Weston Miceli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and has held positions in solar energy and legal support. He has also been involved in university housing and residential life at the University of 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jessica Foster is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2007. 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 nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kelly Rao is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Rao worked for Maricopa County and Southwest Key Programs. Rao also provides consulting services to the Child Welfare League of America, analyzing survey findings and preparing reports on child welfare issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Scott Radley is a financial advisor at Cetera with 25 years of industry experience. He has been with Cetera and its affiliates since 2004 and previously operated Radley Financial Services, Inc. from 1999 to 2017. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, supporting various discretionary and non-discretionary strategies and program structures.

Colby Keller is a Series 66 licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 years of industry experience, all with the firm since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nicholas Brock is a CFP® and Series 66-registered financial advisor with Edward Jones in Tempe, AZ, holding 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs with a fiduciary standard.

John Murphy is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Outside of his advisory role, he serves as a city counselor for Inver Grove Heights, Minnesota, participating in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

George Varas is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with LPL Financial since 2009. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

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 at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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. The firm offers model-based and discretionary investment strategies for 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.

Galo Tapia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked extensively with Charles Schwab since 1995, including roles at Charles Schwab Bank, SSB, and Financial Engines Advisors L.L.C. from 2020 to 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory programs offering bundled advisory, brokerage, custody, and financial planning services. The firm provides a mix of non-discretionary and discretionary investment management using multi-asset portfolios and centralized operational infrastructure.

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.

Frank Renda Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he holds a patent and receives royalties from a product licensing agreement unrelated to his financial services work. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

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.