Zachary Taylor is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017 as well as Bank of America since 2019. Prior to his advisory career, he worked at Mesa Community College and Lowe’s. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Jamal Broussard is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, Jamal worked at State Forty Eight and Nuvei, among other companies outside the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and a range of advisory programs.

Julianna Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and The Vanguard Group. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Daniel Levy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2020, he worked at Solium Financial Services LLC and THE Vanguard Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its planning process.

Aiesha Mills is a financial advisor at Fidelity with 11 years of industry experience. Her prior roles include positions at Bank of America and Merrill, and she has worked as a hair stylist at Phase 2 Hair Salon for 18 years. She holds Series 63 and Series 66 credentials. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction.

Troy Ross is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of the West and BancWest Investment Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Alexander Pereira is a Series 66-credentialed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. He has been with Merrill since 2021 and also owns and operates a paint contracting business, Integrity Coatings LLC. Prior to his advisory career, he held positions at Bank of America, Yelp! Inc., and Quiktrip Corporation. 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.

Pablo Bazan is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verra Mobility and Progress Residential, among other roles. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a broad network of advisors and branch offices nationwide.

Autumn Stewart is a financial advisor with Morgan Stanley Wealth Management in Tempe, Arizona, holding Series 63 and Series 66 licenses and having five years of industry experience. She has worked at several firms including MassMutual and State Street Global Advisors and is involved with technology and consulting ventures such as Earheart.ai and The Fall Collective. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment analysis in its services.

Meaghan Karoleski is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm and holds a Series 66 designation. 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 nationwide network of more than 23,000 financial advisors.

Kyle Foley is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zovek Ferrales is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wells Fargo. 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.

Matt Loeffler is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a 50% owner of Lot Six Wax Company, a business that designs, produces, and distributes ski and snowboard wax. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Miguel Ronquillo is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Saigeon is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2016. 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.

Britton Larson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2013 and holds professional designations including Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). Britton works primarily with dynamic and highly successful families, focusing on investment management and assisting clients through critical life transitions that have long-lasting financial impacts. Before his current role, Britton began his career as a Certified Public Accountant, specializing in tax planning and preparation for businesses and individuals. He holds a Bachelor's Degree in Accountancy and a Master's Degree in Taxation from Arizona State University. While Britton does not provide tax advice in his current position, his background influences his approach to financial planning, emphasizing tax efficiency. Outside of work, Britton enjoys spending time with his wife and four children, engaging in activities such as gardening, camping, hiking, and scuba diving. He is also involved in his community as a youth mentor at The Church of Jesus Christ of Latter-Day Saints.

Nicholas Wintermeyer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, State Street Global Advisors, and MassMutual Life Insurance Company. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and financial services.

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial sector. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig McGrath is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including The Vanguard Group, Merrill, and First Command Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.