager solutions and due diligence processes.

David Salha is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Jasmine Ortiz is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she owns and operates The Campus Titi, a business that creates custom care packages for college students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.