Anthony Ruiz 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 Papa Johns. 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 constructed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Gabrie is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, he was affiliated with the University of Nevada, Reno from 2015 to 2019. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63, 65, and 66 credentials and 32 years of industry experience. She has been with Cambridge Investment Research since 2017 and previously worked at DFPG Investments, Inc. Vargason is also involved in real estate through ownership of BRAM, LLC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm uses a variety of portfolio management approaches and offers both proprietary and unaffiliated model strategies, with services tailored to client objectives across multiple custody and platform arrangements.

Joe Huskins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has extensive experience in investment consulting, having served at Fidelity Investments from 2021 to 2024 and at Charles Schwab from 2010 to 2020. Prior to these positions, he worked as an Insurance Advisor at Farmers Insurance from 2020 to 2021. Joe holds a California Insurance License, supporting his work in financial and insurance advisory services. His approach to retirement planning focuses on creating tailored investment strategies that align with clients' individual goals, emphasizing clarity and simplicity. Outside of his professional work, Joe's personal interests include baseball, board games, and attending concerts.

James Hattstaedt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a broad range of advisory services supported by a large national network of financial advisors and branch offices.

Christian Hyde is a financial advisor with Merrill in Chandler, Arizona, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, UnionBanc Investment Services, and Wells Fargo. Outside of finance, Mr. Hyde is involved with D.H. Sculpture Studio, Inc., where he serves as a director and contributes to bookkeeping, shipping, and inventory management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosa Olivas is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill Lynch, Bank of America, and Vanguard. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning services supported by structured tools and market analysis. The firm manages approximately $2.74 trillion in client assets and delivers its planning both directly and through corporate agreements.

Adam Uhlarik is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and tax-efficient services.

Nathan Peachman is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America and various companies outside the finance sector. 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.

Evan Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients as part of their wealth management team to assist them in making informed decisions about their financial plans. Prior to his current role, Evan worked as a Financial Advisor at North Star Resource Group from 2024 to 2026. His experience spans financial planning and advising, focusing on helping clients navigate their financial goals. Outside of his professional career, Evan enjoys activities such as golf, hiking, and skiing.

Ryan Greene is a financial advisor at Morgan Stanley in Gilbert, AZ, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo. Outside of advising, he is also involved as a contractor with DoorDash in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Kristin Arkin is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2005. 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 under management through a large nationwide network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Theodore Dunham is a Senior Financial Advisor with Merrill Lynch Wealth Management, offering over three decades of experience in comprehensive wealth management and investment planning. Since 1987, he has specialized in providing financial advice to affluent families, corporate executives, business owners, and their companies. Ted serves a select client base across multiple states, focusing on goals-based wealth management that aligns clients’ financial resources with their personal life objectives. Ted’s expertise includes retirement accumulation and income planning, philanthropic and legacy goals execution, portfolio risk analysis, trust and estate planning services, risk management for concentrated equity positions, hedging strategies, structured and alternative investments, and banking and lending solutions through Bank of America, N.A. His investment process emphasizes measuring progress toward clients’ goals and assessing portfolio risks in today’s economic environment. He holds a Bachelor's degree in economics from Brigham Young University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ted enjoys coaching ice hockey, vintage automobiles, travel, family history, writing, and reading. He lives in Mesa, Arizona with his wife, Juli, and is a father of four children.

Mathew Perez is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. 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 solutions supported by a large network of financial advisors and branch offices.

Avi Shachar is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized investment strategies aligned with their financial goals, offering guidance on a range of topics including general investing, retirement planning, and savings for unforeseen events. Avi also facilitates access to banking and lending services through Bank of America. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Personal Investment Advisor (PIA). Avi earned his bachelor's degree from Towson University. His approach centers on understanding what matters most to clients and their families in order to create tailored strategies that support their financial aspirations.

John Tauer is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. Outside of finance, he is also a part-time musician and performer. 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 range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Hancock is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026, and as Director and Retirement Planner at the same firm from 2022 to 2024. Before joining Fidelity Investments, he was an Assistant Vice President and Financial Solutions Advisor at Merrill from 2015 to 2022. In his professional capacity, Logan emphasizes understanding clients' unique financial goals through active listening and open dialogue. He collaborates with clients to pursue their financial objectives by leveraging his expertise alongside their vision. Outside of his professional work, Logan enjoys family activities, golf, parenthood, pets, snowboarding, and soccer.

Devon Ramos is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his career in financial advising, he worked at GameStop from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Seth Cole is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Robinhood, and The Vanguard Group. Outside of finance, he has performed administrative work for an esports event as a contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals and institutional clients.

Ryan Berns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advice and education to empower professionals, focusing on areas such as corporate executive services, family wealth management, endowments and non-profits, legacy planning, retirement planning, socially responsible and values-based investing, special needs planning, investment strategy, tax minimization, and retirement income. Ryan holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Finance from Arizona State University’s W. P. Carey School of Business and Barrett, the Honors College, and a master's degree in Personal Financial Planning from the College for Financial Planning. During his time at ASU, he was actively involved in the Men's lacrosse team, serving as Captain and Vice President. Outside of his professional role, Ryan is engaged in community activities, including serving as the Palo Verde Division Director for District 3 Toastmasters and coaching youth lacrosse teams such as AZ Hot Sauce, Ahwatukee Lightning, and Scottsdale United. He founded the Lacrosse Leadership Institute to help develop the skills of young players. Ryan enjoys spending time with his family, participating in golf, tennis, biking, cooking, hiking, running marathons, swimming, traveling, and practicing yoga.