Jeffrey Boles is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Vanderbilt Mortgage and Finance Inc. and Bank of America, N.A. He has also worked in diverse fields such as education and hospitality. 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 various institutions.

Jose Luis Bufanda is a financial advisor with Merrill based in Queen Creek, AZ. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and has experience with GMS/E & C Services and Red Mountain High School. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Pacek Jr. is a financial advisor with Merrill who holds Series 63 and Series 66 designations and has 18 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America since 2013. Outside of his advisory role, he works part-time for Instacart as a delivery service employee. 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 institutions.

Nancy Nguy is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at both Merrill and Bank of America since 2014. Outside of her advisory role, she is involved with a for-profit LLC that manages family rental properties, where she acts as the main contact for property issues. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party portfolio managers for individuals, high-net-worth clients, and institutions.

Benjamin Stidham is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo bank from 1999 to 2021. He is also a commissioned notary public. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Zachary Porter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Robinhood Financial, Ameriprise Financial, and Mass Mutual Investors Services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Elias Hoff is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include work at Bank of America and Farmers Insurance. Outside of his advisory work, he is the general partner and managing member of Brother Holdings LLC, a limited liability company based in Scottsdale, Arizona. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ryan Dodd is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill. Outside of his advisory work, he pursues woodworking as a hobby, occasionally creating items for friends and family. 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’s approach includes structured planning tools and advisory programs without providing individual security recommendations through its standalone planning services.

Peter Schraufnagel is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with seven years of industry experience. He worked at BMO Harris Bank NA from 2015 to 2018 before joining Edward Jones. Outside of his advisory role, he is involved in commercial and short-term residential rental properties in Arizona. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an extensive network of advisors and branch offices nationwide.

Louis Schuster III is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and incorporates algorithmic automation alongside human oversight in its planning process.

Luke Gebert is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Merrill in Chandler, AZ, where he has worked since 2017, including time at affiliated Bank of America entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Audrey Hammond is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence processes.

Michael Moore is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. Moore has also worked in educational and community settings, including Grand Canyon University and Twinsburg Summer Camp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and various portfolio management options.

Jeffrey Hochstetler is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including two years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Jennafer Getz is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2012 and has also worked at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Emma Hedeen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Charles Schwab and has experience outside the financial industry, including a front desk role at Elements Massage since 2020. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Cameron Whelan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Fidelity and its brokerage services since 2015. Outside of his advisory role, he is involved in real estate renting and flipping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Olivia Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2022 and previously held roles at Bank of America, Diamondback Legal, Asesoria Integral Emasesor, Fiduciaria del Pacífico, and Genera Trust Administradora Fondos y Fideicomisos. Outside of her advisory work, she operates a photography business focused on social events. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Greg Proctor is a financial advisor at Morgan Stanley in Gilbert, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using firm-approved methodologies, managing approximately $2.74 trillion in client assets.

Azucena Beltran is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and having 11 years of industry experience. She has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.