Sebrena Tranton is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Wells Fargo Bank, N.A. for 14 years. Outside of advising, she owns a condominium rental property in Puerto Peñasco, Sonora, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Kenneth Gudewich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Vukonich is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise where he has worked since 2005. He serves on the Board of Directors for the Phoenix Coyotes Alumni. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual reviews focused on income sources and tax-aware withdrawal strategies.

Veronica Salazar Celis is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of advisory and investment solutions through a large national network of advisors and branch offices.

Beth Bissonnette is a financial advisor with Edward Jones in Mesa, AZ, holding the ChFC® designation as well as Series 66 and Series 63 licenses. She has 25 years of industry experience, all with 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Grimes is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business. 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, and institutions, supported by internal and third-party portfolio management teams.

Annalisa Jaquez is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Bank of America, N.A., GlobeLife Liberty National Division, and Xome/Mr. Cooper. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gabriel Arvizu Rangel is a financial advisor at Merrill with five years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2020, including roles as an intern and advisor, and is currently associated with Bank of America. Outside of his financial advisory role, he operates an independent business as a self-employed contractor for Amway Corp. 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 range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abigail Miller is a Series 66–licensed financial advisor with Edward Jones in Tempe, Arizona, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Scott Friedman is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicacio Hernandez is a financial advisor with Merrill in Chandler, AZ. He holds the Series 66 designation and has been with Merrill since 2022. Prior to joining Merrill, he worked at Bank of America from 2022 to 2025 and has academic experience at Arizona State University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Karla Schafer serves as a Senior Resident Director and International Wealth Advisor, specializing in providing wealth management solutions to high-net-worth families. With over 27 years of experience in the financial services industry, she focuses on business owners, C-suite executives, and physicians both in the United States and abroad. Karla delivers personalized financial planning tailored to meet the unique needs and goals of each client. Karla holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor® (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor’s Degree from Florida International University and a Master’s in Business Administration from the University of Miami. Her expertise encompasses investment management, portfolio construction, estate planning, tax optimization, alternative investments, lending solutions, and exit planning for business owners. Fluent in both Spanish and English, Karla integrates access to Merrill’s investment insights and Bank of America’s lending capabilities to serve her clients comprehensively. Outside of her professional commitments, Karla enjoys traveling, boating, fishing, and attending sporting events with her family.

Madeline Julian is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. She has worked at Morgan Stanley since 2019 in multiple roles and is also involved in the hospitality industry as a partner at Kelso Theater Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm utilizes structured planning processes supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Mateja Tirkas is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2019, Mateja worked in various roles including at Yellowstone Club and UC Davis Physics Department. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Corridino is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, previously spending 19 years at Smartpractice. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Corey Young is a Financial Advisor with Merrill Lynch Wealth Management. Originally from Chicago, Illinois, he has nearly 10 years of experience in investing, personal growth, and financial planning. Corey is focused on helping individuals and families navigate financial decisions related to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in Psychology from Bowling Green State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Corey's approach to financial advising centers on understanding clients' goals, values, and priorities to build customized financial plans that help them achieve their objectives. Outside of his professional role, Corey is a husband and father of two children. He enjoys spending time with his family, traveling, working out, trying new experiences, playing video games, and pursuing personal growth in various areas including spiritual, physical, and mental development.

Nathan Krank is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Citigroup Global Markets for two years before joining Wells Fargo in 2016. Outside of his advisory role, he coaches basketball at Highley High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and supporting over 14,000 advisors.

Nicholas Sowa is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2020. His prior experience includes roles at Bank of America, Merrill, and Quicken Loans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kennedi Shepard is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and at Bank of America since 2024. Outside of her advisory role, she is a partner in Thruthiccnthin, a clothing resale business operating at flea markets. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Juan Loaiza is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Frito Lay from 2016 to 2022 and has been involved with Uber Eats since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.