Jacklyn Diaz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Morgan Stanley, she held various roles including positions at BlueStar Resort & Golf and Charles Schwab, and had educational experience at The University of Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial planning services.

Paolo Menuez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Morgan Stanley. Outside of advisory work, he is the sole proprietor of Five Loaves LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Shetal Mall is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Discover Financial Services from 2021 to 2024 and has freelanced in music and photography. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by proprietary tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Yanneza Cartia is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill, Bank of America, JP Morgan Securities, and KeyBank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Perkins is a Series 66-registered financial advisor with Merrill, based in Chandler, AZ. He has 11 years of industry experience, including 10 years at Merrill and Bank of America, N.A. He provides advisory services through an institutional firm with a large network of advisors. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients via 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.

Robert Sikich is a financial advisor with RBC Capital Markets, LLC, where he has worked for 10 years. He holds the Series 63 and Series 66 designations and has a total of 10 years of industry experience. Prior to his current role, he was employed at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Robert Boglin is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013, following seven years at Charles Schwab. 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.

Lee Calamaio is a financial advisor with Thrivent Investment Management in Chandler, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a wide range of topics and allows clients to combine planning with managed-account services via a consolidated billing option, while keeping the services distinct.

Stephen Shepherd is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Bancorp Investments, Amazon, Nationwide Investment Services Corp, Questar Capital Corporation, Dessert Schools Credit Union, and LPL Financial. Outside of his advisory role, he holds an active real estate license for personal use. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a diverse range of investment products.

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.

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.

Stephanie Niemtschk is a CFP®-credentialed financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research, incorporating an ESG framework and supported by centralized due diligence.

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.