Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brooklyn Taylor is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and eight years of industry experience. Taylor’s background includes roles at JPMorgan Chase Bank, N.A. and JP Morgan Private Bank. Outside of finance, Taylor is a partner in a bakery franchise with two locations in Arizona and manages a residential rental property through a revocable trust. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Alejandro Fragoso is a CFP® and holds a Series 66 license with Charles Schwab. He has seven years of industry experience, including roles at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he worked at Fry's Food & Drug Stores for three years. Charles Schwab serves a large client base, 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 offers a mix of non-discretionary and discretionary investment solutions supported by a multi-asset allocation approach and centralized operational infrastructure.

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Stuart Boardman is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Edward Jones in Gilbert, AZ, having worked there since 2022, and previously held positions at BancWest Investment Services, Inc., Bank of the West, Edward D. Jones & Co., LP, and New York Community Bancorp. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Lilliana Alonzo Gomez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, N.A., and Chicanos por la Causa. She is also affiliated with Arizona State University. Merrill, alongside 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 a range of individual and institutional clients.

Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Pochiro is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial, he worked at The Vanguard Group and has held various roles in education and business. Outside of advising, he is employed as an Uber Eats driver. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Toronto is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and with 30 years of industry experience. He has been with LPL Financial since 2008. In addition to advisory work, he is involved in the marketing and sales of fixed insurance products through several affiliated insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Marcus Allen is a financial advisor with Wells Fargo Advisors in Tempe, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors serves a broad client base with a comprehensive range of investment products and services through one of the largest advisory networks in the industry.

Gail Waytena is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she serves as Marketing Director for Waytena & Associates LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Micheal Ajayi is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, BestBuy, and service in the United States Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

George Ripley is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Frederik Pioro is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Charles Schwab since 2006 and also works with Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 client relationship model that is primarily non-discretionary while also providing access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Angel Lopez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2018 and has prior work experience with Liberty Mutual Insurance and JP Morgan Chase Bank. 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 plans, corporations, and charitable organizations.

Leslie Stephen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Mass Mutual Investors Services, and Metlife Financial Services. Leslie is also involved with Rayhons Financial Solutions, LLC, an independent business focused on the sale of insurance and securities products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining model portfolios, third-party managers, and custom strategies.

Mark Barenbaum is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior firms include Woodbury Financial Services and OSAIC. Outside of advisory work, he is the owner of Baum54 INC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.