Jose Aun is a financial advisor at Merrill in Chandler, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2021, with prior roles including positions at Bank of America and The Vanguard Group. 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.

Christopher Ruiz is a financial advisor at Edward Jones in Tempe, AZ, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including JPMorgan Chase Bank, Morgan Stanley, Advisor Group, Merrill Lynch, and Wells Fargo. 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 nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Robert Byers is a financial advisor at Edward Jones in Tempe, AZ, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Shea Gerrety is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Gerrety held roles at Bank of America, N.A., U.S. Bank, and Signature Consultants. 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 strategies for individuals, high-net-worth clients, and various organizations.

Noah Devine is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, his work history includes roles outside the financial industry, such as managing a business related to pool table services that did not conduct active operations. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Michael Zhu is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and has nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent time at The Vanguard Group, Inc. from 2017 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ilana Jenkins is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, and has nine years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she owns and operates an online retail business selling crystals. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathan Cohen is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, Cohen works as a delivery driver and independent contractor for companies including DoorDash and Uber Eats. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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.

Miranda Arroyo is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, she worked for QRP Gloves, Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Electa Thompson is a financial advisor at Edward Jones in Tempe, AZ, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dawson Alverson is a Series 65-credentialed financial advisor with three years of industry experience. He has worked at LPL Financial since 2024 and previously with Kestra Advisory for one year. In addition to his advisory roles, he has been involved with Qc Accounting LLC since 2007. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools to support advisors.

Giselle Sanchez Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and held roles outside the finance industry, including positions at Saam Delivers LLC and Estrella Community College. 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 plans, corporations, and charitable organizations.

Eric Buan is a financial advisor with Raymond James & Associates in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of finance, he occasionally streams and blogs about video games on Twitch. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services with a range of portfolio management styles and research support.

William Mcentegart is a financial advisor with Merrill, holding a Series 66 credential and 19 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he is an equity partner in a family-held business, JWRS Enterprises LLC, which provides non-medical companion care services through an AmeriCare franchise. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies by internal Chief Investment Office teams and third-party managers for individuals, institutions, and charitable organizations.

Michelle Knapp is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Union Bank and Guild Mortgage. 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Auriauna Compton is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Her prior work experience includes positions at Bank of America, Texas Tech University, and the Texas Department of Criminal Justice. 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, and various institutional clients.

Erica Delgado is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Edward Jones for six years and JPMorgan Chase Bank NA for seven years. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, providing comprehensive reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized recommendations, primarily for clients with Ameriprise-managed accounts.

Stephanie Hosonuma is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2007 and has worked at 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Parker Bickle is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and prior work outside finance at In-N-Out Burger and Red Mountain High School. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Mazzanti is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large network of advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.