Zackery Gillies is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in July 2018 and serves as a partner on The H Group, focusing on providing financial guidance to business owners and executives, particularly first-generation wealth creators, on a national basis. Based in the Capital Region and Greater New York City area, Zack collaborates with clients to deliver personalized wealth management strategies that align with their goals and values. Zack’s expertise encompasses a broad range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, liquidity management, philanthropic planning, portfolio management, tax minimization, and retirement income planning. His approach includes thorough analysis of clients’ assets and financial documents, enabling comprehensive planning that incorporates cash management, tax loss harvesting, and legacy considerations. He works closely with specialists in private banking, mortgage lending, and estate planning to offer a wide range of solutions. Zack holds a Bachelor’s Degree from St. Lawrence University and multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a U.S. Army Veteran and actively volunteers with Veteran Connect Center. Outside of his professional role, Zack enjoys cooking, hunting, reading, rock climbing, running, and swimming.

Kyle Willis is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following roles at E*Trade Securities, Western State Bank, Arizona State University, and Dillard's Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and agreements with employers.

Donald Homack is a Series 66-licensed financial advisor at Merrill with six years of industry experience. He has worked at Merrill since 2019 and previously held roles at Bank of America and Annie Mac Mortgage. Outside of his advisory work, he is a shareholder in Bonita Ranch Inc., an agriculture business in Wilcox, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Sherratt is a Financial Consultant at Fidelity Investments, where she has been employed since 2013. Over the years, she has progressed through various roles including Investment Solutions Representative, Annuity Service Representative, and multiple levels of Investment Management Consultant, reflecting her extensive experience within the company. In her current role, Mary partners with clients to develop personalized investment strategies that align with their unique goals and preferences, aiming to support their financial well-being and the enrichment of their families' lives. She holds a California Insurance License, which complements her expertise in financial consulting. Outside of her professional work, Mary enjoys family activities, outdoor adventures, parenthood, spending time with pets, snowboarding, and traveling.

Kimberly Reeder is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 managed 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.

Michael Sadjadi is a financial advisor with Raymond James Financial in Gilbert, AZ, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Ameriprise Financial Services. He is also an associate at Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports a wide network of advisors and affiliated advisory firms.

Blake Burton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes seven years at Rocket Mortgage and he has been with Merrill and Bank of America since 2022. 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 for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Thomas Watt is a financial advisor with OSAIC, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones and Royal Alliance Associates, INC., and spent ten years at Applikon Biotechnology, Inc. Outside of his advisory role, Watt serves as a board member for the University of Advancing Technology Foundation. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, and institutional entities, providing integrated brokerage, investment advisory services, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

Nathan Stanley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and advanced planning tools, including Monte Carlo simulations, to support its advisory services.

Anthony Squirek is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Aqua Ben Corp. from 2015 to 2019. 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 programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Timothy Mc Naney is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Stoes is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Voya Financial Advisors, Bank of America, and Merrill. He is also the owner and financial planner of San Tan Planning and Investments, PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing affiliated and third-party managers under various program structures and custodial arrangements.

Brian Tollefson is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Waddell & Reed, Centered Wealth Strategies, and Commonwealth Financial Network. He has also been involved with the Order of Knights, Eagles, and Tigers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lonnie Davis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank, Bank of America, and Merrill. Davis is based in Mesa, AZ. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Samuel Yu is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Zinnia Aguilera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes six years at Wells Fargo Bank and roles outside finance such as homemaking and teaching at Sonshine Christian School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using a combination of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Barth is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving clients at Edward Jones since 1997. He is based in Mesa, AZ, and holds the Series 63 license. Outside of his advisory role, Barth serves as president of the Minnesota Valley Investment Club. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors nationwide, offering a broad range of advisory programs and investment solutions to individual and institutional clients under a fiduciary standard.

Eric Utesch is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party model portfolios and customized strategies.

Gaurav Batra is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has previously worked at Next Financial Group, Inc., Valic Financial Advisors, and Merrill. Batra has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Gregg Janke is a financial advisor with Ameriprise in Gilbert, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.